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Tips and Tricks for Using the Outlook Client and Dynamics CRM

Tips and Tricks for Using the Outlook Client and Dynamics CRM

Are you a Dynamics CRM user who prefers utilizing the Outlook client over the web client? If so, today's blog is for you! Read on for some handy tips and tricks for making your work more efficient when using the Outlook client and Dynamics CRM!

Recently Visited

Access recently visited records within the Outlook client by following these steps.

1. Right click on the record type with the record you want to view.

2. Click on Recently Visited.

3. You can now view your recently viewed records.

Outlook Client

Pin Multiple Views

This functionality increases work efficiency as you can search and work with multiple records at once. You can only pin one view on the web client, but following the steps below, you can pin more than one view with the Outlook client.

1. Click on the arrow next to the folder icon to expand the views available for the entity.

2. Select the view you want.

Outlook Client

3. Click on the pin icon that points to the side to pin the view. You can now pin multiple views and the pin icon will point down for all views pinned.

Outlook Client

Move Sections, Areas, Sub-Areas and Entities

Unlike the web client, you can actually move around Areas and Sub-areas within your Outlook client.

Move Areas: move an Area (Sales/Marketing/Service/Settings/Help) up or down based on your most used navigation section.

For example, if your team only works with the Sales area, you can move the Sales area to the top so that it's the first area displayed upon logging in. Here is how you can do this:

1. Right click on Sales.

2. Select Move Up.

Move Sub-areas: from within an Area, you can also move sub-areas. For example, if your team only works with Customers, you can move that section up.

1. Right click on Customers.

2. Select Move Up.

Move Entities: if you only work with certain entities within a sub-area, you can move those around. For example, if you work mainly with Accounts more frequently than Contacts, you can move that section up.

1. Right click on Accounts.

2. Select Move Up.

Using these tips and tricks will increase efficiency in your day-to-day tasks. Check out this blog to learn more about best practices for working with the Outlook client. Want to learn even more? Check out our Webinar, CRM On-the-Go with Outlook!

Happy CRM'ing!

By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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