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08.13.2008 at 06:46AM PDT, ID: 23644596
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8.0

Customizing CRM/Outlook Integration Application, add a New Case button

Asked by Ezeadmin01 in Microsoft Dynamics, Outlook Groupware Software, CRM Software

Tags: , , ,

I am running CRM 3.0 in an Outlook 2007 environment using the CRM/Outlook Integration application Rollout 3. I understand that when users have this installed there is a new Expandable item titled Microsoft CRM , and users can go to Service/Cases and hit the new case button.

However, how can we allow users to create a new Case in a more efficient manner? As either an icon prominently displayed on one of the menu bars? Or maybe adding to the "New record" dropdown? Not sure if that is customizable. For example, ther New Record button on the menu bar underneath the standard reply/reply to all/forward button, allows you to add a new Account, Contact, Lead, etc. I would love to add Case in there. Is that possible?

Attached is a screenshot currently of what users see at the New Record drop down. Would love to add New Case in there.Start Free Trial
Attachments:
 
Current New Record Config
Current New Record Config
 
[+][-]08.13.2008 at 10:15AM PDT, ID: 22223707

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[+][-]08.13.2008 at 12:07PM PDT, ID: 22224579

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About this solution

Zones: Microsoft Dynamics, Outlook Groupware Software, CRM Software
Tags: Microsoft, CRM, Outlook, Integration, MSCRM 3.0, Outlook 2007, Outlook Integration
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Solution Provided By: Ezeadmin01
Participating Experts: 1
Solution Grade: A
 
 
 
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