Microsoft Dynamics CRM 2011 Productivity Tips

If you’re new to using Microsoft Dynamics CRM, here are a couple of my favorite time-saving short cuts which will help increase your productivity.  When using CRM from your web browser, you can access a shortcut menu from each heading in the navigation section — hover and then click on the arrow to open the view.  This menu will display your views and recently visited records.  Simply click to open a record or view — no need to search!  It’s a real timesaver when you want to work on a record that had been recently been opened.

Next, located at the top to the right of the navigation bar, you will find a folder icon which stores all of your recently viewed items.  This feature includes the ability to save or ’pin’ views or records you use frequently.  Simply click to activate the push pin icon and the selected record(s) will remain in the recently viewed list.  Easily access your favorite records in CRM using the pinning feature and save time.  Enjoy!  

 


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