CRM 2015

11Feb

Navigating CRM 2015

Navigating CRM 2015 is quite different for users familiar with CRM 4.0 or 2011.  Have you ever been in a CRM window and notice the browser’s back button isn’t there?

When training new users, I often hear people concerned about not seeing the back button and feeling stuck.

Missing the Back Button

The developer behind this loves “where’s waldo”

 

Luckily this is very easy to handle.  To go back, you can use a keyboard shortcut of “[alt] + [left arrow]”.  Pretty easy.

If you want to try it yourself, open a record via Advanced Find and then click a related record.  To get back to the record you first opened, you can hold [alt] and press the [left arrow] key to browse back.

Between the advanced find in the ribbon and the global search feature, users will easily be able to quickly find what they are looking for.  With this shortcut, users won’t ever feel stuck and will enjoy navigation CRM 2015.

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