https://store-images.s-microsoft.com/image/apps.45009.d6dde603-7fa3-4fee-bc4c-8c81c4530dcc.a6f96177-5f5f-4836-b926-b3858f117217.bcaf97db-278a-4135-a4c9-3d3ead820556

RapidStart BookIt

作成者: Forceworks

A meeting poll app that integrates with Microsoft Teams, Dataverse, and Dynamics 365

RapidStart BookIt – Meeting Scheduler integrated with Microsoft Teams and Dataverse


Create meeting polls and schedule Microsoft Teams meetings directly from any Dataverse app—Dynamics 365, RapidStart Apps, or your own custom Power Apps.


✓ Create Microsoft Teams meeting polls inside Dataverse.

✓ Invite Contacts and Users—no CRM entities required.

✓ Automatically schedules Microsoft Teams meetings when a time is selected.

✓ Meetings are tracked as Dataverse activities linked to participants.

✓ Works in Dynamics 365, RapidStart CRM, Field Service, Project apps, and custom Power Apps.

✓ Keeps scheduling data inside your Microsoft tenant.


Why RapidStart BookIt?

Most Microsoft Teams meetings are scheduled outside Dataverse, losing context, history, and reporting.

RapidStart BookIt keeps everything inside your Power Platform environment so meetings are tied to your customers, projects, and pipeline.


✓ Microsoft Teams meeting scheduler for Dataverse and Dynamics 365.

✓ Simple and free alternative to Calendly, Doodle, or Microsoft Bookings.

✓ Works in any Dataverse-enabled environment.

✓ Native Microsoft security using Microsoft Teams, Dataverse, and Entra ID.


How it Works

1. Open the RapidStart BookIt app in your Dataverse environment.

2. Create a new meeting poll.

3. Add various date and time options.

4. Select Contacts and Users to invite.

5. Launch the poll.

6. Invitees choose their preferred time from link in email to secure voting page.

7. RapidStart BookIt automatically creates the Microsoft Teams meeting.

8. The meeting is tracked as a Dataverse activity linked to participants.


Ideal For

• Dynamics 365 Sales and Field Service teams.

• RapidStart CRM, Project, and Service apps.

• Custom Power Apps built on Dataverse.

• Consultants scheduling client meetings.

• Partner ecosystems coordinating onboarding or support sessions.

• Any organization using Microsoft Teams + Dataverse.


Requirements

• Microsoft Teams

• Dataverse environment

• Uses standard Contact and User tables only

• Microsoft Power Automate flows are completely customizable

• Consent required for Voting Page functionality


Part of RapidStart Apps

RapidStart Apps are simple, low-cost Microsoft-native tools designed to help organizations stop working for their CRM—and start letting their CRM work for them.

概要

https://store-images.s-microsoft.com/image/apps.42658.d6dde603-7fa3-4fee-bc4c-8c81c4530dcc.a6f96177-5f5f-4836-b926-b3858f117217.0b5ae00a-df4e-41e1-a0a9-c143d52e6fe7
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https://store-images.s-microsoft.com/image/apps.20620.d6dde603-7fa3-4fee-bc4c-8c81c4530dcc.a6f96177-5f5f-4836-b926-b3858f117217.15223254-2129-4ce3-97f6-0b70cdc287d3
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