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Wednesday, 09 March 2016 00:00

CRM 2016 Improves Navigation Functionality

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The main navigation in the CRM 2016 ribbon not only altered its look, it also made functional changes, vastly improving the end user experience. The Main Menu Button now replaces the CRM logo. Clicking this button enables the user to switch between each of the functional areas without waiting for the page to reload. 

NavigationinCRM1

 

To add, a functional area can be selected where sub-areas are neatly organized in rows by category to easily view and select from. The fluid transition and absence of endless scrolling make for ease of navigation.

NavigationinCRM2

 

A sleek button, aptly referred to as MRU (Most Recently Used) presents the user with up to 30 of their MRU Records and Views.

NavigationinCRM3

 

A user can also pin any of the listed records or views, ensuring they will not be recycled. Conversely, these same records can be unpinned, should ease of access no longer be necesary. 

NavigationinCRM4

 

If you are coming from using CRM 2015, you'll notice the remainder of the main navigational buttons are what have evolved over the last couple of updates. 

NavigationinCRM5

 

In case you need a refresher- Quick Create offers an array of "short" forms to quickly create new records; Global Find allows for cross entity searching; and Advanced Find provides for the filtering of data by specified criteria.

To learn more about how Microsoft Dynamics CRM can improve efficiencies for your organization, visit us at www.websan.com

 

Stacey Mancuso, CRM Certified Application Specialist , WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence

Published in Dynamics CRM

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With Dynamics CRM 2016’s release, Microsoft aims to improve on supplying intelligent customer engagement solutions that are personalized, proactive and predictive. The release will focus on creating a single, unified user experience that promises to eliminate distractions people face by bouncing from application to application. To supplement this new release, WebSan will offer the “Top 5 Notable Features in Microsoft Dynamics CRM 2016” webinar on Thursday, January 21, 2016 at 11:00 AM EST.

The free 30-minute webinar will offer attendees a glimpse of the benefits of upgrading to CRM 2016, the system’s new features that promote an improved end-user experience, as well as key new features for administrators or customizers of the system.

Attendees will gain more information about CRM 2016’s new interactive service hub, changes to the Excel export feature, new functions for Fields, Business Rules and Advanced Find and improvements to the system’s navigation.

Register today to reserve your spot for Microsoft Dynamics CRM 2016 webinar!

Click here to register for Dynamics CRM 2016 webinar on Jan.21, 2016 at 11:00 AM EST

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Dynamics CRM