Contact And Customer Management Solutions With Outlook 2000 Florian Voss Program Manager Outlook Pro - PowerPoint PPT Presentation

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Contact And Customer Management Solutions With Outlook 2000 Florian Voss Program Manager Outlook Pro

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Extension 1 Contact Spy Demo Core contacts. Extending Outlook. Contact management basics ... Contact Spy, Smart Subject, Improved 'Letters to contact' ... – PowerPoint PPT presentation

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Title: Contact And Customer Management Solutions With Outlook 2000 Florian Voss Program Manager Outlook Pro


1
Contact And Customer Management Solutions With
Outlook 2000Florian VossProgram
ManagerOutlook Product UnitMicrosoft
Corporation
2
(No Transcript)
3
Outlook 2000 Delight the Customer!
  • For Microsoft You!
  • One Window to Your World of Information
  • A lot of new end-user features
  • Lower cost of ownership
  • For You Your Internal Clients
  • Make your users more productive
  • We ship the tools you use them!

4
AgendaThree contact management scenarios
  • Contact management basics
  • Demo of standard features
  • COM Add-In power!
  • Contact-based collaboration
  • Demo of standard features
  • Folder home pages / custom forms
  • Line-of-Business data integration
  • Folder home pages / Office Visual Data controls

5
Northwind Traders
  • Specialty foods supplier
  • Sales team of 9 servesinternational customer
    base
  • IT Mission All info in one place
  • Make customer interactions more productive
  • Improve team collaboration
  • Infrastructure
  • Exchange/Outlook 2000 LOB App

6
Contact Management Basics
  • Why Outlook?
  • Explorer with rich view
  • Inspector with fully customizable forms
  • Telephony integration
  • NetMeeting integration
  • PDA sync

7
New in Outlook 2000Contact management basics
  • AutoMerge contact information
  • Distribution lists
  • Mail Merge
  • Quick find a contact
  • Contact activity tracking

8
DEMO Contact management basics
9
Auto Merge Contact InfoDemo Core contacts
10
Distribution ListsDemo Core contacts
11
Mail MergeDemo Core contacts
12
Contact Activity TrackingDemo Core contacts
13
Contact Activity TrackingDemo Core contacts
14
Extension 1 Contact Spy Demo Core contacts
15
Extending OutlookContact management basics
  • COM Add-Ins
  • Office 2000 extension model
  • Replace Exchange Client Extensions
  • Visual Basic, C, Java as tools

16
Add-In Power
  • Easy to write in Visual Basic

17
Add-In Power
  • Write Add-Ins that
  • React to events
  • Add commands to toolbars
  • Inspect and change property values
  • Extend Outlook functionality independent of Item
    Forms
  • Contact Spy, Smart Subject, Improved Letters to
    contact,

18
Contact-Based Collaboration
  • Communication, information sharing, and task
    coordination for the purpose of achieving a goal
  • Where is John on Thursday next week?
  • Who called customer XYZ the last time?
  • Where is the proposal we made to customer ZYX?
  • And can I do all this on the road?

19
DEMO Contact-Based Collaboration
20
Customer Home Page IDemo Collaboration
21
Customer Home Page IIDemo Collaboration
22
Customer FormDemo Collaboration
23
Exchange PlatformContact-Based Collaboration
  • Public Folders hold anything
  • Flexible, semi- structured store
  • Offline access

24
Folder Home PagesContact-Based Collaboration
  • Outlook hosts Internet Explorer
  • Full IE fidelity for web pages
  • Full IE Zones security model
  • Pages taken offline into IE cache
  • Marked persistent
  • synchronized during folder sync

25
Folder Home PagesContact-Based Collaboration
  • Develop pages in any HTML Editor
  • Use Outlook Active X control
  • Easy set-up via Wizard
  • Tool of choice for richer public folder
    experience
  • Customer management home
  • Folder help

26
VB DHTML ProjectsContact-Based Collaboration
  • One possible development tool, introduced in
    Visual Basic 6.0
  • HTML for the UI
  • Visual Basic for the code
  • Rich editor/debugger
  • Support for classes

27
VB DHTML ProjectsContact-Based Collaboration
28
VB DHTML Projects Contact-Based Collaboration
29
Custom FormsThe customer form
30
Custom Forms Contact-Based Collaboration
  • Forms design
  • Simple forms design
  • Leverage ActiveX controls
  • Powerful Visual Basic script language
  • Powerful Debugger
  • Tool of choice for folder specific apps
  • Custom contact forms

31
Contact-Based Collaboration
  • Powerful public folder platform
  • Rich standard functionality
  • Rich toolset to customize
  • Folder home pages
  • Forms

32
Integration Of LOB Data
LOB
Exchange
Ad Hoc
Highly Structured
33
DEMO LOB Integration
34
Orders per CustomerDemo LOB Integration
35
Orders OverviewDemo LOB Integration
36
Custom Forms - DebuggerContact-Based
Collaboration
37
Customer Form - OrdersDemo LOB Integration
38
Infrastructure Overview Integration of LOB Data
LOB
Exchange
39
Replication Or Integration? Integration of LOB
Data
  • Logical Data Model Overlap?
  • LOB Customers/contacts replication makes sense
  • Offline Scalability?
  • If number of items is high, integrate data living
    in a local Sql Store
  • Display Controls?
  • Use powerful objects like PivotLists to represent
    financial information

40
Orders per CustomerIntegration of LOB Data
41
Extending Outlook Integration of LOB Data
  • Excel pivot table
  • Powerful analysis with easy set-up
  • Quick jump to Excel
  • Two or three tier data access
  • Right tool for viewing financial data
  • Customer orders
  • Alternatives Hosted HTML, other Active X
    controls

42
Quick RecapThree contact management scenarios
  • Contact management basics
  • Cool new features!
  • COM Add-In power!
  • Contact-based collaboration
  • Folder home pages / custom forms
  • Line-of-Business data integration
  • Folder home pages / Office Visual Data controls

43
Go and Delight!
  • Outlook is a powerful out of the box contact
    manager
  • Exchange public folders are an excellent
    collaboration backbone
  • Outlook/LOB data integration works
  • Com Add-Ins/forms design/Office controls and
    folder home pages/ view control are great tools

44
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