Is there a quick way to access frequenty used records?
Posted on 26th June 2017 at 19:59
As well as being able to quickly access recently used records or views, with Microsoft Dynamics CRM 2016 you can "pin" your favourites for quick access.
To see a list of recently accessed records and views, click on the icon on the navigation menu (a bit like a clock face).
To "pin" your favourites or frequently used records to the top of the list, hove over the entry and then click on the pin. The entry will then remain above the line until you unpin it.
This can be done for both Recent Views and Recent Records, and is specific to each users so you really can have your own favourites to hand when you need them.
Tagged as: Navigation
Share this post: