Microsoft Dynamics® CRM Training
Recently Viewed Records
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In Microsoft Dynamics CRM 2013, there is a list of recently viewed records for each entity. This lesson demonstrates two methods for accessing this list.
One is when you hover your cursor over the module label in the navigation bar. Each entity that appears has a dropdown arrow. This arrow drops down the list of recently viewed records of that entity.
The second method is possible as long as the entity that you want to find a recent record for is in the navigational breadcrumb. To clarify, this is when you are looking at a view for the entity or are working with a record of that entity. In the navigation bar, there is a small dropdown arrow next to the entity label. This drops down the list of recently open records.
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.