Steps:
-Go to your Outlook inbox when the CRM for Outlook add-in is installed.
-Select Set Regarding in the Outlook Ribbon.
-The Look Up Record dialog box appears; it is defaulted to the Account entity.
Scenario:
As a system admin, I need the ability to default this to entities other than Accounts as follows below. There is currently no way to do this.
Department------->Desired Default Entity
Sales--------------->Opportunities
Marketing--------->Campaign Activities or Campaign Responses
Customer Service-->Cases
Solution Delivery-->Projects (custom entity)
Currently, since the Look Up Record dialog doesn't resize based on end-users zoom level***, end-users don't immediately know that they /can/ set an email / appointment to non-Account records. This results in a firehouse of information tracked to Accounts that actually are most pertinent to our Account's related records.
Although honestly, even if they did know, defaulting it appropriately would be helpful to alleviate training issues / usability complaints.
***https://connect.microsoft.com/dynamicssuggestions/feedbackdetail/view/726792/crm-for-outlook-dialog-boxes-dont-zoom-to-125-or-higher-ease-of-access-bug
Comments
http://www.powerobjects.com/blog/2013/07/15/best-practices-for-tracking-activities-and-notes-in-crm/
Category: Microsoft Office Integration
http://www.powerobjects.com/blog/2013/07/15/best-practices-for-tracking-activities-and-notes-in-crm/
Category: Microsoft Office Integration
Administrator
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