Working with the Reading Pane

Written By: Jim Scarff

from February 14, 2013

Microsoft Dynamics CRM 2011 extends the familiar Microsoft Office Outlook reading pane to most entities within the Microsoft Dynamics CRM Outlook client.  For each entity, the reading pane can be placed to the left, right, or at the bottom of the window.  There is also an option to turn the reading pane off.  However, the Off setting only persists for the current session.   When reopening Outlook the pane is back on.  These placement settings are under the View section of the menu ribbon.

Within the reading pane, each tab on the Microsoft Dynamics CRM entity form is represented as a section with a blue caption. Users can click and drag these headings to rearrange the pane to suit individual preferences. Because the reading pane is an Outlook form and not a Microsoft Dynamics CRM form, it cannot be modified like Microsoft Dynamics CRM forms.  Each section of the reading pane will display all of the fields in the corresponding tab in the order of appearance on the tab.  The only way to modify the reading pane is to modify the form.  Also note, the reading pane is not subject to scripting modifications on the form.  If using scripting to conditionally modify the form, those modifications will not display in the reading pane.

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