Accessing CRM faster in Outlook using favorite folders
If you're like me and you have a lot of folders in Outlook it can be a chore to access the CRM folders in the Outlook client. Sure I could click the CRM menu and access my accounts, contacts or cases from there but that takes too many clicks. I could also scroll down, expand the CRM folder list and access CRM that way. Once again, too many clicks.
What I do like is that I can add the CRM folders to my Outlook Favorites. All you need to do is right-click on the CRM folder you want to add and click "Add to Favorite Folders". You can also drag and drop the folder in the Favorite Folders section of Outlook if you want to do it that way.
Whatever route you choose both ways make it much easier to access frequently used CRM folders quickly and easily with just a click of your mouse.