getting started with outlook and exchange …€¦ · calendar updated. pam: changes from outlook...
TRANSCRIPT
![Page 1: GETTING STARTED WITH OUTLOOK AND EXCHANGE …€¦ · Calendar updated. PAM: Changes from Outlook are not pushed to EMS OOK Meeting changed in Outlook EMS No ... EMS for Outlook Recommended](https://reader034.vdocuments.us/reader034/viewer/2022050314/5f76672af53d823ce13607ec/html5/thumbnails/1.jpg)
GETTING STARTED WITH OUTLOOK AND EXCHANGE INTEGRATION: THE BASICS
Robert Bardwell
EMS Software | Project Consultant
October 28, 2015
![Page 2: GETTING STARTED WITH OUTLOOK AND EXCHANGE …€¦ · Calendar updated. PAM: Changes from Outlook are not pushed to EMS OOK Meeting changed in Outlook EMS No ... EMS for Outlook Recommended](https://reader034.vdocuments.us/reader034/viewer/2022050314/5f76672af53d823ce13607ec/html5/thumbnails/2.jpg)
Connecting EMS bookings into Outlook
Different flavors of integration
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ICS file
• One-time
• One-way (EMS to Outlook)
![Page 4: GETTING STARTED WITH OUTLOOK AND EXCHANGE …€¦ · Calendar updated. PAM: Changes from Outlook are not pushed to EMS OOK Meeting changed in Outlook EMS No ... EMS for Outlook Recommended](https://reader034.vdocuments.us/reader034/viewer/2022050314/5f76672af53d823ce13607ec/html5/thumbnails/4.jpg)
One way ICS file – Virtual EMS
![Page 5: GETTING STARTED WITH OUTLOOK AND EXCHANGE …€¦ · Calendar updated. PAM: Changes from Outlook are not pushed to EMS OOK Meeting changed in Outlook EMS No ... EMS for Outlook Recommended](https://reader034.vdocuments.us/reader034/viewer/2022050314/5f76672af53d823ce13607ec/html5/thumbnails/5.jpg)
One time appointment – EMS desktop client
![Page 6: GETTING STARTED WITH OUTLOOK AND EXCHANGE …€¦ · Calendar updated. PAM: Changes from Outlook are not pushed to EMS OOK Meeting changed in Outlook EMS No ... EMS for Outlook Recommended](https://reader034.vdocuments.us/reader034/viewer/2022050314/5f76672af53d823ce13607ec/html5/thumbnails/6.jpg)
One way ICS file – EMS desktop client
![Page 7: GETTING STARTED WITH OUTLOOK AND EXCHANGE …€¦ · Calendar updated. PAM: Changes from Outlook are not pushed to EMS OOK Meeting changed in Outlook EMS No ... EMS for Outlook Recommended](https://reader034.vdocuments.us/reader034/viewer/2022050314/5f76672af53d823ce13607ec/html5/thumbnails/7.jpg)
Plan-A-Meeting (PAM) Exchange Integration
Initiated through Virtual EMS
1-Way (EMS updates Outlook)
• New meetings
• Changes
• Cancellations
![Page 8: GETTING STARTED WITH OUTLOOK AND EXCHANGE …€¦ · Calendar updated. PAM: Changes from Outlook are not pushed to EMS OOK Meeting changed in Outlook EMS No ... EMS for Outlook Recommended](https://reader034.vdocuments.us/reader034/viewer/2022050314/5f76672af53d823ce13607ec/html5/thumbnails/8.jpg)
Plan-A-Meeting (PAM) Exchange Integration
![Page 9: GETTING STARTED WITH OUTLOOK AND EXCHANGE …€¦ · Calendar updated. PAM: Changes from Outlook are not pushed to EMS OOK Meeting changed in Outlook EMS No ... EMS for Outlook Recommended](https://reader034.vdocuments.us/reader034/viewer/2022050314/5f76672af53d823ce13607ec/html5/thumbnails/9.jpg)
Plan-A-Meeting (PAM) Exchange Integration
![Page 10: GETTING STARTED WITH OUTLOOK AND EXCHANGE …€¦ · Calendar updated. PAM: Changes from Outlook are not pushed to EMS OOK Meeting changed in Outlook EMS No ... EMS for Outlook Recommended](https://reader034.vdocuments.us/reader034/viewer/2022050314/5f76672af53d823ce13607ec/html5/thumbnails/10.jpg)
Plan-A-Meeting (PAM) Exchange Integration
![Page 11: GETTING STARTED WITH OUTLOOK AND EXCHANGE …€¦ · Calendar updated. PAM: Changes from Outlook are not pushed to EMS OOK Meeting changed in Outlook EMS No ... EMS for Outlook Recommended](https://reader034.vdocuments.us/reader034/viewer/2022050314/5f76672af53d823ce13607ec/html5/thumbnails/11.jpg)
Plan-A-Meeting (PAM) Exchange Integration
![Page 12: GETTING STARTED WITH OUTLOOK AND EXCHANGE …€¦ · Calendar updated. PAM: Changes from Outlook are not pushed to EMS OOK Meeting changed in Outlook EMS No ... EMS for Outlook Recommended](https://reader034.vdocuments.us/reader034/viewer/2022050314/5f76672af53d823ce13607ec/html5/thumbnails/12.jpg)
Plan-A-Meeting (PAM) Exchange Integration
![Page 13: GETTING STARTED WITH OUTLOOK AND EXCHANGE …€¦ · Calendar updated. PAM: Changes from Outlook are not pushed to EMS OOK Meeting changed in Outlook EMS No ... EMS for Outlook Recommended](https://reader034.vdocuments.us/reader034/viewer/2022050314/5f76672af53d823ce13607ec/html5/thumbnails/13.jpg)
PAM: Changes from EMS are pushed to Outlook
VIR
TUA
L EM
S
Booking created
EMS
Booking updated
OU
TLO
OK
Calendar updated
![Page 14: GETTING STARTED WITH OUTLOOK AND EXCHANGE …€¦ · Calendar updated. PAM: Changes from Outlook are not pushed to EMS OOK Meeting changed in Outlook EMS No ... EMS for Outlook Recommended](https://reader034.vdocuments.us/reader034/viewer/2022050314/5f76672af53d823ce13607ec/html5/thumbnails/14.jpg)
PAM: Changes from Outlook are not pushed to
EMS
OU
TLO
OK
Meeting changed
in OutlookEM
S
No change
lok
![Page 15: GETTING STARTED WITH OUTLOOK AND EXCHANGE …€¦ · Calendar updated. PAM: Changes from Outlook are not pushed to EMS OOK Meeting changed in Outlook EMS No ... EMS for Outlook Recommended](https://reader034.vdocuments.us/reader034/viewer/2022050314/5f76672af53d823ce13607ec/html5/thumbnails/15.jpg)
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
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Add-in installed to extend Microsoft Outlook
Allows 2-way communication
EMS for Outlook
![Page 17: GETTING STARTED WITH OUTLOOK AND EXCHANGE …€¦ · Calendar updated. PAM: Changes from Outlook are not pushed to EMS OOK Meeting changed in Outlook EMS No ... EMS for Outlook Recommended](https://reader034.vdocuments.us/reader034/viewer/2022050314/5f76672af53d823ce13607ec/html5/thumbnails/17.jpg)
EMS for Outlook
Product Demo Reservation created in Outlook or Virtual
EMS
Changes
in Microsoft Outlook
pushed back to
EMS
![Page 18: GETTING STARTED WITH OUTLOOK AND EXCHANGE …€¦ · Calendar updated. PAM: Changes from Outlook are not pushed to EMS OOK Meeting changed in Outlook EMS No ... EMS for Outlook Recommended](https://reader034.vdocuments.us/reader034/viewer/2022050314/5f76672af53d823ce13607ec/html5/thumbnails/18.jpg)
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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
![Page 20: GETTING STARTED WITH OUTLOOK AND EXCHANGE …€¦ · Calendar updated. PAM: Changes from Outlook are not pushed to EMS OOK Meeting changed in Outlook EMS No ... EMS for Outlook Recommended](https://reader034.vdocuments.us/reader034/viewer/2022050314/5f76672af53d823ce13607ec/html5/thumbnails/20.jpg)
Cautions
Following Exchange rules introduces limitations
Heavily managed spaces are not a great candidate
Long recurrences can be especially tricky
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GETTING STARTED WITH OUTLOOK AND EXCHANGE INTEGRATION: THE BASICS
Robert Bardwell
EMS Software | Project Consultant
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