The many functionalities of Editable Grids in Dynamics 365! – Business Intelligence Info

LetshearitforMicrosoftforlisteningtoitsusers!

EditableGridshavebeenoneofthemostrequestedfeaturesoverthelastseveraliterationsofDynamicsCRM。

There?

havebeenseveraladd-ons?

forDynamicsCRMtoaddthisfunctionality;however,theywereusuallyeitherveryexpensiveorunderpowered?

ThefirsteditablegridsolutioncamewithCRM2013whenweweregiventheabilitytoaddproductstoquotesandopportunitiesviaasimpleeditablegrid。

Thereweremanylimitationsasthegridscouldnotbemodifiedtofitclientneeds。

InCRM2016,inlineexportto2016gaveusasolutionthatallowedustoopenviewsinExcelOnlineandthenupdate?

thedataatthetouchofabutton。

Whilethesesolutionswerebetterthannothing,theyleftusershopingforamorecompletesolution。

AtlastDynamics365hasthesolution

WiththeupcomingreleaseofDynamics365,wenowcanaddricheditablegridstoCRMforms,views,anddashboards?

Userscaneasilyaddandupdateinformationwithfewerclicksandlessswitchingfromwindowtowindow。

Accordingtoinformationavailable,thesegridsofferrichinlineeditinginmaingridsandsub-gridssouserscanupdatetheinformationtheyneedwithfewerclicks?

Customers,ISVs,andpartnerscaneasilyconfigureeditablegridsusingtheEditableGridcustomcontrol。

EditableGridssupport:

In-grideditingofrecordsattheentityorsub-gridlevel

Webandmobileclients

Navigationusingakeyboardormouse

Sorting

Grouping

Filtering

Movingandresizingcolumns

Pagination

Lookupconfiguration

CalculatedfieldsandRollupfields

Businessrules

Hierarchicalview

Enablingordisablingofcellsbasedonsecurityrole

WiththisnewfunctionalityDynamics365continuestolistentoitscustomerandofferthemeasywaystoworkwithandupdatethedatathattheyusetoruntheirbusiness。

Ibelievethatcreatingwelldesignededitablegridswillbecomeastandardandmuch-appreciatedcomponentofanyCRMdeployment。

Letsblockads!

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