Why Add-to-Calendar Works with Microsoft Dynamics 365 CRM

Reduce no-shows and boost engagement by integrating clear, actionable calendar links within Microsoft Dynamics 365 CRM.

• Universal Add to Calendar links for Google, Outlook, Apple, etc.
• Instant setup with no coding required
• Customizable, brandable invitations
• Data insights with click and attendance analytics

Using Calendar Links in Microsoft Dynamics 365 CRM Workflows

1. Create a CalendarLink for each new or updated row

Utilize triggers like New or Updated Contact, New Lead, or Updated Opportunity to signal intent and create a CalendarLink.

2. Send data to CalendarLink

Effortlessly map names, dates, and descriptions, optionally capture RSVP details to tailor the experience.

3. Publish the personalised invite

Retrieve the Add-to-Calendar link to share in emails, web, or embed on social channels for easy event additions.

Fire Microsoft Dynamics 365 CRM Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers such as New Event or Updated Contact to begin automating your calendar invitations.

2. Map Add-to-Calendar Data

Automatically integrate titles, dates, times, and attendees into your workflow for seamless event management.

3. Create a new row or update a row

Use actions like Update Account or Create Opportunity to log engagement or send messages directly from updated calendar data.

Optimising Calendar Links in Microsoft Dynamics 365 CRM

• Utilize timezone safe links to avoid scheduling errors
• Leverage click and attendance analytics to fine-tune your strategy
• Customize invitations to match your brand for a cohesive experience
• Enable smart reminders to keep attendees informed and engaged