Archive for the ‘CRM 2016’ Category

CRM 2016 back button built-in within record

December 11, 2015 Leave a comment

As many of as come across the situation where we have to go back to previous screen from the current record. In order to that in crm 2011/2013/2015 we have to click on browser back button. But in crm 2016 there is a “X” in the top right corner of the record by clicking on it, it takes you to the previous screen that you were working.  This works even if you opened any record from subgrid/lookup, By clicking “X” button in opened record it takes you to the parent record.  This button works taking you up to list view as there is no “X” button in list view if you want to go beyond this then you have to use browser back button. I tried multi level like going from account ->case subgrid record -> case-> case primary record lookup->opening contact owner and by clicking this button it took me back up to account list view. Really its a cool future and will avoid multiple clicks that we used to do in the past



Categories: CRM 2016