6 Mar’19

D365 Sales

User Reference Panel in D365

Introduction:

With update of Microsoft dynamics new exiting features has been introduced in Dynamics 365 sales one them is Reference Panel.

Description:

While putting the Quick create or any subgrid in a section extra space gets added which looks weird. Most of us has feel the same situation.

But with the introduction of “Reference Panel” we can now overcome this issue.

Solution

Let’s start with adding a reference section and view

1. Go to setting -> customizations -> select “Customize the System”.

2. Open the account entity Form.

Now you can add the Reference panel by adding the section.

If you try to add more than 1 Reference Panel you will receive below error.

After adding the reference panel, you will not be able to identify the which one is the general section or reference.

There is only way to know if it is reference panel, as name of reference Panel is generated by default as you can see in the below screen shot.

I have added below two grids on account record.

After adding you need to save and publish. Now go to account record and refresh the page you will able to see the sections with no extra space as you can see in the below screen shot.

Conclusion:

Hope this blog help you to use reference panel wisely.

Written by

Subhash Mahato

Technical Consultant

Leave a Reply

Your email address will not be published. Required fields are marked *

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • How to enable Document ID in SharePoint Online

    16 May’ 2019

    Introduction: As you know that SharePoint Online can be used as a document management platform and with the help of Docu...

    Read more
  • Count Number of files in SharePoint folder

    15 May’ 2019

    Introduction: This blog explains how to Count No of files in SharePoint folder using MS Flow. Steps to be followed:Sel...

    Read more
  • Professional Services Automation (PSA) for CPA firms

    14 May’ 2019

    With the evolution of Technology, every industry is getting process oriented and so are CPA firms getting more organized...

    Read more
  • What if the Resource Requirement Still appears post the task is deleted from Schedule (WBS) in PSA V3?

    13 May’ 2019

    Problem Definition: I have observed a fact in PSA that when the task in PSA Schedule (WBS) is deleted, the corresponding...

    Read more
  • Discount Settings for D365 Sales Line Items – Line Items or Per Unit?

    10 May’ 2019

    For Line Item entities Opportunity Products, Quotes Products, Order Products or Invoice Products, you can chose what typ...

    Read more
  • We respect your privacy.
  • This field is for validation purposes and should be left unchanged.