Monday, March 25, 2013

MSCRM: Getting to CRM Functionality quickly from your Desktop

A client recently asked how they could get to their Case entry screen more quickly. The following will create a shortcut to a New Case form.

1. Navigate to Services then Cases and choose 'New'.

2. If the URL is not visible, click Ctrl+N and the URL will become visible.

3. Copy the URL.

4. Right click on your desktop and choose New then Shortcut.

5. Paste the URL into the box click next and give the shortcut a meaningful name.

You can do this for any entity and is useful if you have an entity you regularly need to get to in a hurry.

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