I have requirement of outlook( desktop application) view customization . My requirement is when i click on Email item then Email list should be hidden and again if i click on back button of reading pane mail list should be displayed to user in sliding manner (slide effect like Apple Tab (slide in Slide Out Effect in mail app )) please suggest me any tool , interface , customization third party application , or Visual studio app.
please suggest as early as possible.
thanks in advance
Rohit
Unfortunately want you want to do is impossible. Outlook views always require a list of items to be displayed (whether it's a Table, Card, List view, etc.). The only UI elements you can control are the Reading Pane and the Folder Pane.
There is no way to customize the built-in UI. The Outlook extensibility model doesn't provide anything for that out of the box. As a workaround you can develop an adjacent Outlook window where you can display whatever you need. See Creating Adjacent Windows In Outlook for more information.
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I want to create my custom toolbar at the top for explorer and inspector window. I want to make it ALWAYS visible. So which is the best approach, to use a custom task pane or a form region? Which best? What are the advantages and disavantages for each one?
The toolbar should be able to contain buttons, text fields, checkboxes, drop-down lists, etc.
There is no layout at the top for Outlook form regions.
Custom task panes is an Office-wide feature available in all Office applications (most of them to be precise). When you create a custom task pane for Outlook, the custom task pane is associated with a specific Explorer or Inspector window. Explorers are windows that display the contents of a folder, and Inspectors are windows that display an item such as an email message or a task.
Form regions are custom pieces of user interface that can be used to customize a standard form. They are not designed to customize the Explorer window, they are designed for item's forms. And created and designed only for Outlook.
You may also consider using Advanced Outlook view and form regions. They allows placing a form region at the top.
I am writing an Outlook Add-In (Web version, Desktop) and so far I was able to add a link to my app in the contextual menu (see screenshot below - highlighted in yellow). This work well, but it is almost impossible to find the add-in and this is resulting in a ton of customer support calls. I was wondering if there is a way to add the button next to "Send", "Discard", or after the "Elipsis" buttons. This way the add-in would be more visible.
I was thinking about directly modifying the DOM if it is not possible, but I would prefer to not do that.
You can add a button there neither from a web based JS addin nor from a COM based addin for the desktop version of Outlook.
How to add button to main menu behind "Mark all as read"
instead of showing button inside email body read document but it doesn't help me to find solution,
You cannot get your add-in icon displayed in any place you like. The add-in controls are defined by manifest and displayed in predefined locations of particular client (Outlook Web, Outlook desktop for Windows or Mac, Mobile). Up to developers (Microsoft team) to define the place where the add-in controls will be displayed.
EDIT:
There are two places where add-ins may appear in the client interface. This depends on what type of add-in you have created. There are command add-in and contextual add-in. Both of them will appear somewhat in the space of the message view anyway. The following are examples of where they appear withing the interface ...
And for web view ...
To read more on Outlook add-ins Extension points got to Outlook Add-ins overview article.
Currently the feature you requested is not a part of the product. However, we track Outlook add-in feature requests on our user-voice page. Please add your request there. Feature requests on user-voice are considered when we go through our planning process.
Has anyone had an experience modifying the Social Pane in Dynamics 365?
Hiding the Assistant and Activities Tab
Hiding the Attach button in the Notes Tab
Googling shows unsupported way by accessing and hiding by DOM manipulation. Has tried Security roles, Ribbon Workbench but still tabs and Attach button are showing. The Notes form also cannot be customized.
We tried also the Intelligence Configuration by following this: https://learn.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/configure-enable-embedded-intelligence
But nothing changed.
Can you share your experience on this?
The social pane is a disappointing feature. The only two things you can change is the order of the activities displayed and the default tab.
If you want to prevent your user from attaching files to notes, you can make a plugin on the creation of the note and throw an exception.
To hide the other tabs, the only way I can think of is unsupported. Using javascript. I don't like it but when my clients are asking for it, I do it.
Unfortunately we don't have lot of control over there to customize Social Pane the way we want. Maximum we can configure that what should be the default tab (Supported Customization).
Dynamics 365 got Timeline control (Social Pane 2.0) which has more doors open like: Timeline is available in Mobile, Dashboards, unified experience, filtering options, etc. But only catch: it is available only in Unified Interface (UCI App aka model-driven PowerApp & Hub apps) and not on Standard Web client.
Read more
Embedded Intelligence will enhance Relationship Assistant experience.
I am developing a VSTO application for Outlook client. I am trying have my form open in the part of the Outlook client window which is highlighted in red in the following image:
I think I can't use the form regions because they replace the view for a single item.
So basically what I want to do is opening my custom form (windows or web) in the red area when I click my tool's button on the toolbar.
Any ideas how this can be done?
There are three main ways for displaying your own form there:
You can use the WebViewURL and WebViewOn properties of the Folder class for setting a web view state for the folder. Microsoft Outlook uses the rendering engine of the version Windows Internet Explorer installed on the client computer to display the web page. If Internet Explorer is not installed on the client computer, Outlook will not display the web page.
Create an adjucent Outlook window. See Creating Adjacent Windows In Outlook for more informaiton. Note, you need to have a deep understanding of Windows API to move that way, see SetWindowsHookEx.
Add-in Express provides a layout for the form out of the box. There is no need to invent a wheel in that case.
You will need to get down to the HWND level to insert your UI - see https://blogs.msdn.microsoft.com/stephen_griffin/2010/06/01/adjacent-windows-in-outlook/ and https://code.msdn.microsoft.com/OlAdjacentWindows/