Dynamics 365 Sections: Reference Panel – YouTube

Dian TaylorYouTubeDyn365CE5 years ago7 Views

Dynamics 365 Sections: Reference Panel

A reference panels is a special type of section that allow users to view different types of information on a form without the need to scroll up or down, like we do with regular sections. We can add subgrids, quick view controls or a knowledge base search control in a reference panel. Each control that is added will have it’s own tab on the right side within the panel which users can click on to access the data. This makes the forms look cleaner, as we will be able to show those grids in one panel vs having all sorts of different subgrids below one another.

Related Blog: https://D365Goddess.com
Twitter: https://twitter.com/D365Goddess
LinkedIn: https://www.linkedin.com/in/diantaylor/
Music: https://www.bensound.com

A reference panels is a special type of section that allow users to view different types of information on a form without the need to scroll up or down, like we do with regular sections. We can add subgrids, quick view controls or a knowledge base search control in a reference panel. Each control that is added will have it’s own tab on the right side within the panel which users can click on to access the data. This makes the forms look cleaner, as we will be able to show those grids in one panel vs having all sorts of different subgrids below one another.

Related Blog: https://D365Goddess.com
Twitter: https://twitter.com/D365Goddess
LinkedIn: https://www.linkedin.com/in/diantaylor/
Music: https://www.bensound.com

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