The Outlook plug-in utilizes the Info At Hand web services SOAP interface to integrate CRM functionality into Outlook. No server components or modifications are needed to use the plug-in. The plug-in is simply installed on each client PC or notebook that needs this capability, and enhances the Outlook client installed on that computer. (See User Guide)

The Info At Hand plug-in offers the following functionality: 
 

• Upload one or more selected Outlook mail items to the CRM  
  • Upload mail attachments along with the email contents 
    • Add new attachment files and associate with mail item prior to upload 
    • Display file size of the attachment 
    • Remove mail item attachments prior to upload
  • Edit or annotate the text subject and body of the mail item prior to upload
  • Automatic association of CRM Contacts to Email 
    • Create and make associations for new CRM Contacts
  • Associate a mail item with a parent CRM object 
    • Create new CRM objects for association 
• Bidirectional synchronization of CRM and Outlook Contacts
  • No limitation on the number of users that can synchronize with Contacts
  • Contacts without email addresses can be synched
• Bidirectional synchronization of CRM and MS Outlook Calendar
  • Option to auto-mark all future calendar items
  • Option to unmark calendar items that are in the past
  • Designate MS Outlook Appointment as a Meeting or Call
  • Meeting attendees are associated
• Create new CRM objects and assign object metadata
  • Contacts
  • Accounts
  • Cases
  • Leads
  • Opportunities
• Operated using either added toolbar buttons or Outlook menu system
• Support for both HTTP and HTTPS (SSL)
• Support for use with Proxy server/port
• Support for access to secure URLs that require username/password access
• Support for both uncompressed and compressed SOAP messages
• Optional Auto-logon
• Optional Auto-synchronization of marked Contacts and Appointments 

The Info At Hand Microsoft Outlook plug-in was designed for use with Outlook 2000, Outlook 2002, and Outlook 2003 only.  It is not compatible with Outlook Express.