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How can I quickly find an account or contact RRS feed

  • Question

  • What is a fast and convenient way to find an MS CRM 2011 account or contact from Outlook ?

    When a customer calls in my users need a keyboard-shortcut or something similar to redirect them from outlook to a search field where they can type in a search string.

    Is this possible?

    And if not is there an extension/add-on that does something similar?

    Friday, August 26, 2011 12:13 PM

Answers

All replies

  • Hi,

    The best and fast way to search in Contact/Account is via Find a Contact (F11 is the short key) search filed . If you want to enable search also for CRM accounts then make sure that that Account is added in CRM Address book options

    1. In Outlook go to File->CRM->Options
    2. Click on Address Book tab and Add Account from Change the Record type being synchronized to your address book
    3. Click ok and search now.

     


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Friday, August 26, 2011 12:38 PM
  • Thank you for the reply.

    Do you know if it is possible to change which fields are used in this search.

    I would like to include the account number, and this is not part of the indexing as far as I can see.

    Friday, August 26, 2011 1:14 PM
  • Hi,

    I do not think that it can be expanded and include the Account Number, in this case i would suggest you to purchase a third party add on that will allow you to search b/w contacts, accounts form a single interface by any of CRM field.  

    http://www.akvelon.com/products/Dynamics%20CRM%20Global%20Search/default.aspx


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Friday, August 26, 2011 1:27 PM
    • Marked as answer by ofero Monday, August 29, 2011 1:51 AM
    Friday, August 26, 2011 1:27 PM