Summary

We've covered a lot of ground in this chapter and now you should be able to find your way around the application. Refer back to the Navigation Map as we continue through the book and you should be able to find your way to all corners. Microsoft CRM navigation is straightforward if you think in terms of the five major areas (Home, Workplace, Sales, Service, and Reports) and their sub-areas.

The home page is your initial view by default and gives you a glimpse at your current, upcoming, and past due Activities. Depending on how you use the system, you might want to change your user options so you go directly to the Sales, Service, Workplace, or Reports areas by default. If you do so, remember that you'll want to visit the home page from time to time to check on any new announcements that might have been published in your organization.

Workplace is where you can go to get a handle on all your Activities as well as to look into detail at your calendar and to search the Knowledge Base. This will no doubt become a default view of many customer service workers and managers.