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:


Here is an example of my Shortcuts setup:


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!



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Frank Lee, Microsoft CRM MVP since 2006

About Frank Lee

Microsoft Dynamics 365 CRM/xRM consultant in San Francisco, USA.  Awarded the Microsoft MVP (Dynamics 365/CRM) 12 consecutive years from 2006 to 2018. Actively involved with Microsoft Dynamics CRM implementations since Microsoft CRM v1.0 beta (2002). Super passionate about everything CRM, especially in the areas of Cloud Computing, A.I., Digital Transformation and Automation.
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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