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Chapter 6. Home Page, Workplace, and Navigation > Microsoft CRM Navigation Map

Microsoft CRM Navigation Map

Now that we have a feel for the major navigation components, let's study the overall navigation map of the application, shown in Table 6.1.

Table 6.1. The Microsoft CRM navigation map.
AreaSub-AreaSectionSub-SectionRecord Level
Home    
 Home   
 Settings   
  Business Unit Settings  
   Business Units 
    Information
    Organization (Users, Business Units, Teams)
   Teams 
    Information
    Members (Users)
   Queues 
   Users 
   Security Roles 
  Template Manager  
   Contract Templates 
   Email Templates 
   Knowledge Base Templates
  Subject Manager  
  System Customization  
   System Settings 
   Auto-Numbering 
   Fiscal Year Settings 
   Record Management 
 Customize Form   
    Customize Preview
    Create a New View
    Set Default View
    Edit Associated View
    Edit Advance Find View
  Sales Territory Manager  
    Information
    Members
  Announcements  
  Product Catalog  
   Discount Lists 
    Information
    Discounts
   Unit Groups 
   Information 
   Units 
   Price Lists 
    Information
    Price List Items
   Products 
    Information
    Substitutes
    Price List Items
    Sales Literature
    Competitors
    Notes
Workplace    
 Workplace   
 Calendar   
 Activities   
 Knowledge Base   
Sales    
 Leads   
    Information
    Activities
    Notes
 Opportunities   
    Information
    Products
    Other Contacts
    Sales (Quotes, Orders, Invoices)
    Competitors
    Activities (Sales Process)
    Notes
 Accounts   
    Information
    Addresses
    Sales (Opportunities, Quotes, Orders, Invoices)
    Cases
    Activities
    Sub-Accounts
    Contacts
    Notes
    Contracts
 Contacts   
    Information
    Addresses
    Sales (Opportunities, Quotes, Orders, Invoices)
    Cases
    Activities
    Notes
    Contracts
 Competitors   
    Information (Analysis)
    Opportunities
    Products
    Sales Literature
    Notes
 Products  Same as above
 Sales Literature   
    Information
    Documents
    Competitors
    Products
 Quotes   
    Information
    Products
    Other Contacts
    Activities
    Notes
 Orders   
    Information
    Products
    Other Contacts
    Activities
    Notes
 Invoices   
    Information
    Products
    Other Contacts
    Activities
    Notes
Service    
 Cases   
    Information
    Activities
    Notes
 Accounts  Same as above
 Contacts  Same as above
 KB Manager  KB Articles
 Contracts   
    Information
    Contract Lines
    Cases
    Activities
    Notes
 Products  Same as above
Reports    
 Sales Reports  List of Sales Reports
 Service Reports  List of Service Reports
 Admin Reports  List of Administrative Reports



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