Get back to (or pin) the records, views, or dashboards you used most recently

You probably work with the same records all the time. For example, you may access the same contact or account on a regular basis. Or you may work with the same lists (views) of data over and over. You can quickly get back to recently used records or views from the global navigation bar. You can also pin records and views to make them easier to find. You can even access and pin recently used dashboards.

Get back to recently used items

  1. On the global nav bar, click the Recently Viewed Items button Recently Viewed Items button in Dynamics 365 for Customer Engagement apps.

  2. Do one of the following:

    • Under Recent Records, choose the record or dashboard you want to go back to. To pin the dashboard or record to the top of the Recent Records list, point at the record or dashboard, and then click the Pin button Pin button.

    • Under Recent Views, choose the view you want to go back to. To pin the view to the top of the Recent Views list, point at the view, and then click the Pin button Pin button.

      Note

      Pinned items are sorted by when you pin them. Unpinned items are sorted by when you access them.

See also

Work with accounts and contacts