Microsoft CRM
Customization Series
How To: Displaying the Parent Account field from the Microsoft CRM 3.0 and 4.0 contact form in the Outlook 2003 Contacts view
By Frank Lee,
Workopia, Inc.
This helps a great deal for
sorting, identifying, and cleaning regular Outlook Contacts and Microsoft CRM
Contacts in regular Outlook view.
The following step by step example with screen shots shows
how to perform this.
-
Determine
the Microsoft CRM contact field(s) to display. For this example, we will display the
“Parent Account” field.
To view the list of available fields, open up any Microsoft CRM contact in Outlook contact view, then click on the “All Fields” tab:
Note: You can update these fields in the Outlook Contact form, so be careful.
-
Launch
Microsoft Outlook 2003 >> Go Menu >> Contacts
-
View
>> Arrange By >> Current View >> Customize Current View…
-
Click
on “Fields…” button
-
Click
on “New Field…” button
-
Enter
“Parent Account” in the Name field and click “OK” button
Note: Enter the exact field name as listed on Step 1.
-
Position
the “Parent Account” field using the “Move Up” or “Move Down” button, then
click “OK” button when done; Click “OK” button again at the next window
“Customize View..”
-
Observe
that “Parent Account” value is displaying in the Outlook Contact view for
the CRM contacts. Enjoy.
Frank Lee is the President of Workopia, Inc. - Microsoft CRM certified specialist serving small to medium
businesses. Frank has been actively involved with Microsoft CRM implementations since Microsoft
CRM v1.0 Beta.
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