Title: Contact And Customer Management Solutions With Outlook 2000 Florian Voss Program Manager Outlook Pro
1Contact And Customer Management Solutions With
Outlook 2000Florian VossProgram
ManagerOutlook Product UnitMicrosoft
Corporation
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3Outlook 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!
4AgendaThree 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
5Northwind 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
6Contact Management Basics
- Why Outlook?
- Explorer with rich view
- Inspector with fully customizable forms
- Telephony integration
- NetMeeting integration
- PDA sync
7New in Outlook 2000Contact management basics
- AutoMerge contact information
- Distribution lists
- Mail Merge
- Quick find a contact
- Contact activity tracking
8DEMO Contact management basics
9Auto Merge Contact InfoDemo Core contacts
10Distribution ListsDemo Core contacts
11Mail MergeDemo Core contacts
12Contact Activity TrackingDemo Core contacts
13Contact Activity TrackingDemo Core contacts
14Extension 1 Contact Spy Demo Core contacts
15Extending OutlookContact management basics
- COM Add-Ins
- Office 2000 extension model
- Replace Exchange Client Extensions
- Visual Basic, C, Java as tools
16Add-In Power
- Easy to write in Visual Basic
17Add-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,
18Contact-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?
19DEMO Contact-Based Collaboration
20Customer Home Page IDemo Collaboration
21Customer Home Page IIDemo Collaboration
22Customer FormDemo Collaboration
23Exchange PlatformContact-Based Collaboration
- Public Folders hold anything
- Flexible, semi- structured store
- Offline access
24Folder 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
25Folder 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
26VB 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
27VB DHTML ProjectsContact-Based Collaboration
28VB DHTML Projects Contact-Based Collaboration
29Custom FormsThe customer form
30Custom 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
31Contact-Based Collaboration
- Powerful public folder platform
- Rich standard functionality
- Rich toolset to customize
- Folder home pages
- Forms
32Integration Of LOB Data
LOB
Exchange
Ad Hoc
Highly Structured
33DEMO LOB Integration
34Orders per CustomerDemo LOB Integration
35Orders OverviewDemo LOB Integration
36Custom Forms - DebuggerContact-Based
Collaboration
37Customer Form - OrdersDemo LOB Integration
38Infrastructure Overview Integration of LOB Data
LOB
Exchange
39Replication 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
40Orders per CustomerIntegration of LOB Data
41Extending 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
42Quick 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
43Go 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
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