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Creating Outlook Shortcuts for Frequently Used CRM Menus

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The problemThe default CRM menus in Outlook consist of multi-level hierarchiesNavigation between different entities can be slowPinning the most commonly used menus into Outlook favorite folders doesn’t work from CRM 2011 onwards

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The solutionUse the Shortcuts feature to build a personalized start menu in OutlookAccess frequently used items from both CRM and Outlook folders without the need to move between different modules

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Step 1: Promote Shortcuts Menu

Right-click on ”Mail”, select ”Navigation Pane Options”

Click on ”Shortcuts”

Use the ”Move Up” button to move the menu to the top of the list

Click ”OK”

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Step 2: Create Shortcut Groups

Select ”Shortcuts”

Right-click on the existing shortcuts

Select ”New Shortcut Group”

Create new groups called ”Outlook” and ”CRM”

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Step 3: Add CRM Shortcuts

Right-click on ”CRM”

Navigate to the CRM folders, select the ”Accounts” folder, click ”OK”

Repeat for all other CRM menu shortcuts you wish to add

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Step 4: Add Outlook Shortcuts

Right-click on ”Outlook”

Navigate to the folders from your Outlook mailbox, select ”Inbox”, click ”OK”

Repeat for all other Outlook menu shortcuts you wish to add

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Bonus Tip: Website Shortcuts

You can also add non-Outlook links to Shortcuts from your Internet Explorer Favorites

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Open your personal Windows folder, go to Favorites, drag & drop the files to Outlook Shortcuts

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