Category Archives: Windows

Dynamics CRM + Microsoft Edge

I’m enjoying the new Windows 10. One of its new features is Microsoft Edge, the replacement for Internet Explorer. It is definitely quicker and cleaner.

My Edge favourite feature so far is “Make a Web Note“. It allows you to write notes on the current page you are browsing, highlight things and add typed notes to describe steps.

I find this browser utility very useful for Dynamics CRM users who needs to share tricks or help other colleagues. See below an example.

A colleague doesn’t know how to find Leads, so we are going to get him an screenshot highlighting where to go within Dynamics CRM:

RTB_BLOG_Edge_Find_Leads

 

On the right top corner, select “Make a Web Note” icon:

 

 

RTB_BLOG_Edge_Make a note

 

A new noting bar will open with the utilities at the left corner. See how the Lead tile has been highlighted:

RTB_BLOG_Edge_Take_Screenshot

 

Then you can Share the same using different options, either taking an screenshot or sending it to other apps, like OneNote:

RTB_BLOG_Edge_Share or Save

 

 

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