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I configured CRM in outlook express , but unable to get "customize" menu in outlook MenuBar.
How to add it to Outlook.
Thanks in advance
This question already has an answer here: I configured CRM in outlook express , but unable to get "customize" menu in outlook MenuBar. How to add it to Outlook. Thanks in advance |
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I believe that you asked a very similar question recently right here. Just in case you've managed to get totally confused (who hasn't, right?) I'm reposting my answer. It's supposed to be at Settings > Customizations > Customize the System. A new window will pop up. There, you go Entities > Lead > whatever-you-need-to-customize. May I also suggest that prior to that, you'll create a solution (which involves creating a solution provided)? It may seem as an unnecessary step but will pay off in the long run. You'll be able to package your changes and distribute then easier. Straight off, I can think of two gotchas, though. In order to customize, you'll need to:
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