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


Errors in Microsoft CRM

Use Case Corner—Navigation to Other Resources Through a Simple Quick Launch Customization


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 ...

Get Special Edition Using® Microsoft® CRM now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.