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Outlook updating organization forms

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EVEN without any custom programming, Microsoft Outlook 2013 provides an excellent set of features.

In fact, many organizations don’t need anything beyond what Outlook 2013 offers right out of the box.

Once the library is published, you'll need to use Outlook 2010 to publish custom forms to it or use *files to publish; Outlook 2013 can use forms in the Org Forms library, but can't publish to it.

Instructions for Creating an Organizational Forms Library in Exchange 2010 and Create an Organizational Forms Library in Exchange 2007.

For example, you might need to add some fields to your message forms or your meeting request forms.

Perhaps you need an easier way for users to perform mail merge operations with Microsoft Word 2013 and Outlook 2013 contact lists.

When they use the Tools, Forms, Choose Form command to select a form from the Organizational Forms Library, the available forms typically appear in a simple alphabetical list. Hot Scripts offers tens of thousands of scripts you can use. d Bforums offers community insight on everything from ASP to Oracle, and get the latest news from Data Center Knowledge.

To view the forms by category, users must click the right-most button at the top of the Choose Form dialog box, as Figure 2 shows.

You should also explain to users how to view the category hierarchy.The Organizational Forms Library doesn't give you any way to show specific forms to only certain people, but you can categorize your forms and thus let users locate the form they need more easily.While the form is in design mode, as Figure 1 shows, switch to the (Properties) tab, then use the Category and Sub-Category fields to classify the form by using whatever scheme makes sense for your organization.You can find her helping people online in Outlook Forums as well as in the Microsoft Answers and Tech Net forums.Since users have control over their own CRM for Outlook personal options, the settings they choose could impact the CRM system as a whole (think: setting up automatic email tracking which can pollute your CRM database).To modify permissions on the library, open Exchange System Manager (ESM), expand Folders, then right-click Public Folders and choose Show System Folders.Bring up the Properties dialog box for the EFORMS REGISTRY/Organization Forms folder. Hot Scripts offers tens of thousands of scripts you can use. d Bforums offers community insight on everything from ASP to Oracle, and get the latest news from Data Center Knowledge.Maybe you simply want to fine-tune your forms to add your company logo, special instructions, or warnings for users.Whatever your situation, you can easily make changes to the existing Outlook 2013 forms, or you can even design new ones.System Administrators can select a group of users and set attributes such as the default pane, language time zone, default calendar, records per pages etc.Of particular interest are the Email Settings, where you can specify which emails to track and whether to automatically create records in CRM.