Relationship Management Panel (RMPANL)¶
IFS Customer and Supplier Relationship Management Panel is an Outlook add-in which displays related IFS CRM/SRM information about the recipients of an email or the attendees of a calendar item and facilitates creation and update of records in IFS CRM/SRM. The purpose of this page is to provide information about installation steps for IFS Customer and Supplier Relationship Management Panel. A component called RMPANL (Relationship Management Panel) is developed to provide this Outlook add-in.
Outlook Calendar Sync is used to sync data between an Outlook calendar and IFS Cloud. IFS Customer and Supplier Relationship Management Panel is used to create and link business activities in CRM/SRM to appointments and meetings in Outlook. Updates and deletions in Outlook will be synchronized to linked Business Activities. It is possible to transfer new Business Activities to Outlook, but updates can be done only from Outlook side related to sync fields. For more information please refer this Link.
Refer IFS Supported Platform page to check about supported platforms/versions of outlook to run IFS Customer and Supplier Relationship Management Panel.
You can refer following sections which contain more information on requirements from Outlook side.
Note: Even if Microsoft document specify platform/version of Outlook as one which supports the add-in, it won’t be supported if it has not also been mentioned as supported in IFS Supported Platform page.
- Outlook Add-in requirements
- Client requirements: Windows desktop and tablet
- Client requirements: Mac OS desktop
- Client requirements: Browser support for Office Online web clients
An Outlook Add-in consists of two components: the XML add-in manifest, and a web page. The manifest file describes how the add-in integrates across Outlook clients and it should contain your application sever URL. A manifest file can be created on the Generate Manifest File page in Aurena. On that page you can generate a manifest file by selecting if it should be used for CRM- or SRM-panel and for Online or On-Premise. The file will contain the URL to the application server from where the Generate Manifest File page was used.
Following steps should be followed after RMPANL component is installed.
By uploading the above manifest file to Exchange or Office 365, you can start using IFS Customer and Supplier Relationship Management Panel in your Outlook. To upload the manifest file to Exchange or Office 365, Please, refer the following options. Using Exchange Admin center (Admin person can push the installation to on-premise Exchange users). Using Office 365 Admin center (Admin person can push the installation to Office 365 users). Using individual way (Individual user can upload the manifest file directly without involving an admin person).
After uploading the manifest file, you will see IFS Customer and Supplier Relationship Management Panel command buttons in your Outlook. If you don’t see the panel buttons, check whether the manifest file is installed properly, and IFS Customer and Supplier Relationship Management Panel is activated to use in your Outlook. If you see the command buttons, then click on IFS Customer and Supplier Relationship Management Panel command button and check whether the panel loads properly. If you get errors, please check the troubleshooting section below.
Note: Client files related to IFS Customer and Supplier Relationship Management Panel will be published in your application server automatically.
After installation is done, please check whether add-in works. In order to troubleshoot some of the add-in errors please refer this https://docs.microsoft.com/en-us/office/dev/add-ins/testing/testing-and-troubleshooting.
Following are some of the limitations from Microsoft side regarding Outlook add-ins. Add-in will work on mail and appointments on read and compose mode. Check more info on this page https://docs.microsoft.com/en-us/outlook/add-ins/#mailbox-items-available-to-add-ins. In Mobile, only read mode will work. For on-Premise installation we need to use EWS. Exchange web services (EWS) will not work in mobile. EWS has been used to for operations such as fetching attachments and sending mail.