如何在点击Outlook发送按钮时与CRM建立连接

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英文:

how to make connection with crm on click of outlook send button

问题

我需要在点击Outlook发送按钮时获取新会议的组织者、主题和开始时间的详细信息,并将其存储到CRM表中。

任何帮助将不胜感激。

英文:

I need to fetch details of organizer, subject and start time of new meeting on click of the outlook send button, and stored it into the crm tables.

any help will be appreciated.

答案1

得分: 1

在 Office web add-ins 中,您可以发起 Fetch API 请求。Fetch API 提供了一种获取资源(包括通过网络获取)的接口。对于曾经使用过 XMLHttpRequest 的人来说,它可能会感觉很熟悉,但新的 API 提供了更强大和灵活的功能集。

Outlook add-ins 的 On-send 功能 提供了一种处理消息、会议项,或者阻止用户执行某些操作的方式,并允许 add-in 在发送时设置某些属性,您也可以在此期间发起 web 调用。

还可以考虑轻量级的启动事件,详见在 Outlook add-in 中使用 Smart Alerts 和 OnMessageSend 以及 OnAppointmentSend 事件获取更多信息。OnMessageSendOnAppointmentSend 事件利用了 Smart Alerts,它允许您在用户选择在他们的 Outlook 邮件或约会中点击“发送”后运行逻辑。您的事件处理程序可以让用户在邮件和会议邀请发送之前有机会改进它们的内容。请注意,OnMessageSendOnAppointmentSend 事件是在 requirement set 1.12 中引入的。

更多信息,请参阅Smart Alerts 和 on-send 功能之间的区别

英文:

In Office web add-ins you can make Fetch API requests. The Fetch API provides an interface for fetching resources (including across the network). It will seem familiar to anyone who has used XMLHttpRequest, but the new API provides a more powerful and flexible feature set.

The On-send feature for Outlook add-ins provides a way to handle a message or meeting item, or block users from certain actions, and allows an add-in to set certain properties on send, where you could also make a web call.

A lightweight launch events also can be considered, see Use Smart Alerts and the OnMessageSend and OnAppointmentSend events in your Outlook add-in for more information. The OnMessageSend and OnAppointmentSend events take advantage of Smart Alerts, which allows you to run logic after a user selects Send in their Outlook message or appointment. Your event handler allows you to give your users the opportunity to improve their emails and meeting invites before they're sent. Be aware, the OnMessageSend and OnAppointmentSend events were introduced in requirement set 1.12.

See Differences between Smart Alerts and the on-send feature for more information.

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  • 本文由 发表于 2023年3月9日 18:19:09
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