Using Dynamics 365 PSA, but this is a general question surrounding data entry into Views.
I would like my users to have 'datasheet' view entry capability similar to that which (used to?) exist in sharepoint (may have been deprecated in modern view) or indeed similar to that which has existed in Microsoft Access for many many years (i know that is not a web form, but it it is outstanding in terms of flexible data entry).
It seems I can use the 'editable grid' control on a view to allow some small element of this, or else I can edit in Excel Online and then save back. However, neither are close to what users really want or are used to in desktop software.
Functional requirements as follows:
As a Dynamics user i would like flexible data entry in datasheet format to allow me to quickly/easily enter data into an entity:
+The user can enter data into an entity through a grid or 'datasheet' view similar to a Microsoft Excel table, Microsoft Access 'datasheet' or sharepoint 'datasheet'. Functionality to include:
+Full validation possible on each cell in the same way as entry through a norml form, such as drop downs, data type validation etc.
+Easy tab navigation across rows and down columns
+Add a new record by adding a + row at the bottom of the datasheet rather than by opening a new form.
+Updates are saved immediately rather than through the current Dynamics 365 process of "Open in Excel Online" and then editing and "Save" which starts a batch import process.
+Cut and paste blocks of data into cells from the clipboard. Again, in Access, I can select a block of rows and paste them into the * new row at the bottom of the datasheet
Is there something out of the box, or perhaps provided by a third party, that satisfies some or all of these requirements? Perhaps some sort of enhanced View control or a custom form.
Thanks
Gerald
