Option to use CRM forms in Outlook

  • Article

I wanted to write a quick post to clarify a setting in the Microsoft Dynamics CRM outlook client.  Once you install the Outlook client you can set a number of personal options (Image 2) by clicking on CRM in the Outlook menu bar and selecting Options (Image 1).

Image 1
image

Image 2
image

On the General tab, under Select which forms to use you can choose to use CRM forms for Appointments, Contacts, Tasks and E-mails in lieu of the Outlook forms.  This can be particularly useful if you have added custom fields to these CRM forms as the custom fields do not show up on the Outlook forms.  This does not apply to the core Outlook Appointment, Contact, Task and E-mail forms but rather Appointments, Contacts, Tasks and E-mails created using the CRM toolbar in the Outlook client.  When you install the Outlook client these checkboxes are unchecked by default.  For instance if I select New Activity > Appointment (Image 3) from the CRM toolbar the standard Outlook Appointment form will open (Image 4).

Image 3
image

Image 4
image

If I select the checkbox for Appointment (Image 2)then the CRM Appointment form will open in lieu of the Outlook Appointment form.

image

- Eric Boocock