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Powertrak Editable Grids


Editable Grids for Microsoft Dynamics CRM in Powertrak

Editable Grids in Powertrak help save time and reduce clicks

Similar concept to Microsoft Excel, Powertrak's In-line Editable Grids allows editing to any field entity in Microsoft Dynamics CRM 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. Although, creating multiple entities in a single grid on Microsoft Dynamics CRM Online is a bit more challenging.

Benefits of Editable Grids
  • 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 or 2013
  • Use Powertrak Application Builder To Create Hierarchical, Editable 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 with Editable Grids in Microsoft Dynamics 2013

    Powertrak Editable Grids

    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 Grids Color-coded Indicators

    Powertrak Editable Grids Filter

    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

    Powertrak Editable Grids 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

    Hierarchical CRM Grids screenshot
  • 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 functionality of Editable Grids when accessing opportunities via the iPad.

    Chat with a Representative


    Video Demonstration

    Deployment Options

    On-Premise or On-Demand (SaaS)

    Integration: Salesforce.com and Microsoft Dynamics, or Stand-alone

    Contact Us

    Axonom, Inc. Headquarters
    Minneapolis, Minnesota

    6462 City West Parkway, Suite 200
    Minneapolis, MN 55344

    888-814-2880 (Toll Free)
    Support: 888-814-1884 (Toll Free)
    Fax: 952-653-0404
    Local: 952-653-0400

    Email: marketing@axonom.com

    For More Information: Prospective Customer

    For More Information: Prospective Partner

    Download PDF and Print

    Editable Grids.PDF
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    Customer Testimonial

    "We utilize Axonom's Powertrak Editable Grids with Microsoft Dynamics CRM 2011. Powertrak is solid and the editable grids are only one piece of a nice set of screen customization and development tools that are part of the suite.

    We not only enhance standard CRM forms, but also used it to develop and deploy our own custom forms for the iPad."

    MARK DITTMER
    Hitachi Medical Systems America


    "Axonomís Powertrak software has been a great investment for our company. We have a high transactional, high volume business and Powertrak has allowed us to consolidate numerous CRM forms into one Editable Grid. Not only is the Grid a single screen, the users control 90% of the updates directly from the grid with little to no screen popups.

    As a result, Powertrak will allow our center employees to increase their focus on our patientís experience, and less time navigating the support system."

    JOHN LONG
    CRM Technical Lead, Lifestyle Lift