There are some core concepts to understand about navigating Microsoft Dynamics CRM 2013. If you have experience using Microsoft Office applications, you will find the interface very familiar. Here are the basic concepts:
The command bar at the very top of the screen controls the entire navigation of CRM. The hierarchy of the navigation goes from left to right. Therefore, the user selects the area of the application they want to go to (e.g.Sales, Marketing, or Service), and then selects which type of record. What appears on the command bar is controlled by the access levels specified under security roles, as well as the site map, both of which may be modified by the system administrator.
b. Recently Visited
Selecting a button on the command bar takes the users to that area of the application (e.g. Accounts). Selecting the arrow to the right of the command, provides the user a list of records the user recently accessed.
c. Local Commands
Below the command bar, you also have local commands related to the specific area of the application you are currently viewing. The top 5 commands are listed on the bar, and more commands are found by clicking the ellipses button to the right.
When you access Microsoft Dynamics CRM, the home page is the first page you see. You can also return to the home page at any time by clicking the Home button at the top of the screen. Users can change their home page in personal options.
e. Quick Create
The plus sign on the command bar is called Quick Create, and it enables you to quickly create records. The Quick Create is great for multi-tasking because it gives you an overlay screen where you can create a new record. It doesn’t navigate you away from what you were working on, and the Quick Create uses its own form. The Quick Create form should be a sub-set of fields and only the most crucial fields should be on the Quick Create form. Activities do not have a Quick Create form, and they will always use the full form.
The white plus sign is how you start the Quick Create and can be found on the top blue navigation bar.
Whenever you are looking at a list of data, it is always displayed as a grid view. The grid views throughout Microsoft Dynamics CRM have common functionality, including:
- The ability to select one or more records to complete an action
- The ability to sort, filter, and search the data
- The ability to analyze the data with in-line charts
When you are looking at a grid view in the web client, you have the option to pin a view so that when you return back to the area the pinned view will open by default. Similarly in the Outlook client you can also pin views. One difference between the web client and outlook client is that in the outlook client you can pin more than one view open.
More on how to use the grid view can be found under searching CRM.
Though not visible by default, inline charts provide actionable information on the data you are viewing. To see inline charts, click on the charts title bar on the far right. Charts are interactive; for instance, you can drill down into a chart to filter the data in the grid view.
Learn more about building and using in-line charts.
On the top right, clicking the gear icon allows users to set their personal options in CRM 2013.