The Quick Actions menu at the top of the left-hand side of the record view gives access to a series of popular functions:

  1. Search Google: Uses the value record name field and launches a Google Web search.
  2. Search LinkedIn: Searched LinkedIn for the value record name field.
  3. View Record in SharePoint: Opens the underlying SharePoint record a new browser tab
  4. Manage Record Permissions: Opens the SharePoint permissions page for this record. You can then modify these permissions to control access to the record for specific users and groups.
  5. Delete Record: Deletes the current record.


Thanks for your feedback.

Post your comment on this topic.

Please do not use this for support questions.

Post Comment