Microsoft Dynamics CRM Desktop Shortcuts

A recent request prompted a quick solution. To create a shortcut to a CRM entity like New Case or New Lead: This example will create a new Case Form Shortcut

1. Navigate to Services then Cases and choose ‘New’

2. If the URL is not visible, click Ctrl+N and the following screen will pop up: Copy the URL

3. Right click on your desktop and choose New then Shortcut.

4. Paste the URL into the box click next and give the shortcut a meaningful name. You can do this for any entity and is useful if you have an entity you regularly need to get to in a hurry.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s


%d bloggers like this: