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Chapter 6. Home Page, Workplace, and Navigation

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.”


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