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

By Liz McGlennen | November 10, 2017

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

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X