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.

Comments

Post a Comment

Popular posts from this blog

Exploring the Differences: Managed vs. Unmanaged Solutions in Dynamics CRM/Dataverse

Image
In Dynamics CRM/Dataverse, solutions are central to Application Lifecycle Management (ALM) , providing a structured way to manage, package, and distribute customizations across environments. Microsoft uses solutions to transfer apps and customizations by exporting them from one Dataverse environment and importing them into another.  Each solution is authored and maintained by a publisher and includes components like Power Apps (canvas and model-driven), flows, entities, forms, connectors, web resources, and configurations—excluding business data. Solutions streamline ALM practices within Microsoft Power Platform. In Dynamics CRM/Dataverse, there are two types of solutions: Managed and Unmanaged . When planning an implementation, it’s important to understand the advantages and disadvantages of each to make an informed decision. Let’s explore both types to determine the best approach for development and deployment. In Dynamics 365 CRM, a managed solution is a fully packaged solution ...
Read more

PCF vs. Web Resources: Choosing the Right Extensibility Tool for Dataverse

Image
Extensibility refers to the ability to be extended or augmented beyond the default capabilities of the platform. This involves customization but also includes more advanced techniques, such as coding, integration with external services, and the use of custom components. In the context of Power Platform and Dynamics CRM, the term "extend behavior" refers to the ability to customize and extend the functionality of the platform to meet specific business needs. Extensibility often requires technical skills, such as coding in JavaScript, C#, or using tools like Azure Logic Apps and Power Automate for complex integrations. Customization  is a subset of extensibility. Customization involves configuring and modifying existing elements within the platform to suit specific business needs. Extensibility, on the other hand, covers a wide range of functions and techniques, including customization and more advanced development and integration tasks, to extend the capabilities of the Power ...
Read more

Effective Strategies for Debugging Plugins in Dynamics CRM

Image
In a recent interview, I was asked about debugging plugins in Dynamics CRM. The interviewer specifically wanted to know my approach to plugin debugging. In response, I mentioned using the Plugin Registration Tool profiler. However, I later realized there are multiple methods to debug plugins in Dynamics CRM/Dataverse, each essential for efficient troubleshooting. Debugging plays a crucial role in development, and having a solid understanding of various debugging approaches can help streamline issue resolution in Dynamics 365. Here, I'll explore different techniques for debugging plugin code. There are below options to use in the plugin in Dynamics CRM/Dataverse ITracingService : In Dynamics CRM plugin development, ITracingService is a service provided within the plugin's execution context that logs information for tracing and debugging. It allows developers to capture real-time. Plugin Profiler : A plugin profiler in Dynamics CRM (or Dataverse) is a debugging tool in the Plugi...
Read more