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Service | Customer Service, Contact Center, Fie...
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Show the navigated entities at the top menu.

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Posted on by 691

Hi folks.Good Morning.

Please your kind help with this:

In prior versions, Dynamics CRM showed the "parth of the prior navigated entities at the top menu" to the user, so he can click on the prior entities easier.

It showed like this:  Dynamics 365 >> Customer Service >> Case >> Activity 

Now, if Iam in the Case, and click on any activity, It only shows:  Dynamics 365  >> Activity 

Is there a place where I may change this behavior.

Thanks in advaced.

-Roxana

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  • LeoAlt Profile Picture
    16,331 Moderator on at
    RE: Show the navigated entities at the top menu.

    Hi Partner,

    1.If you mean you want to go back to the previous entity record from case form, you could find it under "Recent" tab.

    pastedimage1603333430222v1.png

    2.If you mean you want to open the activities only related to the current case record on case form, you could find them in timeline list.

    pastedimage1603333512895v2.png

    If my understanding is not correct, please feel free to let me know and share more details with your requirement

    Hope it helps.

    Best Regards,

    Leo

  • Roxana Profile Picture
    691 on at
    RE: Show the navigated entities at the top menu.

    Hi Leo,

    Thank you for your reply.

    I mean this path, we used to watch in the OnPremise systems.

    I can see, in this example:  Dynamics 365 >> Awards >> NonProfit >> Accounts >> Name of the Account.

    pastedimage1603469052941v1.png

    And now I only watch: Dynamics >> NonProfit... but nothing else.

    pastedimage1603469269890v2.png

    Thanks for your help.  I don´t want the user, uses "the recent left menu".

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