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In this post, nosotros will have a sneak peek at the new Main Course Dialog feature that is certain to increase Microsoft Dynamics 365 user adoption. Microsoft Dynamics 365 Quick create forms allow the cosmos of new records for related tables. This option does (by definition) only ask for key column information to consummate and create a record. Unlike the main grade for a tabular array which usually contains all of the fields necessary to create a full record. The benefit is after completing the quick create class is that the user only experiences the form on the right paw side of the screen. Once saved, the user can continue where they left off, without losing focus. Whereas the reverse is true when creating a record from inside a lookup field and bringing up a main grade. This main class will completely encapsulate the screen and the user will demand to remember to hit the back push when completed.
This is where the new Main Course Dialog feature plugs the gap. A system admin tin can, in a few clicks, enable this new functionality which allows users to amend and create records from other related tables using the main form and continue where they left off afterwards.
The best mode to explicate all this is for yous to see it in action.
Tin it replace Quick View Forms?
Primary Course dialog also has another reward where it can, in some cases replace the demand for Quick View forms, thereby releasing some real estate form the class. It won't piece of work in call cases but information technology'south great to at present have a new tool in the box for when the situation calls for it.
How to utilise Main Form Dialog
The functionality of Main Class Dialogs is utilised through the link in lookup fields. When clicked, instead of taking you to the record, a pop-up window appears containing the primary form of the related record. Users can make changes in the principal course pop-upward and close when complete to return to the screen.
Let'due south take a look at setting up the functionality and how information technology works. In the grade editor, select the lookup field you would like to add together the this characteristic to:
In the screenshot above, I have selected the Business relationship Name lookup field on the Contact record to update with this characteristic. On the right, in the backdrop area for this field, there are now ii new options (circled in blueish in the screenshot to a higher place):
• Use Main Grade Dialog for Create
• Use Chief Form Dialog for Edit
Master Grade Dialog settings
Check one or both of these depending on if you lot crave the user to just edit, create records or both. For our purposes we will check both and click save and publish. That's it!
This neat new feature provides a much easier way for users to create new, update or simply reference information from different Tables in the catamenia of the piece of work they are completing. Principal Grade Dialog brings the system and business process closer together creating efficiency and augmenting the user feel.
Contact us to talk about your CRM requirements
Source: https://rocketcrm.co.uk/dynamics-365-new-feature-main-form-dialog/
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