April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Top Menu Options for Accounts
After you save your record, you are presented with new top navigation menu options, as shown in Figure 6.6, presented as a chevron drop-down near the newly saved account name in the top navigation. Here is where you will go to work with related records, and view record particulars such as audit history.
FIGURE 6.6 Top navigation bar options for Account.
By default, these options include
Activities—The ability to add new Activities to the Account
Contacts—Associate additional Contacts
Connections—Create associations ...
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