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Welcome to Cognettacloud

9x Microsoft Business Solutions 365 MVP, I'm the CTIO for congruentX and a community Technology Evangelist Delivering Edge Experiences Using Microsoft Dynamics 365, Azure & Power Platform (Power BI, PowerApps & Power Automate) & Office 365

CRM 2013: Windows 8 Mobile Client – How to Pin/Create CRM Tiles to Start Menu

The Microsoft Product Team has done a great job delivering the Microsoft Dynamics CRM 2013 mobility clients for Windows 8 and IPADs. I noticed a screen shot on the web, where tile related to CRM we posted on the Windows 8 Start Menu for quick access.Screenshot (1)

I was trying to figure this out, and it’s rather simple. Once inside the Microsoft Dynamics CRM 2013 Mobility Client, the first page is the Mobile Dashboard. On that dashboard, you can select the view of activities, account, contacts etc by pressing on the name with your finger or your mouse and drag them down like you would an tile on the Windows 8 start menu.Screenshot (3)

This will bring up the bottom navigation bar. You can then choose to pin to start menu! As you can see this quick tip will let you immediately access your leads and opportunities right from the start! Enjoy.