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Shortcuts Rock for Microsoft Dynamics CRM

Shortcuts Rock for Microsoft Dynamics CRM

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Today’s guest blogger is CRM MVP Alex Fagundes, CIO of PowerObjects, talks about one of his favorite features, Outlook Shortcuts.

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One of the things that sets Microsoft Dynamics CRM apart from some of the other options that are available today for CRM is the native integration – or as I like to call it – the “super duper embedded-ness” of Microsoft Dynamics CRM into Microsoft Outlook. It seems like integration with, or the ability to “work with Microsoft Outlook” is at the top of the list of wants for like 99% of the prospective customers that we talk with. Simple reason for this is that Microsoft Outlook is by far and away the de facto standard for email, contact, calendar, and task management amongst organizations large and small.

Millions of people rely on Outlook to manage their professional and often time personal lives. So, it stands to reason that when considering a business tool like a CRM system, they would naturally expect and demand that it work with a tool that they are already so heavily dependent on – Outlook. For today’s post I won’t go into ALL of the reasons why the Dynamics CRM “embedded-ness” in Outlook far out paces the competition in its ability to let users “work the way they work” – instead I will just highlight one of the ways in which you can make each users experience seamless and personal with Microsoft Outlook and Microsoft Dynamics CRM.

Outlook Shortcuts Rock: So a little known/used capability of Microsoft Outlook is the ability to use “shortcuts” to build your own personal version of Outlook and Dynamics CRM in one easy to use interface.

Here’s where to find “Shortcuts” and the default folders it will include:

Here is how you add groups:

Once you add a Group, then you add Shortcuts to Dynamics CRM folders:

Then add shortcuts to Dynamics CRM folders


In just a minute our two your Outlook + Dynamics CRM shortcuts area could look like this:


Well we hope the you find this helpful – because Microsoft Dynamics CRM is the only thing we do – we are always looking for way to make it a more valuable tool in any organization!

Happy crm’ing,

Alex Fagundes



  • Thanks very much, Alex!  Great suggestions...

    I tried this and my Shortcut didn't appear in my left nav bar.  Any ideas why this would happen?

    Lon

  • Sorry -- I forgot to add...  Not only does the name of the Shortcut not show up, when I try to add a shortcut for a CRM folder, my CRM doesn't show up in the list of folders to browse.  Does this require the CRM 2011 client?

    Thanks again,

    Lon

  • Good suggestion but how you enable shortcut in outlook because when we right click it's appear nothing

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