Microsoft CRM Navigation Map
Now that we have a feel for the major navigation components, let's study the overall navigation map of the application, shown in Table 6.1.
| Area | Sub-Area | Section | Sub-Section | Record Level |
|---|---|---|---|---|
| Home | ||||
| Home | ||||
| Settings | ||||
| Business Unit Settings | ||||
| Business Units | ||||
| Information | ||||
| Organization (Users, Business Units, Teams) | ||||
| Teams | ||||
| Information | ||||
| Members (Users) | ||||
| Queues | ||||
| Users | ||||
| Security Roles | ||||
| Template Manager | ||||
| Contract Templates | ||||
| Email Templates | ||||
| Knowledge Base Templates | ||||
| Subject Manager | ||||
| System Customization | ||||
| System Settings | ||||
| Auto-Numbering | ||||
| Fiscal Year Settings | ||||
| Record Management | ||||
| Customize Form | ||||
| Customize Preview | ||||
| Create a New View | ||||
| Set Default View | ||||
| Edit Associated View | ||||
| Edit Advance Find View | ||||
| Sales Territory Manager | ||||
| Information | ||||
| Members | ||||
| Announcements | ||||
| Product Catalog | ||||
| Discount Lists | ||||
| Information | ||||
| Discounts | ||||
| Unit Groups | ||||
| Information | ||||
| Units | ||||
| Price Lists | ||||
| Information | ||||
| Price List Items | ||||
| Products | ||||
| Information | ||||
| Substitutes | ||||
| Price List Items | ||||
| Sales Literature | ||||
| Competitors | ||||
| Notes | ||||
| Workplace | ||||
| Workplace | ||||
| Calendar | ||||
| Activities | ||||
| Knowledge Base | ||||
| Sales | ||||
| Leads | ||||
| Information | ||||
| Activities | ||||
| Notes | ||||
| Opportunities | ||||
| Information | ||||
| Products | ||||
| Other Contacts | ||||
| Sales (Quotes, Orders, Invoices) | ||||
| Competitors | ||||
| Activities (Sales Process) | ||||
| Notes | ||||
| Accounts | ||||
| Information | ||||
| Addresses | ||||
| Sales (Opportunities, Quotes, Orders, Invoices) | ||||
| Cases | ||||
| Activities | ||||
| Sub-Accounts | ||||
| Contacts | ||||
| Notes | ||||
| Contracts | ||||
| Contacts | ||||
| Information | ||||
| Addresses | ||||
| Sales (Opportunities, Quotes, Orders, Invoices) | ||||
| Cases | ||||
| Activities | ||||
| Notes | ||||
| Contracts | ||||
| Competitors | ||||
| Information (Analysis) | ||||
| Opportunities | ||||
| Products | ||||
| Sales Literature | ||||
| Notes | ||||
| Products | Same as above | |||
| Sales Literature | ||||
| Information | ||||
| Documents | ||||
| Competitors | ||||
| Products | ||||
| Quotes | ||||
| Information | ||||
| Products | ||||
| Other Contacts | ||||
| Activities | ||||
| Notes | ||||
| Orders | ||||
| Information | ||||
| Products | ||||
| Other Contacts | ||||
| Activities | ||||
| Notes | ||||
| Invoices | ||||
| Information | ||||
| Products | ||||
| Other Contacts | ||||
| Activities | ||||
| Notes | ||||
| Service | ||||
| Cases | ||||
| Information | ||||
| Activities | ||||
| Notes | ||||
| Accounts | Same as above | |||
| Contacts | Same as above | |||
| KB Manager | KB Articles | |||
| Contracts | ||||
| Information | ||||
| Contract Lines | ||||
| Cases | ||||
| Activities | ||||
| Notes | ||||
| Products | Same as above | |||
| Reports | ||||
| Sales Reports | List of Sales Reports | |||
| Service Reports | List of Service Reports | |||
| Admin Reports | List of Administrative Reports | |||
The Navigation Map is designed to show you the flow through the application. The Area and Sub-Area columns correspond to the Bottom Bar and the Navigation Pane, respectively. They also correspond directly to the first and second levels of the GoTo menu on the menu bar. The Third column, titled Section, corresponds to the major headings within the Content Areas. The final column, titled Record, corresponds to the Navigation Pane items at the record level after you have opened a record from its Info view.
As a general rule, this book doesn't walk through every button click and menu selection as we navigate to the different areas of the application. This map is included as a guide for navigating through the application so that the content can focus as much as possible on usage, tips, and helpful information. Bookmark this map so you can refer back as needed to find your way through the various areas of the application.