Create your CRM website in Microsoft Edge

Microsoft Edge Adding Trusted Sites In the Internet Properties window, click the Security tab. Select the Trusted sites entry and click the Sites button. Enter the address for the trusted website in the Add this website to the zone text field. Click the Add button, then click OK to save the website addition.

Alternatively, you can any website by going to the top corner of the browser and select Settings and more Apps this site as an app. Once the application is installed, it will appear under edge://apps.

Dynamics 365 CRM seamlessly integrates with Microsoft tools, including other Dynamics 365 apps and all of the Microsoft 365 apps. For example, with Dynamics 365ʼs integration to Outlook, you can view existing customer information, sales activities, cases, and opportunity information in Outlook.

In Microsoft Edge, create a desktop shortcut by right-clicking on the desktop, selecting Shortcut, and pasting in the URL.

Step 1: Open Microsoft Edge browser. Click on your account, which is at the Top Right Corner and beside to the Three Horizontal dots as shown in the below picture. In the below image, you can see CRM Dev, CRM Test and CRM UAT Profiles, which i have already created.

Visit a website in Microsoft Edge. In the corner of the address bar, select the Lock , Info , or Dangerous icon and select Site permissions. Next to Location, choose Ask (default), Allow, or Block from the list.

How can I pin my favorite sites to my taskbar? To start, click on the Edge toolbar (three dot menu) select ʼMore toolsʼ then select ʼLaunch taskbar pinning wizard. ʼ

Add a site to my favorites in Microsoft Edge Open Microsoft Edge and go to the site you want to add to your favorites. Select the Add this page to favorites button in the address bar. Rename the favorite (if you want to) and/or choose a different folder to save it in, and then select Done.