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

by | Updated November 6, 2020 | Dynamics 365 Business Central, Dynamics CRM

The interface used when associating a record via a subgrid in Dynamics 365 (CRM) Business Central 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

 

Associating a Record via a Subgrid in the previous version of the user interface (UI) in Dynamics 365 CRM

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!

Associating a Record via a Subgrid in the new user interface (UI) in Dynamics 365 CRM

Associating a Record via a Subgrid in the new user interface (UI) in Dynamics 365 CRM

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 Central. Learn more about improvements made to Date Fields and Lookup Fields and Quick Create.

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

september

01sep10:00 am10:30 amEnsuring Quality and Compliance for Batch Manufacturers in Life Sciences

01sep12:00 pm12:30 pmIs it Worth It to Move to the Cloud? A Look at Considerations for Current Agribusinesses Using Dynamics GP

01sep2:00 pm2:45 pmWhat’s New in Dynamics 365 Finance and Supply Chain

09sep11:00 am12:00 pmConfab Live with Stoneridge – Data Strategy and Reporting – Mining Decision Making Insights

15sep10:00 am11:00 amSolving the Biggest Challenges in Agribusiness Through Innovation and Technology

22sep12:00 am12:30 pmSimplifying Payroll and HR Management with ADP Workforce Now

22sep10:00 am10:30 amStreamlining Batch Manufacturing with Technology

22sep2:00 pm2:30 pmProcess Automation for Microsoft Dynamics D365 for Business Central, Finance and Operations and GP

23sep11:00 am12:00 pmConfab LIVE with Stoneridge - Riding the Wave 2 Release – Key Features Coming to Dynamics 365 this October

27sep(sep 27)9:00 am15oct(oct 15)11:00 amDynamics 365 Finance & Supply Chain Development Training - Online Workshop

29sep10:00 am11:00 amTop Five Reasons Why NOW is the Right Time to Move from Salesforce to Dynamics 365 Customer Engagement

29sep12:00 pm12:45 pmUnderstanding Job Costing and Tax Management in Business Central

29sep2:00 pm3:00 pmDigitalizing Horticulture & Agriculture - How to Sell Plants Online and Simplify Business Management

30sep12:00 pm4:00 pmSecurity and Permissions Training for D365 Business Central or Dynamics NAV

october

27sep(sep 27)9:00 am15oct(oct 15)11:00 amDynamics 365 Finance & Supply Chain Development Training - Online Workshop

06oct10:00 am10:30 amPreview of D365 Business Central Fall Release Features and Functionality

06oct12:00 pm12:30 pmInsider's Guide to New Features Available in the Fall Release of D365 Finance and Supply Chain

07oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Technical

21oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Functional

26oct(oct 26)9:00 am28(oct 28)5:00 pmStoneridge Connect Leadership and Community Conference

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X