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Powertrak In-line Editable Grids for Microsoft Dynamics CRM 2011

Save time and reduce clicks with Powertrak Editable Grids

Similar concept to Microsoft Excel, Powertrak's In-line Editable Grids allows editing to any field entity in Microsoft Dynamics CRM 2011 or Powertrak modules. Editable Grids is a single-screen tool that reduces clicks, greatly improving usability and productivity.

Powertrak In-line Editable Grids is Certified for Microsoft Dynamics CRM 2011 (CfMD) and works in all types of deployments: CRM Online, Partner-hosted and On-premise. *Creating Multiple Entities in a Single Grid on Microsoft Dynamics CRM Online is a bit more challenging.

Benefits

Allows faster access to related records (eliminates multiple windows)

Supports edits to lookups, picklist, dates, owner fields...

Red and green color-coded indicators helps differentiate CRM data actions

Easy user adoption - same concept to Excel's data entry

Edit, add and delete single or multiple CRM records

Update multiple records simultaneously

Automatically save and update the edited data into Microsoft Dynamics CRM 2011

Use Powertrak Application Builder To Create Editable, Hierarchical Grids

Demo shows how to build filterable, editable, hierarchical grids in Microsoft Dynamics CRM, and how to add/edit grid rows along with adding features such as "totaling to the grid."

Create New Records in Editable Grid

Create new records or make edits to existing records without opening new windows or forms and without ever leaving the list. Multiple new rows can be added at once and the user can modify existing rows at the same time, saving all of their changes with one click.

Editable Grid Color-coded Indicators

Red and Green color-coded indicators appear on the left side of the row(s) that are affected. A red bar indicates that data has been changed in that row, but has yet to be saved. A green bar indicates that changes have been successfully saved to that row since the last refresh.

New Grid Rows are Sensitive to Current Filter

New grid rows are also sensitive to your current filter. For example, the Date column in the new records has defaulted to the value specified in the listbuilder filter.

Filterable, Editable, Hierarchical Grids

Data from multiple entities can be put in a single list screen.

Grids can be hierarchical (notice the products beneath the opportunity)

Multitude of controls (textbox, lookup, dropdown, and date controls)

Totals can be placed at the bottom

Grids can be filtered

Editable Grids - On Mobile Devices

This demonstration shows the Editable Grid functionality when accessing opportunities via the iPad.