The editable grid can be considered a handy tool that provides rich inline editing capabilities to clients utilizing Dynamics 365. This custom control in Dynamics 365 for Customer Engagement offers you the ability to group, sort, and filter data within the same grid so that you do not have to switch records or views. Effective use of this functionality can pave the way towards better navigation and prompt information updates. A leading Consultant Dynamics CRM, like Evolvous, can provide you with all the guidance regarding the right applications of this tool. Now, let's gather a thorough insight regarding enabling editable grids in Microsoft Dynamics 365 Sales, as well as how one can customize the row count on a grid.
How To Enable Editable Grids for the Entire Entity?
This effective capability has existed since the introduction of the editable grids functionality in Dynamics 365. Although this is a potent tool for mobile users who need to update data on the go, the experience can be limited depending on the type of mobile device that they are using.
Businesses encountering any kind of inconveniences while using the editable grids functionality in Dynamics 365 should get in touch with the expert Dynamics 365 Consultants. These professionals will help eliminate all the challenges that are preventing you from fully harnessing the benefits of this functionality. To enable editable grids for the entire entity, follow the steps enumerated below.
1. Begin by navigating to the entity within the solution and then, click the “Controls” tab.
2. Then click “Add Control” and select “Editable Grid”.
3. Once the editable grid control is added to the entity, you will be able to control which view is shown by default for each device type by using the radio buttons.
4. For the editable grid to be the default in the Unified Interface, the “Tablet” option needs to be selected.
5. The radio buttons determine what the default control is, but users can switch the control by clicking “Show As” from the ribbon on the list view.
How To Enable Editable Grids for Certain Views?
Sometimes, you might want to restrict certain views from being editable. This can be accomplished by changing the control on the view itself. Users can enable editable grids for certain views by following the steps listed below.
1. Open the view that you want to keep read-only.
2. Click on “Custom Controls”. When the Custom Controls window opens, it will already have a default “read-only control” shown. Users need to add the second “Read Only Grid” control.
3. Click “Add Control” and choose “Read Only Grid”. Select the radio buttons for each device type and click OK. Finally, save and publish.
How To Enable Editable Grids for Certain Fields?
After users have enabled the editable grid at the entity level, they can lock individual fields by using JavaScript. This function is added on the “Events” tab on the entity, and the function must run for the event “OnRecordSelect”. Thereafter, when the user clicks on the record in the list view, the restricted fields will display a lock symbol and will not be editable. This can be accomplished in two different ways.
1. Include a blacklist: A blacklist contains all fields that should be locked, and when the JavaScript runs, it checks the list and locks all fields contained in the list.
2. Include a whitelist: A whitelist includes all fields that should be editable, and locks any fields that are not on the list.
How Can You Customize Row Count on a Grid in Dynamics 365 Sales?
A certified Consultant Dynamics CRM can guide you thoroughly regarding the configuration of Dynamics 365 Editable Grids and their right application. This will allow your team to easily adopt this tool. Now, to customize row count on a grid in Dynamics 365 Sales, follow the steps enumerated below.
1. Go to Settings and choose Options.
2. Then navigate to the General tab, modify the number of records shown per page in any list of records using the drop-down selection field.
3. The grids will now display the number of records you have chosen.
Harness The Benefits Of Editable Grids Functionality In Dynamics 365 With Evolvous!
The introduction of editable grids in Dynamics 365 can certainly be considered a long-awaited victory for CRM users. It can help users become more productive in their daily tasks and reduce the time spent clicking and navigating. To maximize the potential of this functionality, businesses can consider seeking the assistance of a leading Microsoft partner, like Evolvous. The expert Dynamics 365 Consultants will empower your team to use this feature confidently, resulting in improved performance and efficiency.
FAQs:
1. Is it possible to use editable grids only on certain views within an entity?
Yes, editable grid functionality can be selectively applied to specific views by configuring controls at the view level.
2. Can different users set different row counts for their grids?
Yes, the row count setting is user-specific and doesn't affect other users.
3. Why should I use editable grids in Dynamics 365?
Editable grids improve productivity by allowing inline editing, grouping, sorting, and filtering of records, reducing the need to navigate to individual record forms.