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Ryan Farley on .NET Development with a focus on CRM Development for SalesLogix

Sneak Peek Product Preview - Outlook2CRM For SalesLogix

I wanted to give a quick preview for a new product I'll have coming out this year. Outlook2CRM for SalesLogix is the successor to the Outlook Ticket Addin but extends to far beyond only tickets.

Outlook2CRM allows you to add your own custom buttons in Outlook to trigger events in SalesLogix. You basically use a toolbar editor (screenshot below) to create a new button in Outlook and then create a SalesLogix plugin in Architect that will receive the click event from that button. All details from the selected e-mail in Outlook are passed to your SalesLogix Form or Script plugin, including attachments, the e-mail body & subject, and even the matching contact's CONTACTID (the contact that matched up to the e-mail address for the selected e-mail). You can then do whatever you want with the e-mail data from the SalesLogix plugin. The buttons you create will appear for all SalesLogix users in Outlook and you can even bundle the toolbar buttons and apply them to other databases.

With my Outlook Ticket Addin, I would get requests all the time from people wanting to customize it's functionality. Well, now you can. With no knowledge of programming for Outlook and the Office extensibility model, you can easily add buttons in Outlook and make them do whatever you want!

Here's some screenshots:

Without SalesLogix running

With SalesLogix running

The Outlook2CRM Toolbar Editor

If you want to take a peek at a pre-alpha build in action take a look! (The video shows this running with SLXv7 although this works with 6.2 and higher)

Stay tuned for more updates!

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About Ryan Farley

   Ryan Farley is the Director of Development for Customer FX and creator of slxdeveloper.com. He's been blogging regularly about SalesLogix since 2001 and believes in sharing with the community. He loves C#, Javascript, Python, web development, open source, and Linux. He also loves his hobby as an amateur filmmaker.

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Duncan Cook said:

Hey Ryan,

This looks like great stuff, any chance this will work with the Web Client?

October 24, 2006 1:51 AM

Ryan Farley said:

Thanks Duncan. This version won't, but I do plan to make a future version web client compatible.
October 24, 2006 9:16 AM

SalesLogixBlog.com said:

I posted before about a new product I'll have coming out soon, called Outlook2CRM for SalesLogix. This product provides a SalesLogix toolbar in Outlook for performing SalesLogix tasks for e-mails. Outlook2CRM also allows you to add your own custom buttons (and get rid of or change the out of the box ones on the Outlook2CRM toolbar) as well and tie it up to your own custom plugins in SalesLogix. Think of this as a Toolbar plugin for Outlook that you would customize in the same way you would a toolbar plugin in Archiect for addin to the SalesLogix toolbar.
October 25, 2006 4:57 PM

Connie said:

I like the customizable buttons, but is there anything available that allows for users to add their calendar activities to Outlook only if they want to? Its an all or nothing right now and isn't customizable unless we use Intellisync for Outlook which isn't very intuitive to use.
November 21, 2006 4:11 PM

Ryan Farley said:

Hi Connie,

Instead of using Intellisync, you could always build something custom that created an individual activity that existed in SLX in Outlook. In SLX v7, since the Create Activity dialog is customizable, you could even add a checkbox to allow the user to create it in Outlook when they click the OK button. All this, of course, means custom code to make it happen.

November 28, 2006 10:36 AM

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