Key notes for Editable Grid in Dynamic 365

Microsoft has created a big change for Microsoft Dynamic Crm in this year, in fact, it has  not been welcome from many partner about this release, I will write another post about this in next posting, you also can have a first look at this link. We just focus on the new features that we consider it is great for developers. This post will write about the “Enable Grid Function”.

To me, it is a sad news because my personal project for xRMEditableGrid grid must be canceled    because of its feature…

You can refer this link for quick steps.

Limitations of Editable Grid

Before working with it, we need considering these notes for the limitation.

For field

• Composite fields will not working in editable grid, such as address, full name fields.
• State, state code will not be effect to change directly from enable grid.
• Customer fields.
• Party list fields (often being used in activity of Crm).
• Fields from related entities
• Field Security. Field

For form

Fields are set read-only on the form are not effected to editable grid.

Consideration of Editable Grid

• Xrm.Page is not worked on editable grids.
• OnRecordSelect, OnSave, OnChange events are support in editable grid.
• Nested grid does not work in web and tablet, only work for mobile client.
• Business rules is support for editable grid:
  • Set field value
  • Set business required
  • Lock/Unclock field
  • Set default value

How to enable Editable Grid on Home?

In fact, editable grid is only custom control, hence, we just do the similar step as adding other custom control

Adding editable grid control

Then, you will see one editable grid was add to your selected entity. There are a lot of properties that you can configure your editable grid, such as:

• Showing search box,
• Set the default view for editable grid.
• Set the condition to show data from related data.

Selecting custom control to add

Selecting option which will be showed in clients

How to enable Editable Grid on sub-grid?

The answer is “Yes”, you can do that, it is similar to steps that we do for enabling editable grid on Home, you just go to the form, then select the sub-grid that you want to add.

Steps to add editable grid on sub-grid

Amazing, just a few steps, we have a great feature that were not supported in previous version, I will talk about other configuration for editable grid (Groupby, what is nested grid…) in next posting.

Hope that is is useful for someone.