Sample Integration

The following is a sample configuration file (OutlookClient.xml) for Outlook client integration. This sample file uses "www.microsoft.com" as an example URL. Replace this URL with the URL appropriate for your customization.

<configuration>

   <Root>
      <!-- The main menu bar located at the top of the Outlook client -->
      <MenuBar>

         <!-- Custom menu bar items that appear -->
         <!-- between the Tools and Help menus -->
         <CustomMenus>

            <Menu Title="ISV">
               <MenuItem Title="New Window"
                         Url="https://www.microsoft.com"/>
               <MenuSpacer/>
               <SubMenu Title="ISV Tests">
                  <MenuItem Title="Modeless Dialog"
                            Url="https://www.microsoft.com" WinMode="2"/>
                  <MenuSpacer/>
                  <MenuItem Title="Modal Dialog"
                            Url="https://www.microsoft.com" WinMode="1"/>
               </SubMenu>
            </Menu>

         </CustomMenus>
      
      </MenuBar>

   </Root>

   <!-- Microsoft CRM Entities (objects) -->

   <Entities>

      <account>

         <MenuBar>
         
            <!-- Custom menus that you can add -->
            <CustomMenus>
            
               <Menu Title="ISV" ValidForCreate="0" ValidForUpdate="1">
                  <MenuItem Title="Coming Soon..."
                            Url="https://www.microsoft.com"
                            PassParams="0" WinMode="1"/>
                  <MenuSpacer/>
                  <SubMenu Title="Sub Test">
                     <MenuItem Title="Test Sub 1"
                               Url="https://www.microsoft.com"
                               PassParams="1"/>
                     <MenuSpacer/>
                     <MenuItem Title="Test Sub 2"/>
                  </SubMenu>
                  <MenuSpacer/>
                  <MenuItem Title="Coming Soon..."
                            Url="https://www.microsoft.com"
                            PassParams="0"/>
               </Menu>
                  
            </CustomMenus>
         </MenuBar>

         <!-- The account toolbar -->
         <ToolBar ValidForCreate="0" ValidForUpdate="1">

            <Button Title="Test" ToolTip="Info on Test"
                    Icon="/_imgs/ico_18_debug.gif"
                    Url="https://www.microsoft.com"
                    PassParams="1" WinParams="" WinMode="0"/>
            <ToolBarSpacer/>
            <Button Title="Test" ToolTip="Info on Test"
                    Icon="/_imgs/ico_18_debug.gif"
                    Url="https://investor.microsoft.com" PassParams="1"
                    WinParams="" WinMode="1"/>

         </ToolBar>

         <!-- The account detail form navigation pane -->
         <NavBar ValidForCreate="0" ValidForUpdate="1">
            
            <NavBarItem Icon="/_imgs/ico_18_debug.gif" Title="ISV Test 1"
                        Url="https://www.microsoft.com" Id="navItem"/>

         </NavBar>
         
      </account>

      <contact/>
      <incident/> <!—- case -->
      <invoice/>
      <lead/>
      <opportunity/>
      <quote/>
      <salesorder/> <!-- order -->

   </Entities>

</configuration>

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