in

SharePoint Blogs

The Best Place for SharePoint-related Blogs

akalli's blog

Combine Outlook Contact Activities with SharePoint

Since my background is in customizing Outlook in the Exchange world, I'm always interested in integration points, especially with SharePoint these days.

In case you didn't already know...

...once you link a SharePoint contact list with Outlook, you can take it one step further and set up the Activities tab in the linked folder to your mailbox or personal folder items. For example, if you have been emailing, setting up calendar items, creating journal entries, tasks items etc. for your contacts, you will be able to see all these when you set up Activities in your SharePoint contacts within Outlook.  To set up Activities, right-click on the SharePoint list within your Outlook, go to Properties, click on the Activities tab, click on the New button, give the group a name like "All Associated Items" and click the upper-most checkbox for your mailbox or personal folder. Repeat these steps for any Archive folders you have. With careful planning you can keep a long history of emails you have sent to and recieved from the contact by moving the emails out of your mailbox or personal folder and into your Archive folders. You will also be able to see the other items such as appointments, tasks, and journal entries. It's driven by the email address that both the SharePoint contact list contains and the email address in the Outlook items. Play with this and see how you might be able to use it.

Andrea

 

Comments

 

Keith Hartlen said:

I stumbled upon this myself and was impressed.  To take it up one notch I would like to be able to link to Exchange Public Folders so that we maybe able to leverage Outlook/Exchange/Sharepoint as a full CRM.   So far no luck.  Any thoughts?

September 11, 2007 9:31 AM

Leave a Comment

(required )  
(optional )
(required )  
Add

Need SharePoint Training? Attend a SharePoint Bootcamp!

Posts (c) their respective authors. Everything else (c) 2007 SharePoint Experts