How to Customise the Ribbon in Outlook

Question Status

Daniel Wigglesworth asked a question on 16 May 2013 7:33 AM

We have the CRM Outlook Client.

I'd like to customise the tabs in the ribbon so that users can quickly create a Campaign Response.

I explored adding all the buttons in the Ribbon available for Campaign Response (All Commands), there were many and all appeared greyed-out in Outlook.

Any pointers to get this working? I'd basically like a link create a Campaign Response in the Home tab of Outlook.

Muhammad Adeel Javaid responded on 16 May 2013 7:46 AM

For demonstration check the video through the below mentioned link please:

Daniel Wigglesworth responded on 16 May 2013 7:48 AM

Thanks for this. I can add Tabs and Commands my issue is that when I select a Command made available from CRM. It appears greyed out in the Ribbon after I have made the customisation.

Muhammad Adeel Javaid responded on 16 May 2013 8:00 AM

Did you activate your office? and which version of office you are using?