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Retrieve E-Mail adresses from CRM in Outlook RRS feed

  • Question

  • Hi everybody,

    we got a question/requirment from our customer to embed a button in the crm outlook client ribbon, which has to do the following job:

    - Get the e-mail adresses from every contact in a marketing list

    - Add these adresses into one of the fields (to or cc)

    Is this possible without building/writing  an own Outlook Plugin/AddIn, maybe just with "customizing" (JavaScript, Plugins or what ever allowed) the CRM ?

    This is for CRM 2011.

    Thanks in advance

    Chris

    Tuesday, December 4, 2012 12:04 PM

Answers

  • Maybe for others, who has to open a CRM connection from the outlook ribbon.

    I created an addIn for Outlook and added the microsoft.crm.outlook.sdk dll (CRM SDK) to the project references.

    From that dll you can use the Microsoft.Crm.Outlook.Sdk.CrmOutlookService class. With an instance of that class you can check if crm addin (CRM Outlook Client) is installed and loaded. Then you can get the server-url of the crm installation.

    You won't retrieve any credentials, but we can use the default network credentails (because we know that we will always in the same domain as the crm server).

    After establishing the connection, we can send a retrieve multiple request via the organization service and add the adresses to BB or BBC fields.

    Till next time

    Chris

    • Marked as answer by homeyJPS Tuesday, December 18, 2012 11:59 AM
    Tuesday, December 18, 2012 11:59 AM