13

It would be logical to allow users to set their default Dashboard within the Outlook client for CRM online. This function was available in CRM 2011 Outlook client but disapeared with the upgrade to 2013. The only way to set the default Dashboard is to use the web interface. We choosed MS CRM because of its integration to Outlook... we need an increase in integration and not a decrease.

Please fix it.

STATUS DETAILS
Under Review

Comments

A

Thank you for your feedback! I've informed the proper team and have tracked this issue in our future update plans.

Thank you,
Tony Schmidt
MS Dynamics CRM
Program Manager

Category: Microsoft Office Integration

A

I find it extremely illogical to remove the Set as Default functionality from the Outlook client. My clients find it cumbersome to log into the web client specifically for this one function, and then return to their usage in the Outlook client.

Category: Microsoft Office Integration