I got some mails that people want to know more about outlook sync, so here we go ... I have covered some basic things about it , if you want to dive deeper feel free to explore or question me.. Outlook Synchronization... Basically you can synchronize Outlook contacts, appointments and tasks to AX contact presons and CRM - Activities. It is something simillar to synchronizing outlook with your smart phones. The feature is part of CRM license. Though it was there in 3.0 also , but to be frank it is very different and powerfull in 4.0. I will focus on how it works in 4.0... Ax - Contact persons - \Menus\CRM\Contact persons Activities - \Menus\CRM\Activities - Activities type Appointment and Tasks are synchronized to Ol. Now coming to how to set it up - Believe me its very simple ... 1. Setup outlook on machine which has Ax client 2. Map your Ax user to Ax employee. (Administration - users - user relations - General - Internal user - Employee field) 3. Go to employee form , contact information tab - enter email address same as your outlook email address. 4. Employee - Functions - Set current outlook user (Or alternatively you can use \Menus\CRM\Setup\Microsoft Office Outlook\Microsoft Office Outlook Setup Wizard) 5. Optional - Function - Pick MS outlook Contact/app/task folder,etc. If you dont do that it will sync ur default folders. Sometimes people want to syncrhonize only special folders... 6. Optional - Employee - Microsoft office Outlook tab - Parameters to control sync like sync recurring appointments, sync private appointments/tasks,etc 7.Optional - There are some parameters to control sync directions b/w outlook and Ax and lot more stuff. See CRM - Setup - MS office Outlook -...,CRM - Periodic - MS office Outlook -... 8.To sync with outlook - CRM - Periodic - Microsoft office outlook sync - Syncronize For contacts you can also use My contacts form under MS office Outlook sync So how to control which contact persons or Activities you want to synchronize? 1.For contact persons - The contact persons which need to be synced must exist in My contacts. \Menus\CRM\Periodic\Microsoft Office Outlook synchronization\My contacts 2.For activities - In Activiites form , under synchronization tab there is a checkbox called "Check Syncronized". If it is ON , activity will be syncronized. (by default it is ON). Some Cool stuff about abt Ol sync in 4.0 - - It works with latest version of Outlook like 2007 , 2003 SP2 ,etc - Support for attendees/Recipients In Ax 3.0 , CRM Activities/Appointments used to just store the name of the attendee(s). A new feature in Ax 4.0 exists for attendees for both Ax and Outlook Sync - Detailed information for attendees, activities for attendees linked to organizing activity,etc .Extension to outlook sync for appointments , feature supported linking of appointments sent to recipients and attaching them to respective attendees and their activities in Ax. - Support for recurence Recurring appointments and tasks in outlook are synchronized to Ax and it is possible to see recurrence pattern. - No outlook security prompts /dialogs Outlook sync uses Extended MAPI as a result irrespective of your ol or exchange version/settings you wont get security prompts/dialogs. Extended mapi - MapiEx* classes are present under system classes, people can use it to communicate to outlook for supressing security prompts.
- There is support to migrate if you want to format your PC or import /export PSTs . Look for details - \Menus\CRM\Periodic\Microsoft Office Outlook synchronization\Migrate - You can control synchronization direction at field level, can do force sync (force from Ax to Ol),etc Note for techies - 1. Ax synchronizes to Outlook client (and not Exchange). 2. It uses OOM (Outlook Object Modal) and Extended MAPI Regards Mudit lars_kjaersgaard <[EMAIL PROTECTED]> wrote: Hi Mudit, I would be very interested in knowing more about OL sync. I would appreciate it very much. Thank you in advance. Best regards Lars --- In Axapta-Knowledge-Village@yahoogroups.com, mudit mittal <[EMAIL PROTECTED]> wrote: > > Hi Abdul > > My first take on this one - Use outlook synchronization feature in Ax , you can synchronize Ol contacts , appointments and tasks to Ax (and vice-versa). So contact in ol will be represented by contact persons in Ax. Then you can use Ax to send mails to those contact persons. (Outlook sync is a powerfull feature which has been redone in 4.0) > > If you dont want to create Contact persons in Ax for the contacts in Ol , then you can still definately read the Address book in Outlook and just write code to send mails. Easy way to get hold of Contacts would be using Outlook Object Model and hooking through COM. For sample code , look through class smmSelectContactPersonsFromOutlook_Form - fetchContactsFromOutlook. The method basically fetches the contacts from outlook and insert in a temporary table and then show it on a form. > > > PS - A note to all , if people are interested in knowing more about Outlook syncrhonization , i can write about it. > > > Regards > Mudit > > > Abdul Kadar <[EMAIL PROTECTED]> wrote: Hi, > > I would like to know that, is they any way to get all the contact's email address stored in Microsoft Outlook to Axapta (into reports, or forms, whatever). The intention is to write code to send a common email to all the contacts. > > Any idea would be greatly appreciated! > > Thanks > Abdul > > --------------------------------- > Expecting? Get great news right away with email Auto-Check. > Try the Yahoo! Mail Beta. > > [Non-text portions of this message have been removed] > > > > > > > --------------------------------- > Food fight? Enjoy some healthy debate > in the Yahoo! Answers Food & Drink Q&A. > > [Non-text portions of this message have been removed] > --------------------------------- It's here! Your new message! Get new email alerts with the free Yahoo! Toolbar. [Non-text portions of this message have been removed]