Customization not showing in Outlook

I created a new tab on the accounts section by using CRM customization in the isv and web.config files. It works great in the web client but it does not show in the CRM for Outlook module. Is this working as design? Is there any way to get customizations to show up in the Outlook pages? Thanks.

anonymous
Mon Jun 07 16:26:04 CDT 2004

Great, I'll try that. Thanks

----- Emanuel wrote: ----

What you need to do is modify the OutlookClient.xml file in the same way you modified the isv.config. In the /_Resources directory you should find an OutlookClient_sample.xml which can be renamed. This file will be copied to the client PCs and expose your buttons. One thing, it seems that the pages only work when you are online and won't work when offline.

Hank
Mon Jun 07 18:30:02 CDT 2004

Woudn't this be easier?

In order to refresh your form in Outlook please do the
following.
1. Please make sure that you are connected to the
domain via VPN.
2. Open Outlook.
3. Go to Tools / Options / Other / Advanced Options /
Custom Forms / Manage Forms / Click Clear Cache. (I don't
know if it this button cleared one cache for all forms, so
I selected the "Contact" form and then clicked the "Clear
Cache" button again - just in case.
4. Close Outlook.
5. Open Outlook
6. Once it is done connecting click the Contact
folder under CRM.
7. Once it is done thinking open a contact by
selecting and double-clicking it.

The layout that you see now in outlook should match what
you see in CRM via browser.



>-----Original Message-----
>Great, I'll try that. Thanks!
>
> ----- Emanuel wrote: -----
>
> What you need to do is modify the OutlookClient.xml
file in the same way you modified the isv.config. In
the /_Resources directory you should find an
OutlookClient_sample.xml which can be renamed. This file
will be copied to the client PCs and expose your buttons.
One thing, it seems that the pages only work when you are
online and won't work when offline.
>.
>

Monika
Tue Jun 08 00:48:46 CDT 2004

Hi,

I haven't tried this one, but you still have to make sure
the xml file has the name OutlookClient.xml, for starters
its called sample_OutlookClient.xml (our such).


Monika

>-----Original Message-----
>Woudn't this be easier?
>
>In order to refresh your form in Outlook please do the
>following.
>1. Please make sure that you are connected to the
>domain via VPN.
>2. Open Outlook.
>3. Go to Tools / Options / Other / Advanced
Options /
>Custom Forms / Manage Forms / Click Clear Cache. (I
don't
>know if it this button cleared one cache for all forms,
so
>I selected the "Contact" form and then clicked
the "Clear
>Cache" button again - just in case.
>4. Close Outlook.
>5. Open Outlook
>6. Once it is done connecting click the Contact
>folder under CRM.
>7. Once it is done thinking open a contact by
>selecting and double-clicking it.
>
>The layout that you see now in outlook should match what
>you see in CRM via browser.
>
>
>
>>-----Original Message-----
>>Great, I'll try that. Thanks!
>>
>> ----- Emanuel wrote: -----
>>
>> What you need to do is modify the
OutlookClient.xml
>file in the same way you modified the isv.config. In
>the /_Resources directory you should find an
>OutlookClient_sample.xml which can be renamed. This file
>will be copied to the client PCs and expose your
buttons.
>One thing, it seems that the pages only work when you
are
>online and won't work when offline.
>>.
>>
>.
>