Online Library UX Online 8 Adding Sub-Grids to a Custom Form
UX Online 8: Adding Sub-grids to a Custom Form
for Improved Navigation
N AVIGATION C HALLENGES – C REATING R ECORDS FROM AN A SSOCIATED V IEW
Many clients face navigation challenges in the new Microsoft Dynamics 365 user interface when creating
multiple new records from an Associated view because Dynamics 365 navigation returns the user to the
main record instead of returning the user to the Associated View.
For instance, when creating Session Facility records for a specific meeting, the user navigates to the Event
Meeting Setup and selects Facility Setup from the Meeting Setup site map. This opens the Session Facility
Setup Associated View, where the user can add a new Session Facility record.
Once the user selects Save & Close in the new Session Facility record, Dynamics 365 navigation returns
the user to the Event Meeting Setup – not to the Session Facility Setup Associated View. If the setup
requires multiple Session Facility records, the user must go through the same navigation from the
Meeting Setup form to create another new Session Facility record. This can become a very cumbersome
process if the user must create multiple records at one time.
Note: This repetitive navigation from the
Meeting Setup is only required for
creating new Session Facility records. If
the user only needs to open an existing
record from the Session Facility
Associated View, the user can right click
the record in the Associated View and
select ‘Open in a New Window’. This will
open the record in a new window. When
the user clicks Save & Close, Dynamics
365 closes the window and returns the
user to the Associated View. This
workaround navigation only works when opening existing records in a new window.
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August 4, 2017