In Dynamics CRM, we can configure the record types that we want to appear in the Interactive Service Hub. By default, the following entities are configured for an interactive experience:
- Account
- Contact
- Case
- Activities, including emails, tasks, appointments, phone calls, and social activities
- Queue items
- Dashboards
- Social profiles
Other records can also be configured in the Interactive Service Hub. To do so, open the solution and navigate to the record that is required to appear in the Service Hub. Now, select the option mentioned in the following screenshot:
The navigation bars in the Service Hub are quite like that of Dynamics CRM, but additional improvements and the faster loading of screens are the benefits over the traditional CRM user interface. The following screenshot shows the UI appearance of Accounts:
This is how the list of the Active Accounts of a user looks like:
This is how the list of all the Active Accounts looks like:
Let's see how to view all of the account records:
- Click on the record to view more details:
- To move to the next account record, click on the Next button beside the name of the account:
