Let’s have a look at a zero code add on for Dynamics CRM 2013, 2015, and 2016 for easily implementing custom editable grids.

Quick look at some of the features provided by the tool:

  • In-line editing, editing multiple records at the same time
  • Allows multiple grids on a single form in different sections
  • Export to Excel, PDF, and CSV
  • Built in validation for Required, Max Length, Min Value, and Max Value field attributes
  • Sorting, Paging, Searching
  • Inherits CRM Security Model
  • Navigation via keyboard arrows or tab keys
  • Unlimited undo, undo all changes – Resets all changed cells to their original value.
  • Display sum for numeric fields

Download latest solution from here.

Import the downloaded managed zipped file to the Dynamics CRM Solutions and Publish.

Configuring the editable grid

Open Advanced Find and look for and select “D CRM EG Configuration” list option. Click on the “results” toolbar button.

editable grid

Click New D CRM EG Configuration toolbar button.

editable grid 2

 

Select the entity where the grid is to be displayed on. In this example, we set it to a custom entity “Settlement”.

editable grid 3

 

Select an entity to display data from. In this example, we set it to entity “Invoice”.

Click on the “+” button to add the selected entity to the list of entities to display data from.

editable grid 4

 

Click to select the “Invoice” entity list item. This will display a list of all fields for the entity and other configuration settings.

editable grid 5

 

If a selected entity has a many-to-one relationship with the entity hosting the grid, you will be presented with the option to use this relationship to display only related records or all records.

editable grid 6

 

Select the fields that you would like to be displayed on the grid. Each selected field will have a corresponding tile under the “Selected grid headers” section.

Each selected field can be set to read-only. Its initial width can also be specified in percentage.

Each selected fields conditions can be set to filter records.

To re-arrange the field display order, drag and drop the tiles under the “Selected grid headers” section.

Set whether to display SUM for numeric values.

Set the initial number of records per page if the number of records exceed five.

Save and close the new configuration record.

Setting up the grid on the form

Customize the “Settlement” form in our example.

Add a new tab if required in the form, then add a new Web Resource.

editable grid 7

 

Select the Web Resource “dcmeg_dcmeghtml” for the editable grids. Set the field name and properties. In case of multiple grids, set the GUIDs from the configuration to the Custom Parameter.

In the formatting tab, set grid rows and uncheck “Display border”. Click Ok. Save and Publish form. Refresh “Settlement” form.

You should see a grid displaying selected fields from the “Invoice” entity as per configured.