Relayr partnered with HCL-PowerObjects to implement Microsoft Dynamics 365 Finance - and it was delivered 100% remotely. Watch this solution story video to learn more!
In today's blog, we'll discuss Default Views—a simple but necessary feature in CRM 2013.
To learn more about default views, follow these steps:
7. Now navigate back to the Active Account view and observe the change in the thumbtack's position, indicating that Active Accounts is no longer the default view for the account entity.
That's all there is to default views in CRM 2013. Hopefully this was helpful in explaining a simple but useful feature in CRM 2013!
If you're looking for more information towards how you can upgrade, check out our blog on preparing for CRM 2013.