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GroupForce Outlook Add-in

Clients:

NOVAData

Location:

Oakville Canada

Case:

Building an Add-in for Microsoft Outlook that will allow sharing data accross back-end system. The main database will reside on Lotus Domino server running GroupForce CRM and the client using MS-Outlook.
GroupForce Outlook should be able to do the following:
  • Search for contact in the main GroupForce database
  • Create, edit, delete contacts in GroupForce via MS-Outlook
  • Flag any MS-Outlook contact as being a GroupForce Contact or not
  • Get the list of activities for a contact flagged as GroupForce Contact

Problem to resolve:

By-passing Microsoft Office Security warning
Complying with Notes Security and credential while connecting to Notes Database via web service (GroupForce Mobile)
Using existing MS-Outlook forms as much as possible.
Transfering Attachment files/pictures over the web service.

Case Solution:

Meeting with the Project Manager
Review of the specifications and requirements for MS-Outlook.
Decided on which Microsoft Office version to use ---> It was decided to be compatible with Microsoft Office 2003 which give us the must flexibility for integration, security and amount of data information availability.

Installation:

The GroupForce Outlook light is available.

After Installation:

After few month of testing, it was decided to expand the feature of the add-in, so that we may use GroupForce Outlook to add, edit, delete tasks, Timesheet and more.