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Crm 2011 outlook client - missing index bar at bottom RRS feed

  • Question

  • On some of the entities, the index bar is missing....Account has it but Opportunity doesn't. Where is the setting to control that? we just ugraded from Crm 4.0 to Crm 2011 and the users are used to seeing the index bar for quick navigation.
    Friday, December 23, 2011 8:25 PM

Answers

  • Finally made some progress. There is not much information on this topic on the web...

    The index bar is based on browser functionality. Microsoft is moving towards tigher integration with Outlook so they have removed the browser functinaltiy for certain key entitities (and replaced it with the Filter approach). The key to look for is the URL parameter in sitemap. if there is a url parameter, then the entity uses Internet explorer functionality inside of Outlook. If there is no URL, then Microsoft is using the integrated approach, i.e. filter approach.

     

    IT WOULD BE NICE IF MICROSOFT DOCUMENTED THIS.

     

    We opend a support ticket with Microsoft and the representative was not helpful (in this area). Thanks to a colleague who figured it out. We will continute playing around with this to see if there are issues with re-implementing the browser approach back into the entities in Outlook as the users like the index bar functionality.

    • Marked as answer by NaveedAnwar Wednesday, January 11, 2012 3:36 PM
    Wednesday, January 11, 2012 3:36 PM

All replies

  • It looks that it has been removed, check this post http://social.microsoft.com/Forums/en/crm/thread/8cd81e59-ebe3-4963-81a4-dc664acfd73d

     


    Regards,
    Damian Sinay
    Saturday, December 24, 2011 8:13 AM
  • no, some of the entities still have it...

    using Office Professional Plus 2010:
    Entities: Campaigns, Activities, Reports...

    • Edited by NaveedAnwar Monday, December 26, 2011 3:29 PM
    Saturday, December 24, 2011 7:22 PM
  • Finally made some progress. There is not much information on this topic on the web...

    The index bar is based on browser functionality. Microsoft is moving towards tigher integration with Outlook so they have removed the browser functinaltiy for certain key entitities (and replaced it with the Filter approach). The key to look for is the URL parameter in sitemap. if there is a url parameter, then the entity uses Internet explorer functionality inside of Outlook. If there is no URL, then Microsoft is using the integrated approach, i.e. filter approach.

     

    IT WOULD BE NICE IF MICROSOFT DOCUMENTED THIS.

     

    We opend a support ticket with Microsoft and the representative was not helpful (in this area). Thanks to a colleague who figured it out. We will continute playing around with this to see if there are issues with re-implementing the browser approach back into the entities in Outlook as the users like the index bar functionality.

    • Marked as answer by NaveedAnwar Wednesday, January 11, 2012 3:36 PM
    Wednesday, January 11, 2012 3:36 PM