Configuring editable grids for main entity views
Now that we have a basic understanding of the supported entities, views, and field types available with Editable Grid, we will have a look at configuring editable grids for an entity.
Let's look at an example of this feature on the view of an Accounts
entity. When editable grids are configured for any entity, all the views available for the selected entity are editable.
Following are the steps to follow to configure the editable grids in Dynamics 365 for an Account entity:
- Go to
Settings
|Customizations
, as shown in the following screenshot:
- Select
Customize the System
, as shown in the following screenshot:
- Select
Account
entity, as shown in the following screenshot:
- Select
Control
, then click onAdd
Control...
, as shown in the following screenshot:
- On the
Add Control
dialog box, selectEditable Grid
, and then click on theA
button, as shown in the following screenshot:dd
- In the
Editable Grid
row that is added, select the form factor you want to apply...