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. Download the Article in PDF Format

The Task at Hand

The task before us is to:

  1. create a custom Companies folder,

  2. design a custom form for this folder

  3. link companies to contacts and vice versa

Download the full article in PDF format.