ERP & inventory
Schedule around what Dynamics 365 already knows.
Microsoft Dynamics 365 is Microsoft's suite of ERP and CRM business applications. Plant visits, technical calls and dispatch appointments are the human half of a process the ERP already runs.
What is switched on depends on your plan and industry pack. Ask us to confirm before you build a process on it.
- 1Dynamics 365 record selected
- 2Engineer availability checked
- 3Visit booked and confirmed
Illustrative flow, not a screenshot of a connected account.
What Dynamics 365 brings to your booking workflow
Meetings tied to real work
Book the visit or the call against the order, enquiry or job Dynamics 365 is tracking.
Engineers booked once
Shared availability stops two customers being promised the same specialist on the same morning.
Fewer status calls
A confirmed appointment with a reminder answers most of the questions a customer would otherwise phone about.
How it works
Three steps to a connection you can trust. Follow the screens in your own account for the exact wording.
- 1
Choose what gets booked
Technical visit, factory tour, dispatch slot — define each as its own type.
- 2
Set team availability
Per engineer, per plant, with travel buffers where they are real.
- 3
Link one record
Take a live Dynamics 365 record and follow it to a booked appointment.
Where Dynamics 365 sits in the catalogue
Dynamics 365 is one of the connectors a particular kind of business layers on top of the core stack.
Browse the full catalogueWhere this connection helps
Manufacturing & distribution
The ERP, the couriers and the B2B lead portals are what change on top of the core. Dynamics 365 belongs to that stack, and udaybooking books the appointments it produces.
ERP and production
The catalogue files Dynamics 365 under erp and production, one of the jobs that decides when an appointment should be offered, confirmed or moved.
Dynamics 365 questions
Will this change Dynamics 365 data?
Only what you set up. The default is one way: the appointment references the Dynamics 365 record, not the other way round.
Can we book around plant shutdowns?
Yes. Block the dates once and availability respects them everywhere.
Is Dynamics 365 available on my plan?
Dynamics 365 is in udaybooking's connector catalogue, and what is switched on depends on your plan and the industry pack you run. Ask us to confirm it for your account before you build a process around it.
Start scheduling with Dynamics 365.
Set up your booking page, connect what you already use, and let people pick a time that works.