UPDATE 06/17/2016: We have enhanced the grid by adding Hierarchical (drill down) grids. This configuration item is available only for our clients that have purchased a license. We have also created the ability to add default values to record columns when new row is created (available in our free version as well).
If you would like to get a copy of the solution, just send us a request at: http://www.microplanit.com/contactus.aspx?p=Free Tools: Editable Grid. You will receive an email with a download link to the Dynamics CRM Editable Grid solution.
UPDATE 02/26/2016: We have dropped support for CRM 2013. If a solution is needed for CRM 2013 please email us at firstname.lastname@example.org. We have also added additional items such as AUTO SAVE / BULK SAVE, GRID COLUMN SORTING, IN LINE NEW ROW (This will create a new record in CRM from the grid), AND DELETING RECORDS FROM GRID!
How many times have you heard “This grid is great, but I hate double clicking and going into the record to edit it, then going back to my record.” I certainly have heard it many times from many clients. In fact I feel the same way sometimes. It gets really annoying that you have to go into each record and change one attribute. Why can’t MSFT build this into the system? It’s not hard…well maybe it is.
At BusiPlanIT labs, we have done the hard work for you and come up with a solution that leverages JQuery js, JQuery UI js, and SlickGrids js. We have created a full HTML5 solution for you that works in CRM 2013, 2015, 2016, and 365. Oh and let’s not forget the different browsers! It works on Chrome, Internet Explorer, and Firefox.
We are offering one free grid for any use in the CRM. You can place it in anywhere that loads web resources such as a dashboard or on an entity (OOTB or custom) form. The grid can handle showing all records or just related/regarding records. If you are interested in getting more than one grid, contact me, my information is at the bottom of this post.
In our example we will show related contacts to an account record. Although this can be configured for any record, we will show a grid that everyone can relate to.
Below are instructions (with pictures) on how to configure it and use it for related contact on an account form.
Pre configuration step: Install the BusiPlanITEditableGrid solution from the download link at the bottom.
- Since every grid needs a view, we will need to create one. We decided that instead of piggy backing on system and personal views, let’s have users do an advance find view and place the FetchXML into our solution. This allows us to do a little more complex views if needed. Also doesn’t require our users to create specific views that muddy up the entity view drop down list.Go ahead and open Advance find.
- Select the record types you want to see (contacts) and apply a filter. You can filter as deep as you want. For this example I want to just show active contacts on my account record.
- Pick the columns you want to see in the Grid. There is no column number limit. Do not select the composite fields (Address and FullName) they are not editable in the grid. Status field (status and status reason) will show up on the grid, but are not editable either. Do not worry about the order we will set that later.
- In order to sort, configure the sorting options. For this grid I want the contacts sorted by First Name.
- Run the advance find query, if it looks okay then you can proceed to the next step. If something needs to change, revisit the previous steps. Remember this query will return all contacts in the system. You do not need to filter the related account, we will do that configuration later. Also, if you want, you can save this advance find view as a personal view, just in case you want to change it later.
- Download the FetchXML and save it.
- Now we want to create a new Editable Grid View Configuration record. You can get to this by Dashboards – > BusiPlanIT Editable Grid View Configurations -> + (New) or doing an advance find, querying for Editable Grid view configuration, and clicking create new record. I chose to go to the dashboard since it’s a little faster. We actually created a dashboard in our managed solution for easy access!
- Fill out the required fields
- Name – Name of the record. This can be anything. For this example I’ll choose “Related Contacts on Accounts”
- Entity to display on – This is the entity you want to display the grid on. For this example we are using Account.
- ID – This is the ID that we will use to determine which grid to display. If you have multiple versions of this grid, IDs will be different for each grid record. Since this is a demo use the number 1.
- Max Record per page – This can be any number from 10 – 300. However for a subgrid on a form I’ve noticed that 10 works best.
- GRID XML – From the advance find downloaded fetchxml, copy the text and place it into this field.
- Click Save and watch the magic happen! Our fancy plugin will parse through the fetchxml and pull out all the attributes that need to be displayed, and also will give you a list of relationship to pick from to show related/regarding records.
- Do not manually create or delete attribute records, the plugin creates it and keeps it in sync with the fetchxml.
- If the order of the attributes is incorrect (The way it currently display is the left most column is supervisor and the right most column is description), we have a few options:
- Make “Automatically Order Attributes” to yes, and you can adjust the fetchxml, the order will be taken from first attribute name listed in the xml. Save the record after the fetchxml is adjusted, and the order will automatically reorder.
- If you do not want to modify the fetchxml change “Automatically Order Attributes” to No, save the record and change the display order for each attribute record to your liking.In this example I choose to do option “b”.
- Additionally the display name and width can also be adjusted. In my example I wanted to rename Mobile Phone to Cell Phone, it can be done.I went ahead and adjusted the width and names. Just a reminder you can do this anytime, it does not have to be now.
- A drop down next to it will appear “Related Relationship” Very similar to how sub grids are in CRM you must pick the relationship you want show in the grid. For this example I want to show all contacts on the account that have the same parentcustomerid (Company Name) as the account record I’m on.
- Save the record and remember the ID number you picked.
- Since I am placing this grid on an account form. I will go over the customizations and edit the account form:
- I went ahead and created a new tab on the form, but really the grid can be placed anywhere you want.
- Inside the tab I will insert a HTML Web Resource
- Web Resource* – type “BusiPlanIT Editable Grid” or “bpi_busiplaniteditablegrid”
- Name – Can be anything I picked busiplanitgrid1
- Label – pick a good identifier for the grid, I picked Related Contacts and checked “Display label on the form”
- In the Web Resource Properties (custom parameter [data]) you must enter the ID of view configuration record we just customized. In my example it was the number 1
- Before you click okay, go to the formatting tab. This will make sure the grid looks good on the form
- Click Okay, save and publish the form. You are ready to see the grid in action!
Go to any account and the Grid should be in the location where you placed the web resource
Clicking into (sometimes double click, if you are not focused on the gird) the field opens it up for edit.
Using the Editable Grid:
For users that are not system admins we have created Security roles to append their teams or user record.
Editable Grid User – User role that allows users to only view and user the grid
Editable Grid Customizer – User role that allows a system customizer to customize and modify the grid configuration settings.
- If the fetxchml is complex and you are returning columns from child records, those records will show up in the grid, but will not be editable.
- Deleting a record from the Grid is not possible in this version
- Many to Many related relationship do not show in the related drop down list. But it can still be done by manually modifying the XML. Reach out to me and I will help you. In the future we will add Many to Many relationships to the drop down.
- Status and Status reason cannot be edited in the grid
- If displayed on dashboard, double scroll bars may appear for vertical scrolling (depending on record size and page size).
Text /decimals/money fields – clicking into the field opens an editable text box once you click away from the field, the value will be saved
Look up field types – Clicking into the look up field will bring it into edit mode. You can begin typing and filtered list will show top 50 results from the CRM based on StartsWith.
If you cannot find the correct look up click on “Look Up More Records” will pop open the CRM look up search, where you can select a view or for complex look up types a different entity.
MultiLine text fields – Click into the field will bring up a long text editor. To save changed press the save button.
Date Fields – Date fields are handled the same way a CRM date field is handled. Clicking into the field allows the user to type a date (date must be in format mm/dd/yyyy) or select a calendar to view a date.
OptionSet Fields – work the same way CRM does drop downs.
Opening a record – On the left most column is a check box. Double clicking this will open the record in a new window. You can also right click on the grid and go to open new window as well
Creating a new record – In the top right, above the grid is a plus sign. This plus sign works the same way an OOTB grid does in creating a new record. If you have 2015 SP1 the editable grid view configuration record has a drop down to enable the quick create form. Set that option to yes if desired.
In our latest release we have added the ability to create a NEW ROW and save the row to create a new record
These are the configuration sets that should get you on your way in:
- Auto Save = No (this will give you a save button on the grid to do bulk saves and also enables other features)
- Display Add New Row = Yes (Adds new row button to the grid, were you can add your opportunity products)
- Refresh Grid After Save = Yes
Grid Menu – By right clicking anywhere on the grid, brings up a small menu. From this list you can open a record, email a link for a record, or refresh the grid.
Navigating the grid – By pressing the tab key you can go to the next cell. The arrow keys will also allow you to move from cell to cell.
If you are interested in getting more than one Editable Grid added on to your CRM please contact us at email@example.com. We are finalizing our licensing model and will get back to you with options. Stay tuned for new enhancement and updates, as we are constantly enhancing our editable grid with new features!
If you have any bugs or issues please email me at firstname.lastname@example.org.
If you would like to get a copy of the solution, just send us a request at: http://www.microplanit.com/contactus.aspx?p=Free Tools: Editable Grid. You will receive an email with a download link.
DISCLAIMER THIS TOOL IS PROVIDED BY MICROPLANIT LLC. “AS IS” AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANT ABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL MICROPLANIT LLC. BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.
How many times have you heard, “Why can’t I email a Team in CRM”? Since Dynamics CRM uses Activity Parties, the Team option is not available. When creating a Workflow, the User must manually select all of the Users that are members of the Team and add them to the “To” field in the Email template. Who wants to do that??? What happens when members of the Team change?
At BusiPlanIT Labs, we have released another handy tool that leverages Custom Workflow Activities in CRM to solve this common challenge. This Custom Workflow Activity works in CRM Online and On-Premise for CRM 2011, CRM 2013, and CRM 2015. Users must have email capabilities set up in CRM either through the Outlook Client, Email Router, or Email Server Side Sync in order for emails generated by the Workflow to be sent out.
The solution is very simple. It has one component.
- Custom Workflow Activity (BPI_FreeEmailToTeam)
The Custom Workflow Activity can be used in any workflow process. One example is when a Contact is created or updated an email is to be sent out to a Team. Below are the details on how to use this useful Custom Workflow Activity in a Workflow:
Pre Workflow setup – Install the BusiPlanIT EmailToTeam solution from the download link at the bottom.
- Create a new Workflow Process.
- The Workflow can be used on-demand or by automatic operation (when a record is created/assigned/updated/etc…).
- The first step is to add “Create Record” with entity = “Email”.
- Next click “Set Properties” and the E-mail form will pop up. Set the contents for “From”, “Subject”, and “Body”. “CC”, “BCC” and “Regarding” are optional. Remember to keep “To” empty so that this email will get sent to a Team. The “To” will get dynamically populated with the members of the Team during the execution of the Workflow.
- Add a new Custom Workflow Step “BPI_FreeEmailToTeam. BPI_FreeEmailToTeam”.
- Once the Custom Workflow Activity step is added. Select “Set Properties”. This will allow you to configure which Team to send to and whether the email should be sent automatically.
- Email you wish to update – This is the email we created in the first step. The members of the Team will be appended to the “TO” of this email
- Team to Add TO – this will be the Team that this email gets sent to.
- Send Email – If set to “True”, the email will get sent when this Workflow is completed. If set to “false” the email does not get sent and sits in Open Activities.
7. That’s it! Just activate your Workflow and let it run. Happy Team-mailing!
If you would like to get a copy of the solution, just send us a request at: https://www.busiplanit.com/contactus.aspx?p=Free Tools: Email to Team
DISCLAIMER THIS TOOL IS PROVIDED BY BUSIPLANIT INC. “AS IS” AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL BUSIPLANIT INC. BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.