getting started with outlook and exchange integration - EMS Software
GETTING STARTED WITH OUTLOOK AND EXCHANGE INTEGRATION: THE BASICS Robert Bardwell EMS Software | Project Consultant October 28, 2015
Connecting EMS bookings into Outlook Different flavors of integration
ICS file
• One-time • One-way (EMS to Outlook)
One way ICS file – Virtual EMS
One time appointment – EMS desktop client
One way ICS file – EMS desktop client
Plan-A-Meeting (PAM) Exchange Integration Initiated through Virtual EMS 1-Way (EMS updates Outlook) • New meetings • Changes • Cancellations
Plan-A-Meeting (PAM) Exchange Integration
Plan-A-Meeting (PAM) Exchange Integration
Plan-A-Meeting (PAM) Exchange Integration
Plan-A-Meeting (PAM) Exchange Integration
Plan-A-Meeting (PAM) Exchange Integration
OUTLOOK
EMS
VIRTUAL EMS
PAM: Changes from EMS are pushed to Outlook
Booking created
Booking updated
Calendar updated
Meeting changed in Outlook
lok
EMS
OUTLOOK
PAM: Changes from Outlook are not pushed to EMS
No change
Plan-A-Meeting Supported Features Book a Room Recurring Meetings* Random Date Meeting Service Only Request Attendee & Room Availability
Add Services/Catering Enforce Business Rules
Capture Billing Information Capture Cancel Reasons Heavily Managed Space
EMS for Outlook
Add-in installed to extend Microsoft Outlook Allows 2-way communication
EMS for Outlook Product Demo
Reservation created in Outlook or Virtual EMS
Changes in Microsoft Outlook pushed back to
EMS
EMS for Outlook Recommended Implementation Book a Room Recurring Meetings* Random Date Meeting Service Only Request Attendee & Room Availability
Add Services/Catering
Enforce Business Rules* Capture Billing Information Capture Cancel Reasons Heavily Managed Space
Cautions Following Exchange rules introduces limitations Heavily managed spaces are not a great candidate
Long recurrences can be especially tricky
GETTING STARTED WITH OUTLOOK AND EXCHANGE INTEGRATION: THE BASICS Robert Bardwell EMS Software | Project Consultant
•
Don’t forget! Complete the session feedback survey in the EMS Live! 2015 mobile app to increase your prize winning chances!
Connecting EMS bookings into Outlook Different flavors of integration
ICS file
• One-time • One-way (EMS to Outlook)
One way ICS file – Virtual EMS
One time appointment – EMS desktop client
One way ICS file – EMS desktop client
Plan-A-Meeting (PAM) Exchange Integration Initiated through Virtual EMS 1-Way (EMS updates Outlook) • New meetings • Changes • Cancellations
Plan-A-Meeting (PAM) Exchange Integration
Plan-A-Meeting (PAM) Exchange Integration
Plan-A-Meeting (PAM) Exchange Integration
Plan-A-Meeting (PAM) Exchange Integration
Plan-A-Meeting (PAM) Exchange Integration
OUTLOOK
EMS
VIRTUAL EMS
PAM: Changes from EMS are pushed to Outlook
Booking created
Booking updated
Calendar updated
Meeting changed in Outlook
lok
EMS
OUTLOOK
PAM: Changes from Outlook are not pushed to EMS
No change
Plan-A-Meeting Supported Features Book a Room Recurring Meetings* Random Date Meeting Service Only Request Attendee & Room Availability
Add Services/Catering Enforce Business Rules
Capture Billing Information Capture Cancel Reasons Heavily Managed Space
EMS for Outlook
Add-in installed to extend Microsoft Outlook Allows 2-way communication
EMS for Outlook Product Demo
Reservation created in Outlook or Virtual EMS
Changes in Microsoft Outlook pushed back to
EMS
EMS for Outlook Recommended Implementation Book a Room Recurring Meetings* Random Date Meeting Service Only Request Attendee & Room Availability
Add Services/Catering
Enforce Business Rules* Capture Billing Information Capture Cancel Reasons Heavily Managed Space
Cautions Following Exchange rules introduces limitations Heavily managed spaces are not a great candidate
Long recurrences can be especially tricky
GETTING STARTED WITH OUTLOOK AND EXCHANGE INTEGRATION: THE BASICS Robert Bardwell EMS Software | Project Consultant
•
Don’t forget! Complete the session feedback survey in the EMS Live! 2015 mobile app to increase your prize winning chances!
