Outlook Integration Extensions

mfhmfh Member Posts: 28
I'm exploring the possibilities of Navision CRM version 3.70, and I must say: :D !
But, as always, you want to have the damn little program to do just a little bit more :

Synchronize the following with Outlook (one way of course)
- Activity Log Entries (attachment also, or am I asking too much?)
- Profile list entries
- Opportunities (just the header)
- pre-assign some To-Do types to Sales Person

Are there any developments/experiences on this subject?
Regards,
Michiel

Comments

  • Dmitry_ChadaevDmitry_Chadaev Member Posts: 52
    Hi mfh,

    Rather late answer, but better than nothing :)
    I am not sure you can do something like that using OLWrapper.DLL from 3.70. However the dll from 4.0 - OLHandler allows making your own UserDefined fields for Contacts/Tasks/Appointments.

    Check out 'NS Outlook Synchronization Handler'.OContact object - there are 2 new methods there:
      GetUserProperty SetUserProperty

    Unfortunately I haven't seen any documentation on these methods, but I believe you can find something similar in Outlook Object Model:
    http://msdn.microsoft.com/library/default.asp?url=/library/en-us/vbaol10/html/olobjUserProperty.asp

    So you can synchronize whatever you wish from Navision to Outlook into those fields...I suppose :-k
    Best regards,
    Dmitry
  • mfhmfh Member Posts: 28
    Thanks for your info, Dmitry!

    Regards,
    Michiel
    Regards,
    Michiel
  • toortoor Member Posts: 52
    Hello,

    has someone used the new functions and can give me a code snippet?

    I can't get it working.

    The following line of code does not throw an error, but in Outlook there is no new property called TurnOver afterwards.

    IF NOT OlContact.SetUserProperty('TurnOver', 1, '10000') THEN
    ERROR('SetUserProp');

    regards,
    tobias
  • Dmitry_ChadaevDmitry_Chadaev Member Posts: 52
    Hi Toor,

    Yes - I recall this one, it worked a bit funny - only when a corresponding item was opened in Outlook (e.g. Contact Card) :)
    Have you tried the same code with the latest updates (4.0 SP1 or SP2)?
    Best regards,
    Dmitry
  • toortoor Member Posts: 52
    Hi,

    thanks for your reply.

    I tried it with 4.01 (21990) only.
    only when a corresponding item was opened in Outlook

    So, you have not a working solution?

    Parallel to this thread i will ask MBS-Support. I will let you know, if they will send me some docs.

    regards,
    tobias
  • Dmitry_ChadaevDmitry_Chadaev Member Posts: 52
    No I dont, but I heard that it is a part of SP2.
    Best regards,
    Dmitry
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