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Creating Outlook Shortcuts for Frequently Used CRM Menus          Microsoft Dynamics CRM Tips by                  CodeBake...
The problem The default CRM menus in Outlook consist of multi-level hierarchies Navigation between different entities can ...
The solution Use the Shortcuts feature to build a personalized start menu in Outlook Access frequently used items from bot...
Step 1: Promote Shortcuts Menu Right-click on ”Mail”, select ”Navigation Pane Options” Click on ”Shortcuts” Use the ”Move ...
Step 2: Create Shortcut Groups Select ”Shortcuts” Right-click on the existing shortcuts Select ”New Shortcut Group” Create...
Step 3: Add CRM Shortcuts Right-click on ”CRM” Navigate to the CRM folders, select the ”Accounts” folder, click ”OK” Repea...
Step 4: Add Outlook Shortcuts Right-click on ”Outlook” Navigate to the folders from your Outlook mailbox, select ”Inbox”, ...
Bonus Tip: Website Shortcuts You can also add non-Outlook links to Shortcuts from your Internet Explorer Favorites Open yo...
www.codebakers.fi© CodeBakers Oy                  9
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Outlook Shortcuts for Microsoft Dynamics CRM

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How to add frequently used Microsoft Dynamcis CRM menus to Outlook favorite folders by using the Shortcuts feature in Outlook. CRM tips by CodeBakers Oy.

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Outlook Shortcuts for Microsoft Dynamics CRM

  1. 1. Creating Outlook Shortcuts for Frequently Used CRM Menus Microsoft Dynamics CRM Tips by CodeBakers Oy www.codebakers.fi© CodeBakers Oy 1
  2. 2. The problem The default CRM menus in Outlook consist of multi-level hierarchies Navigation between different entities can be slow Pinning the most commonly used menus into Outlook favorite folders doesn’t work from CRM 2011 onwards© CodeBakers Oy Microsoft Dynamics CRM tips 2
  3. 3. The solution Use the Shortcuts feature to build a personalized start menu in Outlook Access frequently used items from both CRM and Outlook folders without the need to move between different modules© CodeBakers Oy Microsoft Dynamics CRM tips 3
  4. 4. Step 1: Promote Shortcuts Menu Right-click on ”Mail”, select ”Navigation Pane Options” Click on ”Shortcuts” Use the ”Move Up” button to move the menu to the top of the list Click ”OK”© CodeBakers Oy Microsoft Dynamics CRM tips 4
  5. 5. Step 2: Create Shortcut Groups Select ”Shortcuts” Right-click on the existing shortcuts Select ”New Shortcut Group” Create new groups called ”Outlook” and ”CRM”© CodeBakers Oy Microsoft Dynamics CRM tips 5
  6. 6. Step 3: Add CRM Shortcuts Right-click on ”CRM” Navigate to the CRM folders, select the ”Accounts” folder, click ”OK” Repeat for all other CRM menu shortcuts you wish to add© CodeBakers Oy Microsoft Dynamics CRM tips 6
  7. 7. Step 4: Add Outlook Shortcuts Right-click on ”Outlook” Navigate to the folders from your Outlook mailbox, select ”Inbox”, click ”OK” Repeat for all other Outlook menu shortcuts you wish to add© CodeBakers Oy Microsoft Dynamics CRM tips 7
  8. 8. Bonus Tip: Website Shortcuts You can also add non-Outlook links to Shortcuts from your Internet Explorer Favorites Open your personal Windows folder, go to Favorites, drag & drop the files to Outlook Shortcuts© CodeBakers Oy Microsoft Dynamics CRM tips 8
  9. 9. www.codebakers.fi© CodeBakers Oy 9

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