We are constructing an application that will be interacting with Exchange 2007 calendar functions. We will be using the Outlook Redemption Objects dll’s. Our design relies upon the outlook 2007 meeting Category features. We would like to ensure that specific mailboxes have a standard set of category names and colors.
We can’t rely on users to set these up. We also can’t rely on users running the exchange client, many users will be on MAC’s and will be using OWA to manage their calendar.
As I understand it the master category list is stored in each users mailbox in an hidden message in a property named IPM.Configuration.CategoryList. I haven’t found any reference on how to set this yet.
The only things that I have found to help us are:
Group policy objects: http://technet.microsoft.com/en-us/library/cc179073.aspx As I understand this, it won’t manage the color’s and relies upon the exchange client.
A third party tool - http://www.vboffice.net/product.html?id=2006063&cmd=detail&lang=en&pub=6 The enterprise edition appears to do what we want but is expensive for a once per mailbox operation on 100 or so mailboxes.
Basically, our preferred solution is to be able to produce a script that accepts a mailbox name and sets up a standard master category list.
we were able to accomplish our task using the code at http://gsexdev.blogspot.com/2007/08/adding-categories-to-master-categories.html
AFAIK, the categories for mail box items are stored in local outlook profile and not on the exchange server.Before Ol 2K7, these were stored in registry so I doubt if category master list can be set on E2K7.
Related
I'm new to Power Automate and trying to get the "Category" flag that is placed on emails after received. My number one problem is finding a connection that has the category object available.
These are the objects I'm trying to find, in Outlook web they are 'category labels'
In web searches I'm getting contradictory information, one they can't be found: Link
Another says if you connect to Outlook365 you'll have 'Categories' Link, these may only be associated with calendar entries.
The Connections I've been able to make are to Shared Mailboxes, I'm now experimenting with my personal work mailbox (Outlook 365) and not finding it there either.
Any help would be greatly appreciated.
You can use the List Outlook categories Graph API method for this. Use the below Uri in a Send an HTTP request Outlook Office 365 connector action.
https://graph.microsoft.com/v1.0/me/outlook/masterCategories
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).
Is it possible to create a meeting or appointment on someone else's Exchange 2010 account, without them needing to accept the meeting? Ideally, we want to have a delegate account, or similar strategy, to place appointments/meetings onto people's calendars. We want to bypass the normal request/accept model, and force these meetings into the calendar.
I looked at CreateItem() in the Exchange 2010 documentation, but it is unclear as to what happens once the method is executed. Does the user receive a normal invitation? We don't want that. We want a model where our system has full control over the users' calendars, without them receiving a traditional meeting invitation, and with automatic acceptance. I would prefer not to have to use VBA hacks or plugins, also.
I think it's possible in case of usage ApplicationImpersonation (the usage of ImpersonatedUserId). It 's important that you have to configure the Exchange first. Then you can set NetworkCredential use ImpersonatedUserId to direct access to the destination calender. See here for more information and the code example.
What I would do is grab a copy of MFCMapi (mfcmapi.codeplex.com), and then create a meeting request in a traditional way and send it to a couple mailboxes. Accept it in a couple, mark tentative in a couple, etc.
Take a look at the resultant calendar item created in the invitee mailbox. I expect you should be able to create the appointment and then set the necesary MAPI properties to make it appear as accepted. You can set the arbitrary properties with EWS, it's just going to take a bit of digging to figure out which ones to set. MFC Mapi is a good tool for that.
On the organizer side, you'll need to make some tweaks so it looks like everyone accepted.
I'm wondering if there is any way to be able to include an arbitrary email address as the To:, From:, CC: or BCC: fields of a send email activity? It appears that they must be contacts in the CRM.
I ask this because I have a requirement to cc a known group email (no actual user associated with the email...something like support#mycompany.com...though it's not a queue at all). I'm concerned that if I create a CRM user for this email, that when I move to production, I'll have to change all the workflows using this email to point to the CRM entity on the production box (assuming GUID is saved with activity).
If an arbitrary email isn't possible, any other suggestions?
I'm not quite sure, if I have unterstood your question right:
You want to create a workflow which contains a send mail activity. You would like to set one of the address fields (To:, From:, CC:) to a plain mail address like 'foo#bar.org'?
It is possible if
you enter the mail address by hand (do not use the field assistant)
you have configured that e-mails with unresolved recipients are allowed to be sent.
See Settings -> Administration -> System Settings -> E-Mail Tab
you don't want to set the e-mail address with another workflow step
To my knowledge, the only way to do this would be to create a custom workflow assembly. This may be more trouble to you than it's worth.
I doubt it. Not without horrible SDK or Custom Workflow Activity machinations, which even then may not work. Unless you have a truly gargantuan number of workflows that must be altered, the manual approach may be the best.
It may be a terrible hack, but you might be able to replace instances of the development environment support account GUID with its production counterpart directly in SQL Server. Not in the SystemUserBase table, but in whatever workflow activities mention the support account as a CC field in an e-mail. But that is scary stuff.
You may also want to take another look at your process; a significant portion of Dynamics CRM is dedicated to handling support issues, and that includes fairly robust e-mail tracking and storage; there probably shouldn't be a need to CC this support mailbox to which you refer.
In summary: All of the options I've listed are terrible. Find a way to avoid them. :-P
I've had this requirement before, and even with workflow activities, there doesn't seem to be a way to handle this (even though CRM will allow it through the UI).
Your instinct is right that if you create a user separately in both environments and then try to move a workflow that references that user between the environments, that the workflow references will have to be updated.
The best solution, to me, would be to go with just creating the contact/user in one environment. But then, create the contact/user in your other environments with the same Guid. You can do this through the API quite easily, or for a no-code solution, there is a Microsoft provided CRM Configuration Data Utility (http://msdn.microsoft.com/en-us/library/dd442453.aspx) that you can use. (Note that the utility will want to migrate all records from the chosen entity, so you might want to export it to a file, edit the resulting file which is just XML, and then import to your target).
This is something that you can do with CRM 2011, CRM 2013, or CRM 2015 if you have a custom entity that is email enabled and then copy the email address from your core entity even if that email address is in a custom text field to it and relate it back via a lookup field. Doing that would require a plugin in Microsoft CRM 2011, but is possible to do with real-time workflows in Microsoft CRM 2013 and Microsoft CRM 2015. This method would allow you to have email addresses associated to the records and available for usage with the CRM workflows to send emails without needing to create an additional user or contact record. This is also handy if you are working with an entity like Incidents that is a core CRM entity and is not email enabled, yet you wish to be able to send emails related to that entity. You could use this method in conjunction with the steps ccellar provided.
I've got a blog post that goes through an example of this here: http://dynamicsuniversity.com/steps-to-send-emails-to-custom-email-address-text-field-from-a-workflow/
You can write custom workflow or you should go for plugin development.
You will get details for it on below blogs.
For custom-workflow
https://msdn.microsoft.com/en-us/library/gg334455.aspx
Blog:-
https://lakshmanindian.wordpress.com/2012/10/14/custom-workflow-activity-in-microsoft-dynamics-crm-2011/
more knowledge on your email sending requirement.
https://social.microsoft.com/Forums/en-US/375f5dad-0382-4112-ab0d-5b42ba235d96/crm-2011-workflow-sending-email-problem?forum=crmdevelopment
I am creating an appointment in Exchange via WebDAV, but the UId created is not the same as if I create the appointment in Outlook. The UId I believe is the same as the GlobalObjectId and should be unique and not change.
The UId if created via WebDAV is:
CD0000008B9511D182D800C04FB1625DDD67374428B4C644A0A359A2586E30B3
The UId if created through Outlook is:
040000008200E00074C5B7101A82E008000000002005332BA3A8CA01000000000000000010000000DD67374428B4C644A0A359A2586E30B3
If I open the appointment created via WebDAV in Outlook and then save it again the UId changes which is annoying (The UId changes to one above beginning with 04).
The second half of the UIds are the same GUID {DD673744-28B4-C644-A0A3-59A2586E30B3} and never change. The document here http://msdn.microsoft.com/en-us/library/cc425490 (EXCHG.80).aspx explains how the GlobalObjectId is constructed. Outlook seems to follow these rules, but Exchange doesn't. I am using Outlook 2007 and Exchange 2007.
There seems to be a myriad of different ids that can be used to identify appointments and I'm just looking for one that stays the same so I can track the appointment over time.
If anyone can help to explain why this UId changes or a way of creating it so it doesn't change it would be much appreciated. My limitations are supporting Exchange 2003 SP2 and Outlook 2003.
Oh yes Id can change, it can depend on the client and the way that you access the items. It a right PITA
I think the link may should help you though , (not knowing excatly what you are doing).
There are mapi proerties that you can use as well but you may have to explain what you are doing a bit more ... are you only doing WebDav ?
How to use WebDav to match dav:href to Outolook Interop href value