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Writing Custom Code for Microsoft Dynamics CRM 4.0 for Outlook

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[Applies to: Microsoft Dynamics CRM 4.0]

There are two Outlook clients for Microsoft Dynamics CRM:

·Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook

·Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook with Offline Access

Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook can only be used when you are connected to the Microsoft Dynamics CRM server through the network. It enables multiple users to access Microsoft Dynamics CRM through Outlook on the same computer. A simple way to understand it is that it provides access to the Microsoft Dynamics CRM Web application through Outlook.

Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook with Offline Access supports offline use. Users interact with Microsoft Dynamics CRM data in Outlook exactly like they do in Microsoft Dynamics CRM for Outlook. To support offline use, Microsoft Dynamics CRM for Outlook with Offline Access uses a local version of the Microsoft Dynamics CRM Web application hosted on a local Web server. This local Web server can only be used for the local instance of Microsoft Dynamics CRM for Outlook with Offline Access to access Microsoft Dynamics CRM. A SQL Server 2005 Express database provides data storage.

When Microsoft Dynamics CRM for Outlook with Offline Access is synchronized, any customizations applied on the Microsoft Dynamics CRM server are transferred to the local Microsoft Dynamics CRM application.

Microsoft Dynamics CRM 4.0 contains the assembly Microsoft.Crm.Outlook.Sdk, which you can use when customizing Microsoft Dynamics CRM for Outlook. This includes methods to determine which client is being used and whether the user is online or offline. You can use these criteria to disable functionality that requires a connection to the network.

Workflow rules are not included in Microsoft Dynamics CRM for Outlook with Offline Access, but plug-ins can be deployed. Workflow rules and plug-ins are applied when the user synchronizes data.

The following table lists the methods that are available for interacting with Microsoft Dynamics CRM for Outlook:

Instance MethodDescription
GoOfflineTakes Microsoft Dynamics CRM for Outlook with Offline Access into an offline state and triggers a synchronization of the offline database with the online server.
GoOnlineSynchronizes Microsoft Dynamics CRM for Outlook with Offline Access with the online Microsoft Dynamics CRM server.
SetOfflineSets Microsoft Dynamics CRM for Outlook with Offline Access into an offline state without triggering a synchronization of the offline database with the online server.
SyncTriggers a synchronization event between Microsoft Dynamics CRM for Outlook with Offline Access in Outlook and the Microsoft Dynamics CRM server.

The following table lists the properties available for interacting with Microsoft Dynamics CRM for Outlook:

Instance PropertyDescription
IsCrmClientLoadedGets a value that indicates whether Microsoft Dynamics CRM for Outlook is loaded by Microsoft Outlook.
IsCrmClientOfflineGets a value that indicates whether Microsoft Dynamics CRM for Outlook is offline.
IsCrmDesktopClientGets a value that indicates whether Microsoft Dynamics CRM for Outlook is installed.
ServerUriGets the server URI to use to connect to the SDK based on the state of Microsoft Dynamics CRM for Outlook.
StateGets the state of Microsoft Dynamics CRM for Outlook.

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