stoneridgesoftware: New Features in Dynamics 365 (CRM) Business Edition – UI Improvements: Subgrids

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Источник: https://stoneridgesoftware.com/new-f...ents-subgrids/
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The interface used when associating a record via a subgrid in Dynamics 365 (CRM) Business Edition has been improved. You’ll no longer get a pop-up window when you click on “Look up More Records.” When you search for the record you’re not limited to the initial view of the just the first 10 results. The number of clicks have been reduced.

Associating a Record via a Subgrid in Dynamics 365

This specific example is adding a Stakeholder to an Opportunity record.

In the Previous Version:

1. Click the plus sign
2. Search for record
3. It’s not in the top 10 results, click on Look up More Records
4. Click the record
5. Click Select
6. Click Add

In the New Version:

1. Click the plus sign
2. Search for record
3. Click on record
4. Click Add

There are now two fewer clicks!





If you click on the “+ New” button, you’ll notice that the quick create UI has also changed. We’ll cover that in next blog.

Here’s an overview of improvements to UI in Dynamics 365 CRM Business Edition. Learn more about improvements made to Date Fields and Lookup Fields and Quick Create.



Источник: https://stoneridgesoftware.com/new-f...ents-subgrids/