Can you Link to a View from Outlook?
-
Friday, 4 May 2012 5:02 AM
To create a custom link to a view in CRM you can just edit the sitemap to point to the specific URL of the view. However I am required to have the same functionality present in the Outlook Client.
I have tried a number of different methods to get this working but have been un-successful.The first image below shows how the default view of Contacts appears in the Outlook Connector. The closest I have been able to get was having an iFrame of the CRM view sitting inside the Outlook Client, as seen in the second image. However this entirely stripped away the outlook functionality such as the preview pane and is not an adequate solution.
Is there any way to link to a specific view from the Outlook Client?
All Replies
-
Sunday, 6 May 2012 10:04 PM
Using the following code in my SiteMap I am able to specify particular SubAreas to display in particular clients:
Client=["All" | "Outlook" | "OutlookLaptopClient" | "OutlookWorkstationClient" | "Web" ]
Found on: http://msdn.microsoft.com/en-us/library/gg328498.aspx
While this allows me to display the custom view in the Web client, I am still stuck having to display the default view in the Outlook Client.
Any ideas as to how to change this so I can display a specific view in the Outlook Client whilst maintaining its look and feel?