Introduction
In this blog, we will learn about the new feature introduced by Microsoft in Dynamics 365 in the 2023 Release Wave 2. Bookmarks help the user easily and quickly set and swap between the different groups of filters. Microsoft has replaced ‘Remember My filters’ with the Bookmark feature. A max limit of 15 Bookmarks is allowed in the timeline. In Timeline, we have an option called filter. Users can set a particular set of filters as Bookmark.
Use Case:
Let us assume the user has a huge amount of data present on the timeline and wants to continuously go around and search the set of activities, posts, etc. on the timeline. For that purpose, he needs to apply the filter option every time and look for the set of activities. Here, Bookmark comes into the picture, Bookmark helps to quickly access the set and swap between the sets of activities as per user requirement.
Step by Step guidance on how to use the bookmark
For this example, we are taking Account as our target…
Source link
More About This Author
-
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
Array
Dyn365CE10 May 2024Heidelberg Materials lays a Foundation for success with maps integrated within Dynamics 365 CRM
Dyn365CE8 May 2024Simplify managing multi-environment Power Platform with Environment Groups
Dyn365CE7 May 2024What is WhatsApp Business API – 2024 Guide to Integrate with Microsoft Dynamics 365 CRM!
Dyn365CE6 May 2024Improve Team Communication within Power Pages Design Studio by Adding Comments on the Web Pages
