Shortcuts setup in Microsoft CRM 2011 Outlook Client


Here is a good technique to quickly access your common Microsoft CRM 2011 areas(Accounts, Contacts, Leads, etc.) within the Microsoft Dynamics CRM 2011 Outlook Client:

Use the Shortcuts view in the Outlook Navigation Pane – it supports creating shortcuts to all the Microsoft CRM menu areas:

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Here is an example of my Shortcuts setup:

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This setup allows me to quickly jump from my Outlook Inbox for reviewing my Emails, to my Appointments, and to my CRM data.  This is among the fastest method that I’m aware of – highly recommend this setup to other MS CRM Outlook users.  Enjoy!

 

 

Contact me if you need help with your Microsoft CRM. Free Estimate.

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Frank Lee, Microsoft CRM MVP since 2006
Workopia

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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 Best Practice, CRM 2011, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Outlook Client and tagged . Bookmark the permalink.

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