Outlook and Sharepoint integration. Help!

[Tom]

We have a share point site at work, and i want to show how we can use Journal in outlook to build a call log database.

Any ideas?

 

[David]

ms support forum?

 

[Cookie]

I've got a sharepoint dev on site today, I'll point this question to him

 

[Tom]

Cheers dude, much obliged.

 

[young_lew]

We use outlook web-access integrated into sharepoint

I wouldn't recommend it for call logging though, you'd be better off using a dedicated call logging suite, sysaid is one that's free and is good enough to just log calls

 

[Cookie]

PM'd you back Tom

To share with everyone, SP dev said this:

"I don't know much about Journal. and have never heard it integrate with SP as it is a user specific thing!
However I think you can download a SP template from MS to create a call log DB"

Edit: and he's just provided me the link to the templates too

http://technet.microsoft.com/en-us/windowsserver/sharepoint/bb407286.aspx

 

[Tom]

We use outlook web-access integrated into sharepoint

I wouldn't recommend it for call logging though, you'd be better off using a dedicated call logging suite, sysaid is one that's free and is good enough to just log calls

Its already in use as that, i just wanted to intergrate it with outlook.

Calendar's/Tasks are no issue but this call logging is frustrating as Journal seems perfect for what im trying to do. Shame it doesn't work! nevermind, its only a side project. Cheers for the help!

 

[Cookie]

Do you mean call log as in call logging, ie phones. Or call log as in helldesk?

 

[Tom]

As in;

I call someone, i log it in sharepoint. Everyone who uses the portal can then see i logged said call. Same situation if i received something (PDF/Excel file)

I just wanted to do it all in one place.

We use sharepoint as a help desk too but thats a seperate thing and not in my area.

 

[Cookie]

http://www.microsoft.com/downloads/...8A-832C-4E88-A864-4B8800B8CD02&displaylang=en

This sort of thing?

or this

http://www.microsoft.com/downloads/...3E-7606-4C7A-BD45-3A9FCF861183&displaylang=en

 

[Tom]

Kind of but even more simplistic than that.

They aren't leads just one time entries.

So "Recieved RS5 information - Attached documentation" or "Called Audi to Confirm RS5 pricing"

 

[Magic Johnson]

Why don't you just put it in a spreadsheet then upload it to a document register and edit it as you see fit?

EDIT: Sh*t suggestion.

Do you mean like a register?

 

[Tom]

Its already live on sharepoint, i just wanted the ability to add entries via outlook 2007.

You can't (Unless i build a custom dashboard with that ability). I'll work on the tasks and calendar instead as thats easier.

 

[Cookie]

It's no wonder that SP dev's are well paid tbh!

 

[Magic Johnson]

Aye, never heard of journal being used with sharepoint, let me know if you manage to figure it out.

 

[Tom]

i will.

Cant see why it isnt supported, its perfect for what we need.

 

[swordjo]

The boy in my work who does SP said he uses Excel Services or he has written this code to allow e-mails and calander to be used. I assume it could be modifed to be pulled from journal:

<OBJECT classid="CLSID:0006F063-0000-0000-C000-000000000046"
width="100%" height="337">
<param name="Folder" value="Inbox">
</OBJECT>
<script language="JavaScript" type="text/JavaScript">
function genNewEmail()
{
try
{
o = new ActiveXObject("Outlook.Application");
if(o)
{
mailFolder = o.getNameSpace("MAPI").getDefaultFolder(6);

//You could also use custom forms like IPM.Note.CustomForm
mailItem = mailFolder.Items.add("IPM.Note");
mailItem.Display(0)
}
}
catch(e)
{
window.status = e.Message;
}
}
</script>
<p>
<p align="center">
<input type="button" value="Create New e-Mail" NAME="cmdNewMessage" OnClick="genNewEmail()">

 

[Tom]

Cheers, but thats way beyond my capability. Its more of how we could do it not how we actually do it.

 

[swordjo]

Maybe looks at logging the calls in Excel and using Excel services to publish them?

 

[Magic Johnson]

What about the attached documents, though?