Microsoft Dynamics® CRM Training

Basic Personalization 01

Video Details

Microsoft Dynamics CRM Online 2011 has personalization features that allow users to navigate quickly to the records and views they use most often.

This video demonstrates the “Recently viewed pages and views” folder and the “Shortcut Menu for Views and Records”. It also demonstrates how to jump directly from an open record to another record of the same type without using the navigation pane.

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