Enhanced user experience with new Modern Control on Subject Entity

Posted By on 6 Sep 2021 in Dyn365CE


Introduction

As we already know the Subject table is used to create a hierarchy of topics to organize and maintain information and categorize service Cases, Knowledge Base Articles, and Products in Dynamics 365 CRM.

In recent 2021 Wave 2 release, new user experience on Subject table has been introduced i.e. a new subject control – Selection TreeView Control – has been added which makes it easier for users to view and search subject tree hierarchy. It is enabled by default for out-of-the-box forms as shown below:

new-Modern-Control-on-Subject-Entity

This control makes it easy for users to view subject hierarchy as shown below:

new Modern Control on Subject Entity

Before, users were not able to search for the subject but this new control provides the ability to search across parent subject and child nodes as well, as shown below:

A subject column without control:

new Modern Control on Subject Entity

A subject column with modern control enabled:

new Modern Control on Subject Entity

Also, when we search for any subject, it highlights the result as shown below:

new Modern Control on Subject Entity

Conclusion:

The new modern control i.e. Selection TreeView…



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Inogic
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
 
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

Author: Inogic

Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.   Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

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