I've just discovered that you can make custom forms in Outlook 2013. Now, we currently use two calendar apps, one which is very specific to our business needs and the other is Outlook 2013 (Office365). We currently sync some events, but not all, since the extra events don't have any place in Outlook as they'd be missing a tonne of relevant data, or it just wouldn't be readable.
Is it possible to "embed" this data in the content of a custom form, then read this using VBScript/some other method? If we could do this, then it would make the readability of the bespoke events in our business calendar a lot easier. I cannot find anything on this online (probably because I don't know exactly what to search for). I do not need the outlook version to update the business calendar.
For example, data might look like this
{"primaryGroup":"01-XUA-AL","eventName":"Customer Request 192"}
Outlook custom forms is a relatively old technology. I'd recommend using the Outlook form regions for customizing the UI. See Creating Outlook Form Regions for more information.
You may embed a custom information into user properties. They are preserved if the corresponding properties are defined on the recipient Inbox. See Changes to custom properties in Outlook for more information.
Related
I would like to have inside a form, the Activity panel of a related record, in particular for being able to create and modify the appointments of a lead that is related to the current record. I haven't found an out-of-the-box possibility to do this (for example a quick view form), or an external addon. But I want to try to ask: is it possible, or I need to develop a web resource, if this is worth it?
I am trying to implement an evaluation survey for meetings, using Microsoft Forms over Office 365.
After I create and generate the link, I can get the info in an Excel file, but am missing a field with which I can link the survey's answers to the meeting.
Desired output in as seen in this image (all fields are already generated by Forms, except by that whose content is highlighted in yellow, which is the one I need to find out how to generate):
For the time being, I have 2 issues to solve:
How can I generate an ID for a meeting from Microsoft Outlook (where the meeting invitation was sent).
How can I pass that ID to Microsoft Forms.
Ideas about this or an alternative approach are welcome, thanks!!!
I think I have found a better approach:
To scrape all appointments in a period of time via API
To load appointment's data in MongoDB
To send personalized links to Outlook Forms questionnaires.
Here is the API documentation:
https://learn.microsoft.com/en-us/previous-versions/office/office-365-api/api/version-2.0/calendar-rest-operations
I am looking to develop an addin for Outlook using the Office JS API. Reading the API documentation, there are a number of references to making a call to the Outlook REST API to do various things.
As an example, I want to retrieve a list of contacts from the local machine. I have seen posts suggesting I need to make a call to the Outlook REST API, however this doesn't make sense to me. If they are local/offline contacts, why would I need to do that? I feel as though I'm missing some relationship between the two.
A screenshot for the list of contacts I want to retrieve:
Question
Could someone outline how they fit together (if at all)? Is it expected that if I'm going to effectively use this API, I will also need to have my data "online", such that it's available from some REST service?
As the contacts are stored locally it can not be retrieved using REST API. Getting the contacts via Office JS is not possible today. 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.
The constraints for this requirement are as follows:
For legislative and/or governance purposes, the organization I am doing this for needs a way to extract email messages (with attachments) from a cloud instance of Dynamics, given a start date and end date;
What's important is that the content be made available, not necessarily in a conventient format ("convenient" here I am suggesting is something like a neat MIME-encoded/RFC-822 formatted file, or even proprietary MS .msg format). So, for instance, simply dumping the email body as a file, and the associated attachments as other files, grouped together in a folder somewhere is good enough;
The solution needs to be as simple as possible, and should have no technical support needs;
Here's the kicker: as much as this solution will necessitate a custom implementation (that is, code), we cannot employ anything outside the constraints of what we currently have in our Azure tenancy, that being: Dynamics 365 with the option of uploading custom plugins and/or custom workflow tasks or currently paid-for PaaS facilities, notably Flow. This eliminates the option of having a console-based application, or even a web app.
I am aware of the fact that one can use Dynamics Advanced Find to export email data (even the body of the email sans attachments) into an Excel file. We do need the email attachments, however.
What is a good way of implementing the above solution?
I have Outlook 2016 using Hosted Exchange. Here's what I need to be able to do:
Add Outlook tasks automatically when adding a contact via a custom form.
Send a premade .doc, .html, or .mshtml file via email to a set of contacts.
Keep track of who has received what premade email
I have some JS experience, but I'm not afraid of getting into .NET or VBA. I'm leaning towards VSTOs because, from what I've read, Office.js doesn't seem to allow for much interoperability between, say, Word and Outlook.
Any advice would be greatly appreciated.
From what you describe, I would step outside of Outlook all together and use theMicrosoft Graph API. Using Graph you could wire up a Webhook so you can capture when a new Contact is added and then send an email with a file attachment. You could then use Extended Properties to tag each Contact with the document/email they received.
I would also suggest taking a look at Microsoft Flow. For workflow scenarios like this, it may be a better fit.