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How to Rename and Change the order of areas in The Outlook plug-in for CRM RRS feed

  • Question

  • Hi everybody,

    I have found this link to configure the sitemap of the CRM 4 web client but it is only for the web CRM: http://msdn.microsoft.com/en-us/library/cc304375.aspx

    Currently, In outlook 2010 I have :

    • Marketing
    • Resource Center
    • Sales
    • Services
    • Settings
    • Workplace

    I would like to change the order and also rename them.

    how could I do that for the outlook CRM plug-in?

    Thanks a lot !

     

     

    Friday, September 3, 2010 8:36 AM

Answers

  • I'm pretty sure Outlook forces the order to be alphabetical despite Mahender's suggestion otherwise. A quick search shows this was the case for v3:

    http://msdn.microsoft.com/en-us/library/aa682912.aspx

    I don't think it changed in v4.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe

     


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Friday, September 3, 2010 12:31 PM
    • Marked as answer by Jim Glass Jr Friday, September 3, 2010 2:51 PM
    Friday, September 3, 2010 12:31 PM
  • There is no need to write plugin you can do this through sitemap for outlook client also
    Mahain : http://mahenderpal.wordpress.com
    • Marked as answer by Jim Glass Jr Friday, September 3, 2010 2:51 PM
    Friday, September 3, 2010 8:45 AM
    Moderator

All replies

  • There is no need to write plugin you can do this through sitemap for outlook client also
    Mahain : http://mahenderpal.wordpress.com
    • Marked as answer by Jim Glass Jr Friday, September 3, 2010 2:51 PM
    Friday, September 3, 2010 8:45 AM
    Moderator
  • I'm pretty sure Outlook forces the order to be alphabetical despite Mahender's suggestion otherwise. A quick search shows this was the case for v3:

    http://msdn.microsoft.com/en-us/library/aa682912.aspx

    I don't think it changed in v4.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe

     


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Friday, September 3, 2010 12:31 PM
    • Marked as answer by Jim Glass Jr Friday, September 3, 2010 2:51 PM
    Friday, September 3, 2010 12:31 PM
  • Well I guess there is no way to change the order.

    But maybe if I change the sitemap for the web CRM , it also will change for the CRM plug-in for outlook.

    Friday, September 3, 2010 2:16 PM
  • You could change the names to force the order i.e putting a number at the front 1. Sales, 2. Marketing etc.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe

     


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Sunday, September 5, 2010 11:04 AM
    Sunday, September 5, 2010 10:56 AM
  • Not sure if you would count this as a workaround or a solution, but you can use the Shortcuts found in the Navigation pane to create shortcuts to any item you have visible in Outlook, including CRM plugin, and you can group these in any way you choose, include all or only some favourite items.

    Creating groups for your main mail folders (inbox and sent items, say), plus calendar, contacts and tasks and maybe you oculd use shortcuts view 90% of the time for everything.

    Another option which worked in 2007 (I have not tried in 2010 but see not reason for it not to work) is to create folders just as you would for email, then in the properties change the home page to the relevant home page for the entity in question.

    This has the advantage that you can easily add these items to your mail favourites as well. A similar technique can be used quite successully with Exchange public folders pointing to the home pages instead if you want to share the alternative structure.

    Sunday, September 5, 2010 7:37 PM