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Improve functionality of views

Author Name: Nick Whymark

I was going to suggest a specific change to the CRM views to allow us to specify more than 2 sort columns. However I decided to make a more general request as the views need to be improved in a number of ways. Here is my list and I guess others can add to it in the comments (it's pretty much everything you'd get in a custom grid control or something like Outlook views):

1. Allow sorting by more than 2 columns.
2. Allow custom header text.
3. Allow grouping (drag and drop to group box) with totals (total, count, average, stddev etc.).
4. Allow frozen columns so you can keep one or more columns on screen when scrolling horizontally.
5. Allow dynamic filtering (similar to excel where you can filter on column values without leaving the screen).
6. In-line editing.
7. Automatic column widths (best fit for data or data+header).
8. Improve the view editing experience. Things like a field chooser and dragging/dropping columns to re-order/group them, clicking headers to set sort order, re-size columns using the mouse etc.



Status: Planned

Some of the asks are already a part of grids functionality e.g. dynamic filtering, clicking headers for sorting, re-size columns using the mouse. A few of the asks like - inline editing ,automatic column widths are planned short term. We will include a few other good suggestions like grouping, frozen columns , in our roadmap.

 Thanks,

Neerja, PM, Microsoft 

Comments
D365Ideas_Admin
Regular Visitor
Status changed to: Planned

Some of the asks are already a part of grids functionality e.g. dynamic filtering, clicking headers for sorting, re-size columns using the mouse. A few of the asks like - inline editing ,automatic column widths are planned short term. We will include a few other good suggestions like grouping, frozen columns , in our roadmap.

 Thanks,

Neerja, PM, Microsoft 

D365Ideas_Admin
Regular Visitor
Thanks for the feedback. These are some good suggestions and we will consider these in the roadmap. Thanks.
D365Ideas_Admin
Regular Visitor
Further thoughts now we have 2013 to see if anything changed (it didn't). 1. Three levels of sorting might be useful, I can't see a need for more. 2. I see your use case now, which does make sense. 3. Yes, I meant MS Developers in terms of making something which is a smooth experience for users. I think having some kind of aggregation in views would be great, as part of the designer, perhaps via a dialog box like sorting - choose a field and aggregation method. Actually, now I think of it, perhaps as *part of* the sort dialog - select the first sort column and optionally select a check box to "Aggregate", then select a method. Maybe also in advanced find. But I think doing this as an "on the fly" drag and drop thing in a cross-platform web app could be far from trivial. 7. My issue with this one is not really performance, although that might be a concern. It is usability - user goes from page 1 to page 2 of a view and the columns shift around, maybe even pushing some off the right hand side. I guess if it is per column not per view this might mitigate much of the problem. 8. Granted. New 1. Not sure it is important but now that we have image fields, maybe this is possible. Scaling would be terrible though. New 2. Sounds like a good idea for some fields.
D365Ideas_Admin
Regular Visitor
I updated the original list in the request based on requirements from various customers - I also took a stab at ordering the requests, but I realize the order would likely change depending on what everyone is working on at the moment 🙂 1. Supported API to set subgrid FetchXML and layout/column XML - either via client-side setting OR via a server-side configuration/plugin pattern. Many do this via hacks today, opening it up with an API would help with supportability - with the expansion of mobile clients this would help a lot of customers offer highly customized solutions and yet still use the OOB clients. 2. In-line editing (this is enabled on some 2013 grids - expanding it to all [sub]grids based on a configuration option and via javascript is expected) 3. Automatic column widths (best fit for data or data+header). 4. Allow grouping (drag and drop to group box) with aggregation (total, count, average, stddev etc.). 5. Allow sorting by more than 2 columns. 6. Improve the view editing experience. Things like a field chooser and dragging/dropping columns to re-order/group them, clicking headers to set sort order, re-size columns using the mouse etc. 7. Allow custom header text. 8. Allow frozen columns so you can keep one or more columns on screen when scrolling horizontally. Note: "Allow dynamic filtering (similar to excel where you can filter on column values without leaving the screen) was already added in 2011.
D365Ideas_Admin
Regular Visitor

Apologies I have accidentally voted this idea down.  I can't seem to change my vote, so I wanted to register that I support this idea.  I use different views to facilitate different governance groups around my business.  All improvements welcome.

D365Ideas_Admin
Regular Visitor

I suggest to also have System Views based on Advanced Find custom query, this will drastically enhance CRM as you can place these custom query views on Form as a SubGrid

D365Ideas_Admin
Regular Visitor

Very good ideas.

We are fairly new to Dynamics and one major causes of confusion is the search within an Entity.  The user think that the search will search within the results already appearing on the page but in fact it search the whole database. 

The ability to do a quick search within what is already displaying in the view would be very helpful and also less confusing.

 

 

cepjc
Advocate II

9. Add the possibility to have an image field as a column. For example, show the account (or any entity's) 'Primary Image' field ( a logo for example).

 

Thanks!

FilipK
Power Apps

All of these are great ideas and needed improvements.  One bit of good news is that we are working on a new modern grid control that will implement some of these improvements in V1.  The read-only version of this grid control for model-driven UC apps is expected in preview by summer 2021.  Editable grid control, and support of this control on canvas is coming later, no firm ETA yet.