Implementing Editable Grids in Dynamics 365 Step-by-Step

By Ryan Talsma, CRM Product Manager

What Are Editable Grids?

Editable grids have certainly been one of the most requested features within the Dynamics CRM community for years, and we are very excited about it now being built in as standard functionality within the latest release of Dynamics 365. Editable grids provide you the ability to edit records from directly within a view without out even having to open the record. Editable grids can also be activated in sub-grids as well. Additionally, this functionality is not exclusive to the web client and works within the phone and tablet interfaces as well.

How Do Editable Grids Work?

Working within editable grids within Dynamics 365 is very easy and takes minimal time for users to learn how to use them. Users who specifically like to manage their records in an “Excel” type environment will have a very high adoption rate to this functionality, as they are now able to work with multiple records in an overview grid format as opposed to having to open records individually. Once, enabled a user simply can click within any given column on a specific record, and make the necessary changes.

Shown below is an example of editable grids enabled on my Account entity, where I am able to quickly and easily update the phone number for a specific account:

How Do I Enable Editable Grids?

Editable grids can be activated very quickly and easily by navigating to the Settings module. Under the Customization section, select Customizations, and then finally click Customize the System. Editable grids are enabled at the entity level. Select the entity you want to enable editable grids for, click the control tab, and add the editable grid control. In my example below, I will enable editable grids for the Opportunity Entity:

Settings > Customization > Customizations

Select Customize the System

Select the entity, then click the Controls tab, and Add Control…

Select Editable Grid and click Add:

Select the interfaces you want editable grids enabled for, and finally click Save, and then Publish

Upon publishing your changes, you should now be able to navigate back to your Opportunity entity and see that the changes have been published and that the Opportunity entity views are now editable.

Want more in-depth information on editable grids in Dynamics 365? Check out this technet article.

Also for a video demonstration on how to enable editable grids, watch the online video.

About Ryan Talsma:
Ryan Talsma is the CRM Product Manager at InterDyn BMI, who has previously spent time as a functional, technical, and support consultant. Ryan has extensive experience in CRM installs, upgrades, IFD/AD FS implementations, JavaScript, workflows, solution architecture, and implementing Microsoft Dynamics CRM Online as well as On Premise. 

Editable Grids in Dynamics 365

Watch this recorded webinar to get a brief overview of the new editable grids feature in Dynamics 365, including how to configure and enable them, as well as a demonstration of how they work after being configured.

Want to learn more about how CRM works within Dynamics 365? Attend our free webinar on December 6! Register now

Please feel free to contact us if you have any questions.