Monday, April 21, 2014

Microsoft Dynamics CRM 2013 : Navigation

In microsoft Dynamics CRM 2013, the navigation is totally different from the 2011 version. The user who always use the CRM 4.0 and CRM 2011, it’s a little bit disturbed to navigate between the entity.
In CRM, the main entities were on the left side of the application :

CRM 2011

Now in Microsoft Dynamics CRM 2013, the navigation (Button) is on the top of the screen :

Navigation 1

All the classic module are present, Sales, Service, Marketing and Settings. To choose between the 4 modules, you just have to click on “Microsoft Dynamics CRM” and select the module you want.
In each module, you have specific entities. In Example, Sales entities :

Navigation 2

To see the default entity choosen view, you have to click on “Accounts” for example:

Navigation 5

You can go directly to the last records you recently viewed :

Navigation 3

The most recent records is on the left side.
There is a little house on the navigation bar, if you click on ths button, it will redirect you the default page.

Navigation 4 - Home


If you want to manage the navigation bar, don’t hesitate to use the Site Map Editor from the Toolbox  developped by MVP Tanguy Touzard : ToolBox  for Dynamics CRM 2013 !

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