Dynamics 365 Editable Grids

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Dynamics 365 Editable Grids

Dynamics 365 Editable Grid helps increase work productivity and utilisation by enabling quick information updates and better navigation.

Dynamics 365: Editable Grids

The ability to organise, sort, and filter data within the same grid eliminates the need to switch between records or views provided by an editable grid, a custom control available on both online and mobile clients. As a result, you can change a record directly from the list without having to open it first. Don’t worry; the field-level security settings and read-only grid metadata are respected. Business rules and form scripting are also supported to implement unique business logic.

Benefits of Dynamics 365 Editable Grids

  • Keyboard shortcuts like Excel functionality make the editable grid functionality attractive and easy to adopt
  • Users won't have to repeatedly open a record, make changes, save them, and close them.
  • Configurable by clients and partners without the need for custom coding.
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Key Functionalities of D365 Editable Grids

  • Export to Microsoft Excel®
  • multiple currencies and localised languages are supported
  • Optional custom toolbars
  • Multi-row and inline editing
  • Modifiable CRM views
  • Dynamic grouping options

More Functionalities

  • Enhancing the Dynamics 365 Unified Interface
  • A more robust product search feature across multiple fields
  • Highly customizable search fields you can tailor to your sales process
  • Multi-line Drag + Drop sorting that saves time
  • Support for optional lines with dedicated subtotaling
  • A full-screen mode to create more space for large quotes

Not ready for the upgrade to D365?

Let out of the box editable grids be the catalyst for change! If you’re considering or are unsure about an upgrade to D365, editable grids (along with other fantastic features) are a great value to make the leap, your users and productivity bottom line will thank you!

Need more guidance on editable grid configurations? Contact us and let us guide you to the best configuration for your business!