Development for Outlook2crm is done in the same way you do most any standard development for SalesLogix. Plugins are built in the SalesLogix Architect and tied to buttons on the Outlook2CRM Toolbar. Information from the selected e-mail in Outlook is provided via the Outlook2CRM Addin Client API include script. This include script is added to your SalesLogix form or VBScript plugins. You can then use any of the properties and functions available in the API script to access information from the e-mail, such as the subject, body, attached files or inline images, even values from the Outlook MailItem object.

The basic process to create a new Outlook2CRM button is as follows:

1.  Create a new Form or VBScript plugin in the SalesLogix Architect.
2. Add the include script "Outlook2CRM Addin Client API" from the "Outlook2CRM" plugin family.
3. Expand the Outlook2CRM Addin Client API include script to see the available properties & functions. Continue to create the plugin as needed using the items available in the API include script as needed.
4. Save & release the plugin.
5. Open the Outlook2CRM Toolbar Editor & Add a new button to the toolbar.
6. Set the properties of the button as desired, select the plugin you created earlier in the Architect as the plugin for the button.
7. Save the toolbar.
8. Refresh the SalesLogix client. This will reload the buttons in the Outlook2CRM toolbar (you can also use the refresh button on the toolbar to reload the buttons although a full SalesLogix client refresh, CTRL+F5, is required to load the new plugin).

View an online tutorial demonstrating the process of adding a button