This is part 1 of a multipart series on the best new features of Dynamics 365, announced last week at CRM UG Summit in Tampa. We will be publishing several articles over the next few weeks on what to expect as we get closer to the anticipated release date of November 1.
Let’s hear it for Microsoft for listening to its users! Editable Grids have been one of the most requested features over the last several iterations of Dynamics CRM. There have been several add-ons for Dynamics CRM to add this functionality; however, they were usually either very expensive or underpowered. The first editable grid solution came with CRM 2013 when we were given the ability to add products to quotes and opportunities via a simple editable grid. There were many limitations as the grids could not be modified to fit client needs. In CRM 2016, inline export to 2016 gave us a solution that allowed us to open views in Excel Online and then update the data at the touch of a button. While these solutions were better than nothing, they left users hoping for a more complete solution.
At last Dynamics 365 has the solution
With the upcoming release of Dynamics 365, we now can add rich editable grids to CRM forms, views, and dashboards. Users can easily add and update information with fewer clicks and less switching from window to window. According to information available, these grids offer rich inline editing in main grids and sub-grids so users can update the information they need with fewer clicks. Customers, ISVs, and partners can easily configure editable grids using the Editable Grid custom control.
Editable Grids support:
- In-grid editing of records at the entity or sub-grid level
- Web and mobile clients
- Navigation using a keyboard or mouse
- Moving and resizing columns
- Lookup configuration
- Calculated fields and Rollup fields
- Business rules
- Hierarchical view
- Enabling or disabling of cells based on security role
With this new functionality Dynamics 365 continues to listen to its customer and offer them easy ways to work with and update the data that they use to run their business. I believe that creating well designed editable grids will become a standard and much-appreciated component of any CRM deployment.