Recent & Pinned Records: AMS Club Tip 1

DYNAMICS 365 SALES TIPS

How to access records quickly by pinning your most used records and views

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AMS Club Tips – Dynamics 365 Sales

Browse through all our Dynamics Sales tips here or take the course one-by-one below

• Recent & Pinned Records: AMS Club Tip 1
• Personalising Your Home Page : AMS Club Tip 2
• Record Set Navigator : AMS Club Tip 3
• Using Global Search Like a Pro : AMS Club Tip 4
• Master Activity Rollups : AMS Club Tip 5
• Powerful Chart Reporting within D365 : AMS Club Tip 6
• Chart Drill Downs in Dynamics 365 : AMS Club Tip 7
• Share your charts in Dynamics 365 : AMS Club Tip 8
• Charts – Just Give Me a Single Total! AMS Club Tip 9
• Top 10 Charts PLUS include fields from related tables : AMS Club Tip 10
• Build dual-axis charts in Dynamics 365 : AMS Club Tip 11
• Creating an Opportunity from a Phone Call : AMS Club Tip 12
• Quick Create – Speed Up Data Entry : AMS Club Tip 13
• Merging Duplicate Records in Dynamics 365 : AMS Club Tip 14
• Dynamics 365 Charts – Secondary Y-Axis not wanted : AMS Club Tip 15
• Edit Columns – Sorting Views Quickly : AMS Club Tip 16
• Edit Filters – Filtering Views Quickly : AMS Club Tip 17
• Edit Filters – Filtering Views Quickly Part 2 : AMS Club Tip 18
• Edit Filters – Filtering Views Quickly Part 3 : AMS Club Tip 19
• Bulk Edit : AMS Club Tip 20
• Manage Record Statuses : AMS Club Tip 21

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