Advanced editable grid to update deals with ability to personalize columns
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | 
Jul 15, 2021 |
- | - |
Business value
When managing their pipeline, sellers want to quickly update key information. The inline editable grid in the deal manager workspace makes editing records much easier with a tabular form. Sellers can update records like they update a spreadsheet. Users can quickly sift through their opportunities in a tabular format and instantly make updates. Sellers can also personalize the grid to only include the columns that are relevant to them.
Feature details
This feature offers users the ability to:
- Edit fields inline.
- Filter, sort, search, and reorder data in the grid.
- Show or hide columns in the grid.
- Add columns to the grid.
- See aggregations for numeric columns.
- Run business logic on grid actions after the administrator uploads a web resource