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Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from Microsoft Dynamics CRM 2011 Unleashed

Personalize Workplace with Personal Options

One of the most powerful aspects of the Workplace is that you can personalize or customize it. To customize it, select Options from the File drop-down menu (using either client). Notice that you need to select the Tools menu option in the CRM toolbar, not the similarly named menu item on Internet Explorer when working with the web client. When working with the CRM client for Outlook, this option is available by selecting File from the top menu bar and then CRM, followed by the Options button (as shown in Figure 7.67).

Figure 7.67 Microsoft CRM Options in Outlook.

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You will encounter a few differences ...

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Publisher Resources

ISBN: 9780132682084Purchase book