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Preact CRM - Microsoft Dynamics UK Gold Partner

Previewing New CRM Navigation for Microsoft Dynamics

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The Microsoft Dynamics CRM navigation menu is changing!

During Convergence 2015, Microsoft unveiled a refreshed navigation for Dynamics CRM with the release of CRM 2015 Update 1 in Q2 2015.

Also, for the first time database administrators can personalize the colour scheme of their database!

In CRM 2015 Microsoft added global search and advanced find to the navigation bar.

Now, CRM 2015 Update 1 (Spring 15) features more enhancements:

crm-nav-15

To highlight 5 of these updates:

CRM Navigation Controls

Since CRM 2013 was released users have needed to scroll through menus before selecting a tile.

If numerous options exist within a menu group this could prove a laborious process.

That's especially so in the marketing section if Dynamics CRM is integrated with a marketing automation platform such as dotmailer or Click Dimensions which involves  adding many extra entities to the CRM menu.

In CRM 2015 Update 1 the user interface is made easier to navigate as the individual tiles are shrunk so they now appear in a single drop down panel arranged in categories.

That's sure to improve the user experience and prove a time-saving enhancement!

nav-top

Area Switch Module

switch-act

A new 'hamburger' style icon replaces the current Microsoft Dynamics CRM logo to switch between the main navigation sections, e.g. workspace, sales & settings.

The major benefit of this update means that users can switch between these sections in a single click without having to wait for the page to reload!

Most Recently Used Items

globalmru

Last seen in CRM 2011, a Most Recently Used icon is added to the navigation menu in Update 1 (Spring 15).

Users can pin frequently accessed CRM records and views and click this button to open the list which also features recently viewed records.

recently

CRM Themes

Update 1 for CRM 2015 adds a new option for administrators to customize their database color scheme.

This includes replacing the Microsoft Dynamics CRM text with your logo and creating bespoke CRM themes:

new-nav

New logos can be uploaded that are sized roughly 400px x 50px.

A customised logo can be uploaded as part of a bespoke CRM theme to define colours for the navigation bar, header, mouse hove, selected links and more items.

CRM themes are not designed to dramatically alter the CRM user interface but these new options give organisations greater scope to personalise their database and bring it in line with their own branding.

New themes can be built from scratch or adapt a sample record. Individual themes can be previewed before publishing.

Demonstrating the New CRM Navigation

About Preact

As one of the UK's top rated Microsoft Gold partners Preact will help you gain maximum value from Dynamics CRM.

We’ll help you plan the next phase of your implementation, broaden your CRM user skills, answer your support questions and help you leverage more from Microsoft Dynamics CRM.

A Gold partner since 2010, we are one of a select group of partners that have met Microsoft’s stringent criteria to earn this highest CRM and Cloud competency.

Learn more about Preact.

by Preact CRM

One Response to “Previewing New CRM Navigation for Microsoft Dynamics”

  1. Waqar says:

    Hey I do like CRM Navigation Controls. Thanks for sharing though.

 

 
 
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