Today’s guest blogger is CRM MVP Mike Snyder of Sonoma Partners. He is also the co-author of the books, Working with Microsoft Dynamics CRM 4.0 and Programming Microsoft Dynamics CRM 4.0.
Last week Microsoft released Update Rollup 11, which I had been patiently waiting for to see how it works with Outlook 2010. I am happy to report that it delivers the goods!
I have had Microsoft Outlook 2010 installed on my laptop for a while but I was not happy with how the CRM Outlook client worked on UR10. Instead of adding the “Track in CRM” and other related CRM buttons on the home tab in the ribbon, it added a new tab called “Add-Ins” and put all the CRM functionality there. As a heavy Outlook client user, this simply didn’t work for me because every time I wanted to do something with CRM I had to click on the Add-Ins tab first. Very annoying.
Outlook Client UR10 – Uses Add-Ins Tab
When Microsoft released UR11, the first thing I tested was to see if they fixed this problem. Great news, the all of the CRM functionality including the critical “Track in CRM” button is now front and center on the home tab!
Outlook Client UR11 – CRM Functionality on Home Tab
Even better, you can play around with the Ribbon to customize the location of the CRM section and move it further to the left in the ribbon if you want (clicking the up arrow moves the ribbon section closer to the left side of the screen). You can access this menu by right-clicking on the ribbon and selecting “Customize the Ribbon”.