Monday, October 17, 2011

MSCRM 2011: Adding CRM Modules to the Navigation Pane in Microsoft Outlook 2010

In Outlook 2010, the Solutions Module service won't let you simply drag and drop as you were able to in Outlook 2003 and 2007. Here is an alternative that uses the Shortcuts view in the Outlook Navigation Pane and allows you to quickly access your most frequently used Microsoft Dynamics CRM 2011 areas (Accounts, Contacts, Leads, etc.) within the Microsoft Dynamics CRM 2011 Outlook Client.

* Right-click on Shortcuts and Choose New Shortcut Group.
* Name the Group “CRM”.
* Right-Click on the “CRM Group” and Choose New Shortcut
* The Add to Navigation Pane will be displayed – choose the CRM Module that you wish to add to the CRM Shortcut
* Continue until all the modules you wish to add have been added.

This will allow easy access to those CRM modules that you use most frequently.

1 comment:

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