Monday, October 22, 2012

MSCRM 2011: Tips for the Microsoft Dynamics CRM 2011 Outlook Client

Below are some new features in the Outlook Client:
Pinning Views: The Microsoft Dynamics CRM 2011 client allows users to have multiple views of an entity open in tabs. Each tab can contain a System or My (saved advanced find) view. A great feature of the new views in the Outlook client is “Pinning”. Pinning views allows you to save views so they are always available when you log into Outlook. To pin a view:
  1. Open the desired view in a tab by clicking the tab to the right of the active tab, and select the view.
  2. Click the push pin and it will turn vertical.
  3. The view you chose is now ‘pinned’. The next time you log in, the view that you pinned will now be there.

Searching within views – users now have the ability to do a quick search in a particular view. This was an often requested feature with CRM 4.0. It was not evident (in that version) that the quick search at the top of a view always searched across all active records. When searching in the CRM 2011 Outlook client, the search is always being performed against that view. In the search box now, you will notice that what you are searching is specified such as ‘Search My Active Accounts’.  The text makes it clear that you are indeed searching that particular view.

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