The recent Polaris update (Update Rollup 12) made a number of changes to the user interface of Microsoft Dynamics CRM 2011 and CRM Online. As part of the new Polaris interface, the sitemap and navigation pane have been cleaned and simplified. However, humans are notoriously change-adverse, and as humans, we may find it difficult to adjust to some of these UI changes.
You may notice upon signing in for the first time that the Tools group in the Workplace area (which contains sub-areas like Calendar, Imports, Duplicate Detection, and Service Calendar) does not appear by default. However, you can add it very easily by navigating to File> Options.
When the Set Personal Options window opens, select the Workplace tab, and then check the Tools box. This enables the Tools group in the Workplace area, as seen in the Preview pane. Click the OK button to close window.
Back at the Workplace module, you may notice that some of the existing groups, like Sales and Service, have been simplified. Basically, some of the sub-areas that were present before Update Rollup 12 no longer appear by default. This has cleaned up the groups significantly. You can still access those sub-areas though by navigating to the respective modules, as seen in the images below.
You may have also noticed the various sub-areas in the Sales and Service modules. Before, these appeared in a single group, which resulted in a long list of items. It was messy and unorganized. They have now been organized into various groups making it easier to find pertinent items.
For more Dynamics CRM help and tips, check back soon and refer to our Success Portal.