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.

 

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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.

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