In Progress

Custom Context Menu Option - Lookup in CRM

Within Outlook 2013 (running on Win8 OS) we want the ability to:

- highlight a word directly in an email (doubleclick),

- open context menu (right click)

- select a custom created search option from menu ("Lookup in CRM") [Microsoft Dynamics CRM ]

- CRM automatically runs a search and loads results window of any matches

Ex: Email received in Outlook with the word "Samsung" written in the body. Directly from the email we want to be able to highlight and launch a CRM search results window of all our "Samsung" matched accounts on the spot for reference.

Right now to achieve the above we have to: manually highlight the search term from the email, copy it, move to CRM, load CRM Account List window, paste search term in search field, add "*" wildcard characters around the search term, run the search. This requirement happens dozens of times a day and needs to be streamlined.

We are looking for a solution to accomplish all of the above automatically from a simple right click menu option directly from the highlighted word while still in the Outlook email environment.

Skills: Anything Goes, CRM, Microsoft, Visual Basic

See more: right now crm, crm microsoft dynamics, basic needs of accounts, outlook 2013, Microsoft Dynamics, Microsoft Dynamics CRM, LOOkup, dynamics crm\, doubleclick, custom OS, Custom CRM, Crm Microsoft , CRM Dynamics, crm 2013, context , outlook add context menu, select option, outlook move, microsoft crm 2013, outlook crm, field crm, outlook 2013 visual basic, visual basic outlook 2013, window right click, menu copy

About the Employer:
( 2 reviews ) Toronto, Canada

Project ID: #4926861

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Hi Thomas. Being highly proficient in VB, I should be able to propose an efficient solution for you. Kindly share CRM details and ideally the database itself. Regards

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$556 USD in 30 days
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Hi We are ERP, CRM, POS, Custom Software solution providing company. So we are really interested to deliver this project. For more details please see your PM. Regards Business Development Manager. FixFin Te More

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