How to Change the Number of Rows on a Grid in Microsoft Dynamics 365 for Sales CRM

by | Microsoft Dynamics 365

How to Change the Number of Rows on a Grid in Microsoft Dynamics 365 for Sales CRM

by | Aug 23, 2018 | Microsoft Dynamics 365

The default of 50 isn’t optimal for everyone

This week in Microsoft Dynamics Supportwe’ll look at how to change the number of rows on a grid Microsoft Dynamics 365 for Sales CRM.

Usually, you will see up to 50 records on a grid. But depending on your needs, maybe you want to increase or decrease that number. Doing so is not difficult if you know where to look.

In this video, I will show you how to change your personal options to control the number of rows on a grid in Dynamics 365 for Sales.

See below for the full video and step-by-step instructions:

*PLEASE NOTE: The gear in the upper right is now called “Personalization Settings” as of v9.0

Reduce the height of the social pane in Dynamics 365

The work around is very simple. You will remove the default Activities section, and then replace it with a new Activities section. This new Activities section will have more configuration options.

1.) Go to the entity you wish to edit and click … (More Commands) > Form.

2.) Click on the Activities section, then click Remove.

3.) Click Insert > Notes.

4.) Double click the Notes section you just added to open Activities Tab Properties.

5.) Click the Formatting tab and choose your formatting preferences.

You can now control the whole layout. You can configure the number of rows, and you can set the section to automatically expand to use available space. You can make the social pane shorter or longer to fit your needs.

6.) Click OK, then Save and Publish.

 

Looking for a helping hand with Dynamics 365?

Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including:

  • unlimited diagnostic support
  • unlimited answers to “How do I …?” questions
  • annual system audits
  • regular progress calls from a dedicated account manager
  • + additional valuable services!

We offer OnTrack in both month-to-month or annual subscriptions, and because we stand behind what we do, we offer a 100% money-back guarantee and you can cancel your plan at any time!

Do This to Avoid Wasting Time and Money With Your CRM

CRM as the Backbone of Competitive Advantage Investing in a CRM system can either significantly boost your business or, conversely, fail to meet expectations. Enhancing sales growth, operational efficiency, productivity, customer retention, and responsiveness are...

5 Reasons MSP’s Should Care About CRM

Every MSP cares about their customers. Reliability. Trustworthiness. Committed. These are the attributes that MSPs want to reflect back to their customers. In an earlier I post I talked about the pain that many customers are feeling because of a CRM install gone bad....

CRM Made Easy For Partners – The Azamba Difference!

Simplified CRM Every large tech company must have processes to make sales and marketing programs work. You obviously can’t have different ways of doing things all the time, so the need for process is important. But it sure can be tough for partners to navigate. This...

How Microsoft Dynamics 365 CRM is CRUSHING Salesforce

Choosing the right CRM is a pivotal decision for any business, especially for small to medium-sized enterprises seeking to streamline operations and enhance customer relationships. When it comes to selecting between leading CRM solutions like Salesforce and Microsoft...

4 Proven Tricks to Supercharge Your CRM Success!

In today's rapidly evolving business landscape, companies invest heavily in CRM systems to streamline their operations and enhance customer interactions. However, success in implementing a CRM isn't guaranteed. I had a recent call from a frustrated prospect who had...

The CRITICAL Mistake Companies Make After Implementing CRM!

  Implementing a CRM system is not a one-and-done task; it's a continuous journey that transforms the way businesses operate. In this article, we'll explore the purpose of CRM and why it's essential to view it as an ongoing process rather than a destination. The...

Plain and Powerful: A Blueprint For Effective CRM

In the world of CRM, success often lies in the art of simplicity. Today, we're delving into the concept of the MVP, not the Most Valuable Player in sports, but the Minimum Viable Product in the realm of CRM. It's a strategy that forms the cornerstone of a successful...

Dinesh Joseph is a Microsoft Dynamics and Sage CRM technical consultant at Azamba. He trains, supports, and consults for both new and experienced Dynamics 365 and Sage CRM users. He also provides analysis and customization for both systems and their integrations.

His goal is to help his customers run their CRM systems smoothly and efficiently.

Related articles:

Do This to Avoid Wasting Time and Money With Your CRM

Do This to Avoid Wasting Time and Money With Your CRM

CRM as the Backbone of Competitive Advantage Investing in a CRM system can either significantly boost your business or, conversely, fail to meet expectations. Enhancing sales growth, operational efficiency, productivity, customer retention, and responsiveness are...