From the course: Dynamics 365 for Sales Teams
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Find existing records
- [Instructor] I'm a searcher, not a browser, so I love all of the different ways that Dynamics allows us to quickly find information. Let's start up here on the top nav bar, right next to accounts. I can click down on the down arrow, and see all the accounts that I've recently viewed, so this works in all of your views. So, if you're in accounts, if you're in leads, if you're in contacts, you can click on that down arrow and see the ones that you've viewed recently. So also on your top nav is the history button, so you click on the history button, and this is going to show you your recent views. So literally any place that you've been in the CRM, you could go back to that view, and then you could also see your recent records. So, let's compare that again. So if you click the down arrow here, you're going to see your recently viewed accounts, just like where you are, but your history button gives you this overarching view of your views, as well as your records, so you can jump around…
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