Module 2 - Navigating D365 Flashcards
Navigating Sales, Customer Service & Marketing
Can you pin recent views?
Yes
Describe the difference between recently viewed next to an entity and the recently viewed items?
First case, only looking at records accessed for that entity. Recently viewed items, can see all recent items and views - not limited to just that entity.
What is the header at the very top called?
Navigation bar
What are the 2 types of global searches?
Relevance search or categorized search (based on activities vs. products) makes it easier to find things. You can “filter with” on the right even more in a categorized search.
What is the new or plus icon?
A quick create feature to create certain activities or record types.
Do you have to do a lot of clicking around in the application to add new accounts, contacts, cases, opportunities or other entities (record types)?
No
What is the advanced find feature?
Ability to find items using advanced find functionalities.
What are bread crumbs?
Navigation bar has bread crumbs, which gives you the ability to navigate quicker. You can quickly click back to a prior view.
What is the difference between the navigation bar and the command bar?
Command bar - actions that we can take against records we are looking at in a view.
What do views allow you to do?
Allow you to look at records related to that entity or record type.
With the command bar, you have several different actions that you can perform against one or more records?
True
The actions available on the command bar change depending on whether you have no or multiple records selected.
True
What is the tab selector in the form?
Allows you to jump down to each section without scrolling down.
Can you expand and collapse tabs in a form? Why?
Yes. Makes it easier to focus on the fields in a specific section.
What is a sub-grid on a form?
Allows us to show the association between the account and other record types in the system.
