Applying the Editable Grid Control in Dynamics 365

Applying the Editable Grid Control in Dynamics 365

Applying an editable grid custom control gives users the ability to add data directly in a view! Depending on your use cases and users, implementing this simple control can be a big time saver for data entry and large quantity updates without having to individually open each record. This control, like others in the UI, allow users to interact with an editable grid when using the web app, tablet or phone.

What does editable grid look like in action? Take a look at this GIF that shows you how simple it can be for an employee to make changes in an Editable Grid! In this example, the user groups all Active Contacts by Company Name, then makes updates to multiple records without ever leaving the view! So exciting and such a big win for user adoption! (Click the GIF below to enlarge and see more details.)

How to Add Editable Grid Control

At this time (as of February 18, 2020), you’ll have to implement this custom control (and any others) in the classic solution designer.

After you have added the Entity to your solution file, you will expand the entity (in this example, the Contact), then click the Controls tab.

Navigate to the entity, then click the Controls tab.

On the Controls tab, click Add Control…

Time to add a new control to this entity!

In the Add Control window, scroll down and select Editable Grid (and notice all of the other fun controls available the entity level!)

Select Editable Grid, then click Add.

Now, the control has been added to the Entity, but by default is not enabled. Select Editable Grid on Web, Phone and/or Tablet, based on your business and end user requirements.

The above configuration sets up Editable Grid on the web client only for Contacts. If I wanted to enable Editable grid on Phone and Tablet as well, I would simply fill in those bubbles

Finally, click the Save icon at the top and it will update your entity. Publishing it will make it live in your Sandbox where you can set your users loose and let them start testing!

Limitations of Editable Grids

With all features available in Dynamics 365, I like to point out any limitations I’ve found or read about. Here are a few – let me know if you’d found others!

Some data types are NOT editable in an editable grid: Composite fields (like Full Name and Address fields), State/Status fields, Lookup entity-related fields, Customer lookup fields, Owner
Read only fields ARE editable in an editable grid: To fix, you’ll want to get some JavaScript on there! (Reenhanced can help!!)
This is an all-or-nothing control. Since you implement it at the entity level, it will be applied on all views (there’s no way to have some be editable grid and others be the standard read-only grid)
They won’t work on some out-of-the-box Sales entities: Opportunity Product, Quote Product or Invoice Product
Click to Call phone numbers are not supported (it’s not a link, just text!)
Click to send email (on email address field) is not supported (it’s not a link, just text!)

Heidi Neuhauser
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Heidi is Director of CRM Projects at Reenhanced. With more than eleven years experience in CRM, she has a wide variety of industry and product knowledge working with organizations of all sizes (from small non-profit organizations to Fortune 100 companies) to implement and rescue CRM and train end users. Heidi is a Microsoft Certified Professional with numerous Microsoft CRM Certificates and a CRMUG All-Star.
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