Advanced editable grid to update deals with ability to personalize columns

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Jun 2021 - -

Business value

When managing their pipeline, sellers want to update key information and do so quickly. The deal manager workspace places the inline editable grid front and center for that reason. 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 the ability to:

  • Edit fields inline.
  • Filter, sort, search, and reorder data in the grid.
  • Show or hide columns in the grid.
  • Add columns in the grid.
  • See aggregations for numeric columns.
  • Run business logic on grid actions.

Note

This feature is available in Unified Interface only.