Tuesday, July 2, 2013

MSCRM: Opening Automatically to a Specific Area/Entity in Microsoft Dynamics CRM for Outlook

Suppose you’d like to have your Outlook session automatically open to the Dashboards from your Microsoft Dynamics CRM system.

This is an Outlook setting. Perform the following steps:
·        In Outlook, drop down on File

·        Choose Options

·        Choose Advanced

·        In the “Start Outlook in this Folder” - Choose the Dashboards folder.

You can choose any folder in the CRM system that you would like to open up with in Outlook.

Note that this a per user Outlook setting and cannot be centrally administrated from CRM.

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