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Hi Guys,
i have a requirement in which i have to make a data entry table in crm d365 i try to make with editable grid but it
work only if record is already enter we can edit it is there any way we can get a row automatically generated with the next month date
Can we create something like this
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Hey,
Kokulan's answer is correct as far as your options, and Pravin's links to Excel Online dont give exactly what you want.
To achieve something like this with one of our customers we added a Custom button "Add Row" to the subgrid\ribbon. That button creates a new record and refreshes the editable grid so a new row is available for editing. It's not as simple as excel, and doesn't allow pasting data like Excel does, but was good enough for our customer.
Good luck!
Hi raveesingh,
You could achieve this by using OOB functionality of 'Open in excel online'
Please refer below url for reference:
community.dynamics.com/.../bulk-edit-of-dynamics-365-records-on-excel-online
You can create your custom jQuery grid and design it with the features that you are looking for. You will need to attach events to your grid to add new records to Dynamics and update records when you make changes. These events would call the Xrm.WebApi to create or update records. You can use components like jqwidgets, telerik or infragistics. You will have to upload their css and js files to Dynamics and customize their references if needed.
Alternatively as mentioned in other posts, you can use PowerApps Canvas Application to handle this type of logic.
Hope this helps.
Hi
CRM Out of the BOX editable grid is only for editing existing records. It cannot be used for adding new records.
You could consider the following options to achieve this
01. A custom web resource with editable grid - But this may involve a lot of custom code and UI work, especially if you have many columns
02. You could ask the users to Export to Excel and import the file back - This will update existing and Create new
03. You could consider creating a Canvas Powerapp and have an editable grid with the ability to add new row
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