It seems like there are some configuration items that should live in BBCRM. For example, Default Fields, I would think, would normally be the same for all users. This could also be an opportunity for allowing configuration of custom data forms to be used (ala https://outlookforblackbaudcrm.featureupvote.com/suggestions/11411/include-more-information-in-the-summary). The examples I've provided should be pretty lightweight and could, potentially, even be used in realtime as they're needed - but they could also be cached upon initial connection.
Under consideration In Discovery - Outlook Plugin Planned - Outlook 365 Add-In
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02 Jul, '18
Moderator AdminWe've been looking into ways to improve this experience so admins can make the product easier to get up and running. With our O365 Add-in product, admins will be able to log into our Admin portal and set the defaults once for all users. For our original Outlook Plugin, we're still investigating the best way to do this. As we currently only use Out-of-the-Box BBCRM features, we are hesitant to introduce any customizations to BBCRM but it could be an "optional" method. Thanks for the idea!