Nov 17 2016 03:55 AM
We've just taken over a customer's O365 tenant and the first challenge we face involves a business process where they make use of Exchange for processing customer requests by using a multitude of mailboxes and shared mailboxes with around 30Gb of data (on each desktop).
It's a bookkeeping/accounting company.
The process is quite simple:
Very simple and apparently worked fine with Exchange on-premise, but considering that each processing agent has around 9 mailboxes/shared mailboxes open and combined these mailboxes take up around 30Gb of space AND considering the fact that Microsoft has no data centers in South Africa, this becomes an issue.
I considered creating a Customers SharePoint site collection and within that a dedicated SharePoint site for each customer with a site mailbox. I tested this though and the performance in Outlook is appauling. More importantly though the actual process would be changed quite sygnificantly for the processing agent.
So my next thought is to still stick with the Customers SharePoint Site Collection with dedicated SharePoint sites for each customer, but have a Task list at the Customers level and perhaps a single site mailbox at this level. But, what I need to achieve is a simple process to follow that is fast and reliable.
Objectives:
Considerations and Challenges:
Setting up the SharePoint site collection, sites, lists and document libraries is easy enough, but I'm trying to figure out how I can Automate step 1 and 2. Steps 3 and 4 should be easy enough with Flow.
Considering that we will have a site mailbox for the main Customers site, we could perhaps have each processing agent drag and drop actionable items into the site mailbox but I still think it would be nicer if there was an Outlook plugin that could do this.
Opening a SharePoint Document Library in Outlook also doesn't seem to help because it's readonly and doesn't allow the user to drop email items into it. You can right click and copy the item to the library but it seems to copy it as a post which doesn't show up in the Document Library online anyway.
Nov 17 2016 04:36 AM - edited Nov 17 2016 04:36 AM
Nov 17 2016 04:36 AM - edited Nov 17 2016 04:36 AM
Solution
Have you considered outlook/SharePoint integration products like:
Nov 17 2016 06:17 AM
Nov 17 2016 09:16 AM
Nov 22 2016 10:36 PM
I have actually started investigating some products yes. I think it's going to be the best option. Now I just need to map the each product to the business process and see which one will deliver the best results.
Nov 22 2016 10:37 PM
Nov 22 2016 10:39 PM
Nov 17 2016 04:36 AM - edited Nov 17 2016 04:36 AM
Nov 17 2016 04:36 AM - edited Nov 17 2016 04:36 AM
Solution
Have you considered outlook/SharePoint integration products like: