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Story 2.2.10.3. API Integration of Microsoft Bookings with CRM

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[ Content ] [ General info ] [ User story ] [ Visual design: ] [ Acceptance criteria ]

General info

This user story involves integrating Microsoft Bookings with the CRM to ensure that all appointment bookings and updates are automatically synchronized. This automation helps keep CRM profiles up-to-date and ensures that employees are well-prepared for each interview.

https://learn.microsoft.com/en-us/graph/booking-concept-overview

User story

As a CRM user
I want Microsoft Bookings to be integrated with the CRM via API
So that appointments are automatically updated in the CRM profiles and calendars

Visual design:

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Acceptance criteria

 

01

Scenario: Sync Appointment Details with CRM
Given: An interview is booked using Microsoft Bookings
When: The booking is confirmed
Then: Appointment details (date, time, and type) are automatically synced with the CRM profile and Outlook account of the respective employee.

02

Scenario: Use CRM Email for Booking Integration
Given: The integration process is in place
When: Appointment details are synced
Then: The email from the CRM account is used to update the booking information.

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