Customer Engagement & Dynamics CRM Forum

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Appointment Scheduling Tool

  • 1.  Appointment Scheduling Tool

    Posted Mar 16, 2017 10:18 PM
    Hi CRMUG!

    We are currently looking for an Appointment Scheduling Tool to integrate with CRM 2016 on premise.  Our goal would be to have clients have the ability to book their own appointments.  Does anyone have any suggestions?

    Thanks,
    Valerie 

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    Valerie McGowan
    CRM Specialist
    Edelman Financial
    Fairfax VA
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  • 2.  RE: Appointment Scheduling Tool

    Posted Mar 17, 2017 05:17 AM
    Hi Valerie,

    Don't recall seeing this via an ISV solution before. However, I have seen it done through Microsoft Portal with some clever back end code where the CRM user defines the schedule of the open appointments and presents the list back to the user on the web. Then when the web user chooses a slot, the remaining slots are removed from the portal.

    It probably depends on whether there is a limited list of items (starting at a specific time, set duration, set days) or whether the web user can drive the process where they 'request' an appointment.

    Interesting challenge.

    Peter.

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    Peter Clements
    Director
    CRMKnowledge
    Oldham
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  • 3.  RE: Appointment Scheduling Tool

    TOP CONTRIBUTOR
    Posted Mar 17, 2017 06:46 AM
    We've been posed a similar query in the past and implemented something ourselves through a plugin internally.

    Our plugin would make available a number of appointments with a specific state ("Unreserved" for example) which we could then hook into and display. It didn't sound too bad but we did hit a number of problems throughout.

    Think about national holidays (we are UK based so had a number of UK bank holidays to take into account) and also think about working hours. The working hours stuff is in CRM but we had never really gone near it until this and it took a little bit of getting used to.

    Also, bear in mind daylight savings time and such, this also caused problems for us.

    Happy to help give you any more thoughts and ideas on it if you want to be a bit more specific on your requirements!

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    Matt Beard
    Senior Software Engineer
    Data8
    Chester
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  • 4.  RE: Appointment Scheduling Tool

    D365UG/CRMUG ALL STAR
    Posted Mar 17, 2017 08:50 AM
    Hi Valerie

    A few months ago I would have suggested the Adxstudio Portal route, you could configure a portal to book appointments.
    Since you are on-premise, getting an Adx license now requires quite a bit of jumping through hoops.  There are other on-premise portal options such as the portal connector (http://www.crmportalconnector.com/) and a few others.

    One thing that I have not tried, but I think would be an interesting investigation, is using Office 365 Bookings.
    https://support.office.com/en-us/article/Say-hello-to-Microsoft-Bookings-47403d64-a067-4754-9ae9-00157244c27d

    While not integrated to Dynamics CRM, I would think that maybe using Microsoft Flow could tie it all together.  It would be a good Dynamics CRM science fair project.

    Just some ideas, hope it helps.

    Cheers
    Nick

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    Nick Doelman
    Manager of CRM Solution Development
    BDO Canada LLP
    Ottawa
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  • 5.  RE: Appointment Scheduling Tool

    TOP CONTRIBUTOR
    Posted Mar 19, 2017 04:03 AM
    I agree with Nick. Office 365 Bookings might be a better tool for the job.

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    Neil Benson, Microsoft MVP
    KPMG Australia, Director of Customer Engagement
    Brisbane, Australia
    @customery
    customery.com
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  • 6.  RE: Appointment Scheduling Tool

    Posted Mar 20, 2017 10:49 AM
    If you figured out the Bookings/Flow integration, this would be something I'd love to see presented at Summit! I'm curious how this could add value for us.

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    Brooke Browne
    Marketing Manager
    Smartbridge
    Houston TX
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  • 7.  RE: Appointment Scheduling Tool

    Posted Oct 23, 2017 12:11 PM
    Did anyone ever figure out the Bookings/Flow solution?  I was at the Summit, but didn't see/hear any mention of this solution - that said I obviously didn't get to attend every session.

    Any update would be appreciated.

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    Andrew Siegel
    Director of Systems Implementation
    BRIX Holdings
    Dallas TX
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  • 8.  RE: Appointment Scheduling Tool

    SILVER CONTRIBUTOR
    Posted 12 days ago

    Hi Valerie, 


    You can try the AppJetty Calendar 365 plugin.  


    It easily integrates with the Dynamics 365 (the rebranded version of Dynamics CRM 2016) and lets you create/manage appointments. You can even create calendars for your customers and share it with them, thereby, helping them prioritize their tasks. 


    The best part is that it would automatically sync with the CRM and provide real-time reminders so that no one misses out on an appointment.


    You can learn more about the plugin here.



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    www.appjetty.com/dynamics-crm.htm
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