Essential navigation guide for Dynamics 365 Sales (CRM)

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