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CRM Toolbar Ribbon

After the release of V3C, where we ‘ribbonized’ the CRM toolbar in the new Office 2007 Ribbon, I’ve been getting questions about why the CRM ribbon chunk appears in once place, but not in others. More often than not, this behavior is by design. To set the record straight, here’s where users will get to see the ribbon.

For Appointments, Tasks, and Contacts:

The CRM ribbon chunk is only available in the default folder of the default store. This includes sub-folders of the default folder.

For example, in the case of contacts, you will only see the CRM ribbon chunk if you are either in the “Contacts” folder or any sub-folders under “Contacts.”

For E-mails:

The CRM ribbon chunk will be available for emails in any folder of the default store. This means you will get the CRM ribbon chunk no matter how you organize your e-mails in your default store (typically Exchange).

However, an exception to this is Deleted Items, where no ribbon will appear.

Michael Lu

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Categories: Microsoft Dynamics
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