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Dynamics 365 - Editable grid feature not working on custom entity

Posted on by Microsoft Employee

We have a custom entity opportunity line item entity and have enabled editable grids on it. The editable feature works on the sub-grid ie. Opportunity->Opportunity line item but does not work on the home grid for opportunity lines. Is this feature not available for custom entities?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics 365 - Editable grid feature not working on custom entity

    On Opportunity Product Inline Edit View - editable grid is working but not unmanaged view. I have created another view with copy of above, but still its not working(Unmanaged View).

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics 365 - Editable grid feature not working on custom entity

    Hello

    Tenfold just recently added MS office 365 to their integrations list. Tenfold offers features such as click to dial, automatic call logging, easy note taking and task creation, screen pops on inbound and outbound calls, new lead/contact creation when no matching records, support for cases/opportunities and advanced analytics on the backend. They also support MS Dynamics integration.

    (www.tenfold.com/.../microsoft-office-365)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics 365 - Editable grid feature not working on custom entity

    Hi,

    Sorry for using this thread for my question.

    I can't find where I can set next :Enabling or disabling of cells based on security role 

    In every article about Enabled Grid I can read that possible to restrict access for update based on security role, but no details about it. Looks like people just copy-paste from article to article.

    Any idea how to do it?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics 365 - Editable grid feature not working on custom entity

    In fact in our case the subgrid based on the child entity seems to work fine wrt editable grids on the parent form. The issue we are seeing is with the main grid based on that child entity.

  • TimZ Profile Picture
    TimZ on at
    RE: Dynamics 365 - Editable grid feature not working on custom entity

    This makes no sense.  Are you saying...   If I have two custom entities (ie one a parent entity called 'Order' and the other a "child" entity called 'OrderLineItem') then I can't use the editable grid as a subgrid for the child records (in this case 'OrderLineItem')?  Is that what you are saying.   The only relationship defined is a '1 to N' from Order to OrderLineItem.    This is the most common relationship (ie 'parent to child') that we all use in CRM/xRM.  I need to be able to edit the "child" records on my 'parent' form.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics 365 - Editable grid feature not working on custom entity

    The behavior seems to be erratic. On refreshing the browser some of the views based on this entity that was not editable becomes editable. Any idea why?

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Dynamics 365 - Editable grid feature not working on custom entity

    Child Entities are not supported may be thats why, read here:

    What are child & parent entities:technet.microsoft.com/.../dn531171.aspx

    Child Entities rae not supported, here: msdn.microsoft.com/.../mt788312.aspx

    Correct process of enabling Editable Grid:

    http://himbap.com/blog/?p=2514

    http://himbap.com/blog/?p=2529

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