Microsoft Dynamics CRM 2013 Navigation Review

Microsoft Dynamics CRM Webcast Series

Wednesday, April 30, 2014 @ 12:00 PM EDT

Summary

One of the huge difference between Microsoft Dynamics CRM 2011 and 2013 is page and menu navigation. In CRM 2011, navigation is done through a left navigation column and a ribbon menu. CRM 2013, by contrast, is more user friendly, but with no left navigation and no ribbon menu, users must learn to use drop down in the upper left part of the interface to get where they need to go - if they can find it!

Join Dynamics CRM veteran Henry McCallum for a realistic exploration of the navigation improvements and challenges of CRM 2013 based on customer experiences.  This interactive session will explore:

  • CRM Navigation Basics and premise: why is it the way it is
  • CRM Navigation Optimization: what navigation do I need where
  • CRM Navigation Enhancements and Tools
    • Ribbon Workbench
    • QuickView Menu
  • CRM Personal Navigation & other changes:  Why we need it

Special Offer: Dynamics CRM customers and prospects who register for this session will be eligible to be selected for a free consultation on their CRM 2013 navigation and functionality needs. The audit and design process, which would be done in a non-production environment only, includes up to 2 hours of audit time which will include shadowed review of their current system, audit documentation, and suggested changes. The audit findings may then be featured in the second public webcast session in the series (with permission of the organization and with identifying data removed) for educational purposes. Upon the completion of session two we will spend up to an additional 2 hours finishing the navigation update and provide the installation method recommendations to the individual. 

Speakers

Senior Consultant, TCS Enteprise Solutions
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