Outlook to SharePoint Integration

Client Business Area: Oil & Petroleum Production

Case Details

The client wanted to create an application to integrate Outlook with SharePoint to quickly move Outlook E-Mail(s) to the SharePoint Document Library or Folder(s) within it. The application need to for both Outlook 2003 as well as Outlook 2007. The application should open a custom window with two panes [upper pane with outlook E-Mail(s) & lower pane with SharePoint site hierarchy] where the selected E-Mail(s) will be added to the upper pane. It should allow transferring the selected E-Mai(s) to selected SharePoint Document Library or any of the folders within the Document libraries in a single click or just by Drag & Drop facility.

Technologies

  • Microsoft Office 2003/2007
  • Microsoft ® Office SharePoint Server 2007
  • ASP.NET Framework 2.0/3.5
  • Visual Studio 2005 Tools for Office Second Edition
  • Visual Studio Tools for Office 3.0 Runtime
  • Microsoft Office 2007 PIA
  • Windows Installer 3.1
  • .Net Framework 2.0 Configuration

Challenges

  • To add a new menu item into the Context menu of Outlook

Achievements

  • Created “Add In” for Outlook 2007 that adds a new menu item into the context menu of Outlook (2003 and 2007).

Advantages

  • This application provides a way to quickly and easily transfer Outlook E-Mail(s) to the desired SharePoint Site’s Document Library or any of the folders within it.

Salient Features

  • This application provides new menu items one in context menu and other in main menu bar by clicking it open a new custom window [upper pane with outlook E-Mail(s) & lower pane with SharePoint site hierarchy].
  • This application provides the facility to simply drag & drop the selected E-Mail(s) from Outlook to upper pane of Custom window.
  • This application allows user to quickly transfer selected E-Mail(s) of upper pane to any of the Document library of folders within it in four ways:
    • By Drag & Drop the selected E-Mail(s) to the specific node in the lower pane.
    • By right click in the upper pane and select the “Transfer To …” option.
    • By click on “Transfer the Selected E-Mail(s)” option from the Transfer menu [Shortcut is (F9)].
    • By click on “Transfer All E-Mail(s)” option from the Transfer menu [Shortcut is (F10)].
  • This application provides the list of last 10 used SharePoint URL (i.e. “SharePoint Site URL”-“Document Library”-“Folder”) as sub menus under File menu. By clicking any of these sub menus user can directly select the specific node in of the hierarchy in lower pane.
  • This application provides the status report of the last transaction of moving the E-Mail(s) from Outlook to SharePoint.
  • This application provides the configuration facility to quickly move the desire SharePoint Site.

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