The happiness of most people is not ruined by great catastrophes or fatal errors, but by the repetition of slowly destructive little things.
I often need to navigate to my user record, usually to check my security roles, doing this using the standard navigation can take lots of clicks.
If you have to something often then it’s worth investigating the quickest way to do it.
CRM insanity is doing the same thing over and over again, when there is a quicker way –Hosk
Below are quick ways to get to your CRM User record
Option 1 – Personal settings
Option 2 – Bookmark
CRM 2013/2015 shows dynamic Urls instead of direct urls.
The last number is a dynamic number which you can’t bookmark.
If you navigate to the your user record by going through Settings –> Administration –> User Record. The url won’t change but once you are on this page you can click the three dots
… Email Link
This will open Outlook with a url, linking directly to your User Record, e.g
Paste the url into your Internet browser, you can bookmark this and it will take you directly to your user record.
You can navigate to your User record with one click instead of 5 or 6.
Links to individual records are useful if you often need to go to the same record, it’s worth bookmarking them. You can have project records such as Custom Configuration record or a popular account/contact record.
When using CRM 2013/2015 I create a folder which contains useful bookmarks, such as
- Main Dev Solution
- God Mode (awesome, it makes all fields editable)
- Get Guid
These two blogs will show you how to setup the Bookmarklets