Sales Product Editor

for Dynamics CRM


Sales Product Editor for Microsoft Dynamics CRM 2011 and CRM Online is the Opportunity-to-Invoice order management CRM Product form editor Solution add-in that improves business performance.
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. The editable grid works with all standard CRM Product field types with-in each CRM Entity from Opportunity to Invoice. CRM Security Role Settings allow configuration of user’s record addition or editing privilege.
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Sales Product Editor
Overview
Implementing Sales Product Editor Allows Users to
Add Edit Grid Uses:


  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.
Handle Large Existing Product Catalogs with Filtering: Do you have a large choice of products that consumes time just searching the correct items to add to your orders?
Assuming fields that categorize Products are already in CRM, or could be added as standardized Pick-lists in CRM, add those fields in or above the Sales Product Editor grid, and have MTC develop and insert a custom script to use the categorization fields as limits to the Product Look-up view to save lots of search and selection time.
ETL