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CRM Outlook Client: Change Your Default Outlook Homepage to a CRM Menu

Post Author: Joe D365 |

The Dynamics CRM Outlook client offers a tight integration with Dynamics CRM. It allows you to use the application from Outlook, as well as the ability to synchronize contacts and activities.

When you open Outlook, the default settings have it go straight to your inbox for your homepage. But wouldn't it be great to have availability to change your default Outlook homepage to a CRM dashboard or another entity from Dynamics CRM? With a small change in Outlook, you can set your Outlook homepage to default to any CRM menu.

Here's how to do it (note that there are separate instructions for Outlook 2010/2013 versus Outlook 2007.)

Outlook 2010 and 2013

  1. In Outlook, go to File in the upper left hand corner and select Options.

    change your default outlook homepage to CRM

  2. Then select the Advanced Menu option.

  3. Under the Outlook start and exit section, select the Browse option.

  4. Now you can browse through your folder list and select whatever CRM menu you want Outlook to default to when it is opened. Select OK. In this example, the Dashboards folder was selected.

  5. Select OK to close the Outlook options and restart Outlook.

  6. Now open Outlook and it will default to whatever menu you had selected above!
    outlook_homepage_crm

Outlook 2007

  1. Select the Tools menu from the ribbon and then select Options.

  2. Then select the Other tab and select Advanced Options.

  3. In Startup in the folder, select the Browse option.

  4. Then you would browse to the Dynamics CRM menu you would like as your default. This the same step as described in the instructions for Outlook 2010 and 2013. Close Outlook and re-open and Outlook will open to whatever menu you have selected.

With this small change, we now have full control over how the user interact with Dynamics CRM. Pretty exciting!

Happy CRM'ing!

Joe CRM
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.

One comment on “CRM Outlook Client: Change Your Default Outlook Homepage to a CRM Menu”

  1. If you default browser is set to Chrome, will the MS Dynamics Outlook plug-in (version 2011 UR6)
    use chrome to render the forms within Outlook ( 2007 SP3) or does it continue to use
    Internet explorer ?

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