Introduction

Microsoft Bookings simplifies and speeds up scheduling and managing meetings with your associates, clients, or business partners. MS Bookings contains a booking web page that consolidates with Outlook to update your calendar and let your charterers or colleagues reserve the time that suits them best. SMS and email notifications cut down no-shows and increase charterer gratification. This function will assist you in arranging the company's online gatherings via Microsoft Teams. For each online gathering, a unique meeting link will be generated and sent to the added participants so that they can join by a phone, web browser, Skype or Teams app. 

 

There are several ways how to effectively use it:  

 

  • produce a booking page in Microsoft Bookings  

  • call in the personnel to your booking page  

  • establish a service for your booking page  

  • append additional services to your booking page later  

  • elect who can book appointments  

  • insert the booking page to a website or whack it with men directly so that they can reserve an appointment with you  

  • whack the meeting with other men if you need additional participants 

 

When someone makes a booking, it appears in the Booking Calendar. 

Microsoft Bookings - Booking Calendar

Types of bookings

With the help of MS Outlook, you can arrange several types of bookings.

 

Personal Bookings 

Personal bookings are your own appointment timeslots affording you to readily customize and share your approachability with your customers or colleagues. By publishing your intimate booking page, you can divvy the link with anyone who can see your approachability and readily outline a handy time when you are obtainable for them.

Microsoft Bookings - Types of bookings - Personal Bookings

 

Shared Bookings 

Shared booking permits you to call in your team participators and clients and let your clients join your team meetings. It possesses different settings for defining services, running personnel, establishing timetables and suitability, working hours, and assigning appointments. The pages can be customized to suit the peculiar demands of your enterprise.

Microsoft Bookings - Types of bookings - Shared Bookings

 

Bookings info 

All MS Bookings information is kept on the Microsoft 365 platform and Exchange Online. Bookings uses shared mailboxes in Exchange to retain charterer, employee, service, and appointment data. Compliance policies for shared mailboxes in Exchange apply to Bookings mailboxes, too.

Microsoft Bookings - Types of bookings - Bookings info
 

How to track an MS booking

To track your booking in the Web Version of Outlook, proceed through the following steps:  

1. Open the booking you want to track to a row in your app.  

2. Pick Dynamics 365 to open the Dynamics 365 pane.  

3. In the Set Regarding textbox, type in your search text and choose the row to associate the booking with.  

4. As soon as the booking is successfully tracked and linked to the selected row, you will immediately see it.

Summarizing

Due to Microsoft Bookings, your enterprise will skimp time by decreasing monotonous preplanned tasks. Moreover, with built-in versatility and customization, you can readily adjust Bookings to suit your circumstances and business wants.  

You can see the webinar on this theme on YouTube: Basic Microsoft Dynamics 365 Integrations (youtube.com)

 

 

You can also contact the UDS Systems representatives anytime for detailed advice and professional support.

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