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Microsoft Dynamics CRM 2013 Quick Reference Menu Guide January 21, 2014

Posted by Ivor's Window to the IT and CRM World in CRM 2013, Microsoft CRM, Microsoft CRM 2013, Microsoft Dynamics CRM, XRM.

We all like new stuff, especially me, and having worked with CRM since version 3.0 I have seen many menu and UI changes. The new CRM 2013 menu system is relatively easy for us old hands to use as we can remember where everything was located and find it quickly, however for new or occasional users of the system it is sometimes challenging to jump to the correct location straight away.
To help all of you I have therefore created a Quick Reference Menu Guide in alphabetical order of all basic functions in the system with the appropriate second and third level menu buttons showing where this functionality can be found.

Menu guide

It looks like this:


You can download the full document from here: http://sdrv.ms/1dP0PmW
Obviously if you add custom entities to CRM you will need to update your own list with the appropriate items in the correct menu locations.
I hope this will be helpful for all of you, please feel free to share the link to this blog.



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