Editable Grid – Dynamics 365 – MS CRM

Hi Guys,

I have been hearing that Microsoft have introduced  Editable grids in Dynamics 365, Finally i kept hands on to give an attempt and composing this Post.

Here are some intriguing things about Editable grid,

 

  • Inline editing of records at the entity or sub-grid level
  • Web and mobile clients
  • Navigation using a keyboard or mouse
  • Grouping and Sorting (Able to group by/sort by any column on current view)
  • Filtering
  • Moving and resizing columns
  • Pagination
  • Lookup configuration
  • Calculated fields and Rollup fields
  • Business rules
  • Hierarchical view
  • Enabling or disabling of cells based on security role

To do this, I have followed the below steps.

  1. Opened one of the accounts

a1

2.  Clicked on Form to Customize

A2.PNG

3. Open properties of Sub grid, you a see new tab named Controls

A3.png

4. Tap on Add Control, Select Editable grid and click on Add

A4.png

5. You see 3 Radio buttons, You can empower this control for either Web, Mobile or Tablet by picking them. As i want to enable it for Web, I have selected Web

A5.png

6. Clicked on Save and Publish and Refreshed the screen. Editable grid is ready for me to use in Account screen.

A6.png

Its such an exceptionally straightforward and simple setup. And there are more controls introduced, I will discuss them in my next posts.

Hope it helps!! 🙂

 

Thank you,

Sreeni Pavalla

Published by Sreeni Pavalla

Working as a Assistant Technical Manager in Positive Edge Technologies. Having over 11 years of extensive hands-on experience in MS Dynamics CRM 4.0, 2011, 2013, 2015, 2016, Dynamics 365 with over 5 years of experience in CRM Online. You can visit my blog here https://sreenipavalla.me/

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