Scheduling a Meeting In Outlook With Scheduling Poll

Issue/Question

How do I schedule a meeting using Scheduling Poll in Outlook?

Environment

• Microsoft Office 365
• Microsoft Outlook

Resolution

Scheduling Poll in Outlook allows you to send meeting options to a group of people who can then select their meeting preference.  Outlook will automatically select the most preferred time slot and schedule the appointment for everyone.

1. Create a new email or select an email to reply to
2. Required meeting attendees must be in the To field and optional attendees in the Cc field
3. In the Message tab select New Scheduling Poll
4. Fill in meeting settings
5. Select a few meeting times to be voted on
6. Click Next
7. Enter the meeting location
8. Click Manage Poll settings and toggle the ON/OFF options
9. Click Create Poll
10. Click Send to send the invites and start the voting process
11. Once a time has been selected Outlook will automatically send a calendar invite
12. To add a Zoom meeting open the calendar item and click Schedule a Meeting
    Note: This feature requires the Zoom Outlook Plugin
13. Select your meeting options and click Save
14. Click Save and Close or Send Update