The editable grid is a handy tool that brings rich inline editing capabilities to Dynamics 365 Sales. With this functionality, users can easily group, sort, and filter records directly within the grid view, eliminating the need to switch between forms or views. This not only enhances navigation but also allows for quick and efficient updates.
To enable editable grids for an entity, navigate to the entity within the solution, click the “Controls” tab, and add the “Editable Grid” control. Once added, you can decide which control shows by default for different device types using radio buttons. For Unified Interface users, the “Tablet” option needs to be selected.
Read more at : https://evolvous.com/how-dynamics-365-helps-the-manufacturing-industry/
Businesses looking to streamline their CRM processes can truly benefit from editable grids. By leveraging the expertise of a Microsoft partner like Evolvous, organizations can confidently implement and customize this tool to meet their business needs.
