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Powertrak Editable Grids

Powertrak Editable Grids for Microsoft Dynamics CRM

Similar concept to Microsoft Excel, Powertrak's In-line Editable Grids allows editing to any field entity in Microsoft Dynamics CRM or other 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 (CfMD) and works in all types of deployments: CRM Online, Partner-hosted, and On-premise.

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 in Microsoft Dynamics CRM
  • 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

    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
  • Powertrak Editable Grids - Overview Demonstration

    Change the settting to 720dpi for a clearer view!

    Powertrak Editable Grids can be embedded into an order form or built into a screen. Apply it to any standard or custom CRM entity. This demonstration shows... 1. Ability to sort by editable grid ; 2. Show or hide grid column; 3. Add new inline grid or add multiple grids; 4. Spreadsheet like functionality - Select multiple grids to view grid (SUM) totals; 5. Multiple editable grids interacting in one form - pushing data from one form into another.

    Chat with a Representative

    Video Demonstration

    Deployment Options

    On-Premise, Online, Hosted

    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


    For More Information: Prospective Customer

    For More Information: Prospective Partner

    Download PDF and Print

    Editable Grids.PDF

    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."

    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