Monday, November 14, 2011

MSCRM 2011: The Reading Pane in Microsoft Dynamics CRM for Outlook

The reading pane can be turned off at a user level for the duration of your Microsoft Outlook session by doing the following:

* In the Entity that you working with (i.e. Account, Contact, Lead etc), go to the View Menu and choose the Reading Pane drop down.
* Choose Off.

This will turn off the Reading pane for this entity for the duration of your Outlook session. The next time you log into Outlook and look at the Entity, the reading pane will be back on.

If instead you would like to turn off the Reading Pane for Microsoft Dynamics CRM 2011 Outlook Add-In for All Users for an Entity, you need to customize the Entity as follows:

* In CRM, go to Settings, Customization, Customize the System.
* On the Main Form for the entity at the bottom in the Outlook and Mobile area, uncheck the Reading Pane in CRM for Outlook.
* Save and Publish the Entity