Finally, most awaited feature has arrived in Microsoft’s Dynamics 365 business apps solution (formerly known as Dynamics CRM). Microsoft has introduced Editable grids in their latest release and new era called Dynamics 365. I am publishing this blog in 2 parts. In this part of blog, I have focused on what is Editable grid, what are its features. In next part of this blog, I will be covering how to configure the grid and how it can be used.
What is Editable grid?
Before release of D365, users needed to open the existing records to update any data in the entity. Even if users want to update single field in multiple records, they had to open the individual record and update the field and save the record. For each record, they had to repeat these steps. This approach of updating data was time consuming and irritating.
With introduction to editable grid, Microsoft has allowed users to update the records right away with all those validations which was applicable on the form.
Editable grid is nothing but a list or view of records having editing capabilities without opening the record.
Editable Grid Features
Types of grids
- Read-only grid – These are the same grid which users are seeing in earlier versions. The CRM entity views which do not have editing capabilities are called read-only grids in D365 release.
- Home grid – These are the CRM entity views having editable grid capabilities. Entity’s public views and personal views with editing capabilities are called home grid.
- Sub grid – This is old grid which is shown on entity form to show related records. Sub grids can also be made editable.
- Nested grid – This is new grid introduced in D365. Nested grids are shown when we expand any record in view itself without opening form. This grid also shows related records of expanded record from view.
Note: Nested grid is available only on Mobile and Tablets. It is not available on web client/CRM for Outlook.
- Dashboard grid – This is the grid which is shown on CRM dashboards.
Note: Dashboard grid is available only on Mobile and Tablets. It is not available on web client/CRM for Outlook.
- Below types of fields have inline editable grid capabilities:
- Single line of text
- Date and Time
- Option Set
- Whole Number
- Floating Point Number
- Two Options
- Below types of fields are read only in editable grid:
- Rollup Fields
- Calculated Fields
- Composite Fields
- Status and Status Reason Fields
- Business rules which are have scope at Entity level works on editable grids.
Note: Business Recommendations (introduced in this release) is not available on editable grids.
- On record select
- On save
- On change
- Users don’t have to explicitly click on save button. Records are saved automatically when focus from the record is moved.
- As its name suggests, only inline editing is possible and users cannot create records through inline editable grids. Users can still use quick create form to quickly create the records.
- Below grid functionality is available for editable grids:
- Column resizing
- Column movement by simply drag and drop capabilities
- It also saves user state within the session. So, if user does any settings like column resizing, column movement on active accounts view, and if user navigates to any other entity, then when user comes back to the active accounts view within the same session, it shows the same settings.
- The editable grid is nothing but an additional control and can be exported through a solution and imported back into target environment as a solution.