Does your project need rescued? Nearly 74% of projects do. Click here to view our Guide to get your project on the right path!

Editable Grids in Microsoft Dynamics 365

Microsoft Dynamics 365 is here, and with it comes a host of new features. There’s one that I’m excited about, and I think has been a long time coming – editable grids. This is primarily a navigational convenience, but one that I think is worth getting excited about. Editable grids allow users to make mass updates to multiple records from a single page, without having to open the records themselves.

Let’s say I want to update multiple Cases to have a priority of “Low”. With regular read-only grid views, I would have to open each record, update the priority, close the record, navigate back to the grid view, and find the next record. Once I got to around 10 – 20 or so, I’d probably start thinking about writing a workflow to do the updates for me. And if I have to do it from a mobile device, I’d probably start thinking about applying for a new job…

Ok, maybe not. But, it would still be annoying.

With editable grids, I can just update multiple records directly. I added an editable grid control to my Cases, and here’s what it looks like:


So, how did I make my Case grid view editable? If I open the entity itself from a solution, there’s a new option called “Controls”. If I click that, and then click “Add Control”:


That brings up a dialog box that allows me to choose what kind of control I want to add. Select “Editable Grid”:


Then, I just tell it which I want to be the default control for the Case entity. So in the example below, I have enabled the editable grid for Phone and Tablet, but had the (boring old) read-only grid enabled for the Web interface:


Pretty cool, right?

Leave a Reply

Your email address will not be published. Required fields are marked *