From Scheduling to CRM: Maximizing Microsoft Bookings' Potential
13🌟 Discover how to transform Microsoft Bookings into a powerful, lightweight CRM solution in this detailed tutorial 📊. We'll walk you through the process of creating shared pages in Microsoft Bookings 📆, making it easier for your team to manage customer interactions and appointments efficiently 💼. Perfect for small businesses 💡 and individuals looking to streamline their customer relationship management without the complexity of traditional CRM systems. Stay tuned for expert tips and tricks 🛠️ to enhance your CRM capabilities with Microsoft Bookings! 👥🚀
📖 Table of Contents
00:00 - Introduction
01:54 - Getting Started
04:08 - Business Information
09:48 - Adding Staff
10:47 - Adding Services
14:39 - Customer Information
16:57 - Integrations
20:30 - Gotchas
22:59 - Conclusion
🔨✂️Video Resources:
Personal Bookings Page Video: • Mastering Your Personal Page on Micro...
Personal Bookings Page Blog Post: https://tdsheridanlab.com/how-to-set-...
Forms to SharePoint Video: • Automate Microsoft Forms Responses in...
Microsoft Documentation: https://support.microsoft.com/en-us/o...
Shared Bookings Page Blog Post: Coming Soon
Booking Page Access:
MyApps Portal: https://myapps.microsoft.com ➡️ Bookings
Office Portal: https://portal.office.com ➡️ Waffle Menu ➡️ Bookings
Outlook Web App: https://outlook.office.com/bookwithme/me
💬 Social Media
Facebook/Twitter/Instagram/Pinterest/TikTok @tdsheridanlab
Web: https://www.tdsheridanlab.com
#️⃣ Hashtags
#TDSheridanLab #MSBookings, #MSTeams #MicrosoftBookings #CRM #SmallBusinessTech #TechTips #BusinessSolutions #CustomerManagement #ProductivityTools #AppointmentScheduling #DigitalTransformation #TechTutorial #BusinessEfficiency #Microsoft365 #EntrepreneurTips #SmallBusinessSupport #TechForBusiness
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