Dynamics 365 Outlook Add-In
For Time Tracking
Industry: Business | Timeline: 3 months| Number of resources: 2
ADDRESS:
12 SF, Maurya Times Square,
Opp. R K Royal Hall,
Science City Road, Sola,
Ahmedabad, Gujarat 38006
-| www.promptsoftech.com
BUSINESS REQUIREMENT
Stratus.HR – one of our reputed business customer working in Human resource industry for many
years. Company has customized their Dynamics 365 to allow users to log time against each
activities that includes:
A.
B.
C.
D.
Tasks,Emails,Appointments,PhoneCall,Cases related to Accounts
Tasks,Emails,Appointments,PhoneCall,Cases related to Contacts
Tasks, Emails, Appointments, Phone Call, Cases related to Opportunities.
Tasks,Emails,Appointments,PhoneCall,Cases related to Cases
Stratus.HR was longing for same capabilities to log time against above activities from Microsoft
Dynamics 365 Outlook.
OUR SOLUTION
Prompt Softech has developed a custom outlook plugin for Microsoft Dynamics 365. Outlook
Plugin extends same capabilities to log time against Dynamics 365 related records. The Add-on is
dependent on Dynamics 365 Outlook Connector which is used to map & track emails to Dynamics
365 records.
Features: User can log spent time against tracked activities in outlook
Secured Credential Storage using windows credentials manager
Plugin Built using Native features of Outlook
TECHNOLOGY/TOOLS USED
2
Microsoft Dynamics 365 SDK
XRM Framework
Microsoft Office developer tools
Outlook Plugin Development using Visual Studio
SCREENSHOTS
Figure 1-Time Tracking Ribbons
Figure 2 - Time Tracking User Configuration
Figure 3 - Time Tracking Log Time Option
Figure 4 - Time Tracking Log Time Pane
4