Customer Engagement & Dynamics CRM Forum

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  • 1.  No Longer Able to Pin Record Views

    Posted Feb 24, 2022 02:13 PM
    Hi! With the lastest upgrade, users have reported the "pushpin" icon next to record views has dissappeared - so they can't choose a default anymore. I know they can still technically "pin" views under the recents section, but historically we've used this as place users to pin any additional views or records they want easy access to. 

    Here's an example of what's gone missing. Any chance this will re-appear? Or other workaround? 


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    Katherine Souder
    Service Management Group
    Kansas City MO
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  • 2.  RE: No Longer Able to Pin Record Views

    Posted Feb 25, 2022 02:20 AM
    Hi Katherine!
    You find this at the end of the list, ie "Set current view as my default". That gives you the same result as the former pin button.


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    Helena Blücher
    AJ Produkter
    Halmstad
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  • 3.  RE: No Longer Able to Pin Record Views

    Posted Feb 25, 2022 08:38 AM

    Hi Katherine, 

    The "Pin" actually meant that you were setting the view as your default view for the entity in question. The latest release changed that setting putting it at the bottom of the view selector.


    Hope this answers your question. 

    Regards, 

    Marc Longtin

    Configurateur sénior Dynamics 365 CRM [email protected]






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    Marc Longtin
    Hilo Énergie
    Montréal QC
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  • 4.  RE: No Longer Able to Pin Record Views

    Posted Feb 28, 2022 11:54 AM
    Thanks Marc! I suspected it would be something obvious. Appreciate you sharing!

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    Katherine Souder
    Service Management Group
    Kansas City MO
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  • 5.  RE: No Longer Able to Pin Record Views
    Best Answer

    SILVER CONTRIBUTOR
    Posted Feb 25, 2022 08:57 AM

    Hi

    This was replaced with a command at the bottom of your view list. Agreed it is not as intuitive: Set current view as my default. This occurred earlier, and we communicated to our users.

     

     

     

    Thank You / Dankjewel /谢谢 / Gracias / Obrigado / ありがと / Grazi / Danke / 감사 해요

     

     

    Rick Jarvis
    Manager – Sales Operations
    Kraton Chemical, a Subsidiary of Kraton Corporation

     






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