Set Workplace pane options

Can I do this task?

You can select which areas and record types are displayed in the Navigation Pane when you view your Workplace. By default, the My Work area and the Customers area appear in the Navigation Pane in both Microsoft Dynamics CRM Online and Microsoft Dynamics CRM Online for Outlook.

1. Under Workplace, click the Personalize Workplace link.

   - OR -

   In Outlook, on the CRM menu, click Options.

2. In the Set Personal Options dialog box, on the Workplace tab, select the areas you want to display. The Preview pane displays each area and its sub-areas.
   • Sales

     This area displays marketing list A list of accounts, contacts, or leads that matches a specific set of criteria., orders Confirmed requests for delivery of goods or services based on specified terms. An order is a quote that has been accepted by a customer., invoices Orders that have been billed. An invoice is also a record of a sale to a customer, including details about the products or services purchased., leads Potential customers who must be qualified or disqualified as sales opportunities. If a lead is qualified, it can be converted to an opportunity, account, and/or contact., opportunity A potential revenue-generating event or sale to an account that needs to be tracked through a sales process to completion., and quotes Formal offers for products or services, proposed at specific prices and related payment terms, which are sent to opportunities, accounts, or contacts..

   • Marketing

     This area displays marketing lists, campaigns Marketing programs that use many communication vehicles to accomplish specific results. For example, using advertisements and direct mail to increase market share, introduce new products, or retain customers., and quick campaigns Communication methods that create a single activity for distribution to a group of accounts, contacts, or leads, or to a single marketing list. Contrast with campaigns, which support end-to-end marketing programs that have multiple activities..

   • Service

     This area displays cases Customer service issues or problems reported by customers and the activities that customer service representatives use to resolve them., contracts Agreements to provide support during specified coverage dates or for a specified number of cases or length of time. When customers contact customer service, the level of support they receive is determined by their contract., and the knowledge base A feature in Microsoft Dynamics CRM Online that provides a process for drafting, submitting, reviewing, and publishing articles about an organization's products and services. Users with manager-level security roles can approve, reject, add comments to, and unpublish articles that are submitted for review..

   • Scheduling

     This area displays the Service calendar.

     The option to select this area is not available in the Microsoft Dynamics CRM Online for Outlook, but the area displays.

3. To save your changes and close the dialog box, click OK.

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