Understanding Associated Views What are Associated Views? When I first delved into Dynamics CRM, I was a bit overwhelmed with all the features. One of the standout features that caught my attention was Associated Views. Essentially, these views allow us to see related records in a structured way. So, when working with accounts, for instance, […]
Understanding Associated Views What Are Associated Views? Alright, let’s kick things off by diving into associated views. In Dynamics 365, associated views are essentially predefined filters that narrow down records based on specific relationships. They help users find the relevant data quickly without sifting through a mountain of info. Imagine you’re a sales rep who
Identify the Template You Want to Remove Access Your Templates First things first, you have to get into your Zoho CRM account. It’s like finding your keys before you can drive. Navigate to the “Templates” section, which is usually tucked under the “Setup” icon. This is where all your templates are hanging out, just waiting