One of the things that sets MS 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 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 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

  • David

    This is an old post but just in case anyone has a suggestion, you are right that they ROCK, I think it was your article that first caused me to use them, except they all get deleted if you try to connect to Dynamics CRM and for any reason whatsoever cannnot connect to the server. There are workarounds, none of which I can get to work in 2011:

    http://social.microsoft.com/Forums/en/crm/thread/e9c6d224-4d16-46e7-90b4-92dbd01039f4

    Thanks

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