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
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.
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 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.
Editable Grids - On Mobile Devices
This demonstration shows the functionality of Editable Grids when accessing opportunities via the iPad.
On-Premise or On-Demand (SaaS)
Integration: Salesforce.com and Microsoft Dynamics, or Stand-alone
Axonom, Inc. Headquarters
6462 City West Parkway, Suite 200
Minneapolis, MN 55344
888-814-2880 (Toll Free)
Support: 888-814-1884 (Toll Free)
For More Information: Prospective Customer
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"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."
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."
CRM Technical Lead, Lifestyle Lift