Subgrids Third Party Solutions In Microsoft Dynamics CRM

Editable grid is a common feature in Dynamics 365 Customer Engagement. Editable grid brings a lot of inline editing functionalities to the system on both web and mobile clients. These grids enable you to create new record inline, edit or delete each record individually without having to open in new tab. This also includes the ability to sort data, filter data and delete multiple records. With these lots of features, editable grids only allow you to get one layer of information. There is no option available to play with child records.

Editable Grid is a common feature in Dynamics 365 Customer Engagement. Editable Grid brings a lot of inline editing functionalities to the system on both web and mobile clients. These grids enable you to create new record inline, edit, or delete each record individually without having to open in a new tab. This also includes the ability to sort data, filter data, and delete multiple records. With these features, Editable Grids only allows you to get one layer of information. There is no option available to play with child records.

This makes us think about third-party solutions. Suppose, you want your system to have the ability to view or edit accounts along with their relative contacts. You can achieve this with third-party solutions. There are many such solutions available. I will focus on D CRM Editable Grid that is freely available on GitHub.

D CRM Editable Grid is easily configurable with Dynamics 365 CRM, Dynamics CRM 2013, 2015, and 2016. Without writing a single line of code, you can make use of D CRM Editable Grid in your systems.

Features

  • In-line editing
  • Deleting multiple records at the same time
  • Allows multiple entity relationships to be represented in a single CRM form
  • Allows multiple grids on a single form in different sections
  • Header and cell colors and custom CSS
  • Filter
  • Export to Excel, PDF, and CSV
  • Autosave and auto refresh on save option available
  • Hide autosave button
  • Max records per page
  • Sorting
  • Paging
  • Rows background and foreground color change
  • Headers background and foreground color change
  • Open record from the grid (in the same window or in a new window)

How does it work?

Download the managed solution file from the GitHub and import it in your CRM solutions.

Now, click on Advanced View.

Subgrids Third Party Solutions in Microsoft Dynamics CRM 

Click on "Look for". There, you will find the D CRM Editable Grid option in the list. Click on it and then on Results.

Subgrids Third Party Solutions in Microsoft Dynamics CRM 

Now, select “New D CRM EG Configuration” from the toolbar and click on Results on the toolbar. A blank result page will be shown. 

 
 
 
A new window will open containing a configurations related entity. Here, you can set all your configurations. Choose the entity where you want to show the grid. Choose the entity whose data you want to show in the grid and click on + sign. Choose another entity to show child records. Drag the child entity into the parent entity. Select columns from either of the entities. When you will save configurations, the form will auto-populate with GUID. Copy the GUID.
 
Subgrids Third Party Solutions in Microsoft Dynamics CRM 

Now, go to your solution in CRM. Click on the entity on which you want to show the grid. Click on forms. Insert a new tab. Add a new web resource of the name “dcrmeg_dcrmeghtml”. Enter the GUID in the custom properties field that you saved while creating configurations. Save and publish the form.

Subgrids Third Party Solutions in Microsoft Dynamics CRM

Enter the GUID in the custom properties field that you saved while creating configurations. Save and publish the form.

Subgrids Third Party Solutions in Microsoft Dynamics CRM 

Now, navigate to the Case entity through the sitemap. You will see the Editable Grid.

Subgrids Third Party Solutions in Microsoft Dynamics CRM 

To see child records, just click on + sign against each record.

Subgrids Third Party Solutions in Microsoft Dynamics CRM