{"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":"

\"Enhanced<\/p>\n

Microsoft Dynamics 365<\/strong> continues to provide users with exciting features to streamline their business processes. One of the existing features in the upcoming 2024 release wave 2<\/strong> is the enhanced Grouping <\/strong>and 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

Note<\/u><\/em><\/strong>: Grouping <\/strong>and Aggregation<\/strong> options are displayed only on the column types that support these operations.<\/em><\/p>\n

Let’s see how it looks!<\/p>\n

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

\"Enhanced<\/p>\n

\"Enhanced<\/p>\n

To Ungroup<\/strong>, you can navigate to the respective column header and select Ungroup<\/strong> as shown below,<\/p>\n

\"Enhanced<\/p>\n

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

\"Enhanced<\/p>\n

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 Average<\/strong>, Maximum<\/strong>, Minimum,<\/strong> and Sum<\/strong> values.<\/p>\n

\"Enhanced<\/p>\n

\"Enhanced<\/p>\n

If Grouping<\/strong> is applied, the aggregate<\/strong> value will also be displayed for each group, as shown below,<\/p>\n

\"Enhanced<\/p>\n

Both grouping and aggregation features are also supported in the sub-grid view.<\/p>\n

Conclusion<\/strong>:<\/h2>\n

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

\"Map<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

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 Read More: Enhanced Grouping and Aggregation Features in Microsoft Dynamics 365 CRM\u2026 »<\/a><\/span><\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"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":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t