In many of the user manual articles we have a "navigate to" step in the process. While most of the forms and processes are very similar from 2013 to 2015 or 2016, the navigation can be a little different. In this article, we will be providing some clarification on what it means to navigate to a record for CRM 2015.
Note that the menu tile and header are letting you know that you are still on the Account record even though you are looking at the Meeting Exhibit Associated View. You will see a toolbar where you can take some actions on the related records without opening them. However you can also open the record if you choose. Though as you can see in the screenshot below that will move your menu tiles to display differently since you are now looking at a different record on a different entity.
To open more than one record at once you can bump out the record.
You may find that you want to be able to flip between two records without navigating through the menu tiles each time. While CRM no longer opens each new record in a new tab or window you can still bump them out when you want to. Simply click on the diagonal arrow in the top right corner of a record to open it in a new tab. The new tab will open with the most recent record and the prior record will show in the original tab.
Advanced Find and Universal Search
Two key differences between CRM 2013 and 2015 is the location of the advanced find and the addition of the universal search bar.
The advanced find can now be created from anywhere in your system, as it rests on the toolbar at the top of your page, next to the universal search bar.
The universal search allows you to query across multiple entities. If you were to enter a first name, the query will search for results across accounts, contacts, leads, opportunities, or whatever entities you define for the universal search. To customize the universal search entites, go to:
Settings > Administration > System Settings > Set Up Quick Find > Select Entites for Search
The plus sign allows you to quick create records, such as contacts and accounts.
Cobalt Admin or Settings?
If you used to use CRM 2011 you were used to seeing all administrative tasks under a single Settings section. In CRM 2015 these are divided into two sections. Settings is default CRM so Processes, System Jobs, Administration, Data Management among others. Cobalt Admin will contain custom administrative records like your Settings, Page Text, Report text and others.