Exploring Dynamics CE Focused View: Streamlining Task Management and Record Navigation

In Dynamics CRM (now known as Dynamics 365 Customer Engagement), a "view" refers to a customizable, filtered list of records within a particular entity. It's a way to organize and present data based on specific criteria, allowing users to quickly access and work with the information they need.

Benefits of View:

• Personalized Experience  : Views in Dynamics CRM can be customized to display information relevant to individual customers. For example, a customer may have a view showing their current orders, service requests, or account details.
• Access to Information  : Customers can quickly access the information they need without having to sift through irrelevant data. Views can be filtered to display only the records pertinent to the customer's interaction with the company.
• Enhanced Communication  : By having access to relevant data through views, customers can communicate more effectively with the business. They can reference specific details during interactions, leading to more productive conversations and faster issue resolution.
• Self-Service Capabilities  : Views empower customers to perform self-service tasks such as tracking orders, viewing invoices, or updating their contact information. This reduces the burden on customer support teams and enhances customer satisfaction.

In the Dynamics CE realm, Microsoft offers a new feature aimed at enhancing the business and customer experience, known as the Focused View. This view enables sellers to efficiently view and manage their CRM records and associated activities all on one page. By consolidating relevant information, this view streamlines tasks for sellers, saving them time typically spent navigating between multiple pages. Additionally, it facilitates improved task organization and prioritization, empowering sellers to manage their workload more effectively.

The Focused View in Dynamics CE is divided into several sections:

• Switch View and Command Bar: Users can switch between the Focused View and the List View using the Read Only Grid option. The Command Bar facilitates bulk actions on multiple records.
• Work List Actions  : Users can search, filter, and sort records within the Work List, with options to customize views and create advanced filters for refined content display. Advanced filters allow for precise conditions. Users can also select multiple records for bulk actions
• Refresh and Settings  : Options for list refresh and configuring the Work List Card are available through the settings menu.
• Records List  : Displays all records for the selected entity in card format, allowing users to perform and complete activities. Each card includes information like record name, primary contact, and next best action.
• Next Best Actions  : Shows the top two activities with the latest due date, allowing users to complete actions directly from the card.
• No Action Items  : Displays relevant information when no action items are available for a record.
• Predictive Scoring  : If enabled, displays lead or opportunity scores for prioritization.
• Record Details  : Users can view detailed information of a record directly within the Work List.

In summary, The Focused View provides a comprehensive and efficient interface for managing CRM records and tasks, enhancing user productivity and facilitating streamlined workflow processes.