Microsoft Dynamics CRM Editable Grid

D CRM Editable Grid is a zero code (Html5 JavaScript) add on for Dynamics CRM 2013 and 2015 to easily implement custom editable grids.

MainGrid.png

Video

Set-up and Overview of D CRM Editable Grid

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Setting up multiple entities with or without relationships

  • Entity1 (Not Related) Entity2, …
  • Parent (1:N) Child
  • Parent (1:N) Child1 (1:N) Child2 (1:N) Child3, …
  • Parent1 (1:N) Child1 (Not Related) Parent2 (1:N) Child2

ChildParent 1 to 3 are not related to each other, however they all have a N:1 relationship with Parent entity

  • Parent ChildParent1 ChildParent2 ChildParent3
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Features

  • In-line editing
  • Editing multiple records at the same time
  • Allows for multiple entity relationships to be represented in a single CRM form
  • JavaScript call back mechanism for Validation, Delete, and Save operations
  • Ability to query any record, whether related to the current record or not
  • Navigation via keyboard arrows or tab keys
  • Unlimited undo – Place focus on a cell that has gone through one/multiple changes, use undo button to traverse back through the changes until reaching the original value.
  • Undo all changes – Resets all changed cells to their original value.
  • Open record from the grid (in the same window or in a new window)
  • Display sum for numeric fields
  • User settings (currency symbol, numeric separator, decimal symbol, date and time formats) are used for formatting currency, numeric, and date time values.
  • Built in validation for Required, MaxLength, MinValue, and MaxValue field attributes
  • Sorting
  • Paging
  • Searching
  • Inherits CRM Security Model (User Create, Write, and Delete privileges are used to enable/disable New, Delete, and Save grid functionalities)

Editors:

Text and Numeric
textEditor.PNG NumericEditor.PNG

Memo
MemoEditor.PNG

Lookup
LookupEditor.PNG LookupMultiEditor.PNG

OptionSet
OptionsetEditor.PNG

Two option
TwoOptionEditor.PNG

Date and Time
DateEditor.PNG DateTimeEditor.PNG

ContextMenu

All Editors
CtxMenu1.PNG

Date and Time
CtxMenu2.PNG

Lookup
CtxMenu3.PNG

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