Editable grids are a feature of Dynamics 365. Let’s go through how to enable and use them.
First, let’s look at how the current grids work. You can see for Active accounts, we have a list that is not editable if you click on the grid.
We will customize the Account entity to enable editable grids.
Create a new solution and add Account to it:
Select the Controls tab and you will see it is set to read-only:
Click Add Control and select Editable Grid:
Set Account to use this new editable grid:
Click Add a Lookup:
Now go back to CRM. You will see Editable Grids have been enabled:
Clicking the arrow opens the record:
You can also change the grouping of the view:
Note you have the option to determine which grid to display per device, whether it is web, phone or tablet:
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