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Have you recently switched to the New Unified Interface? Did you used to use the down arrow on the right hand corner to go to the next record?
Below is a snapshot of the new format on a contact record and there is no up / down arrow on the right anymore and I have to be honest I took much longer than expected to find it! The new screen format I am beginning to like (as I start to find my lost items) and I think Microsoft have actually greatly improved the ‘down button here’.
To the left of the new button you will be able to see a little arrow. It doesn’t take you to the next record but it does expand for you something that I think is pretty snazzy (and the end users I’ve shown it to tend to agree).
That little green arrow expands into a single column list of the advanced find you was in. You can now jump around between the items without coming out of the record you were in. The only down side here is that it only works when you are in the entity, it doesn’t work from an advanced find which although annoying isn’t the end of the world and I think this UI makes up for that.
With the new Unified Interface you may be finding it harder to locate the settings menu. When you know where to look it’s pretty obvious and makes sense, but the first time it’s a little harder to work out the logic (unless you are used to SharePoint)
From the CRM web client, you can click on the cog and you will see there now new options there. One of which is Advanced Settings. When you click on this you will get the legacy Settings menu that you are used to.
Have you switched to the Unified Interface for CRM? Have you tried to run an on demand workflow but can’t find them on your record?
If the answer to the above is yes then you may have found this post after googling for the answer in which case I hope this helps 😊
Now there is a little clue in how I wrote the blog title. The clue is the FLOW in the word WorkFLOW. Hopefully with the correct security roles you will be able to see Flow in your toolbar and if you click on that you will then see the
on-demand workflows for that entity.
Now you have found where to trigger the workflow you can hopefully offset the head scratching to find it and enjoy the new ‘sleek’ way to click and go. No longer do you have to select the workflow, then realise you have opened it rather than ticked it to get it to run (and then grumble as you do that too often and you know you shouldn’t double click but do it all the same).
Now you literally just click, get a pop up, click again and its run. Simple!