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TeamConnect O365 4.2 Release Notes

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Release Summary

This release includes bi-directional task synchronization between TeamConnect and O365 Add-In 4.2 To-Dos. This allows users to view, create, edit, complete, and delete tasks directly from the Add-in, with changes synced back to TeamConnect. It also introduces the ability to enable and disable O365 sub-features (Documents, Appointments, Tasks) in TeamConnect Admin Settings.

Note: The TeamConnect O365 Add-In is not supported on Outlook 2019 or earlier versions on the desktop.

  • When creating a task in TeamConnect, a checkbox will appear, and users can choose whether the task should be synced to O365. Tasks created in TeamConnect can be synced to Microsoft To-Do.
  • Sync to Outlook: In TeamConnect’s Edit and View Task modes, users can select ‘Sync to Outlook’ under ‘More Options’ to display the task in both the Add-in and Microsoft To-Do. 
  • The following details are synced between TeamConnect and To-Do:
    • Task Name
    • Category: A new "TeamConnect" category is available in Microsoft To-Do for synced tasks. 
    • Changes to reminders, due dates, titles, and notes, as well as task completion and deletion.
  • Users can copy a task in TeamConnect and sync it to O365 Add-in. 
  • Tasks will sync if the due date is later than the historical sync date (Office Suite Admin Settings).
  • Tasks without a due date will only sync if the completion percentage is less than 100%.
  • Only Tasks assigned to the logged-in user will be included in the sync.
  • When updating a task in MS To-Do that violates an active rule in TeamConnect, the task will not be closed; the notes section of the Task will be updated to include the rule violation information, along with a timestamp.
  • Mass Edit Sync: The "Sync to Outlook for Appointments via Mass Edit" feature allows users to efficiently update and synchronize multiple appointments with O365 Add-in simultaneously.
  • View and Create Tasks: Users can now view and create tasks directly from the O365 Add-in.  Please note custom fields are not supported for tasks created in the Add-in.
  • Edit Tasks: Users can now edit Tasks in the O365 Add-in with updates syncing back to TeamConnect.
  • Delete Tasks: Users can now delete Tasks from the O365 Add-in. 

For detailed instructions, please refer to the End User Guide for TeamConnect Add-In O365 4.2.

In the O365 Add-in, the Office Suite Admin can select which objects—Documents, Appointments, and Tasks will be visible to end users. These objects can be enabled or disabled in the TeamConnect Office settings. For detailed instructions, please refer to the Admin Guide for TeamConnect Add-In O365 4.2.

Task Migration

Important Note: Task migration applies only to users who use tasks within the plugin.

We recommend end users refer to the Task Migration End User Guide for detailed information on task migration. 

A new custom field for "Task Results" is now visible in the Migration Results screen for TeamConnect Admin, and a new column indicating the migration type as either Task or Appointment has been added to the downloaded CSV file in the migration result details. For detailed instructions, please refer to the Task Migration Admin Guide.

Features/Enhancements

Enhancement: Integration/sync of tasks between TeamConnect and O365 Add-In 4.2 To-Dos
Description: Users can now view, create, edit, complete, and delete tasks directly from Outlook, with bi-directional sync between TeamConnect and Microsoft To-Dos, making task management more efficient for attorneys and legal professionals. Additionally, TeamConnect Admin Settings now allow enabling or disabling sub-features (Documents, Appointments, Tasks) for greater customization.
Tracking Code: TC-51492, TC-54189

Issue: Incorrect Date and time format is displaying in Add-In
Tracking Code: TC-51280
Case Number: N/A
Reported Version: TCE 7.1, TeamConnect O365 Add-In 4.0
Workaround
None

Pre-Requisites

  • TeamConnect Enterprise Version 7.1
  • TeamConnect O365 Add-In 4.0

Steps to Reproduce

  1. Log in to TeamConnect
  2. Navigate to Admin Settings
  3. Under the Admin tab, select Region. 
  4. Then, choose the "short" option for both date and time formats in the Read-only section.
  5. Log in to the O365 Add-in. 
  6. Verify if the date format aligns with the settings configured in TeamConnect.

Expected Results of Steps
The date format should display as configured in TeamConnect, while the time format may not display according to TeamConnect settings. This behavior is expected.

Actual Results of Steps
The date and time format display is not displayed as configured in TeamConnect.

Root Cause Analysis
The format specified on the Add-in side was not appropriate for the specific admin settings in TeamConnect.

Issue: While creating duplicate folder names in the Add-in, the error message is not getting localized.
Tracking Code: TC-51337
Case Number: N/A
Reported Version: TCE 7.1, TeamConnect O365 Add-In 4.0
Workaround
None.

Pre-Requisites

  • TeamConnect Enterprise Version 7.1
  • TeamConnect O365 Add-In 4.0
  • Add-in should be localized in Spanish/German

Steps to Reproduce

  1. Log in to the O365 Add-in.
  2. Choose the custom object.
  3. Click on the ellipsis icon and select "Create a new subfolder".
  4. Enter a name same as the existing subfolder name.
  5. Proceed by clicking on the Confirm button.
  6. Verify if the error message is localized, and in the console, confirm the status code.

Expected Results of Steps
The error message should be displayed in the chosen language (Spanish/German), and the status code should be 409.

Actual Results of Steps
The error message is not localized, and the status code displayed is 500.

Root Cause Analysis
We're displaying the direct response received from the API, and it's not localized.

Issue: Graph API Credentials are not updated in the connector when changed in settings.
Tracking Code: TC-51792
Case Number: N/A
Reported Version: TCE 7.1, TeamConnect O365 Add-In 4.0
Workaround
None.

Pre-Requisites

  • TeamConnect Enterprise Version 7.1
  • TeamConnect O365 Add-In 4.0

Steps to Reproduce

  1. Log in to TeamConnect. 
  2. Go to Admin settings, navigate to Office suite, and remove the Graph API credentials. 
  3. In the Calendar section, create a new appointment. 
  4. Check whether the appointment synced to O365 Add-in or not.
  5. Now, restart the instance. 
  6. Update the Graph API credentials.
  7.  Now, open the earlier created Appointment and click on the 'more' option.
  8.  Select 'sync to Outlook'.
  9. Check whether the appointment synced to Outlook or not after updating the credentials.

Expected Results of Steps
The appointment does not sync with Outlook even after updating the correct credentials.

Actual Results of Steps
The appointment should be synced with Outlook after updating the correct credentials.

Root Cause Analysis
A singleton design pattern was used for the office executor. 

Issue: Add-In is not Opening on Safari Browser.
Tracking Code: TC-49952
Case Number: N/A
Reported Version: TCE 7.1, TeamConnect O365 Add-In 4.0
Workaround
None.

Pre-Requisites

  • TeamConnect Enterprise Version 7.1
  • TeamConnect O365 Add-In 4.0
  • Safari Browser 17.2.1 Version and above

Steps to Reproduce

  1. Log in to TeamConnect.
  2. Go to the Admin tab and select Office Suite.
  3. Click "Generate Manifest."
  4. The Manifest file will be downloaded to your local device.
  5. Log in to Outlook.
  6. Click on "Get Add-Ins," then "My add-Ins."
  7. Upload the Manifest file.
  8. Log in to the Add-In.

Expected Results of Steps
The Add-in should open correctly.

Actual Results of Steps
The Add-in does not open correctly.

Root Cause Analysis
Safari has fixed the browser issue that previously prevented the Add-in from functioning.

Issue: When the Notification status is enabled in TeamConnect (checkbox is checked) and the Reminder alert is set to 5 days for a task, these settings do not reflect correctly in the Add-in. The Add-in shows the checkbox as unchecked and the Reminder alerts as blank while viewing the task.
Tracking Code: TC-54169

Issue: When a task is created through the plugin, the percentage completed does not update in either the Plugin or TeamConnect.
Tracking Code: TC-55204

Issue: Appointments - All Day Events created in TeamConnect are displaying incorrectly in Outlook.
Tracking Code: TC-55307

Issue: The Outlook Add-in is displaying document details in the Office information field even when the uploaded file is not of a Microsoft Office type.
Tracking Code: TC-49980

Issue: When the organizer of an appointment is changed in TeamConnect, both users are marked as organizers. Please note that Outlook properly marks the organizer and attendees based on the workflow.
Tracking Code: TC-53244

Issue: When creating an appointment or task from Outlook with a number-name matter format, the matter name is prefixed with the appointment or task title in TeamConnect. This also applies when updating a task from To-do, where the matter name is prefixed with the task subject in both TeamConnect and the Add-in.
Tracking Code: TC-55280

Issue: The number of documents attached to an email does not match the attachment count displayed in the TeamConnect document properties under the Outlook Details section.
Tracking Code: TC-55309

Issue: The message "There was an error syncing the appointment" is sometimes displayed when an appointment is updated.
Tracking Code: TC-55326

Issue: TeamConnect displays an error when an invalid character is present in the Tenant ID.
Tracking Code: TC-53920