Pinning frequent Views and Records in Dynamics 365

Hello All,

Many times it becomes hectic for the end user to navigate among different records belonging to different entities. There are lots of clicks required. For instance, when a person wants to see ‘My Team Members Resolved Cases’ on the Case entity, while he is on the ‘Active Accounts’ view on Accounts entity. In that case, he will have to click on Service -> Cases -> then select the desired view.

Dynamics 365 helps achieve moving to particular View or record in a just a single-click.

Dynamics 365 offers pinning of the views and Records which are frequently visited.

This pinned views and records, appear in the recent records section in the ribbon.

You can pin/unpin records as per your convenience.

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