Outlook 2013 / 2016 /365 - Add-In / Plugin (CRM Connector)

We need a Microsoft Outlook 2013, 2016, 365 plugin that copies mails (received and sent) through existing REST-web services to our Web-CRM system. First of all, we need a settings dialog where users have to enter the https path to the webservice endpoint, a timeout in seconds as well as their credentials. Both should be checked. Data should only be saved if credentials are valid. Having a valid crm-credentials a “track in crm” button should be activated in outlook mail overview as well as mail detail window. After clicking on the button the connection to the crm should be checked (user credentials and availability). If user date is incorrect, user should be asked if he wants to change his credentials. If so, settings dialog should be opened. If the rest web service doesn´t respond in the timeout defined in settings dialog, user should be shown an error message stating that the service is currently not available. If everything went ok and timeout was not exceeded a rest call should be performed that checks if the email address of the sender (received mail) / the recipients (sent mail) is known in the crm system. 1.) email address is unique and customer has no or only one contract: Some customer details are shown, user can add a memo and save the email (received mail) or save on send (sent mail) 2.) email address is unique and customer has more than one contract: Some customer details are shown, contract has to be choosen in a drop down list, user can add a memo and save the email (received mail) or save on send (sent mail) 3.) email address is not found or not unique: search customer window has to be shown. The user can search for the customer by firstname, lastname, company, street, house, postcode, city, customerid, contractid. A list of results should be shown (excel sheet like with auto-filters) where the user can choose the customer. Than step 1 or 2 applies. There should be a link (plain hyperlink) to our crm to create a new customer and a refresh button. If there is more than one email in the sender (received mail) / recipients (sent mail) field, user should choose which email(s) he wants to use. A mail can be added to one or more customers or contracts if there are more than one recipients or senders- See attached document for full requests incl. mail content and field that have to be be transfered. Outgoing Mails should only be transferred to the CRM after they were sent. Sending should be blocked with an error-message if “track in crm button” is active and the transfer to the crm is not possible. User has to decide if the saves the mail to drafts in that case or if he disables “track to crm”. GUI design should be made prior to development and has to be similar to the Outlook GUI. Development should be started after GUI is accepted. Plugin should work at least with MS Outlook 2013, MS Outlook 2016 and Office 365. We would be happy if it supports also older releases but this is not a must. Plugin should be published in the Office 365 Store. For non-Office 365 we need a local setup and a distributable (msi?) package. Clean and well-structured Source Code and Source-Documentation as well as Use-Case-Diagrams have to be delivered. Also a developer guide should be delivered with information what is needed to make changes and a how-to. Technical acceptance / audit will be made together with a developer from our company after test were completed at your site. We will provide all rest-services on a public/internet accessible test-system.