Essential Navigation Guide for Dynamics 365 Sales (CRM)

By Kevin Razavi, AX & CRM Senior Consultant, Arbela Technologies

The black band at the top of the screen is called the Navigation Bar and controls the entire navigation of Dynamics 365. Also, this provides a visual crumb trail for where the user is at in the application. When  or  icons are visible there are options available:

Office 365 – Navigate to your Office 365 applications

Dynamics 365 Home Page – Go to the Dynamics 365 Home Page by clicking on it

Module Selector – Sales, Service, Marketing, Field Service, Resource Scheduling, Insights, Settings

Record Type – See which record type you are currently working with. Clicking the   icon will show you a list of the recent records of that type you have worked with.

Record – See which specific instance of a record type you are working with. Clicking the  icon here will show you a list of related records

Global Search   – Search across all record types for specific keywords

Recently Viewed Items  – Here you will find a list of all recent records & views that have been accessed. Pin favorite records or views for quick navigation shortcuts by clicking  – Here you will find a list of all recent records & views that have been accessed. Pin favorite records or views for quick navigation shortcuts by clicking

Quick Create  - Quickly create a new record or activity

 Advanced Find  - Create advanced search queries of your data

 Personal Options  - Settings and personal preferences