Subgrid
A subgrid is a UI component used to display a list of related records directly on a parent form – such as showing all open cases for a customer account. D365 uses these to provide quick access to relevant information without navigating away.
How do you use a subgrid to surface related record data in D365?
A subgrid is one of the most powerful UI tools for ensuring your users have the information they need to do their job without needing to click away from the record they are currently working on, as it provides a clean, context-aware list of related data right where they need it most – like showing an account’s entire history of service tickets on the account page.
If your users are constantly navigating away from their main records just to check basic related information, your form design is likely failing to leverage the productivity of subgrids. We help you design optimized form layouts that surface exactly the right data in the right context, ensuring your workforce is as fast, focused, and efficient as possible.
Maintaining an optimized user interface demands dedicated, proactive technology management. Engaging an experienced technical team under a professional support contract guarantees that your form layouts remain fully performant.
Project off track?
Who are we?
We're DeliveredSoft, an Microsoft Dynamics 365 Partner based in Europe. With experts in Poland, Denmark and Spain, we build custom solutions using Microsoft Dynamics 365 for clients across a range of industries.