Microsoft Dynamics 365 CRM + Schedule It

Update resources in Schedule It when new leads are added in Microsoft Dynamics 365 CRM

Stay on top of your scheduling with this Microsoft Dynamics 365 CRM and Schedule It workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this automation will update a resource in Schedule It, ensuring your team is always up-to-date with the latest appointments and tasks. Save time and boost your efficiency by streamlining your lead management and scheduling process.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Update Resource
Updates an existing resource.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Which Resources Schedule?Required
Trigger
Instant
Try It
- Which Resources Schedule?Required
Trigger
Instant
Try It
Deleted Resource
Triggers when a resource is deleted.
Trigger
Instant
Try It
- Resource ScheduleRequired
- Start Date & Time
- End Date & Time
- Title/Subject
- Notes
- Location
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Background Color
- Text Color
Action
Write
- Resource ScheduleRequired
- Start Date/Time
- Title/Subject
- Notes
- Location
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
Action
Write
- Existing Event/TaskRequired
- Resource Schedule
- Start Date & Time
- End Date & Time
- Title/Subject
- Notes
- Location
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Background Color
- Text Color
Action
Write
- Search Type (for text fields)Required
- Id
- Starting Date Range
- Ending Date Range
- Title
- Tagged Resource ID
- Notes
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Which Resources Schedule?Required
Trigger
Instant
Try It
- Which Resources Schedule?Required
Trigger
Instant
Try It
New Resource
Triggers when a new resource is added.
Trigger
Instant
Try It
Updated Resource
Triggers when a resources details are updated.
Trigger
Instant
Try It
- NameRequired
- Group IDRequired
- Email Address
- Can Be Double Booked
- Warn if Double Booked
- Details 1
- Details 2
- Details 3
- Details 4
- Details 5
- Details 6
- Details 7
- Details 8
- Details 9
- Details 10
- Map Location
- Map Location Is a Destination
- Background Color
- Text Color
Action
Write
- Existing Event/TaskRequired
Action
Write
- Existing ResourceRequired
- Name
- Group ID
- Email Address
- Can Be Double Booked
- Warn if Double Booked
- Details 1
- Details 2
- Details 3
- Details 4
- Details 5
- Details 6
- Details 7
- Details 8
- Details 9
- Details 10
- Map Location
- Text Color
- Background Color
Action
Write
- Search TypeRequired
- Name
- Id
Action
Search

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Schedule It

Schedule it - A software tool which helps you schedule your resources, teams, equipment, rooms, and projects all in one place.

Help

Related categories

Scheduling & Booking

PRODUCTS

CAPABILITIES

By team

Microsoft Dynamics 365 CRM + Schedule It

Update resources in Schedule It when new leads are added in Microsoft Dynamics 365 CRM

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Deleted Event/Task

Which Resources Schedule?Required

Updated Event/Task

Which Resources Schedule?Required

Deleted Resource

Create Event

Resource ScheduleRequired

Start Date & Time

End Date & Time

Title/Subject

Notes

Location

Custom Field 1

Custom Field 2

Custom Field 3

Custom Field 4

Background Color

Text Color

Create Task

Resource ScheduleRequired

Start Date/Time

Title/Subject

Notes

Location

Custom Field 1

Custom Field 2

Custom Field 3

Custom Field 4

Update Event/Task

Existing Event/TaskRequired

Resource Schedule

Start Date & Time

End Date & Time

Title/Subject

Notes

Location

Custom Field 1

Custom Field 2

Custom Field 3

Custom Field 4