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Microsoft Dynamics 365 CRM + Setmore Appointments

Create Setmore Appointments from new Microsoft Dynamics 365 CRM contacts

When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will automatically create an appointment in Setmore Appointments. This seamless integration saves you valuable time and ensures that your calendar is up-to-date with all relevant appointments. Stay organized and efficient by setting up this easy-to-use automation.

When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will automatically create an appointment in Setmore Appointments. This seamless integration saves you valuable time and ensures that your calendar is up-to-date with all relevant appointments. Stay organized and efficient by setting up this easy-to-use automation.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    Setmore AppointmentsSetmore Appointments
    Create Appointment

    Create a new appointment.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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setmore-appointment logo

About Setmore Appointments

Setmore helps small businesses book appointments online and grow their business every day.

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