Book Image

Dynamics 365 Application Development

By : Deepesh Somani, Nishant Rana
Book Image

Dynamics 365 Application Development

By: Deepesh Somani, Nishant Rana

Overview of this book

Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements. This book will introduce you to the components of the new designer tools, such as SiteMap, App Module, and Visual Designer for Business Processes. Going deeper, this book teaches you how to develop custom SaaS applications leveraging the features of PowerApps available in Dynamics 365. Further, you will learn how to automate business processes using Microsoft Flow, and then we explore Web API, the most important platform update in Dynamics 365 CRM. Here, you'll also learn how to implement Web API in custom applications. You will learn how to write an Azure-aware plugin to design and integrate cloud-aware solutions. The book concludes with configuring services using newly released features such as Editable grids, Data Export Service, LinkedIn Integration, Relationship Insights, and Live Assist
Table of Contents (20 chapters)
Title Page
Copyright and Credits
Dedication
Packt Upsell
Contributors
Preface
Index

Overview of Editable Grid in Dynamics 365


Editable grids support a wide variety of features. The following list outlines the main CRM components supported by Editable Grid:

  • Entity or sub-grid level record editing
  • Personal views as well as system views
  • Mobile clients
  • Keyboard or mouse navigation support
  • Record grouping and sorting
  • Record filtering
  • Grid columns moving and resizing
  • Pagination (supports sub-grid with multiple records to fit on grid view)
  • Saving changes from one session to another for grouping, sorting, filtering, pagination, and moving and resizing columns
  • Lookup fields
  • Rollup fields and calculated fields
  • Security role
  • JavaScript events
  • Business rules
  • End users using charts and search can also access the action bar with the help of read-only grids