Pinning Records in Dynamics 365 CRM in Unified Interface [Quick Tip]

Here’s how you can leverage Pinned Records in Dynamics 365 CRM.

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Pinning Records in Dynamics 365 CRM in Unified Interface [Quick Tip]

A small but super useful feature is to be able to access pinned records which you frequently visit / need to visit. Here’s how you pin records in Dynamics 365 CRM – In your left-hand-side of the navigation pane, you’ll see Recents and Pinned section.Right away, no records are pinned.

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Author: Priyesh Wagh

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