{"id":39065,"date":"2024-08-29T16:05:24","date_gmt":"2024-08-29T10:35:24","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=39065"},"modified":"2024-08-29T16:05:24","modified_gmt":"2024-08-29T10:35:24","slug":"enhanced-grouping-and-aggregation-features-in-microsoft-dynamics-365-crm-for-views-and-subgrids","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2024\/08\/enhanced-grouping-and-aggregation-features-in-microsoft-dynamics-365-crm-for-views-and-subgrids\/","title":{"rendered":"Enhanced Grouping and Aggregation Features in Microsoft Dynamics 365 CRM for Views and Subgrids"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone size-full wp-image-39066\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-in-Microsoft-Dynamics-365-CRM-for-Views-and-Subgrids.png\" alt=\"Enhanced Grouping and Aggregation Features in Microsoft Dynamics 365 CRM for Views and Subgrids\" width=\"2800\" height=\"1600\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-in-Microsoft-Dynamics-365-CRM-for-Views-and-Subgrids.png 2800w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-in-Microsoft-Dynamics-365-CRM-for-Views-and-Subgrids-300x171.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-in-Microsoft-Dynamics-365-CRM-for-Views-and-Subgrids-1024x585.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-in-Microsoft-Dynamics-365-CRM-for-Views-and-Subgrids-768x439.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-in-Microsoft-Dynamics-365-CRM-for-Views-and-Subgrids-1536x878.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-in-Microsoft-Dynamics-365-CRM-for-Views-and-Subgrids-2048x1170.png 2048w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-in-Microsoft-Dynamics-365-CRM-for-Views-and-Subgrids-660x377.png 660w\" sizes=\"(max-width: 2800px) 100vw, 2800px\" \/><\/p>\n<p><strong>Microsoft Dynamics 365<\/strong> continues to provide users with exciting features to streamline their business processes. One of the existing features in the upcoming <strong>2024 release wave 2<\/strong> is the enhanced <strong>Grouping <\/strong>and <strong>Aggregation<\/strong> capabilities in views and subgrids. These will help users to have more control over their data, making it easier to analyze and act upon.<\/p>\n<p><strong><em><u>Note<\/u><\/em><\/strong><em>: <strong>Grouping <\/strong>and <strong>Aggregation<\/strong> options are displayed only on the column types that support these operations.<\/em><\/p>\n<p>Let&#8217;s see how it looks!<\/p>\n<p><strong>Grouping<\/strong> capability allows users to group the data by any columns, whether it is OOB or custom field, allowing for single-column grouping at a time, as you can see below,<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-39067\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-1.png\" alt=\"Enhanced Grouping and Aggregation Features in Microsoft Dynamics 365 CRM for Views and Subgrids\" width=\"1237\" height=\"533\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-1.png 1237w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-1-300x129.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-1-1024x441.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-1-768x331.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-1-660x284.png 660w\" sizes=\"(max-width: 1237px) 100vw, 1237px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-39068\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-2.png\" alt=\"Enhanced Grouping and Aggregation Features in Microsoft Dynamics 365 CRM for Views and Subgrids\" width=\"1218\" height=\"244\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-2.png 1218w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-2-300x60.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-2-1024x205.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-2-768x154.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-2-660x132.png 660w\" sizes=\"(max-width: 1218px) 100vw, 1218px\" \/><\/p>\n<p>To <strong>Ungroup<\/strong>, you can navigate to the respective column header and select <strong>Ungroup<\/strong> as shown below,<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-39069\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-3.png\" alt=\"Enhanced Grouping and Aggregation Features in Microsoft Dynamics 365 CRM for Views and Subgrids\" width=\"1220\" height=\"293\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-3.png 1220w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-3-300x72.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-3-1024x246.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-3-768x184.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-3-660x159.png 660w\" sizes=\"(max-width: 1220px) 100vw, 1220px\" \/><\/p>\n<p>Groups remain collapsed by default, but you can expand the same as required. This feature is available regardless of whether the grid is read-only or editable.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-39070\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-4.png\" alt=\"Enhanced Grouping and Aggregation Features in Microsoft Dynamics 365 CRM for Views and Subgrids\" width=\"1243\" height=\"641\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-4.png 1243w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-4-300x155.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-4-1024x528.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-4-768x396.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-4-660x340.png 660w\" sizes=\"(max-width: 1243px) 100vw, 1243px\" \/><\/p>\n<p><strong>Aggregation<\/strong> feature allows the user to aggregate one or more columns of data in a grid view. For each column, the user can select to display the <strong>Average<\/strong>, <strong>Maximum<\/strong>, <strong>Minimum,<\/strong> and <strong>Sum<\/strong> values.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-39071\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-5.png\" alt=\"Enhanced Grouping and Aggregation Features in Microsoft Dynamics 365 CRM for Views and Subgrids\" width=\"1226\" height=\"467\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-5.png 1226w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-5-300x114.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-5-1024x390.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-5-768x293.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-5-660x251.png 660w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-39072\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-6.png\" alt=\"Enhanced Grouping and Aggregation Features in Microsoft Dynamics 365 CRM for Views and Subgrids\" width=\"1233\" height=\"604\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-6.png 1233w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-6-300x147.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-6-1024x502.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-6-768x376.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-6-660x323.png 660w\" sizes=\"(max-width: 1233px) 100vw, 1233px\" \/><\/p>\n<p>If <strong>Grouping<\/strong> is applied, the <strong>aggregate<\/strong> value will also be displayed for each group, as shown below,<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-39073\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-7.png\" alt=\"Enhanced Grouping and Aggregation Features in Microsoft Dynamics 365 CRM for Views and Subgrids\" width=\"1234\" height=\"602\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-7.png 1234w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-7-300x146.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-7-1024x500.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-7-768x375.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/08\/Enhanced-Grouping-and-Aggregation-Features-7-660x322.png 660w\" sizes=\"(max-width: 1234px) 100vw, 1234px\" \/><\/p>\n<p>Both grouping and aggregation features are also supported in the sub-grid view.<\/p>\n<h2><strong>Conclusion<\/strong>:<\/h2>\n<p>The newly added grouping and aggregation features in the grid and sub-grid views make it easier to gain insights and work more efficiently.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/map-my-relationships-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"alignnone wp-image-34538 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/Map-My-Relationship.gif\" alt=\"Map My Relationship\" width=\"800\" height=\"200\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Microsoft Dynamics 365 continues to provide users with exciting features to streamline their business processes. One of the existing features in the upcoming 2024 release wave 2 is the enhanced Grouping and Aggregation capabilities in views and subgrids. These will help users to have more control over their data, making it easier to analyze and\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2024\/08\/enhanced-grouping-and-aggregation-features-in-microsoft-dynamics-365-crm-for-views-and-subgrids\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,19],"tags":[2928],"class_list":["post-39065","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-crm","tag-grouping-and-aggregation"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/39065","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=39065"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/39065\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=39065"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=39065"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=39065"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}