Learning Claris FileMaker

Outlook and Microsoft Office are one of the most popular business software packages and services on the planet, with Outlook.com alone boasting over 400 million users in 2018.

And with the Microsoft Graph API, integrating with Outlook and its calendar has never been easier.

In this article we will walk through how to use the Microsoft Graph API to automatically create events in Outlook Calendar using FileMaker, streamlining event and scheduling management in your FileMaker solution by eliminating double data entry.

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We wanted to give our clients the ability to use the plug-in directly with Exchange – circumventing the Outlook application altogether.

Similar to Outlook Manipulator, this plug-in can talk with Contact, Calendar, Task, Mail and Note data from any Exchange mailbox or with public and shared folders in an Exchange environment.

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In this video, we (Productive Computing) explore the new, free CRM (Customer Relationship Manager) file that FileMaker is now offering in their FileMaker Custom App Academy.

We then compare FileMaker's free app and its functionality to some of the paid CRMs that we offer (Core4 and Core5).

The free CRM from FileMaker includes four modules:

• Dashboard,
• Clients,
• Contacts
• and Opportunities.

We explore the functionality of these modules for the end user and go under the hood to look at the different tables, relationships and table occurrences.

Core5 Starter Edition CRM was created to give developers (and end users) the ability to jump-start a FileMaker QuickBooks integration because this starter solution comes preconfigured to connect to both QuickBooks Desktop and QuickBooks Online.

Core4 CRM is a robust CRM created to manage all aspects of a business.

This CRM can be integrated with QuickBooks Desktop, Microsoft Outlook, Apple Contacts, and Apple Calendar.