Editable Grids in Dynamics 365 (CRM)

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In Dynamics CRM, when we open any view, it shows up as a read-only grid. If you need to make an even small change, you will have to visit the main form of that entity record.

… but good news, now you can do inline editing from any view itself. This feature is introduced from Dynamics 365. How to achieve this, step by step guidance is there.

I have My Active Accounts view here and I can’t do inline editing. 😦 1

 

Now go to Command Bar and Select Customize Entity, like this –

2.

Now on Account Information Page, click tab Controls and from there hit the Add Control… link –

3

It will open this pop-up and now select the Editable Grid and hit Add button –

4

Configure the control for different platforms and you are done (Further property setup is out of scope to this)

5

Save the Publish the changes. On My Active Account view, if I double click any row item to edit it will open like this and also not the small Save button top right corner of the grid.

6

 

Hit Save (small button on the grid) and this is how it looks now with changed value.

8

Now, we can set from Command Bar What we want to see, like this  🙂 9

With this, we can reorder the columns as well, and it persists until you clear your cache. Yes, you can switch back to the Read-Only grid any time with default order of columns. 🙂 10

Happy Dynamics’ing !!!

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