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How to show ‘View in CRM’ for tracked Emails in Microsoft CRM 2011 Online Outlook Client

Frank Lee Profile Picture Frank Lee 4,617

One of the interesting thing that I’d ran into this week was – where is the “View in CRM” button for tracked Outlook Emails in Microsoft Dynamics CRM 2011 Outlook Client:

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My finding: By default “View in CRM” button is not displayed in Outlook Email prior to it being sent.  It will appear after the email was sent – smarter behavior in CRM 2011!

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Note: You can add “View in CRM” to the Quick Access Tool Bar:

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Note: Look for “View in CRM” under the All Commands area

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Frank Lee, Microsoft CRM MVP
Workopia



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