One of the many great things about the Polaris update to CRM Online is the amount of information provided to users in a single window. This allows you to view data in one central location. Of course, if you prefer the classic view that’s perfectly fine as well. Simply click the ellipsis at the top of the window and select Switch to Classic.
This brings you to an interface that resembles that of pre-Update Rollup 12. You have access to the ribbon and all of its options, as well as the navigation pane on the left.
This is great for users who wish to stick with what they’re familiar with. Also, classic mode gives users access to the navigation pane, which doesn’t seem to be available in the Polaris interface. So if you want to view this lead’s connections, you need to switch to classic mode. Oh wait…
Clearly we did not notice the left side of the window in Polaris where it says “Navigation”. Let’s see what happens when we click it.
It’s the navigation pane! Without leaving the Polaris interface, or opening another window for that matter, I have access to the same information that I did in classic mode. This navigation bar will also reflect customizations made in the form editor.
Check back soon for more tips about Polaris and Microsoft Dynamics CRM.