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Does anyone have instructions on how I can navigate and setup links to commonly used files within my Outlook CRM tool. The files are on the web and local
I am not sure of what files you need. But if you want to set a particular entity of CRM as your "favorite", that can be achieved:
Click on the CRM entity you wish to add in favorite.
Click on the "Folder" tab of Outlook and select "Show in Favorites"
Please let me know if you are looking for something else.
To enable the usage of outlook favourites follow this KB article:
Hope this helps
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