When you spend your days working closely with an application like Dynamics CRM, such as when customizing or developing solutions for your customers, your mind will often times be working much faster than the application. You know exactly which feature you want to access, but if you need to navigate through several levels of menu hierarchies to get there, the process may be too slow to keep up with your train of thought, making it hard to concentrate on the actual task at hand.
My personal strategy for reducing the cognitive burden involved with navigating inside Dynamics CRM has been the use of smart bookmarks. Here’s some tips on how I’ve set up my current working environment. If you have any similar CRM productivity tips of your own, please do share them in the comments section below.
Launching New Tabs from “Quick Nav”
While piling up a mountain of open browser tabs may not be great for your productivity either, the cost of moving between tabs is still lower than constant in-app navigation between menus. When working with CRM customizations, I always tend to have the end user content in one tab (views or record detail forms) and the Solutions view on the other one, so that I can quickly access the component I want to modify and validate the results with an F5 on the other tab.
Dynamics CRM 2013 and beyond unfortunately don’t support the standard convention of right-clicking on menus and opening them up in a new browser window. Nothing stops you from opening CRM in a second tab and working with the settings via it, but this means you always have to start from the first page and navigate back to where you wanted to go. To speed things up a bit, I keep a “Quick Nav” available menu in all my browsers, created as a folder in the favorites/bookmarks bar that I also keep open at all times.