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Outlook
News, Issues and Articles of Interest |
| Using
the Organizational Forms Library in Exchange
Since
Microsoft began 'de-emphasizing' Public Folders a few years
back (see the article 'The
Future of Exchange Server Public Folders', it seems not
many folks are using the Organizational Forms library. But
this still remains an incredibly useful mechanism for storing/maintaining
custom forms for both Private and Public Folders. Read
more on-line....
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Outlook
Tips and Tricks |
| Enabling
the Contacts Box in Outlook 2007
In
Outlook 2007, the Contacts box for linking items to contacts
doesn't appear by default. However, you can enable it by following
these directions. Read
more on-line... |
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CRM,
Contact Management and Sales Automation |
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Extending Outlook into a CRM System using Custom Folders and
Forms
OutlookWise has featured several articles over the years detailing
Outlook’s inherent contact management capabilities.
This article looks at how you can extend the functionality
of Outlook further to incorporate aspects of Customer Relationship
Management and Sales Automation. In this document we see how
to create a custom Companies folder, design a custom form
for this folder, and then create linkages between companies
and contacts. The same principle can be applied to any custom
folder to contain Opportunity data, Project or Event information.
Read
more on-line... |
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MX-Products
- Outlook and Exchange Add-Ons and Utilities |
| Using
MX-Sync in conjunction with custom Outlook Folders to create
an offline CRM system
Another article in
this newsletter details how to extend Outlook's functionality
into a full CRM system. MX-Sync can then be used to synchronize
this Outlook CRM system with your corporate CRM or ERP database.
If you're using Outlook in Cached Mode, this data will then
be available offline, i.e. when disconnected from the network/Exchange
Server. Read
more about MX-Sync on-line... |
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