Adding CRM to Outlook Shortcuts


At our recent Infinity i3 Event I provided a presentation on New and Hidden Features for Dynamics CRM, called Recipes for Success.

We had a lot of people comment on how they get tremendous value from these types of presentations, so, I thought we would share them all in a Recipes for Success video series.

First on the menu is Adding CRM to Outlook shortcuts. This is a quick and easy little tip to save a couple clicks for getting to your most often used records and entities in Dynamics CRM. The instructions are posted first, if your prefer to just read them, or click on the video to see it in action!

  1. In Outlook (2007 or 2010), click Shortcuts in the navigation pane.
    image
  2. Right-click Shortcuts and click New Shortcut.
    image
  3. The Add to Navigation Pane window opens, simply scroll to the CRM entities and select the ones you want.
    image
  4. Now click Shortcuts any time and quickly navigate to desired CRM entity

Add now, the video….

Adding Dynamics CRM to Outlook Shortcuts
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Posted in CRM, Tips, Tricks
3 comments on “Adding CRM to Outlook Shortcuts
  1. Jonathan Lucas says:

    That’s good to know. But why not just “show in favorites”. Your favorite folders are 1 click access instead of 2-click access with shortcuts. I guess if your favorite folders list gets too long it could become unwieldly and the shortcuts list becomes a more attractive destination.

    • Mike says:

      Greate question! That is one of the next tips!

      Adding CRM to Outlook Favorites works fine in Outlook 2007 as well as Outlook 2010 and CRM v4. However…

      Outlook 2010 has a new “feature” called Solutions Module which is used by CRM. . Bottom line this causes a security issue with adding Dynamics CRM 2011 to Outlook 2010 Favorites. It no longer allows you to add CRM to Favorites. There is a workaround by modifying the registry to allow Favorites to work with Outlook 2010 and I will post that in the next couple of days.

      Mike

      • Jonathan Lucas says:

        Interesting. I am currently on Outlook 2010 and Dynamics CRM v4 so I didn’t realize that.

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