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Browser Back button - CRM 2013/2015 usability issue RRS feed

  • Question

  • I know in CRM 2013/2015, Microsoft enabled the Browser back button functionality so user can go back to previous record form. But it will refresh the full page and go back to the first Tab of the form.

    Example:-

                    1) User is on Customer Record Form and navigate to its related Activity Tab with bunch of Activity, but still he is on Customer Form.

                    2) Then he clicks on one of the 50 activity on the Grid, which will take him to Activity Form.

                    3) Now user realize that this is not the activity that he wants to see, so he cannot scroll or do forward/backward scrolling to Activities belong to that customer context. Either he has to do advanced find or quick find or he can go back to original customer.

                    4) When user click browser back button to original Customer Record Form, the page will be default to its Home Tab. User will have to click on Related Activity button and then have to click on another activity.

     If I am missing something here or if there is an existing solution , please assist how to resolve it.

     This is one of the Usability or User Adoption issue that if we have Customer with 100 contacts or 100 activity, Especially since there is a performance struggle with CRM application itself, user do not want to navigate back and forth and sometime they feel waste of time. 

    I guess if possible, there might be solution based on this. There are 3 important attribute can make the difference, PreviousEntityRecordID, PreviousEntityRecordType and PreviousEntityLastTabName. If somehow this 3 attributes are accessible using Javascript Xrm Framework  or using some global variable, this can be resolved.  Please assist.

    I tried manually creating cookie through javascripts and navigating to that particular tab, but the problem is you have to get page fully loaded and then open that tab which is also not pleasant timing experience.

    ------------------------------
    Thanks & Regards,
    Nick
    ------------------------------
    Friday, February 20, 2015 3:11 PM

Answers

  • Display the reagarding field on the top of the email form. Users can click the regarding field and go back to the contact form.

    Regards Faisal

    • Marked as answer by Nicksoft2011 Thursday, October 8, 2015 8:47 PM
    Tuesday, February 24, 2015 11:21 AM
  • Faisal , thanks for the update on this.

    the regarding field can be contact or customer, so when we click on that , it will take us to contact or customer record form.

    On Customer Form , it will display activity from Contact and Customer all together. So when we open any Activity belongs to the contact and then we click on regarding field, it will take us to contact form, not the Customer form. So we are not going back to the previous state of the form.

    Make sense?? So i guess we may need the Browser cookie implementation or something like that, or may be custom field to store values like where we came from and what tab we were on.

    • Marked as answer by Nicksoft2011 Thursday, October 8, 2015 8:47 PM
    Tuesday, February 24, 2015 6:14 PM
  • This is a known bug from Microsoft and is not solved as we speak.

    Faisal mentioned the only solution, which is stop using the forward and back buttons, and use relationsships instead.

    There is no known workaround except for that.


    Rune Daub Senior Consultant - Dynateam CRM http://www.dynateam.dk

    • Marked as answer by Nicksoft2011 Thursday, October 8, 2015 8:47 PM
    Wednesday, February 25, 2015 9:42 AM
  • Customer can be a contact or Account. You can develop a functionality to meet your requirement. For example when you open an activity it knows whether it has been opened from another entity or not. If it is opened by another entity then you can keep the objectypecode and id in a button or field. When user will click this field or button it will go back to the previous form. This down side is that you will have to do this on all activity entities.

    Regards Faisal

    • Marked as answer by Nicksoft2011 Thursday, October 8, 2015 8:47 PM
    Wednesday, February 25, 2015 9:53 AM

All replies

  • Display the reagarding field on the top of the email form. Users can click the regarding field and go back to the contact form.

    Regards Faisal

    • Marked as answer by Nicksoft2011 Thursday, October 8, 2015 8:47 PM
    Tuesday, February 24, 2015 11:21 AM
  • Faisal , thanks for the update on this.

    the regarding field can be contact or customer, so when we click on that , it will take us to contact or customer record form.

    On Customer Form , it will display activity from Contact and Customer all together. So when we open any Activity belongs to the contact and then we click on regarding field, it will take us to contact form, not the Customer form. So we are not going back to the previous state of the form.

    Make sense?? So i guess we may need the Browser cookie implementation or something like that, or may be custom field to store values like where we came from and what tab we were on.

    • Marked as answer by Nicksoft2011 Thursday, October 8, 2015 8:47 PM
    Tuesday, February 24, 2015 6:14 PM
  • This is a known bug from Microsoft and is not solved as we speak.

    Faisal mentioned the only solution, which is stop using the forward and back buttons, and use relationsships instead.

    There is no known workaround except for that.


    Rune Daub Senior Consultant - Dynateam CRM http://www.dynateam.dk

    • Marked as answer by Nicksoft2011 Thursday, October 8, 2015 8:47 PM
    Wednesday, February 25, 2015 9:42 AM
  • Customer can be a contact or Account. You can develop a functionality to meet your requirement. For example when you open an activity it knows whether it has been opened from another entity or not. If it is opened by another entity then you can keep the objectypecode and id in a button or field. When user will click this field or button it will go back to the previous form. This down side is that you will have to do this on all activity entities.

    Regards Faisal

    • Marked as answer by Nicksoft2011 Thursday, October 8, 2015 8:47 PM
    Wednesday, February 25, 2015 9:53 AM