In the realm of Microsoft Dynamics, the advent of editable grids has changed the way users can interact with and update records. This dynamic feature empowers users to make changes directly within grids, eliminating the need to open individual records.
In this post, we’ll summarize the benefits, considerations, functionality, and limitations of editable grids, shedding light on how this configuration enhances user experience and productivity.
Benefits of Editable Grids:
- Streamlined Process: Update multiple records seamlessly on a single page, reducing the steps required for editing.
- Time Efficiency: Eliminate the need to open each record individually, saving valuable time for users.
- Enhanced User Experience: A user-friendly interface enables smoother interactions and data manipulation.
- Productivity Boost: Bulk updates and real-time editing enhance productivity, especially in data-intensive scenarios.
- Business Rules: For business rules to function correctly, the conditional field itself needs to exist on the editable grid.
Functionality of Editable Grids:
- Required Fields: Indicated as usual and no major functionality changes.
- Save Options: Choose between manual or auto-save settings based on user preferences.
- Plugin Compatibility: Plugins function seamlessly with editable grids, including sync and async operations.
Limitations of Editable Grids:
- Data Type Constraints: Certain data types are not editable within this grid configuration.
- Customer fields
- Party List fields
- Composite (address) fields
- State/Status fields
- Lookup entity-related fields
- Group By Functionality: Grouping functionality works and spans the current page; failing to show the entire data set.
We at Root16 hope this deep dive into the world of editable grids has shed light on their capabilities, benefits, and considerations. Reach out to us if you’d like help exploring how you might harness their full potential within your Microsoft Dynamics environment!
- Microsoft – Use editable grids in Dynamics 365
- Nishant Rana – How to Disable Read-Only Fields in Editable Grid Control Dynamics 365 CRM
- Neil Parkhurst – Dynamics 365 – Editable Grids
- Microsoft – Make grids and lists editable with custom control