Editable Grid in Dynamics CRM -December 2016 update for Dynamics 365(Part-2)

What’s new in December 2016 update for Dynamics 365 (Post 2.Editable Grid):

Editable grids, one of the most highly requested features for Microsoft Dynamics 365, provide rich inline editing in main grids and sub-grids so you can update the information you need with fewer clicks.

Editable grids support:

  • In-grid 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

The Editable Grids control is available for Dynamics CRM Online and Dynamics CRM On-Premises.

Keep in mind that you should have a dynamics 365 instance (either trail or production) to check this feature working. For testing this feature we recommend creating a new dynamics 365 trial from here

How to Enable:

Step 1: Navigate to Settings > Customizations > Customize the System

edg1

 

Step 2: Click on the entity for which you want to enable editable grid on. (eg: Account). click the Controls tab, and then click Add Controls to display the Add Control dialog

edg3.png

 

Step 3: Now select Editable Grid and click on add to add the selected:

edg4

Step 4You can see editable grid control added. By default “Microsoft Dynamics 365 Read only Grid”is selected for web,phone and tablet:

edg5.png

Step 5: Select editable grid  for the option of your choice(eg:web) :

edg6.png

Step 6Now click save and publish:

edg7.png

Voila..!!

It’s done.

Note: If you’d like to see a how you can work with Lookups in the grid too, click Add Lookup under Property to display the Configure Property Add Lookup dialog and configure the same.

Now open any view of account (eg: my active accounts).

You can see that all records in the view are editable:

edg8.png

 

 

You can also set grouping/sorting based the visible fields in the view as below:

edg9.png

 

Supported

  • Editable Grid respect read-only grid metadata and configurations
  • Editable Grid supports most of data types except:
    • State
    • Customer type field
    • Composite field
    • Partylist
    • Lookup entity related fields
  • Editable Grid support the below JavaScript events for home grid and sub-grids:
    • OnRecordSelect
    • OnSave
    • OnChange
  • Editable Grid support the below entity level Business Rules:
    • Show error message
    • Set field value
    • Set business required
    • Set default value
    • Lock or unlock field

So this was all about editable grid in Dynamics 365 for you.

Happy Learning..!

 

 

4 thoughts on “Editable Grid in Dynamics CRM -December 2016 update for Dynamics 365(Part-2)

Add yours

  1. this says it’s available for on-prem. i don’t see it and running 8.1.0.359, all latest updates. all i see for any control in the system is an option for phone/tablet – never web.

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  2. your screen shots reference this for web as well as phones/tablets but your text says phone/tablet only and my experience so far is that its NOT available for web. can you clarify how you get this for web clients?

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