There are many new features in the CRM 2011 Outlook Client and here I’ll point out some related to the views within CRM.
1. Reading Pane – this is a pane that shows in the lower portion of your Outlook window and contains certain fields from the record selected in the list above. The big question to me on using the Reading Pane is real estate – your monitor and Outlook window size play a large role in this. Showing or hiding the reading pane is part of the entity configuration and can be easily toggled in the customization area.
Screenshot of the contact reading pane
Screenshot of where to turn off (or turn on) the Reading Pane
2. Tabbed views and the ability to ‘Pin’ views – the CRM 2011 client allows the users to have multiple views of an entity open in tabs. Each tab can contain a System or My (saved advanced find) view. A great feature of the new views in the Outlook client is 'Pinning’. Pinning views allows you to save views so they are always available when you log in to Outlook. To pin a view:
a. Open the desired view in a tab by clicking the tab to the right of the active tab, and select the view
b. Click the push pin and it will turn vertical
c. The Active Accounts view is now ‘pinned’. In this example the next time I log in the Active Accounts view will be there and the My Active Accounts will not.
3. Searching within views – users now have the ability to do a quick search in a particular view. This was an often requested feature with CRM 4.0. It was not evident (in that version) that the quick search at the top of a view always searched across all active records. When searching in the CRM 2011 Outlook client, the search is always being performed against that view. In the screenshot above you’ll notice the ‘Search My Active Accounts’ box. The text makes it clear that you are indeed searching that particular view.
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