Special Edition Using® Microsoft® CRM

Use Case Corner—Navigation to Other Resources Through a Simple Quick Launch Customization

Now that we've mastered Microsoft CRM navigation, let's look at an extremely simple customization that can link our employees to other sites they need to access.

With CRM you are always hearing about the concept of the Portal. This refers to one place from which you can access all the information you need. Well, in about 15 minutes a mildly technical person can create a custom page in Microsoft CRM to give users a list of all the relevant links they need to do their jobs, as shown in Figure 6.30. This Quick Launch customization will turn your CRM system into your Employee Portal from which your employees can effortlessly navigate to other internal and external ...