Skip to main content

Notifications

Microsoft Dynamics CRM forum
Suggested answer

How do I connect MS Bookings App to Dynamics 365 Customer Engagement App

Posted on by 10

How do I connect the MS Bookings app to the Dynamics 365 Customer Engagement app?  I currently use both and end up duplicating entries between the two.

Thanks

  • A.Wicki Profile Picture
    A.Wicki 10 on at
    RE: How do I connect MS Bookings App to Dynamics 365 Customer Engagement App

    I am not sure:

    If it possible to use this connection between MS-Booking und MS-Dynamics with the MSD-Version 9.0?

    Thanks for the Answer...

  • eriksmom98 Profile Picture
    eriksmom98 10 on at
    RE: How do I connect MS Bookings App to Dynamics 365 Customer Engagement App

    Thank you... I will give it a try.

  • RE: How do I connect MS Bookings App to Dynamics 365 Customer Engagement App

    You can still use the Email configuration tab under settings tab and proceed to connect with exchange

  • eriksmom98 Profile Picture
    eriksmom98 10 on at
    RE: How do I connect MS Bookings App to Dynamics 365 Customer Engagement App

    pastedimage1588787013839v1.png

    I have Dynamics 365 Customer Service Enterprise

  • RE: How do I connect MS Bookings App to Dynamics 365 Customer Engagement App

    Hi Partner,

    Are you talking about sales module here, I didn't get the sales settings part. Can you send a screenshot that would help better.

  • eriksmom98 Profile Picture
    eriksmom98 10 on at
    RE: How do I connect MS Bookings App to Dynamics 365 Customer Engagement App

    Thank you Akash.  The only problem is I do not have the Sales settings.  

  • Suggested answer
    RE: How do I connect MS Bookings App to Dynamics 365 Customer Engagement App

    Hi Partner,

    Microsoft Bookings is a relatively new appointment-booking app in Office 365 focused on small, appointment-oriented businesses. Dynamics 365 is Microsoft’s enterprise-level app focused on helping sales-oriented businesses create and track business relationships from leads to opportunities to clients. As of now, getting these two helpful technologies to share their schedules isn’t automatic or straightforward, but I can try to help. Before continuing, know that you must have O365 Admin privileges in the target tenant in order to enact some of these changes.

    Getting Dynamics to Talk to Exchange

    First, lets get Dynamics 365 trading and tracking its calendar with Microsoft Exchange. In Dynamics, go to the Navigation Dropdown -> Settings -> Email Configuration.
    pastedimage1588734434417v1.png
    In the Email Configuration options screen, go to Email Server Profiles.
    pastedimage1588734434418v2.png
    Ensure that Microsoft Exchange Online is set as the default.
    pastedimage1588734434418v3.png
    Back in the Email Configuration options screen, go to Email Configuration Settings.
    pastedimage1588734434418v4.png
    Ensure the four options under the Email tab in “Configure default synchronization method” section are set like this. Then click OK.
    pastedimage1588734434418v5.png
    Again on the Email Configuration options screen, select Mailboxes.
    pastedimage1588734434418v6.png
    In order, select the desired mailbox(es), click on “Approve Email”, click on “Apply Default Email Settings”, and click on “Test & Enable Mailboxes.
    pastedimage1588734434418v7.png

    Adding Dynamics 365 Access to Outlook

    As of now, adding Dynamics support in Outlook is in preview status. In order to permit this, go again to the Navigation Dropdown in Dynamics, and from there to Settings, to Administration.
    pastedimage1588734434418v8.png
    Click on System Settings.
    pastedimage1588734434418v9.png
    Under the Previews tab, in the MailApp Preview section, set “Enable Dynamics 365 App for Outlook Preview” to Yes. Then click OK.
    pastedimage1588734434418v10.png
    Back on the Administration options page, click on the settings gear in the top right corner, and then select Apps for Dynamics 365.
    pastedimage1588734434419v11.png
    Under the Previews tab, in the MailApp Preview section, set “Enable Dynamics 365 App for Outlook Preview”* to Yes. Then click OK. (Pictured is the screen after confirmation and installation are complete. Installation can take several minutes.)
    pastedimage1588734434419v12.png
    Once again, go to the Navigation Dropdown, then to settings, and to Dynamics 365 App for Outlook.
    pastedimage1588734434419v13.png
    Select the desired target User(s), and then click Add App to Outlook.
    pastedimage1588734434419v14.png

    What It Looks Like: Bookings to Dynamics

    After the settings have been configured, try creating an appointment in Bookings through the customer interface.
    pastedimage1588734536802v15.png
    pastedimage1588734536802v16.png
    The appointment will, of course, show up in Bookings’ calendar employee calendar interface.
    pastedimage1588734536803v17.png
    It should also show up in the user’s Outlook calendar. In order to track it from within Dynamics, open the occurrence in Outlook.
    pastedimage1588734536803v18.png
    Click on the Dynamics icon that now shows up at the top of the event window. Click on the option dots, beside “Not Tracked, and finally click on “Track without Regarding.”
    pastedimage1588734536803v19.png
    After doing so, you should be able to confirm the scheduled time in Dynamics 365. Go to the Navigation Dropdown ->Sales -> Activities…
    pastedimage1588734536803v20.png
    …and the appointment should show up in the list of Activities.
    pastedimage1588734536803v21.png

    What It Looks Like: Dynamics to Bookings

    Go to the trusty Navigation Dropdown, then to Sales and Calendar.
    pastedimage1588734536803v22.png
    Create a new appointment on a future date.
    pastedimage1588734536803v23.png
    pastedimage1588734536803v24.png
    You should see the appointment show up in the Outlook Calendar.
    pastedimage1588734536803v25.png
    As of now, appointments made in Dynamics do not show up in the Bookings calendar…
    pastedimage1588734536803v26.png
    …but when customers attempt to make an appointment through the Bookings app, the times scheduled in Dynamics will not be available as options.
    pastedimage1588734536803v27.png

    Conclusion

    Bookings and Dynamics offer incredible utility. For the time being, their different scopes means they don’t automatically share calendar and scheduling operations, but it’s still possible to reap the benefits of both apps with a little configuration.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,524 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans