Book Like A Boss + Microsoft Dynamics 365 CRM Integration

Integrate Book Like A Boss to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each booking handled. Capture bookings, update your CRM records, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Book Like A Boss
    Booking is Created in Book Like A Boss Instant
  • Book Like A Boss
    Booking is Rescheduled in Book Like A Boss Instant
  • Book Like A Boss
    Booking is Canceled in Book Like A Boss Instant
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
Arrow Right
2.
  • Microsoft Dynamics 365 CRM
    Search marketing list by name in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get contact by Id in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get marketing list members in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM

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Ready Workflows Ready Workflows for Book Like A Boss + Microsoft Dynamics 365 CRM Integration

Capture bookings, create leads, keep records updated, alert your team, and send follow-ups, all in just one click.

  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Book Like A Boss + Microsoft Dynamics 365 CRM flow

Sync your booking details into calendars, notify your team in messaging apps, and update your mailing lists seamlessly. Pick a combination and activate it in one click.

Book Like A Boss
Microsoft Dynamics 365 CRM
+
Google CalendarGoogle Calendar (6)
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Microsoft OutlookMicrosoft Outlook (5)
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SlackSlack (5)
+
HubSpotHubSpot (4)
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MailchimpMailchimp (4)
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ZoomZoom (4)
B
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Create a Google Calendar event from every Book Like A Boss booking, and create a lead in Microsoft Dynamics 365 CRM
New Book Like A Boss bookings instantly add a Google Calendar event and create a lead in Microsoft Dynamics 365 CRM so your schedule and pipeline stay synchronized.
B
G
M
When a Book Like A Boss booking is rescheduled, update the Google Calendar event and update the lead in Microsoft Dynamics 365 CRM
Rescheduled Book Like A Boss bookings update your Google Calendar schedule and Microsoft Dynamics 365 CRM lead details automatically.
B
G
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If a Book Like A Boss booking is canceled, update the Google Calendar event and update the lead in Microsoft Dynamics 365 CRM
Canceled Book Like A Boss bookings remove the Google Calendar event and update the Microsoft Dynamics 365 CRM lead status.
B
C
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Use ChatGPT to summarise every new Book Like A Boss booking, add it to Google Calendar, and create a lead in Microsoft Dynamics 365 CRM
Use ChatGPT to extract booking details from Book Like A Boss before adding a Google Calendar event and creating a Microsoft Dynamics 365 CRM lead.
B
G
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Create a Google Calendar task for follow-up when a Book Like A Boss booking is created, and create a contact in Microsoft Dynamics 365 CRM
Every Book Like A Boss booking schedules a follow-up task in Google Calendar and creates a contact in Microsoft Dynamics 365 CRM.
B
G
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Turn every Book Like A Boss booking into a Google Calendar event, create a lead in Microsoft Dynamics 365 CRM, and alert your team in Slack
Book Like A Boss bookings create a Google Calendar event, a Microsoft Dynamics 365 CRM lead, and a team notification in Slack.

Supported triggers and actions for Book Like A Boss and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

Book Like A Boss
Book Like A Boss Triggers & Actions
Instant
Booking is Created in Book Like A Boss
Triggers the automation when a new booking is created
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Instant
Booking is Rescheduled in Book Like A Boss
Triggers the automation when a booking is rescheduled
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Instant
Booking is Canceled in Book Like A Boss
Triggers the automation when a booking is canceled
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No action is available
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Search marketing list by name in Microsoft Dynamics 365 CRM
Try it →
Get contact by Id in Microsoft Dynamics 365 CRM
Try it →
Get marketing list members in Microsoft Dynamics 365 CRM
Try it →
Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
Try it →

What can you automate with Book Like A Boss + Microsoft Dynamics 365 CRM?

Streamline your entire booking and customer relationship management workflow with automated actions across both platforms.

What you can automate?
🚀
Create CRM leads from every new booking automatically
Every time a client schedules time through your booking page, a new lead is created in Microsoft Dynamics 365 CRM instantly. Eliminate manual data entry and ensure zero prospect details are ever missed.
📝
Capture every submitted custom booking field
Map all client responses, intake notes, and service selections from Book Like A Boss directly into your Microsoft Dynamics 365 CRM lead fields for complete context.
🔔
Alert your sales team the moment a booking arrives
Trigger instant team notifications in your favorite messaging channels whenever a high-value client books an appointment, ensuring rapid response times.
🔀
Route leads based on service type or responses
Send different booking submissions to specific pipeline stages or assign them to designated team members in Microsoft Dynamics 365 CRM based on submitted form criteria.
🔄
Keep your CRM updated when bookings are rescheduled
When a client changes their appointment time in Book Like A Boss, automatically update the matching lead schedule in Microsoft Dynamics 365 CRM without manual checks.
🔍
Prevent duplicate records with intelligent matching
Search existing database records before creating new entries, ensuring repeat clients update their current Microsoft Dynamics 365 CRM profile instead of creating duplicates.
Manage client cancellations without manual effort
When an appointment is canceled in Book Like A Boss, instantly update the lead status in Microsoft Dynamics 365 CRM to reflect the change in your active pipeline.
🌐
Extend your workflow with third-party app connections
Connect your core scheduling and CRM data to communication tools, calendars, or email marketing platforms to build a fully integrated business stack.
And much more...

Who is Book Like A Boss + Microsoft Dynamics 365 CRM integration for?

Connecting Book Like A Boss and Microsoft Dynamics 365 CRM helps sales, support, and scheduling teams eliminate manual data entry and keep their pipeline perfectly updated.

Sales managers and directors
Sales managers and directors
Sales development reps
Sales development reps
Client success account leads
Client success account leads
High-volume booking coordinators
High-volume booking coordinators
Operations specialists
Operations specialists
Customer support supervisors
Customer support supervisors
📈
Sales managers and directors
You rely on lead reports to make forecasting decisions, but your pipeline metrics only update when staff manually export booking details, so the lead counts you review are always outdated — this integration means every new booking populates your CRM instantly and your dashboard data stays current.
Sales development reps
You need to reach out to new prospects immediately, but booking notifications get buried in email threads while leads sit unassigned in your queue, so potential clients wait hours for a reply — automating both apps means every booking creates a CRM lead instantly so you can follow up right away.
🤝
Client success account leads
Your management reviews client onboarding progress weekly, but scattered consultation bookings make it difficult to assemble accurate status reports, leaving leadership questioning pipeline velocity — automating both apps means every booking is logged cleanly in your CRM so your progress tracking is always transparent.
📊
High-volume booking coordinators
You handle dozens of daily client schedules, but copying form submissions into your database by hand creates severe bottlenecks and frequent typos, leaving your records full of errors — automating both apps means every submission lands in your system as a structured lead without manual effort.
🔄
Operations specialists
You depend on accurate upstream handoffs from client scheduling tools to trigger downstream fulfillment tasks, but manual data transfers cause dropped records and delayed workflows — automating both apps means every booking flows seamlessly into your CRM records to keep operations moving.
🗂️
Customer support supervisors
You need a complete historical record of every client interaction for quality audits, but missing contact entries leave frustrating gaps in your audit trails — automating both apps means every booking generates a verified contact history so your records remain completely accurate.
Our team

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Why choose Integrately to automate Book Like A Boss + Microsoft Dynamics 365 CRM

Build and manage your Book Like A Boss + Microsoft Dynamics 365 CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Book Like A Boss + Microsoft Dynamics 365 CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Book Like A Boss to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Book Like A Boss to Microsoft Dynamics 365 CRM in 1-click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automation flows with apps like Slack and Google Calendar.
Can I automatically create Microsoft Dynamics 365 CRM leads from Book Like A Boss bookings?
Frequently Asked Questions
Can I connect Book Like A Boss, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Book Like A Boss and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Book Like A Boss handle booking cancellations in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can Microsoft Dynamics 365 CRM contacts be updated when a booking is rescheduled?
Frequently Asked Questions
Do I need coding skills to integrate Book Like A Boss and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the Book Like A Boss and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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