Customizing the Outlook Client
The following list describes each of the supported Microsoft CRM Sales for Outlook (the Outlook client) integration points:
- Global menu bar. You can add menus between the Tools and Help menus on the global menu bar for the Outlook client. When a user clicks a menu item on one of these menus, the URL opens in a new window or dialog box. For more information, see MenuBar and CustomMenus.
- Detail form menu bar. You can add menus between the Actions and Help menus on the following detail forms: Account, Contact, Lead, Opportunity, Quote, SalesOrder (Order), and Invoice. When a user clicks a menu item on one of these menus, the URL opens in a new window. For more information, see MenuBar and CustomMenus.
- Detail form toolbar. You can add buttons to the toolbar on the following detail forms: Account, Contact, Incident (Case), Invoice, Lead, Opportunity, Quote, and SalesOrder (Order). When a user clicks one of these buttons, the URL opens in a new window. For more information, see ToolBar.
- Detail form navigation pane. You can add side tabs to the navigation pane (on the left side) on the following detail forms: Account, Contact, Incident (Case), Invoice, Lead, Opportunity, Quote, and SalesOrder (Order). When a user clicks one of these side tabs, the URL opens in the view pane. For more information, see NavBar.
Note Although the Outlook client does not include a menu for Incidents (Cases), you can access them (as read-only forms) through other detail forms, such as the Account detail form.
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