As you may already know, an update to Dynamics CRM Online was recently released. Spring 2015 update, as it’s officially called, brought with it some changes to the general user interface that users should be aware of. Though not drastic, they do affect how menu items look and where some commonly used functions are located. So, in this blog I want to point out a few of the most important changes and show you how they compare to previous versions of Microsoft Dynamics CRM Online.
The Main Menu and Work Area
How it looks in the latest version of CRM Online
How it looked in earlier versions of Dynamics CRM Online
Comparing the two images above, the main differences you will notice are:
Instead of clicking on the Microsoft Dynamics CRM logo in order to access the main menu, you will now click the button next to the name “Microsoft Dynamics CRM” that has three short horizontal lines stacked on top of one another.
You can still move between the main work areas in Dynamics CRM Online by clicking on one of the large tiles that appear after you click the menu button I mentioned above. These tiles will look very similar to previous versions, they just have a new color scheme.
Once you click one of these tiles to open a main work area, you will now see a new drop-down menu open up like the one shown above that lists all the associated tasks and records. From there, you can navigate wherever you need to go within the system.
Quick Access Items
The latest release of Microsoft Dynamics CRM Online makes some frequently used items constantly available on the toolbar, no matter which section of the customer relationship management system you’re working in. Some of these items include Recently Used, Quick Create, a search bar, advanced find and options that relate to the type of CRM account you are using. See the screenshot above to learn what each of these new icons look like. With these frequently used items being more readily available in the latest release of Dynamics CRM Online you can spend less time navigating menus and searching for what you need and more time getting work done.
I hope these descriptions have helped you see that the latest user interface changes to Dynamics CRM Online are nothing to be afraid of. For more information on these changes and to see them in action, .
If you’d like to learn more about Microsoft Dynamics CRM and how it can help your business succeed, please .
If you have questions any of the material I’ve covered in this blog post or would like to learn more about whether Microsoft Dynamics CRM is the right option for your business, please feel free to leave a comment below or , so that we may discuss your specific needs.
By: Laura Heinbockel, Intelligent Technologies Inc., a North Carolina Microsoft Dynamics CRM reseller
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Cookie settingsACCEPT
Privacy & Cookies Policy
Privacy Overview
This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
