Microsoft Dynamics® CRM Training

Navigating Microsoft Dynamics CRM

Video Details
Welcome to Navigating Microsoft Dynamics CRM. This video will go over navigation within CRM, covering the main things you'll need to know to start making use of the product. When you log in, you'll be taken to your home page, which consists of your default dashboard. The dashboard that shows up upon login is determined by your role, but can be customized if desired. Along the top of the screen, you'll see a navy blue navigation bar. Let's start by going over what you can do here. On the far left side of the navigation bar, you'll see a grid icon. Clicking this icon will open a new window with your Office 365 subscription; here is where you can download CRM add-ons, and change settings for all of your Office products. Regardless of where you are within the product, clicking the Microsoft Dynamics CRM logo in the upper left corner of the screen will take you back to your home page. Clicking the menu icon, which just looks like three horizontal bars, will show you tiles for the different modules within CRM: Sales, Service, and Marketing, as well as tiles for Settings and the Help Center. After clicking the name of the desired modules, category headers and section names will appear; click on the section name for the area you wish to open. Regardless of the section you open, you will likely see some blue hyperlinks on the page that appears. These blue hyperlinks are direct links to the item listed, be it an account, a contact, a task, or something else. Clicking a blue hyperlink will take you directly to that record within CRM. It's important to note that the record will open in the same window. If you wish, however, to open a record in a new browser window, click to open the record like you did before, and then click the corner arrow icon to pull that record out into a separate window. When you click that icon, not only will the new window open with that record, but the original window will take you back to the page you had previously been on, so you'll have both pages open. While we've got this record open, take a look at this - it looks like a smaller version of the menu icon, with a dropdown triangle next to it. This is a tabs menu. You'll notice if I scroll down on this record, there are blue hyperlinks for tabs that I can expand and collapse by clicking on them; the tabs menu is another way to access these tabs. Simply click the icon and select the desired tab from the dropdown menu. Okay, so back to the navigation bar. To the right of the menu icon, there will always be both a module name and a section name, with down arrows next to each. There may also be a record name, depending how deep within site navigation you are. Clicking the module name, section name, or record name will always take you to that entity. Clicking the down arrow next to each entity, however, will display links to pages that are related to the entity you're working with. Depending on the entity, the links shown will differ. For example, clicking the dropdown for the Service module will show you the same choices that clicking the Sales module tile within the main menu will, while clicking the dropdown for Cases will show you recently viewed cases. The clock icon in the navigation bar is a great way to access sections and records you were recently using; it has two columns - Recent Views and Recent Records, both of which you can click the thumbtack icon next to any item to pin it so it always shows up in that list. The benefit to this is that it saves you time searching or clicking through CRM to find records or pages you use on a regular basis. Of course, you can unpin items from this list as well. For example, if you're regularly working with a specific client to onboard them for 6 months, you can pin them to the recent records list during that time to have easy access, then unpin them when you're no longer interacting on such a regular basis. To pin, simply hover over an item and click the thumbtack icon that appears. Click the thumbtack icon again to unpin. The plus icon in the navigation bar allows you to quick create records of any kind, without even leaving the page you're on. Click the icon, choose the record type you'd like to create, enter at least the required information, denoted by red asterisks, and click Save. Upon clicking Save, you'll be taken right back to whatever page you were on before. The Search box in the navigation bar is the Global Search function. Type a search term in this field, click the magnifying glass, and CRM will search all entities for the desired term. This is a really quick way to get the results you need. The filter icon is the Advanced Find field; you can click this icon and a window will open to query CRM. The user name, company, and image icon is where you log out. Click the icon, then click sign out. The gear icon is the Settings menu; here you can update personal settings and do some other useful things, such as click See Welcome Screen to view the screen that pops up upon login. You may have originally checked the box requesting that CRM not show this screen again, and then realized you wanted a closer look at it, so remember you can access this again from the Settings dropdown. Please note that the welcome screen gives a very basic overview of CRM navigation, if you ever need a quick refresher. The last item in the navigation bar is the question mark icon, which will take you to the Help Center. Here, you can search for and view Microsoft's training videos and help content. That covers basic navigation in Microsoft Dynamics CRM! Thanks for watching this video by xRM!
Video Summary
Welcome to Navigating Microsoft Dynamics CRM. This video will go over navigation within CRM, covering the main things you'll need to know to start making use of the product. When you log in, you'll be taken to your home page, which consists of your default dashboard. The dashboard that shows up upon login is determined by your role, but can be customized if desired. Along the top of the screen, you'll see a navy blue navigation bar. Let's start by going over what you can do here. On the far left side of the navigation bar, you'll see a grid icon. Clicking this icon will open a new window with your Office 365 subscription; here is where you can download CRM add-ons, and change settings for all of your Office products. Regardless of where you are within the product, clicking the Microsoft Dynamics CRM logo in the upper left corner of the screen will take you back to your home page. Clicking the menu icon, which just looks like three horizontal bars, will show you tiles for the different modules within CRM: Sales, Service, and Marketing, as well as tiles for Settings and the Help Center. After clicking the name of the desired modules, category headers and section names will appear; click on the section name for the area you wish to open. Regardless of the section you open, you will likely see some blue hyperlinks on the page that appears. These blue hyperlinks are direct links to the item listed, be it an account, a contact, a task, or something else. Clicking a blue hyperlink will take you directly to that record within CRM. It's important to note that the record will open in the same window. If you wish, however, to open a record in a new browser window, click to open the record like you did before, and then click the corner arrow icon to pull that record out into a separate window. When you click that icon, not only will the new window open with that record, but the original window will take you back to the page you had previously been on, so you'll have both pages open. While we've got this record open, take a look at this - it looks like a smaller version of the menu icon, with a dropdown triangle next to it. This is a tabs menu. You'll notice if I scroll down on this record, there are blue hyperlinks for tabs that I can expand and collapse by clicking on them; the tabs menu is another way to access these tabs. Simply click the icon and select the desired tab from the dropdown menu. Okay, so back to the navigation bar. To the right of the menu icon, there will always be both a module name and a section name, with down arrows next to each. There may also be a record name, depending how deep within site navigation you are. Clicking the module name, section name, or record name will always take you to that entity. Clicking the down arrow next to each entity, however, will display links to pages that are related to the entity you're working with. Depending on the entity, the links shown will differ. For example, clicking the dropdown for the Service module will show you the same choices that clicking the Sales module tile within the main menu will, while clicking the dropdown for Cases will show you recently viewed cases. The clock icon in the navigation bar is a great way to access sections and records you were recently using; it has two columns - Recent Views and Recent Records, both of which you can click the thumbtack icon next to any item to pin it so it always shows up in that list. The benefit to this is that it saves you time searching or clicking through CRM to find records or pages you use on a regular basis. Of course, you can unpin items from this list as well. For example, if you're regularly working with a specific client to onboard them for 6 months, you can pin them to the recent records list during that time to have easy access, then unpin them when you're no longer interacting on such a regular basis. To pin, simply hover over an item and click the thumbtack icon that appears. Click the thumbtack icon again to unpin. The plus icon in the navigation bar allows you to quick create records of any kind, without even leaving the page you're on. Click the icon, choose the record type you'd like to create, enter at least the required information, denoted by red asterisks, and click Save. Upon clicking Save, you'll be taken right back to whatever page you were on before. The Search box in the navigation bar is the Global Search function. Type a search term in this field, click the magnifying glass, and CRM will search all entities for the desired term. This is a really quick way to get the results you need. The filter icon is the Advanced Find field; you can click this icon and a window will open to query CRM. The user name, company, and image icon is where you log out. Click the icon, then click sign out. The gear icon is the Settings menu; here you can update personal settings and do some other useful things, such as click See Welcome Screen to view the screen that pops up upon login. You may have originally checked the box requesting that CRM not show this screen again, and then realized you wanted a closer look at it, so remember you can access this again from the Settings dropdown. Please note that the welcome screen gives a very basic overview of CRM navigation, if you ever need a quick refresher. The last item in the navigation bar is the question mark icon, which will take you to the Help Center. Here, you can search for and view Microsoft's training videos and help content. That covers basic navigation in Microsoft Dynamics CRM! Thanks for watching this video by xRM!

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