Dynamics 365 CE: Enable Group By in views

The Group By control in the views is quite handy for taking a quick look on your data. By default this control is not available, and needs to be enabled in the Entity configuration. This post covers simple steps to enable this control for your views.

Problem

Enable Group By in views.

Solution

To enable Group By, we need to add and enable Editable Grid control for the target entity.

Follow these steps to add Editable Control to the desired entity, for this example I am using Lead entity.

• Go to Advanced Settings -> Customizations -> Customize this System (Default Solution).
• Expand Entities -> Lead.
• On the Controls tab click on Add Control link.

• Select Editable Grid control from the list and click on Add button.

• Now enable the control for Web (or tablet if you need to) and click Save in the ribbon.

• Publish the customizations for this entity and refresh browser to reflect the changes.

Result

Before we enabled Editable Grid control, there was no Group By control in the view:

After enabling this control, users can now group data in the view:

That’s it, Quite Easily Done!