Editable Grid for Views in D365

Editable grids on views in Dynamics 365 represent a significant advancement in data management efficiency. This feature allows users to seamlessly edit or delete records directly within the grid view, eliminating the need to navigate to individual forms for data entry. By enabling inline editing and bulk updates, editable grids empower users to swiftly make changes and observe real-time results, transforming the way data is handled within Dynamics 365. Whether it involves updating multiple records at once or making quick edits on the fly, editable grids offer unmatched flexibility and convenience, significantly enhancing the user experience.

To enable editable grids on views for an entity in Dynamics 365, follow these straightforward steps:

1. Navigate to the solution and add the entity where changes are desired.

2. Within the solution, under entities, select the relevant entity. Click on the entity and proceed to controls tab.


3. Click on "Add Control," then scroll down and select "Editable Grid," and click "Add" to incorporate the control into the entity.



4. Choose the device on which this feature should be available based on business requirements.

5. Save your changes and publish them to activate the feature.


Once the feature is activated, users can simply click on the column requiring changes within the view, make the necessary edits, and then click on the save button located on the top right corner to save the changes instantly.


By following these steps, you can seamlessly implement editable grids on views, enhancing data management efficiency and user productivity within your Dynamics 365 environment.






























Comments

Post a Comment

Popular posts from this blog

Customizing Dynamics 365 with JavaScript

Image
 Microsoft Dynamics 365 (D365) is a great tool for managing business processes, but to make it work best for your organization, using JavaScript can be very helpful. JavaScript lets you add custom features that improve how users interact with the system and make tasks easier to complete. In this post, we'll look at some simple JavaScript code examples for D365 that can help you do things like show or hide fields, check user input, create alert messages, and automatically set field values. 1. Controlling Field Visibility           Dynamic forms improve the user experience by showing only the fields that are relevant based on the user’s input. For example, you can use JavaScript to control which fields are displayed depending on the user's selections. In the following example, we'll look at how to show or hide a field based on the country selected from an option set. If the user chooses "UK," an additional field will appear, allowing them to select citie...
Read more

Understanding Business Rules in D365

Image
Business rules are crucial in streamlining processes and automating tasks within Dynamics 365. They effortlessly handle things like setting default values for fields, adjusting one field based on another, toggling field visibility, and even locking or unlocking fields as needed. These rules work behind the scenes, making processes smoother and more efficient without requiring constant manual intervention.  Various components in Business rules are used to perform various tasks, below is an example of the “Set Field Value” component which is used to automatically set the Gender field value in a form based on the user-selected prefix; if the prefix is "Ms", “Miss” or "Mrs," set the Gender to Female; otherwise, set it to Male. Begin by navigating to the form where you want to implement the Business Rule. Click on the 'Business Rule' icon and click on the 'New Business Rule' button. After initiating the Business Rule, simply click the down arrow to enter ...
Read more

Difference between Background and Real-Time Workflows

Background Workflow Operates in the background, requiring users to refresh pages to see changes after saving records, however, this doesn't interrupt users' ability to continue their work. If a step fails in the background workflow, the process halts at the failure step, and changes made by previous steps are kept.  Errors do not appear as pop-ups; administrators must check system job logs to identify failed processes. Background workflows are designed to minimize resource usage, ensuring they do not disrupt system processing. Troubleshooting background workflows is straightforward as it's easy to monitor which process failed at which point. Real-Time Workflow Changes are instantly reflected upon saving a record, without requiring page refreshes. Users may need to wait briefly for the process to complete, but it's not typically noticeable. If a step fails in a real-time workflow, a pop-up error message notifies users of the failed process. Real-time workflows typically ...
Read more