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

Chapter 9. Using Editable Grids in Apps

The Editable Grid feature in Dynamics 365 allows end users to update records from a view or grid directly, which makes updating records more convenient and easy. It is also possible to do the same task using an Excel sheet, but to update data with an Excel sheet takes more time than editing records from the grid.

In this chapter, we will be covering the following points related to Editable Grid:

  • Overview of Editable Grid
  • Prerequisite privileges required for Editable Grid
  • Supported entity, views, and fields to Editable Grid
  • Steps required to configure Editable Grid
  • Using JavaScript for Editable Grid
  • Using business rules for Editable Grid
  • Editable Grid on mobile devices