Dynamics 365 Editable Grid - Introduction (Part 1)
Jeevarajan Kumar
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Jeevarajan Kumar
Solution Architect | 5x Microsoft MVP | Dynamics 365 CE | Power Platform | Community Leader & Speaker
After several requests by its users, Microsoft has finally included the Editable Grids, one of the most requested features over the last several releases of Dynamics CRM in upcoming Dynamics 365.
There are several third party editable grids available which are either expensive or it does not satisfy the needs completely. The existing simple editable grid available in quotes, orders, opportunities, and invoice are too limited since it could not be modified to fit client needs.
Editable grid in Dynamics 365
These grids offer rich inline editing in main grids and sub-grids so users can update the information they need, it is as simple as that!
Editable Grids features:
- In-grid editing of records at the entity or sub-grid level
- Sorting
- Grouping
- 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
- Supported in Web and mobile clients
I will be publishing multiple articles about the features of Dynamics 365 over the next few weeks.
Director of Sales | National Accounts | Enterprise Sales Strategist | CRM Specialist
7 年Excellent! Amazingly effective in increasing productivity!!!!
Architect | MS Certified Trainer | MCP | Senior Technical Consultant - D365 CE | Field Service | Project Service | Azure | Power Apps | Power Platform | Power Automate | Power Pages | C# .NET | SSRS | SSIS
8 年At last wait is over :)
Microsoft CRM Consultant#AI Generalist
8 年Can clients who r in 2013 and below use thiz feature
Senior Data Architect at TCS || Ex Infosys || Ex IBMer
8 年nIce
Project Manager at Storm Technology Ltd
8 年Love this new feature! Always having to go into the record is a little time consuming, especially for small changes. Quick and easy is the way to go!