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.

1. Creating Outlook Shortcuts for
Frequently Used CRM Menus
Microsoft Dynamics CRM Tips by
CodeBakers Oy
www.codebakers.fi
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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
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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
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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”
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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”
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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
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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
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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
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