Newbie Q re Offline Client custom code

[Tom]

Evening All

My boss is looking at Dynamics CRM V3 and his only issue is that we would
need quite a bit of customization around the Sales Order entity
(calculations for shipping charges per product, entering an order header
surcharge and rolling it down over the product lines etc).

As far as I can see most of this could be achieved if we got some custom
code written via the SDK but we would also need this functionality available
when creating orders in the Outlook Client in offline mode.

Does the custom code get applied to the server and then sent down to the
Outlook Client on sync so it runs offline?

Sorry if this is a SFQ, but I couln't seem to find the answer in the SDK - I
saw a diagram showing the customization points in the Outlook Client (ISV
Code etc) but it did not seem to differentiate between on and offline.

Thanks

Tom

[RJ Samp]

yes it does!

RJ Samp

"Tom" <tom@groups> wrote in message
news:el3MNsNN...@TK2MSFTNGP14.phx.gbl...

[Tom]

Thanks, RJ - I was really afraid that I was going to be told that callouts,
custom pages etc could not be used in Outlook offline so it is good to hear
that it will all be handled automatically for offline use.

Tom

"RJ Samp" <rjs...@avantesolutions.com> wrote in message
news:O0OmPWRN...@TK2MSFTNGP14.phx.gbl...

[Cozy]

RJ

Is this true? I have been told that the only customisations that propergate
down to the Outlook Client for use offline are the form customisations done
within the App including jscript. From what I understand, custom pages,
call outs and other customisations developed using the SDK do not work when
in Outlook offline mode.

Can you clarify (for Tom's & my sake) that if you create customisations via
the SDK and apply them to the server that they will automatically be sent
down to the Outlook client and be available during offline use?.....anyone
else like to chip in?

Cozy

"RJ Samp" <rjs...@avantesolutions.com> wrote in message
news:O0OmPWRN...@TK2MSFTNGP14.phx.gbl...

[Matt Parks]

Callouts, by definition, run on the server. That is where they are
installed and that is where they run. For changes made while offline, the
callout will be fired when the user goes back online and the changes are
applied to the server.

AKAIK, SDK code does not propogate to the client automatically. Form mods
and schema mods will, but anything you write you need to deploy yourself if
you want it on the client.

--

Matt Parks
MVP - Microsoft CRM

"Tom" <Tom@groups> wrote in message
news:eX3HhShN...@tk2msftngp13.phx.gbl...

[Tom]

Matt

Thanks for that - so to deply it onto the client for offline use is just a
case of installing them locally - i.e. it is the same code?

Thanks

Tom

"Matt Parks" <mattp65@Yax_RemoveDashAndX_xhoo.com> wrote in message
news:u4veXxlN...@TK2MSFTNGP12.phx.gbl...

[Matt Parks]

To be honest, I have not done this myself yet. In theory, all the web
services will exist on the local machine, but the URL is going to be
different as you need to access the local Cassini web server. The API's
should also support the std calls and handle the redirection to the local
cached data as needed. But, I'd refere to the SDK for more detail on this.
There have also been several threads on the topic in the group, so suggest
searching the group history as well.

--

Matt Parks
MVP - Microsoft CRM

"Tom" <Tom@groups> wrote in message

news:etlwx0lN...@TK2MSFTNGP12.phx.gbl...

[Tom]

OK - Will do - Thanks for the help.

Tom

"Matt Parks" <mattp65@Yax_RemoveDashAndX_xhoo.com> wrote in message

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