Get rid of the annoying popup when you copy a link in MS CRM
Posted by Ron Harris on Wed, Feb 01, 2012
When you want to send an email to someone in your organization asking them to take a look at a particular account or opportunity or contact record, there's an easy way to do it in Microsoft Dynamics CRM, MS CRM. You simply open the record you want to refer to and click the button on the ribbon that says "Copy a Link". Now you can paste the URL into an email and the recipient, assuming they are a CRM user, can click the link to open the record. Simple and easy.
Most of our clients get an annoying popup that asks their permission to allow MS CRM to copy data to the clipboard. I did a video for a client today where I had to use the copy a link option several times and the popup became a real pain. You've seen it.
You can change a setting on your internet options that makes this popup disappear. It's simple to do and saves you a bunch of extra clicks if you use this feature in MS CRM or through any program that wants to save data to the clipboard. Here's what you do. Open a browser, I'm using IE 9. Click on the Tools | Internet Options menu and open this screen. Click on the Security tab. Then click on the Customize button.
When you click on the Custom level, you will see the following screen. This is the security settings for Internet Explorer. Scroll down to the Scripting branch and look for the "Allow Programmatic clipboard access option. Under that you will see the choice to Enable the option. Click Enable and then click Ok to save your changes.
You have told your computer that any time a program wants to copy data to the clipboard that it is okay with you. You don't have to click the nag screen to make this happen.
For those of us who are using MS CRM to be able to get more done in a day, this simple change will lower the number of clicks per day. Let me know if you like this tip. Thanks.