Outlook Shortcuts for Microsoft Dynamics CRM

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    14-May-2015
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How to add frequently used Microsoft Dynamcis CRM menus to Outlook favorite folders by using the Shortcuts feature in Outlook. CRM tips by CodeBakers Oy.

Transcript of Outlook Shortcuts for Microsoft Dynamics CRM

  • 1.Creating Outlook Shortcuts for Frequently Used CRM MenusMicrosoft Dynamics CRM Tips byCodeBakers Oywww.codebakers.fi CodeBakers Oy 1

2. The problem The default CRM menus in Outlook consist of multi-level hierarchies Navigation between different entities can be slow Pinning the most commonly used menus into Outlook favorite folders doesnt work from CRM 2011 onwards CodeBakers Oy Microsoft Dynamics CRM tips 2 3. The solution Use the Shortcuts feature to build a personalized start menu in Outlook Access frequently used items from both CRM and Outlook folders without the need to move between different modules CodeBakers Oy Microsoft Dynamics CRM tips 3 4. Step 1: Promote Shortcuts Menu Right-click on Mail, select Navigation Pane Options Click on Shortcuts Use the Move Up button to move the menu to the top of the list Click OK CodeBakers Oy Microsoft Dynamics CRM tips 4 5. Step 2: Create Shortcut Groups Select Shortcuts Right-click on the existing shortcuts Select New Shortcut Group Create new groups called Outlook and CRM CodeBakers Oy Microsoft Dynamics CRM tips 5 6. Step 3: Add CRM Shortcuts Right-click on CRM Navigate to the CRM folders, select the Accounts folder, click OK Repeat for all other CRM menu shortcuts you wish to add CodeBakers Oy Microsoft Dynamics CRM tips 6 7. Step 4: Add Outlook Shortcuts Right-click on Outlook Navigate to the folders from your Outlook mailbox, select Inbox, click OK Repeat for all other Outlook menu shortcuts you wish to add CodeBakers Oy Microsoft Dynamics CRM tips 7 8. Bonus Tip: Website Shortcuts You can also add non-Outlook links to Shortcuts from your Internet Explorer Favorites Open your personal Windows folder, go to Favorites, drag & drop the files to Outlook Shortcuts CodeBakers Oy Microsoft Dynamics CRM tips 8 9. www.codebakers.fi CodeBakers Oy9