Enabling Your Customizations
To enable your customizations, in the Navigation Pane, click
Settings, click
Administration, and then click
System Settings. Select the
Customization tab. In the
Custom menus and toolbars area, set the
Clients value to include the clients to enable custom controls. You can select any combination of clients.
The available clients are as follows:
- Outlook (Microsoft Dynamics CRM for Microsoft Office Outlook)
- Outlook Offline (Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access)
- Web Application
The
Custom menus and toolbars setting is used as a performance optimization. When there are no client extensions to be rendered, no clients should be selected.