thank you for taking the time to read this. I have a client who wants a button to be placed on the Appointment form that, when clicked, opens a copy of the Appointment form inside of Outlook as opposed to CRM. I've been looking at Microsoft.Crm.Outlook.SDK and Microsoft.Office.Interop.Outlook but neither of of them seems to have any methods that jump out as being able to accomplish this. Has anyone run into this that could possibly point me towards an example or a decent tutorial? I've been checking google and the msdn as well but I'm not having any luck. Thank you.
The CRM client can be accessed through a browser or through outlook. If a user is accessing CRM through the outlook client and he opens a link to an appointment - then that appointment will open within outlook. If the user is accessing CRM through a web browser I do not think it is possible to launch an appointment though the web browser directly.
What you could do is generate an outlook appointment (.ics) file - through code - when the user opens this file it will open in Outlook by default. There is a format for creating iCalendar or outlook appointment (.ics) files - just google it - plenty of examples of creating them though code.
Related
I have an outlook add-in that allows the user to save some data to an open extension in the outlook event.
When I follow the following steps,
Create a meeting in the Outlook add-in, add subject/invitees etc
Open the outlook add-in and follow the necessary steps that triggers a PATCH request that saves the open extension. After this when I fetch the event through the Graph API, I can see that the extension is saved.
Now press "Send". After this when I fetch the event again through the Graph API, I can see that the extension data is gone.
Please note that this only happens in the Outlook Desktop app and when creating a meeting (with invitees)
Any idea if there is a way to fix this/if this is a known issue with a workaround?
We have an Office Web add-in that is targeting the Appointment Items in Outlook (the calendar). It failed validation because, it was not possible to use it with gmail:
Functionality
1120.3.3 Office Compatibililty
The add-in did not pass compatibility tests for Gmail.
I was thinking about if i can we detect what the current account type is from the:
Office.context.mailbox.userProfile
However i am uncertain about what properties are available and if any can tell me if it is an Exahnge Account the user is running on
Please help?
br
Michael
I am building apps with the new technology of Office add-ins (formerly app for Office).
The add-ins activate well when registered globally for the Office 365 tenant or individually by user (mechanical gear > manage add-ins).
I would like my add-in to work with Office365's shared mailboxes. The add-ins do not load in Outlook desktop or in OWA when the shared mailbox is open alone.
However, I managed to make it work when setting the shared mailbox as a shared folder displayed under my primary mailbox, as explained here (see picture below). It is better than nothing but not an acceptable solution, I would like my add-ins to be displayed when consulting my mailbox in Desktop client and in OWA when using the "Open another mailbox" (see link above).
My question is then: how to make add-ins working with shared mailboxes? A possible solution is: a shared mailbox seems to be related with a special kind of user. Would it be possible to install the add-in for this special user in order to have the add-ins always working with shared mailboxes?
Edited:
Not supported for now. I created a feature request in Office365 User Voice. Consider bringing your vote to it.
There is a new feature request to cover this functionality.
This feature request has theoretically been implemented and is in public preview.
Theoretically if you add the following under <DesktopFormFactor> it enables this feature:
<SupportsSharedFolders>true</SupportsSharedFolders>
However, people are having issues with this throwing Schema errors. See GitHub or StackOverflow. (NOTE: StackOverflow has a solution, but I didn't find it actually worked).
It maybe there is some undocumented magic so it could work now.
Outlook add-ins are not supposed to activate outside of your primary mailbox. This is intentionally disabled. What you're seeing with it displaying when opened under your primary mailbox there Benoit is likely a bug.
The office add-in can be configured to show on a mail item. it does not matter the type of mailbox, if the item you are viewing is a mail message, your add-in should show.
The simple test you can do, does your add-in show in your mailbox mail messages? if yes, this means it should show in mail messages from the shared mailbox. It is divide and conquer issue we need to resolve.
Let me know if you have more questions or need clarifications.
I need some directions developing something in Sharepoint.
i know c# , asp.net but never worked on sharepoint before, what i would like to do is to have a visual component ( a calendar) in which i would like to place events i pull from a database, or without placing events in that calendar, i would like the user to click a day on the calendar and get details.
my question is does anyone know about a tutorial, step by step, to develop a solution in sharepoint 2007 ? i have visual studio 2010 installed in my machine, and we do have a sharepoint installed in a remote server.
please help.
I would not recommend you develop a calendar solution inside of SharePoint.
Instead, I would recommend you develop a web service that serves the calendar data to the Outlook clients from the data source. Most users of Outlook have it open most of the day to do email and calendar, and so you can feed this event data to their outlook calendar, via a subscription and they can overlay and view the data directly. You dont have to write any Outlook plug ins, just write a web service in C# and asp.net and you are good to go.
There is a protocol, called stssync - that was developed to do just this. The following blog post is a great introduction, step-by-step, and has sample source code to help you get started.
http://msdn.microsoft.com/en-us/library/Aa168130(office.11).aspx
His design allows you to easily add your own data source type to get the event data into outlook.
The post is rather old, but trust me it works with the new clients (2007 and 2010). Most of the users appreciate that the data they want to see is inside the outlook client and they don't have to go to SharePoint to get the data.
Hope this helps.
I have MS Outlook 2007, the MS CRM 2011 Outlook client and MS CRM 2011 on-premise.
After you install the MS CRM 2011 Outlook client you have a new toolbar within Outlook 2007. On that Toolbar is a button for 'New Record.' If you click that button a dropdown appears with different options, which for me includes 'Account' and 'Contact.'
The first time I click on 'Account' a small popup opens with a message like 'waiting for web page to load' No form ever appears. clicking on the button subsequent times produces the same result, minus the 'waiting' popup. I cannot seem to get the CRM form to appear.
The interesting part is that when the 'New Record' > 'Contact' option is clicked the Contact form appears and works without issue.
A work around for this is to use the actual website. That works without issue. However, I have a lot of users who use Outlook. So getting this to work proper would be ideal.
I did notice that an iisreset solved the issue once, but that doesn't solve the issue permanently or consistently.
Any help would be appreciated.
The fact that it works with Account and not with Contact is interesting as it means that the connector is talking successcully to CRM. Security roles should be fine if you can do it through the web interface also.
And that the issue was solved through an IIS reset temporarily points more towards connection issues, or possibly something on the Account form which is causing it to not load through the outlook client correctly.
Also check that you have Outlook 2007 with service pack 2 installed. Thats the minimum requirement for using the 2011 Offfice Outlook client.