I want to categorize or add a tag while sending an email in Outlook.
I have an add-in to add some id to the email content.
Can I add a tag to an email using the id or is there any way to categorize an email using an add-in?
As you can see the image, I can select and insert a matter(each matter has an id like 1, 2...).
But I don't want to add a matter just to the content, I want to add a tag or categorize with a matter to an email.
How to implement this?
Should I add extensions using graph api or is there any item to keep a tag in email data?
You can use either extended properties or open extensions for your scenario. If its extended properties then it allow storing custom data and specifically serve as a fallback mechanism for apps to access custom data for Outlook MAPI properties when these properties are not already exposed in the Microsoft Graph API metadata. You can get it started from here.
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I would like to know if it is possible to associate some customs actions for contacts that satisfy some particular conditions. For example, if the contact has Linkedin profile specified, i would like to show it in its contact window. I don't know if contact window allows such type of customization or not. I have tried it but I haven't been able to achieve it. Could you confirm if such level of customization is possible?
Below an screenshot of the window I am interested in:
You can create a form region in Outlook where you could display the required information about the contact item. Read more about Outlook form regions in the Walkthrough: Design an Outlook form region article.
If that information is absent on the contact item you may prevent the form region from displaying, see How to: Prevent Outlook from displaying a form region.
Be aware, Outlook has already delivered a solution for integrating contacts with LinkedIn profiles. The LinkedIn Outlook Connector lets you add your LinkedIn account to Outlook and displays your connections in the Contacts section of the application. It also provides ways to add new connections through email, and keeps you up-to-date with the status updates of your connections. You can remove the add-in if you no longer want LinkedIn integrated with Outlook.
Read more about social connectors for Outlook in the Outlook Social Connector 2013 provider reference section.
Is there a way to get the itemId of the item you are replying/forwarding to in compose mode using the Office-JS library or EWS? I want to be able to get the itemid of the email or meeting invite that I am replying/forwarding.
OfficeJS doesn't provide anything for that. Basically your add-in is run under the context of a specific item in Outlook (currently selected). The best what you could do is to use EWS by calling Office.context.mailbox.makeEwsRequestAsync or Graph API (for Office365 users). You may take a look at the EWS - Determine if an e-mail is a reply or has been forwarded thread, you are interested in getting the In-Reply-To field. Note that In-Reply-To is an optional field so it may not always be populated.
I have a problem with creating a script that creates/forwards an email in outlook to a constant recipiant.
the plan was to select keywords from checkboxes in its form. by pressing an inplemented button, the add-in should forward the opened email with a new subject from the checked checkboxes.
since i am very new to webdesign and js i would like to know if the idea could be realized without further ado. i have already browsed several forums and found out that sending email requires a web server and email client, which is out of the question due to the dynamic use and data security. also
I have already created the form of the add in. since this has no functions yet, i save posting a code/progress.
Any feedback?
OfficeJS doesn't provide anything for moving/forwarding items in Outlook. The web add-in is working under the currently selected item only. But you may consider using EWS or Graph API for implementing the required functionality.
I'm using Dynamics CRM 2015 (7.0.2.53) and Outlook 2016 (16.0.7766.7080) with the CRM for Outlook (7.1.1.3113) addin.
What I am trying to achieve is to give users the ability to specify an Activity Category against an email which they Track and Set Regarding from Outlook.
Currently, upon tracking and setting regarding on an email in Outlook, an Email Activity is created against the specified Entity record (let's say an Opportunity) in CRM, which is fine. The problem is that I cannot find any way to allow the user to specify an Activity Category for that created Activity either during the Track/Set Regarding process, or even after the Activity is created in CRM.
Is what I'm trying to achieve possible and if not, is there any other way to achieve a similar result, so that users can specify some value from a set of options against an email when they track it from Outlook to CRM, so that value can then be used for reporting purposes?
Basically there is no way of adding some custom functionality to Tracking Emails from Outlook. So you cannot add anything in Outlook plugin that will allow you to perform some operation on CRM side to set the Category right.
You can always make a plugin/workflow on Email creation in CRM and based on some email properties (topic, content, recipients etc.) set this category by youself - but of course users still will be unable to change it.
When email is created in CRM, it's disabled (because it usually already has been sent), but you can still modify it using workflows and dialogs. So you can always create a Dialog (https://msdn.microsoft.com/en-us/library/gg509010.aspx) and there you can prompt for proper category and set it on the email. So I can see a scenario like that - you have a view of Emails that are not categorized (or a Queue, where you put them in a plugin when user is tracking email from outlook). You pick Email, click "Start Dialog" which will be called "Set Category" or whatever, and set the category. Of course after this operation Email will vanish from the view. You can always create a reminder for the users to set the category for their mails, this should be included in new users training etc. Without any hardcore custom coding I think that's the only thing you can do (because if you don't mind writing more complex stuff you can always prepare some custom HTML5 control on Email form that will allow you to set the category field).
I have a marketing list consisting of selected contacts which we would like to send emails to.
Each contact has an Account Manager field (which is a system user).
Our marketing team would like to send all contacts in a list an email which should be addressed from the account manager (system user) email address.
We are using a document generation solution called Xperido. I am using a standard template to try accomplish this. Looking at the email settings configuration, you cannot specified an address from a secondary entity. The only address that you can use must be defined in the primary entity.
I have looked on the net and cannot find any example of this. Has anyone done this before or can suggest another product which is capable of this? Any advice is appreciated.
Thanks in advance
If you have XperiDo version 3.2 you can do this by going to your XperiDo Management Console in CRM. First edit your dataset in that way that the linked Account manager (of the contacts) is fetched. Then select Templates and edit the template that you want to send out to the contacts. Go to More Settings and click the pencil next to E-mail settings
Then you should see the following screen where you select in the From part: Data set field (this can be set as default by selecting the star on the right of the label) and then select the emailaddress field of the account manager.
Then during the document generation itself select the template that you want to be mailed and on the Set Output Parameters tab you can select E-mail as delivery format and you can also choose to set there the right E-mail addresses as you can see in the following image.
This method can also be used to set the To field of the e-mail section in XperiDo.