#Salesforce add in for outlook 2010 not showing code#

The code listing is below:ĬonditionExpression condition = new ConditionExpression() Ĭondition.Operator = ConditionOperator.Like Ĭondition.Values = new string ) īusinessEntit圜ollection salesOrders = crmService.RetrieveMultiple(query) įoreach (BusinessEntity salesorder in salesOrders.BusinessEntities) I’ve written a basic C# class that accepts an AccountId and returns a list of orders. Now that we have all the information in order to retrieve all orders, we can write the code to accomplish this. The Dynamics CRM Outlook add-in saves all the CRM information related to the contact in the UserProperties of the Contact Item. Open the Contact in Outlook and click on the All Fields button in the Show Ribbon Group and select “User-defined fields in this item” from the “Select from” dropdown list. However, before we can display the orders on the Outlook Contacts form, we need to know to which CRM Account Id the contact is linked to. We’ll use this grid to display all orders for the selected contact/customer. Next, open the Outlook Form and add a DataGridView and dock it in the Parent Container. Set the InspectorItemTypes property to Contact, the InspectorLayout property to InspectorRegion and the FormClassName property to the ADX Outlook Form you’ve added previously. Add a new FormsCollectionItem by clicking the Add button. Select the newly added Outlook Forms Manager component and click on the ellipses (…) button next to its Items property. Next, add a new Outlook Form to your project. Once the new project wizard has completed, add a new ADX Outlook Forms Manager component to the AddinModule designer.

I’ll show you how you can give your users an integrated UI that will show all the contact orders directly from the Contact form in Outlook by using Add-in Express 2010.įirst, create a new Add-in Express COM Add-in project in Visual Studio, select Microsoft Office 2010 as the minimum supported Office version and Microsoft Outlook as the supported application.

If for example, you would like to see all the orders for a contact, you would have to navigate to the Contact folder or CRM web UI, open the contact and select Orders from the navigation menu. One catch, however, is that it only displays the basic contact information. The CRM Outlook Add-in accomplishes this by setting the folders’ Home Page to the CRM Contact view that is hosted on the CRM server:Īnother really neat feature about the CRM Outlook Add-in is that it synchronizes the Contacts stored in CRM to your Outlook Contacts: When you click on a folder, the associated Dynamics CRM view will be displayed in Outlook:

Once the CRM Outlook Client has been installed, it will create the CRM folder layout in Outlook: The Outlook Add-in for Dynamics CRM is compatible with Office 2010, 20 SP3. You can read more about the MS Dynamics CRM Outlook Add-in here. In this example ,I am using MS Dynamics CRM 4, with rollup 10 installed. For this example I’ve used a few of the Northwind customers and their associated contacts as sample data. In this post I’ll be showing you how you can further extend the functionality of the Dynamics CRM Outlook Client by using Add-in Express 2010 and MS Office Outlook 2010. Well, for one, Microsoft Dynamics CRM has a Microsoft Office Outlook client that installs an add-in for Outlook, giving users the ability to access and perform CRM specific tasks straight from Outlook. You might ask how this affects you as Office developer. Microsoft Dynamics CRM (Customer Relationship Management) is quickly becoming one of the leading CRM Suites for midsized and large organizations according to a recent research report.