DYNAMICS 365 REFERENCE PANEL
Dynamics 365 product team is always working to improve and give the best user experience. Therefore, the continuous evolutions of the different areas and possibilities are one of the most critical things to bring. In this post, I will talk about one of these user experience improvements which is Reference Panel that was introduced with the Dynamics 365 V9. So what is exactly a Reference Panel? The Reference Panel is a type of section that can be added to the form that allows users to move across different types of sub grids and quick view controls in a single place without scrolling down or up. Let's take the example of the account form, where many quick view forms and sub grids exist inside (contacts, recent cases and opportunities...). When the users enter the form, they have to scroll up and down through the form in order to check the sub grids and their data which is sometimes annoying for them. ...