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Dynamics 365 Community / Blogs / TheMarkChristie / Dynamics 365 Editable Grid ...

Dynamics 365 Editable Grid Setup (CRM)

TheMarkChristie Profile Picture TheMarkChristie 10,328 Moderator

We are talking roughly 3650 days since i was first asked by a customer for this sort of functionality it is finally here in Dynamics 365 (CRM)

Had a user who only wants to work in excel and won't adopt CRM? Want a quick edit without opening any other windows or tabs?

Well here it is - Editable Grids and my quick setup overview

1) Go into your Solution and select the entity you want to use this on, then Controls

2016_2D00_11_2D00_01-10_5F00_52_5F00_33.png

2) Select "Add Controls"

2016_2D00_11_2D00_01-10_5F00_53_5F00_14.png

3) You now have the option to add "Editable Grid"

2016_2D00_11_2D00_01-10_5F00_53_5F00_32.png

4) Modes should be set to "Edit & Read"

2016_2D00_11_2D00_01-10_5F00_53_5F00_44.png

5) Select "Add Lookup

2016_2D00_11_2D00_01-10_5F00_53_5F00_59.png

6) Now we can select the view we want to be able to edit and the lookup fields

2016_2D00_11_2D00_01-10_5F00_54_5F00_41.png

7) You have the ability to set what device can see what types of grids by chaning the values

2016_2D00_11_2D00_01-10_5F00_55_5F00_29.png

8) Save & Publish

2016_2D00_11_2D00_01-10_5F00_56_5F00_12.png

9) Head over to your entity and the view

2016_2D00_11_2D00_01-12_5F00_16_5F00_58.png

10) Start editing the data and tab away to save

2016_2D00_11_2D00_01-12_5F00_18_5F00_21.png

Enjoy :-)

Comments

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  • TheMarkChristie Profile Picture TheMarkChristie 10,328 Moderator
    Posted at

    Hi f23fzf34ffavcz2t56

    This is only available in Dynamics 365 at the moment

  • f23fzf34ffavcz2t56 Profile Picture f23fzf34ffavcz2t56 221
    Posted at

    I don't see this in my org. We're CRM Online 2016 Update 1.