Problem / Question
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Do my future bookings sync between Matrix Booking and Microsoft 365 or Outlook automatically?
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How do I link any new or existing resources in Matrix Booking with the Microsoft 365 integration?
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What happens when I link my resources between Matrix Booking and the Microsoft 365 integration?
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How to link my rooms between the Matrix Booking and Microsoft 365?
Solution / Answer
Whether you’ve already been onboarded or going through the implementation process, you can add our Microsoft 365 integration at any time. To do this:
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Contact your Account Manager to go through our Microsoft 365 integration implementation process.
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Your IT team need to follow the steps in our Microsoft 365 integration setup guide .
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Link all your Microsoft 365 resources in Matrix Booking (rooms only).
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If you have any future bookings against any newly linked resources, any existing future bookings between the two systems aren’t automatically synced. Raise a support ticket to let us know:
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If you’re using either Matrix Booking or Microsoft 365 as your “master” resource booking system where the future bookings currently reside.
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The date you want the sync to happen.
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The date range of bookings you want synced.
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Our Support Team will run the forward booking sync for you so that your future bookings appear in both.
Notes:
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Microsoft 365 supports rooms only. Other resources, such as desks, aren’t supported by Microsoft 365, and therefore, the other resources you have in the Matrix Booking app won’t be recognised.
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If you add any new resources to your Locations and Resource hierarchy, we recommend that you link them to your Microsoft 365 resources (rooms).
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Any resources that are linked need to go through the future booking syncing process (step 4). This step is extremely important – if missed, your resource calendars will be out of sync and cause confusion to your users.
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For more information, see our Microsoft 365 integrations overview and our Microsoft 365 integrations caveats and limitations troubleshooting article .