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Microsoft Dynamics CRM (Archived)

customize drop down menu associated with account & contact

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Posted on by 2,512

Hi, how do we customize the drop down menus associated with account & contact

2018_2D00_04_2D00_03_5F00_0940.png

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  • Verified answer
    Mahadeo Matre Profile Picture
    17,021 on at

    Hi,

    Those are navigation items.. you can customize from form customization.

    Settings--> Customization --> Customize the system --> Contact / Account --> Forms

    Open the form where you want to change navigation.. then on form customization ribbon use "Navigation" and you can change navigation items.

    0564.navigation.PNG

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