Skip to content

CRM Santa brought me something really nice!

December 25, 2013

OK, so I’m not a huge fan of the way the holidays are currently practiced in the States; I’m particularly fond of the ideals expressed in Krista Tippett’s post Why I Don’t Do Christmas.  However, if presented with a gift, I will graciously accept it.  In the case of the CRM 2013 Quick View Menu, I will do so with gusto.

I first discovered this little gem about a week ago, thanks to my colleague Blake, who shared the post at MSCRM Bing’d.  At first glance, I knew this was a gift – an enhanced navigation for the (relatively) newly-released Microsoft Dynamics CRM 2013.  Since CRM 2013 sports a radically new navigation, which moved the static, left-hand sitemap to a floating drop-down, it’s taken me a bit of time to get the hang of the new layout.  The Quick View Menu serves to ameliorate my challenge by providing an on-screen visual of the sitemap.  Since the sitemap displays in a flow layout, I can see everything at once, versus the need to scroll with my finger or awkwardly position my mouse at the end of the navigation.

The best part is that this is an open source project, so we may see quick iteration through the slated improvements.  In the brief time that I’ve been aware of this project, the cross-browser testing and support has already been integrated.  This is a tool that is definitely finding a place in my demo toolbox.  If you or your users are struggling at all with the new navigation in CRM 2013, definitely try out the Quick View Menu (download).

CRM 2013 Sitemap (Before)

The native experience for the Dynamics CRM 2013 sitemap

CRM 2013 Sitemap (After)

The experience for the Dynamics CRM 2013 sitemap with the Quick View Menu solution

2 Comments leave one →
  1. January 2, 2014 11:02 am

    This is very welcome feedback Jacob, thank you very much.


Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: