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Categories: Bookings

February 22, 2022

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Forms Integration with Bookings

Microsoft Bookings, Microsoft 365 Experts

From Microsoft Corporation
Technical Bulletin MC333943 · Published Feb 17, 2022

Message Summary

Organizations using the Microsoft Bookings app in Teams for virtual visits can now collect information from attendees and be able to securely share it with the staff while maintaining industry specific compliance requirements (such as HIPAA). Microsoft Bookings app in Teams will be integrated with Microsoft 365 Forms to support end to end (Pre-visit) workflows for virtual visits.

Key Points

  • Microsoft 365 Roadmap ID: 87607
  • Timing: We expect this rollout to begin in mid-March and expect the rollout to be completed by late March.
  • Roll-out: Tenant level
  • Control type: Admin Control within the Bookings app in Teams
  • Action: Review and assess

How this will affect your organization:

This new feature will let Admins and schedulers enable pre-visit data collection workflows for virtual visits by linking Microsoft 365 Forms to appointments in the Bookings app in Teams.

  • Admins can now link Forms to a Bookings service type through the Bookings app in Teams.
  • When creating a new appointment from Bookings app in Teams, Forms associated to the booking Service will automatically be added to the appointment.
  • Forms added to an appointment will be included in the email confirmation which goes out to the attendee.
  • When Form responses are submitted by the attendee, staff can view the status of submission in the appointment details form within Bookings Teams app.
  • This feature is not supported through Bookings web app. We are working on bringing this capability to web app in our future releases.

Linking a Form to your service type
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Forms included in an e-mail confirmation to the attendee
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Once an attendee submits a response, staff can view the status of the submission in the appointment details form within the Bookings app in Teams
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What you need to do to prepare:

No action required although you might want to notify your users about this change and update your training and documentation as appropriate.

TECHNICAL BULLETIN END

QuixTec provides this and other technical bulletins unaltered from Microsoft. As an authorized Microsoft Partner, we ensure that all our solutions we deliver to you include the latest Microsoft updates.

ABOUT US: QuixTec, LLC is a U.S. certified Veteran Owned, modern DevOps organization and Microsoft Partner that specializes in Microsoft SharePoint, Microsoft365 expertise & HTML5 technologies for small to enterprise-sized organizations. The founder, Richard, has 30 years of experience working with several notable companies that include World Vision, Expedia, Microsoft, Levi Strauss, NASA, Boeing Aerospace, Los Alamos National Laboratory, and the U.S. Air Force, to name a few.  QuixTec is in the Seattle area. Phone today for a free consultation and project estimate:

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