PowerGrid
Search in a view and edit records inline within Microsoft Dynamics 365.
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If you’ve ever wished you could edit records from within a view in Dynamics 365 without clicking into each individual record, PowerGrid from PowerObjects was made for you! PowerGrid empowers users to consolidate their editing processes by selecting an entity and a pre-defined view (system or personal) from that entity and simply editing those records right from the grid. Indeed, inline editing makes it fast and easy to edit, add, and remove records without ever having to navigate away from the PowerGrid screen.

In addition to PowerGrid’s inline editing capabilities, this PowerPack add-on also allows users to search within entity views. For example, if you need to search within inactive record views, PowerGrid enables you to do it. In fact, you can say goodbye to the days of creating an Advanced Find each time you want to search within any view.

And… we’ve also augmented PowerGrid’s functionality with a side reading pane and the ability to add activities to records on the fly.

Features

  • Inline editing makes editing, adding, and removing records quick and simple.
  • Searching within a view in Dynamics 365 has never been easier.
  • Choose to search in system views or personal views.
  • Use PowerGrid as a subgrid on any entity form.
  • Supports searching the views of any entity, including custom entities (note that the only exception is the Product entity: while you can search this Entity, PowerGrid cannot be used as a subgrid for it).
  • Configurable reading pane allows users to view record details without opening the record itself (see below).

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Resources

Master Import Guide
Updating a PowerPack
PowerGrid Changelog
Importing a New PowerPack
 

The first step in getting started with any managed solution in Microsoft Dynamics CRM is to import the solution under the Solution section of CRM. To navigate to this section, you would simply go to Settings > Solutions > Select the Import button from the ribbon. This will prompt a dialog box that will walk you through the import process, which is shown below.

  1. To begin the import process navigate to Settings > Solutions in your CRM environment. 
  2. Click on the ‘Import’ icon. 
    IMPORTANT: If you do not have the proper security permissions to upload a solution you may need to contact your CRM Admin.
  3. “Browse” and select the PowerPack solution file that you have previously downloaded to your desktop, once the zip file is populated select “Next”.  
  4. The next screen will verify the details of the solution you are about to import, select “Next” to move on.
  5. On the next screen you will have to make sure that the “Enable any SDK message processing steps included in the solution” option is selected. Once this box is checked, select “Import” in the lower right corner. 
    IMPORTANT: If you do not select this checkbox the solution will not function properly.
  6. Once you have selected the import button a new dialog box will appear showing you a progress bar for the import. This step usually takes between 5–10 minutes, depending on the complexity of the solution. 
  7. Once the import has completed, you will see a screen with an overview of the import and components. Simply select close and move onto the registration process. 

Once the import has completed, double-click on the PowerPack solution you just imported from the solutions list in CRM. This will open the configuration screen of the PowerPack solution, where you can select if you'd like to register for a 30-day free trial or subscribe to the add-on.

Under the “General” section fill-in the required information, including your communication preferences, once you have completed the form select the “Submit” button which is located under the “Profile” tab of the form. 

In order to successfully register and use a PowerPack Solution you will need to agree to the terms of our License Agreement, Terms of Service and our Privacy Policy. Please note, declining the terms of use will stop all PowerPack functionality. 

Learn more about our updated Terms of Use.

Some PowerPacks require connections back to your CRM environment to process data from our cloud. If your PowerPack requires this connection, you’ll see fields for service user username and password. If that is the case, please input credentials of a user that has, at minimum, the Powerxxx Service User security role assigned. This security role includes the minimum level of access this user needs, in order for the add-on to function properly.

Note: This user cannot have two-factor, or multi-factor, authentication turned on. 

For information on using the solution please refer to the corresponding user guide.

Updating a PowerPack Solution

All of the add-ons are constantly being enhanced with awesome new features, so it's always a good idea for users to make sure their PowerPack add-on are up-to-date.

Updating an add-on is quick and easy! Simply follow these 5 steps:

  1. Download the latest solution .zip file from the respective PowerPack web page
  2. Log into CRM and navigate to Settings > Solutions
  3. Click Import and walk through the import steps. Remember to select the options to Overwrite Customizations and activate and processes upon re-import. If presented with the option to "Stage for update", leave the checkbox un-checked.
    Note: Choosing to Overwrite Customizations will only overwrite any back-end plugins that may have been updated since the previous version was installed.
  4. Once the import has completed navigate back to the solutions list and double click on the PowerPack you just imported to open the configuration. Here you may be asked to clean up the components of the solution. If prompted, select ok.
  5. Once the clean-up has completed, select Submit to re-sync your registration with the PowerObjects registration system and you are done!
PowerGrid Changelog

PowerGrid

PowerGrid allows Dynamics CRM users to
search within the system and personal views, filter, edit records in views and read information related to individual records without having to open actual records.

Change log

Version: 2.0.1.0
Date: 11.23.2020

-Contains deprecated code changes for UCI
-Fixed bug related to expression configuration
-Fixes bug related to special characters

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Version: 1.10.0.0
Date: 2/12/2020

-Updated PowerGrid model driven app with link to Customer Ideas Forum (User Voice).

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Version: 1.8.0.0
Date: 1/23/2020

-AppSource related fix
-Fixed issue that was occurring when using PowerGrid in the UCI. Lookup is now working while multi-editing records in the UCI

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Version: 1.5.0.0
Date: 10/21/2019

-Model-Driven App included. This will make it easier to use PowerGrid in the UCI
-Changed verbiage on “insert” and “quick create” buttons within PowerGrid, to make them more user friendly.
-When clicking on a record in the UCI, the record now opens in the UCI as it is supposed to, rather than in the legacy interface.

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Version: 1.3.15.2016 & 1.4.1.90
Date: 8/2/2019

-User now has the ability to select multiple records and bulk edit

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Version: 1.4.0.90
Date 6/24/2019
-PowerGrid is now App Aware in the Dynamics 365 online UCI

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Version: 1.3.14.2016
Date: 6/17/2019
-Bug fix: Fixed issue where configuration window would lock up when dragging and dropping a field in the PowerGrid configuration setup tab over to the reading pane

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Version: 1.3.13.2016
Date: 5/13/2019
-Added support tab in PowerGrid configuration page (PowerGrid/configuration/Support), which allows users to open a ticket directly from the solution and reduces the amount time for PowerPack pros to troubleshoot the bugs.

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Version: 1.3.12.2016
Date: 4/29/2019
- Reading Pane and delete function errors fixed

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Version: 1.3.9.2016 & 1.3.2.2015
Date: 12/11/2018
- Reset the filter to All when the user searches.

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Version: 1.3.7.2016
Date: 10/29/2018
- Bug fix: statecode and statuscode attributes on custom entities would cause a null error when loading the grid view
- Bug fix: if field security was turned on for the field being edited in the grid, user needed create permissions to edit in the grid. Now the user only needs edit permissions to that field, to edit in the grid.

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Version: 1.3.5.2016
Date: 08/10/2018
- Fixed bug where Expression Configuration pop-up broken
- Fixed bug with date picker in grid
- Removed currency symbol from currency fields
- Fixed an issue where grids wouldn’t load correctly in v9.0.2.x environments.

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Version: 1.3.1.2015 & 1.3.1.2013
Date: 07/31/2018
- Removed currency symbol from currency fields
- CRM v9.x datepicker issue resolved
- Statecode and statuscode fields are now editable in the grid (Only supported in CRM v8.x+)
- Updated Nuget v12
- Created Appsource for PowerGrid

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Version: 1.3.0.2016, 1.3.0.2015, 1.3.0.2013
Date: 05/25/2018

- Registration screen update, to collect communication preferences and Accept Terms & Conditions (for GDPR compliance)

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Version: 1.2.50.2016 v2
Date: 03/08/2018

- POExtension plugin enhancement

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Version: 1.2.50.2016
Date: 02/19/2018

- Updated common code to address plugin time out issues (as recommended by Microsoft)

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Version: 1.2.47.2016 | 1.2.46.2015 | 1.2.46.2013
Date 09/01/2017

- Updated date picker to support conditional formatiing for date and time fields

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Version: 1.2.44.2015
Date 10/31/2016

- Small fix to save function on newly created records after sub-grid refresh

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Version: 1.2.44.2013
Date 10/31/2016

- Small fix to save function on newly created records after sub-grid refresh

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Version: 1.2.43.2015
Date 4/27/2016

- Small fix to prevent jump to sub-grid when form loads

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Version: 1.2.43.2013
Date 4/27/2016

- Small fix to prevent jump to sub-grid when form loads

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Version: 1.2.42.2015
Date 4/11/2016

- Small fix to refresh grid on save
- Small fix to prevent Security area of sitemap from being hidden

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Version: 1.2.42.2013
Date 4/11/2016

- Small fix to refresh grid on save

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Version: 1.2.41.2015
Date 3/30/2016

- Small fix to remove the Appointment Type column from appearing in view

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Version: 1.2.41.2013
Date 3/30/2016

- Small fix to remove the Appointment Type column from appearing in view

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Version: 1.2.40.2015
Date 3/25/2016

- Added date/time comparison for date fields
- Added mathematical comparison for numerical fields

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Version: 1.2.40.2013
Date 3/25/2016

- Added date/time comparison for date fields
- Added mathematical comparison for numerical fields

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Version: 1.2.39.2015
Date 3/13/2016

- Small fix to displaying of PowerGrid on a new record
- Small fix to components removed from sitemap on removal

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Version: 1.2.39.2013
Date 3/13/2016

- Small fix to displaying of PowerGrid on a new record
- Small fix to components removed from sitemap on removal

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Version: 1.2.37.2015
Date 2/8/2016

- Small fix to components added in sitemap on import

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Version: 1.2.37.2013
Date 2/8/2016

- Small fix to components added in sitemap on import

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Version: 1.2.36.2015
Date 1/28/2016

- Exposed JavaScript to allow technical resources to set default sub-grid on form

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Version: 1.2.36.2013
Date 1/28/2016

- Exposed JavaScript to allow technical resources to set default sub-grid on form

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Version: 1.2.35.2015
Date 11/30/2015

- Optimized for CRM 2016

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Version: 1.2.35.2013
Date 11/17/2015

- Improved rendering of sub-grid on blank record form to elimnate error

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Version: 1.1.34.2013
Date 10/02/2015

- Improved to support additional special characters when inserting new records

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Version: 1.1.33.2013
Date 09/15/2015

- Improved activity creation when using PowerGrid in Outlook

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Version: 1.1.32.2013
Date 08/15/2015

- Fixed error when loading PowerGrid in Outlook client
- Fixed error when loading views exceeding read-only field maximum character limit

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Version: 1.1.30.2013
Date 08/08/2015

- Added Contains Data and Contains No Data operators for conditional formatting
- Minor fix to improve loading web resource
- Minor fix to hide Saved Settings notification after closing

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Version: 1.1.29.2013
Date 08/06/2015

- Enhanced to allow conditional formatting of grids
- Fix to display decimal precision on grid

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Version: 1.1.27.2013
Date 06/24/2015

- Enhanced to allow sitemap defaults to override PowerGrid caching
- Fix with the automatic creation of a relationship between form entity and the entity created in a subgrid
- Enhanced with scroll bars for the view and entity select lists

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Version: 1.1.26.2013
Date 06/24/2015

- Fix with paging of records
- Fix with sub-grids and primary entity setup

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Version: 1.0.25.2013
Date 06/09/2015

- Enhanced with user cache - keeps users view intact
- Enhanced with sub-grid capabilities

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Version: 1.0.23.2013
Date 04/20/2015

- Enhancement to the configuration screen that allows users to choose which activity types show up in the quick create menu

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Version: 1.0.22.2013
Date 04/18/2015

- Fix for look-up fields not populating properly
- Enhanced with PowerGrid Deny Create Security Role
- Enhanced with user cache for the entity, entity view, and reading pane

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Version: 1.0.20.2013
Date 02/12/2015

- Fix to handle CRM 2015 on-premise guide change

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Version: 1.0.19.2013
Date: 02/10/2015

- Fix with editing activities from an Activity View

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Version: 1.0.18.2013
Date: 12/09/2014

- Enhanced to be CRM 2013 and 2015 compatible

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Version: 1.0.18.2011
Date: 11/21/2014

- Small fix with saving records without entering information in required fields
- Enhancment, when refreshing, switching views, filtering, etc. solution will warn user of any new records that are unsaved

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Version: 1.0.17.2011
Date: 10/23/2014

- Small fix with formatting numbers in the grid
- Precision catching of money fields
- Viewing linked attributes fixed for option set, lookup and two option field types

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Version: 1.0.16.2011
Date: 10/13/2014

- Allows time editing
- Enhanced with the ability to edit custom entities in CRM 2013
- Ability to disable/enable editing per entity in setup
- Small fix for opening of activity records from the grid

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Version: 1.0.15.2011
Date: 09/17/2014

- Small bug fix related to shared views and tasks timing out

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Version: 1.0.14.2011
Date: 07/25/2014

- Only sends information that was changed on the grid to be updated on the record, instead of updating everything

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Version: 1.0.13.2011
Date: 07/18/2014

- Fixed entities that were not editable before because of different statecodes (ones that do not only have active/inactive)
- Allows the user to view/edit PartyList attributes
- Alphabetical order of views in the list

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Version: 1.0.10.2011
Date: 05/27/2014

- Small bug fix related to entities with no state code

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Version: 1.0.9.2011
Date: 05/21/2014

- Enhancement: The ability to make fields on the grid "read only" so that they are not inline editable

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Version: 1.0.8.2011
Date: 05/01/2014

- Small bug fix related to option set fields

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Version: 1.0.6.2011
Date: 04/21/2014

- Initial release

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  • Help Desk and L1

    • Flexible Hours
    • L1 Troubleshooting
    • User Assistance Q&A
    • User Onboarding
    • Knowledge Base Maintenance
  • L2, L3, and Administrative

    • L2 and L3 Troubleshooting
    • CRM and AX Administration
    • Data Maintenance and Repair
    • Root Cause Analysis
    • Ticket Reduction Analysis
  • System Maintenance

    • Rollups, Updates, and Upgrades
    • IT Infrastructure Support Team
    • System Troubleshooting
    • Dynamics 365 Optimization
  • Change Requests

    • Release Management
    • Configuration Fixes
    • Code Fixes
    • Integration Fixes
    • Testing
    • Training
    • Deployments
  • Enhancement Requests

    • Roadmap Development
    • New Configurations
    • New Developments
    • New Integrations
    • Testing
    • Training

PowerPack Support

PowerObjects has a team of support engineers ready to help! Our PowerPack Pros are passionate about helping trial and subscribed users get the most out of their Add-ons.

User Guide

Learn more about using this PowerPack.

View User Guide

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