Editing Open Shortcut for menu and views in ms crm 2011 RRS feed

  • Question

  • Dear All,

    Another customization from my side. I want to add few forms in the Open shortcut for menu and view in ms crm 2011.

    I've few more forms created for lead. What I want is to add forms under new and display them based on the role. Is this possible. Any help - advise - suggesstion plz...

    Tuesday, August 6, 2013 8:42 AM

All replies

  • I don't think the shortcut menu is customizable. Perhaps you could do this using a ribbon flyout menu instead?


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    Saturday, August 10, 2013 3:09 AM