Navigating Dynamics 365 (CRM) : How to Pin Recently Visited Records for Easy Access

Navigating Dynamics 365: How to Pin Recently Visited Records for Easy Access

Overview:
In Dynamics 365, navigating between records can sometimes become overwhelming, especially when you're juggling multiple tasks or frequently revisiting the same records.
To streamline your workflow and ensure quick access to records you've recently visited, Dynamics 365 allows you to "pin" them for easy refinding later.
This feature helps you stay organized and save time by providing quick access to your most frequently used or most important records.

Why Pinning Records is Important:

Save Time: Pinning your most frequently visited records allows you to avoid searching for them repeatedly, saving valuable time.
Stay Organized: It helps you maintain a tidy and efficient workspace by keeping your important records easily accessible.
Quick Access: Whether you're moving between opportunities, accounts, or projects, pinning ensures you're always just a click away from the records you need most.
Enhanced Productivity: With less time spent searching for records, you can focus on more meaningful tasks and decisions.

What is Pinning?
Pinning a record in Dynamics 365 is the process of marking it for easy, ongoing access. When you pin a record, it will appear in a designated section of the application,
allowing you to quickly return to it without the need for searching again. You can pin any type of record, such as accounts, opportunities, leads, or projects.

How to Pin Recently Visited Records in Dynamics 365:

Navigate to the Recently Visited Record:
- In Dynamics 365, go to the record you wish to pin. You can find your recently visited records in the "Recent" section, located in the application’s sidebar.
Pin the Record:
- Once you’ve located the record you want to pin, look for the pin icon (located near the record name).
- Click on the pin icon to pin the record. The record will now be added to your pinned records list, giving you quick access whenever you need it.
Access Pinned Records:
- To quickly access a pinned record, simply go to the Pinned section. This is typically displayed at the top of your side of your side navigation pane on the left, where all of your pinned records are organized.
- Click on any pinned record to open it instantly.
Unpin a Record (if needed):
- If you no longer need quick access to a record, you can unpin it by clicking on the pin icon again. This will remove the record from your pinned list while keeping it accessible in your recently visited records or through search.

Key Takeaways:

Pinning records helps you avoid searching for the same records repeatedly, ensuring quicker access.
You can pin any type of record, such as opportunities, leads, accounts, and projects.
Access your pinned records at any time from the Pinned section in your navigation pane.

By using the pinning feature in Dynamics 365, you'll be able to stay organized, save time, and improve your overall efficiency as you work through your tasks.
Whether you're managing multiple clients, opportunities, or projects, pinned records ensure you can always find your most important information at a glance.