Editable Grid Suit
for Dynamics CRM


Efficiency Enhancement Managed Solution Kit Editable Grid Suit for Microsoft Dynamics CRM 2011 and CRM Online is a collection of Microsoft CRM compatible technologies applied to specific types of user problems and impediment to process efficiency.

The Sales Product Editor’s Settings function allows easy configuring order process Forms and placement of the CRM Product editor grid precisely in position amongst CRM order process standard and custom fields your business utilizes both in and outside the actual grid for very efficient process design.
Efficiency Enhancement Managed Solution Kit
Editable Grid

Works on any CRM standard or custom grid Listing and all Views and works with all field types. Settings area control and Security Role compliance allows easy configuration control and user editing privilege security.
Alternately the Editable Grid Suite of 4 “Managed Solutions” including “Quote Product Grid” – Quote/Order/Invoice, “Add & Edit Grid” is great for adding records fast in an Excel-like grid.
  1. The Marketing team will wonder how they ever manipulated all the columns of data they constantly need to update without Editable Grid. Updating columns of data now becomes a snap!
  2. The Accounting staff will appreciate the familiarity now brought to the Customer Relationship Management xRM solution with the 10-key movement controls they are so used to and expect in their job.
  3. C-Level Manages will appreciate the enhanced user control of CRM data now afforded them as more appropriate, comfortable, and efficient for their periodic editing needs.
  4. Sales staff and Sales Management appreciate the general improvement in their ability to more easily adjust one or more records directly from the View Listings of their choice greatly saving time.
  5. THE CFO approves of the enhanced editing capability and productivity gains because the CRM User privilege controls continue to manage access and security of company data.
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Add Edit Grid
 
Works by adding a CRM standard or custom grid and works with all field types. Settings area control and Security Role compliance allows easy configuration control and user record additions or editing privilege security. 

Alternately the Editable Grid Suite of 4 “Managed Solutions” including “Quote Product Grid” – Quote/Order/Invoice, “Add & Edit Grid” is great for adding records fast in an Excel-like grid.  
  1. Sales Administration will be delighted with the new ease of creating, and refining through in-grid editing, data sets they use in creation of quotes, orders, invoices, leads and other high-volume work functions.
  2. The Marketing team will wonder how they ever added and manipulated all the records of data they constantly need to update without Add & Edit Grid. Building new and accurate data sets now becomes a snap!
  3. The Accounting staff will appreciate the familiarity now brought to the Customer Relationship Management xRM solution with the 10-key movement controls they are so used to and expect in their job.
  4. C-Level Managers will appreciate the enhanced user control of CRM data now afforded them as more appropriate, comfortable, and efficient for their periodic updating needs
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Sales Product Editor
 
Sales Product Editor for Microsoft Dynamics CRM 2011 and CRM Online is the Opportunityto-Invoice order management CRM Product form editor Solution add-in that improves business performance.
  1. Entry-Level Staff adapt very quickly to the simple single screen with in-place editing and flow from start to finish in all CRM transaction order and operations management processes.
  2. Customer Service Staff can now easily be integrated to interact with the Sales Process tied more closely to the customer satisfaction support and services delivery functions.
  3. Sales Administration will be delighted with the new ease of creating, and refining order-management documents Opportunities, Quotes, Orders, Invoices.
  4. Sales Staff appreciates the significant improvement and simplification of creating, iterating, correcting, and managing the order process.
  5. Sales Management appreciates the ability to assure a process of the highest efficiency, performance, and security.
  6. Marketing Management that will expose the ability to more easily build data sets in all areas of CRM for market Analysis.
  7. The CEO might like to take credit for such an effective fix or credit those that made it happen.
  8. The entire company benefits from the enhanced productivity of the sales department when Sales Product Editor increases efficiency.
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Copy Record Set
 
Copy Record Set for Microsoft Dynamics CRM 2011 and CRM Online is an add-in component developed to address the specific function gap where copying a transaction record solves error recovery or benefits repetitious processes. Copy can now be done with 2 clicks – selecting and clicking “Copy Record”. Includes One (1) Hour of 24/5 implementation support.

Copy a selected record in Views in Microsoft CRM’s Quote, Order, Invoice, and Case entity function bar to create a copy to name new and save. Copies a record in any state - open or closed.

Great for template-based sales processes or repetitive orders or multiple invoice dates.

A complete set of 4 copy solution function buttons for common transactions in CRM business processes. Ease the process of creating duplicating transactions and reducing the probabilities of any error occurrence.
   
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