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CRM office integration

  • US 20060212299A1
  • Filed: 02/28/2005
  • Published: 09/21/2006
  • Est. Priority Date: 02/28/2005
  • Status: Active Grant
First Claim
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1. A computer-readable medium having computer-executable instructions for performing operations comprising:

  • opening an electronic document for editing using a document application associated with the document;

    identifying a phrase within the document that is associated with a non-document application based on one of a content and a context of the phrase;

    providing an indication that the phrase is recognized;

    initiating elements of the non-document application to retrieve additional information based on one of a content and a context of the recognized phrase;

    creating format instructions for data retrieved from the non-document application based on the recognized phrase and the content of the retrieved data;

    displaying the retrieved data using a view based on the format instructions when the phrase is selected.

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