How to enable editable grids in D365

A great new feature in Dynamics 365 is the ability to make a view editable without the need for code, 3rd party solutions with security that is applied out of the box.

Editable grids work in the web and mobile clients, and work across main entity views, sub grids and associated views. When you configure editable grids on the main entity, you enable editable grids for the main entity forms. To enable on sub grids you need to open up the specific form and edit the properties of the sub grid to add the editable grid control.

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.

Read the complete guide to setting up editable grids at https://blogs.technet.microsoft.com/lystavlen/2016/10/30/editable-grids-is-here/ by

 

 

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