How to Refresh a Microsoft CRM 2011 Outlook Client View


One interesting observation regarding the new Microsoft CRM 2011 Outlook Client View design – how to refresh it.  The previous MS CRM v4.0 version for both the CRM Web and Outlook Client refreshes the view the same way – clicking on the refresh button within the view listing area (or click on another entity view and then come back to the original view).

MS CRM v4.0 Web Client Account View:image

MS CRM v4.0 Outlook Client Account View:image

With MS CRM 2011 Outlook Client View, the refresh button is no longer there (still shows in the MSCRM 2011 Web Client View).  Below is the MS CRM 2011 Outlook Client Account View (notice the green refresh button on the right is no longer there):image

Instead the refresh button is now located in the Outlook View Menu >> Refresh:image

If you are using Microsoft Office 2010 – I would also recommend adding the CRM “Refresh” button to the Quick Access tool bar to save time.

 

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About Microsoft Dynamics CRM Online

Microsoft Dynamics CRM and CRM Online specialist. Microsoft CRM MVP since 2006
This entry was posted in CRM 2011, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Outlook Client and tagged . Bookmark the permalink.

3 Responses to How to Refresh a Microsoft CRM 2011 Outlook Client View

  1. We’ve asked out users to add the Refresh button to the Quick Access tool bar. However many experience that the Refresh button has disappeared, after re-starting Outlook. Any ideas on how to solve this?

  2. Richard Lowe says:

    veenaefj, I have seen this problem with roaming profiles. By default, Office saves the quick toolbar settings in the local portion of the profile. If you have turn off local caching of roaming profiles, the settings are lost once you log off. Office 2007 has a hot fix for this. For Office 2010, I had to create a Group Policy to do this.

    User Configuration / Policies / Administrative Templates / Microsoft Office 2010 / Global Options / Customize / Allow roaming of all user customizations
    Or by registry key:
    Key: HKEY_CURRENT_USER\Software\Microsoft\Office\14.0\Common\Toolbars
    Value: CustomUIRoaming
    Type: DWORD
    Data: 1

  3. Ciaran says:

    Hi. Do you know if there is any way to programatically force outlook to refresh the view? We have custom entity grid buttons that update selected records such that they should no longer appear in the current view and so we’d like to tell outlook somehow to refresh the view as the last step of our custom button JavaScript.

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