Send or Copy a Shortcut
Only another Microsoft Dynamics CRM user who has permission to see the view or the record will be able to open the record.
Send or copy a shortcut to a record
Can I do this task?
This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions
You can send a shortcut to a specific record or group of selected records in Microsoft Dynamics CRM in an e-mail message to any user.
This feature does not use Microsoft Dynamics CRM e-mail; it uses your default Microsoft Internet Explorer e-mail. If the person receiving the e-mail does not have permissions to the view, they will receive an error. Not all views are available. No activity is created for this action.
You can also copy the shortcut and paste it into any document.
1. In the list of records, select the record that you want.
Or, select multiple records
Select several records by pressing the CTRL key while you click each record.
Select a sequence of records by clicking the first record that you want, and then press the SHIFT key while you select the last record that you want.
Select all records on the page by selecting the Select/clear all records on this page check box at the top of the list.
By default, the Microsoft Dynamics CRM Web application displays 50 records per page. You can increase the number of records displayed and thereby increase the number of records you can select at one time. To display up to a maximum of 250 records per page:
4. On the Tools menu, click Options.
5. On the General tab, in the Records Per Page list, select the number of records to display per page.
6. Click OK.
This changes the number of items that is displayed for all lists, which may slow response time when you switch record types. Therefore, you might want to set it back to a smaller number when you are done with this bulk action.
Do one of the following:
Send a shortcut in an e-mail
. On the Actions toolbar, click Send Shortcut, and then click Of Selected Item. a. Complete the e-mail form and send.
Tip: If you are working in Microsoft Dynamics CRM for Outlook and you want to track this e-mail, you can
54 Microsoft Dynamics CRM 4.0 User’s Guide
use Track in CRM.
Copy a shortcut
. On the Actions toolbar, click Copy Shortcut, and then click Of Selected Item. a. Paste the shortcut into any application that supports copy and paste. For example, in Microsoft
Office Word, press CTRL+V.
Important
The shortcut is not a snapshot of the data, but a link to the live data.
Send or copy a shortcut to a view
Can I do this task?
This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions
You can send a shortcut to a specific saved view in Microsoft Dynamics CRM in an e-mail message to any user.
This feature does not use Microsoft Dynamics CRM e-mail; it uses your default Microsoft Internet Explorer e-mail. If the person receiving the e-mail does not have permissions to the view, they will receive an error. Not all views are available. No activity is created for this action.
You can also copy the shortcut and paste it into any document.
Pages that you cannot e-mail or copy
Contract Template list
Article list
In any available, saved view, do one of the following:
Send a shortcut in an e-mail a. On the Actions toolbar, click Send Shortcut, and then click Of Current View. b. Complete the e-mail form and send.
Tip: If you are working in Microsoft Dynamics CRM for Outlook and you want to track this e-mail, you can use Track in CRM.
Copy a shortcut a. On the Actions toolbar, click Copy Shortcut, and then click Of Current View. b. Paste the shortcut into any application that supports copy and paste. For example, in Microsoft
Office Word, press CTRL+V.
Important
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