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Tips from the Field: Configuring Outlook

astanton44 Profile Picture astanton44 2,265

I love it when partners step it up and share key tips that make their Microsoft Dynamics CRM clients happy. Today on the PowerObject's blog "JoeCRM" wrote up a really nice post about empowering users in the task of configuring Outlook to get even more out of the embedded Dynamics CRM functionality.

One extra point to bring to everyone's attention. You can quickly find URLs within Dynamics CRM for any number of pages so if you have a favorite specific account that you want to link to directly you can do it.

Open the Account, Select Actions, Select copy shortcut (you can now paste this shortcut into a new outlook shortcut property)

 

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