I recently worked with a client who are using Microsoft Bookings to allow someone to book a demo via a link on their website. They are also then manually adding a new Lead (or Contact) in to Dynamics 365. As they’ve begun using D365 Marketing (Customer Insights Journeys), and the person is agreeing to terms … Continue reading D365 Marketing Consent and Microsoft Bookings

I started writing about Microsoft Bookings in 2020, wanting to learn as much as I could and then share that insight with others. To this day, some of my most read blog posts are on the topic of Bookings and how to get the most from it. Back then, the only way to get data … Continue reading Microsoft Bookings Connector in Power Automate – The Good, The Bad & The Ugly

It always surprised me exactly what content resonates with people the most. I write about lots of different topics, things that interest me and what I think might be helpful. One of the categories of post I started last year was about Microsoft Bookings. It’s a tool providing organisations with a way to book and … Continue reading Using Microsoft Bookings & Planner For Pre-Appointment Tasks

Typically if you think about the ability to make a booking online it would be for a service or experience of some kind. I might need to book dinner, or an appointment to have my dog groomed, but what about being able to book an internal resource for the company I work for? We are … Continue reading Using Microsoft Bookings To Schedule Hotdesks And Other Resources

I’ve seen quite a few questions about being able to create or update records in Dynamics 365 from new appointments via Microsoft Bookings. I wanted to see if it was possible so started digging a little bit more. It’s not pretty and for me there are still some flaws, but I’ve put together a way … Continue reading Create Or Update A D365 Appointment From A Microsoft Bookings Event

There are many ways you can manage your appointments within Microsoft Bookings. You can use the mobile app, use Microsoft Teams, or simply log in to Microsoft Bookings directly. How about getting an email each morning with a list of all your bookings? It’s not possible from Bookings itself, but with a bit of investigating … Continue reading Email Daily Summary Of Bookings Using Power Automate

If you have a Facebook page for your organisation, this is a great place to be interacting with your customers. Stands to reason, someone may go to the page and hope to be able to book from there. On your Bookings Page in Microsoft Bookings, there is an option to connect it to Facebook. Let’s … Continue reading Add Book Now Button To A Facebook Page

With any great piece of software, there is usually a mobile app to go with it, and Microsoft Bookings is no exception. This is a great way for your staff members to have access to view appointments and see what’s going on quickly while on the go. Let’s take a look and see what functionality … Continue reading Using The Microsoft Bookings Mobile App

As of April 2020, Microsoft stated that over 75 million daily active users were using Microsoft Teams. That’s staggering! Stands to reason that you might then want to add Microsoft Bookings into Microsoft Teams. This way it can be accessed directly while employees are managing their day and working on other things. It’s a nice … Continue reading Using Microsoft Bookings In Microsoft Teams

Now on to the real stuff with Microsoft Bookings, and understanding the experience for both your Customers and your Staff. When a customer books an appointment, it’s good to understand the process they will follow, and also what will then happen once that appointment comes through. Depending on the settings on the services and for … Continue reading Microsoft Booking Experience For Customers & Staff