OutlookWise Newsletter 1009

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....

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...

CRM, Contact Management and Sales Automation

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...

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...