Chapter 6. Home Page, Workplace, and Navigation
In this chapter
The Microsoft CRM Homepage
Microsoft CRM Navigation Map
Setting the Miscellaneous User Options
Microsoft CRM Info Views and Searching
Workplace
Errors in Microsoft CRM
Use Case Corner—Navigation to Other Resources Through a Simple Quick Launch Customization
Summary
This chapter covers the Microsoft CRM home page and Workplace screens as well as the key concepts for navigating within Microsoft CRM. Because the look, feel, and operation of the Microsoft CRM Web interface is very similar to that of the Outlook interface, the focus here is on the Web interface. Specific details related to the Outlook interface can be found in Chapter 8, “Microsoft CRM Sales for Outlook.”
The first difference ...
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