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Outlook2CRM Documentation

 How to Bundle an Outlook2CRM Toolbar Button

The buttons for the Outlook2CRM Toolbar are stored in the SalesLogix database. The buttons will synchronize and can be bundled. The toolbar buttons are stored in the table named "FXAddinButton" in the SalesLogix database. All button properties are stored as XML in the "Data" field, although the caption is also stored in a field named "Caption". This is the field you can use to determine the row for your custom button.

You can create a bundle for an Outlook2CRM Toolbar button by using the "SQL Result Set" action in a bundle using the following steps:

  1. Assume a custom button with a caption "My Button".
  2. Create a bundle and add a SQL Result Set action.
  3. Select "FXAddinButton" as the table for the SQL Result Set.
  4. Add a condition on the field "Caption" where it equals the caption for your custom button, in this case "My Button".
  5. IMPORTANT: For Outlook2CRM Client version 1.0.0, you must also un-check the "Generate New ID" checkbox (this will be fixed in 1.0.1)
  6. Save the bundle.
Published Thursday, July 20, 2006 12:08 AM by Ryan Farley
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