CRM 2013 – Recently Viewed Records

Roshan Mehta, 08 September 2013

The ability to quickly find recently viewed records is a popular feature with CRM 2011 and allows users to get their jobs done fast! Users can find the “Recently Viewed Records” option on the navigation pane next to the “Home” button. This feature has been taken forward into CRM 2013 and works nicely with the new navigation bar at the top of the screen.

In order to navigate to recently viewed records, simply select the functional area (e.g. “Sales”) on the navigation bar and then click on the downward-facing arrow on a particular entity (e.g. “Accounts”). This will display the “Recently Viewed” records pane underneath the list of records. You can simply click on any of the displayed records to open up the form in the same window.

Another way to navigate to recently viewed records is from within a specific entity view. The screenshot below shows what the “Recently Viewed” records pane looks like from the “My Active Accounts” view. As you can see, the process is very much the same.

One disadvantage is that it is no longer possible to pin records to the “Recently Viewed” records pane in CRM 2013, however this can be done from within the dedicated Windows 8 and iPad tablet applications for CRM.