As of the December 2016 update for Dynamics 365 (online and on-premises), Dynamics CRM functionality is now included as a part of Dynamics 365.
In order to enhance the CRM user experience whether to make it more user-friendly for mobile clients or to enrich the ease of use for web clients, the CRM 2016 spring wave includes many new and interesting features for end users.
Editable Grids in CRM 2016 Spring Wave
In the older Dynamics CRM releases, the users were not able to enter any data directly into Grids (like form views) or subgrids on the forms. They had to click each record individually, open its form, edit it and save it. Users complained that this function required too many clicks.
With the new editable grids, the users can do the following:
- Inline editing of any type of field in any row.
- Group and sort by any columns.
- Filter on any column in the view.
- Move and resize columns.
- Export editable grids to Excel.
- Lookup configuration.
- Show calculated fields and Rollup fields based on latest update.
- Enable and disable fields based on the user’s security role.
- Add Java Script events.
- Ability to apply business rules like Show error message, Set field value, Set business required, Set default value, Lock or unlock fields based on events (ex. save, update),
Editable grids can be applied on an entity level, in sub-grids inside a form, or in a dashboard.
Customizing the Editable Grids in CRM 2016 Spring Wave
You can apply Editable grids on forms in the Dynamics 365 Web client, Dynamics 365 for tablets, and Dynamics 365 for phones.
In your solution, chose the entity you want to add the grid to then click the Controls tab, and then click Add Control.
Add Control dialog box will pop up, click Editable Grid
Then select your desired option from the added Editable grid line
After choosing your option, the editable grid will be the default control for it.
You can add a lookup in the editable Grid or a Nested Grid
Customizing subgrids on form to be editable in CRM 2016 Spring Wave
- Go to the customization tab > Customize the System.
- Open the desired entity.
- Open the main form that has the subgrid
- Select the subgrid, and then click Change Properties on the ribbon.
- In the Set Properties dialog box, click Controls, click Add Control, and then follow the same steps listed above.
Now that Microsoft Dynamics CRM is included in Dynamics 365 we are excited to see more added features being implemented in the near future. If you want to learn more about upcoming changes in Dynamics CRM or Dynamics 365, please get in touch with us by filling out the contact form below.