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  • CiviCRM Community Forums (archive) »
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Author Topic: Integration with Microsoft Outlook or Lotus Notes  (Read 2191 times)

sharadkumar2002

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Integration with Microsoft Outlook or Lotus Notes
November 17, 2008, 01:42:53 pm
Hi,

Can CiviCRM integrate with Microsoft Outlook or Lotus Notes?

Thanks,
Sharad.

Jason W

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Re: Integration with Microsoft Outlook or Lotus Notes
September 27, 2012, 09:08:28 pm
Hello Sharad,

After a bit of research, here's a step by step method for the integration:

1. Direct your browser to the iCalendar Feed module's project page at drupal.org/project/civicrm_activity_ical and copy the module's code link at the bottom of the page.
       
2. Log into your Drupal site as administrator.

3. Open Drupal's "Modules" menu and click on "Install New Modules."
       
4. Paste the module code link into the "Install from a URL" field and click the "Install" button.
       
5. Check the box next to the iCalendar Feed module's name in the modules listing. The iCalendar Feed module will be found in the list of modules related to the CiviCRM module.
       
6. Click on the "Set Permissions" link to the right of the iCalendar module name.
       
7. Place a check mark in the boxes next to the the types of users you want to have access to the iCalendar feed and click the "Save Configuration" button.
       
8. Open the "Structure" menu and select "Blocks." In the list of unassigned blocks, you'll see a new one for the iCalendar Feed.
       
9. Assign the block to a region that will be visible to your users on your home page and click the "Save Blocks" button.
       
10. Navigate to your home page by clicking the home icon in the administrative menu bar.
       
11. Click on the iCalendar Feed link which now appears on the home page. Copy the iCalendar Feed address that is displayed.
       
12. Open Outlook 2010 and open the Calendar module. Click the "Open Calendar" button and select "From Internet" from the drop-down menu.
   
13. Paste the iCalendar Feed URL into the field in the dialog box and click "OK." Your CiviCRM events will now appear in your Outlook calendar.


Hopefully this is what you are looking for.

Cheers,
Jason
« Last Edit: September 28, 2012, 08:12:43 am by Jason W »
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM (Moderator: Dave Greenberg) »
  • Integration with Microsoft Outlook or Lotus Notes

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