Updated · Originally published
This is one of those little issues related to CRM usability that is probably easier solved by a CRM newbie than someone who has been working with CRM for a while. In order to add CRM folders to Outlook Favorites in previous versions of Outlook and Windows, it was sometimes necessary to modify the registry.
Details about that can be found here:
This scared some people and the registry would sometimes reset so you would lose your shortcuts.
Unfortunately, that trick does not work with Windows 8; dragging and dropping non-Outlook items to Favorites is not allowed. So we had to come up with another method to put commonly used CRM items in a designated, easy-to-access folder. The following process is specifically related to Outlook 2013.
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First, we utilized the 'Shortcuts' area; not the 'Favorites'. Shortcuts in Outlook 2013 are located in the bottom left nav area. (Read about navigating ).
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Right click on 'Shortcuts' and 'New Shortcut Group'. Name your group 'CRM' or whatever you call you system.
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Right click on 'CRM' and 'Add New Shortcut'.
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Navigate to the CRM folder you would like a shortcut to.
Voila! And what's even better you can add your go-to Outlook items and create a true personalized experience that cuts out the clutter.
by Customer Effective Bloggers