Microsoft Dynamics 365 via Power Automate FAQs

September 30, 2024 17:31

This article contains commonly asked questions related to Calendly's integration with Microsoft Dynamics 365 via Power Automate.

Which Calendly plan is required to utilize this integration?

Our Microsoft Dynamics 365 integration is only available for organizations on our Enterprise plan. Check out our Pricing and plans page for more information.

Which Microsoft Dynamics 365 plan is required to utilize this integration?

You will need to be on the Microsoft Dynamics 365 Sales Enterprise plan or higher Or the Microsoft Dynamics 365 Sales Professional + Power Automate User plan or higher.

Do I require any specific permissions in Microsoft Dynamics 365 to add or update records?

Yes. You’ll need to have “Create” record-level privileges in Microsoft Dynamics 365 in order to add or update records.

Which roles in an organization are permitted to set up this integration?

Only organization owners and admins can establish the integration connection. For more information on roles within a Calendly organization, check out User roles and permissions.

What's Power Automate?

Power Automate is a service provided by Microsoft aimed at automating workflows across a multitude of applications and services. Its primary mission is to bridge the gaps between disconnected apps and services, streamlining repetitive tasks and ensuring seamless data flow. For those who might be familiar with Zapier, think of Power Automate as Microsoft's equivalent.

How do Calendly, Power Automate, and Dynamics 365 work together?

Calendly's integration through Power Automate acts as a bridge between Calendly and Dynamics 365. As meetings are scheduled in Calendly, Power Automate triggers automated workflows, ensuring that relevant data seamlessly flows into Dynamics 365. This synergy allows for real-time updates, minimizing manual data entry and ensuring that customer interactions are consistently recorded and acted upon within the CRM.

What's a Power Automate 'Template'?

Templates in Power Automate are pre-built flows that offer a starting point for creating your own workflows. They're designed around common tasks and integrations, allowing users to quickly set up a flow without building it from scratch.

Does Calendly have templates?

Yes - check them out below!

Create and update a lead when a Calendly meeting is booked
- When a Calendly meeting is booked, a new lead and appointment will be created in Dynamics 365. If the lead already exists, the information will be updated and an appointment will be added. Newly created leads will be associated with the owner if one exists.
Cancel an appointment when a Calendly meeting is canceled
- When a Calendly meeting is canceled, the corresponding appointment will be canceled for that contact in Dynamics 365.

Note: Additional templates coming soon!

Will the Microsoft Dynamics integration automatically match my host's email to attach a record to the correct owner?

Yes.

How does the Microsoft Dynamics integration identify a lead by default?

The lead is found using their email address.

Does Calendly provide support while the connector is in preview?

Yes. Please contact our support team with questions about this integration.

What fields or attributes are available in the Microsoft Dynamics integration?

Check out our complete list below.

Fields and categories

Field	Category
Scheduled Event Identifier	Scheduled Event Data
Scheduled Event Created	Scheduled Event Data
Scheduled Event Updated	Scheduled Event Data
Scheduled Event Start Time	Scheduled Event Data
Scheduled Event End Time	Scheduled Event Data
Scheduled Event Description	Scheduled Event Data
Scheduled Event Participants	Scheduled Event Data
Scheduled Event Invitee Email	Scheduled Event Data
Scheduled Event Guest Email	Scheduled Event Data
Scheduled Event Location	Scheduled Event Data
Scheduled Event Canceled	Scheduled Event Data
Scheduled Event Cancel Reason	Scheduled Event Data
Scheduled Event Canceler Name	Scheduled Event Data
Utm_Campaign	Scheduled Event Data
Utm_Medium	Scheduled Event Data
Utm_Content	Scheduled Event Data
Utm_Source	Scheduled Event Data
Utm_Term	Scheduled Event Data
Salesforce_UUID	Scheduled Event Data
CustomQuestion1/CustomResponse1	Scheduled Event Data
CustomQuestion2/CustomResponse2	Scheduled Event Data
CustomQuestion3/CustomResponse3	Scheduled Event Data
CustomQuestion4/CustomResponse4	Scheduled Event Data
CustomQuestion5/CustomResponse5	Scheduled Event Data
CustomQuestion6/CustomResponse6	Scheduled Event Data
CustomQuestion7/CustomResponse7	Scheduled Event Data
CustomQuestion8/CustomResponse8	Scheduled Event Data
CustomQuestion9/CustomResponse9	Scheduled Event Data
CustomQuestion10/CustomResponse10	Scheduled Event Data
Invitee Created At	Invitee Data
Invitee Timezone	Invitee Data
Invitee Email	Invitee Data
Invitee Name	Invitee Data
Invitee First Name	Invitee Data
Invitee Last Name	Invitee Data
Invitee Uuid	Invitee Data
Invitee Canceled	Invitee Data
Invitee Canceler Name	Invitee Data
Invitee Cancel Reason	Invitee Data
Invitee Canceled At	Invitee Data
Invitee Rescheduled	Invitee Data
Payment Provider	Invitee Data
Payment Amount	Invitee Data
Payment Currency	Invitee Data
Payment Terms	Invitee Data
Payment Successful	Invitee Data
Guest Email	Invitee Data
Hosts Email	Host Data

Note

For troubleshooting, check out Troubleshooting Microsoft Dynamics 365.