Powertrak Blog

Posts in Category: Editable Grids

How to use a Dimensional Data Grid for Sales Forecasting 

Axonom adds dimensional data grid functionality to its Sales Forecasting module
Posted by Michael Bauer 10/24/2013 Categories: Editable Grids How Tos Microsoft Dynamics CRM

The dimensional data grid functionality adds additional flexibility to the Powertrak Sales and Product Forecasting module. Already equipped with in-line editable grids, the module gains the ability to present data dynamically over two related dimensions and to allow users to edit that data in-line.

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Axonom Showcasing CPQ and Time & Billing on iPads at Convergence 2013 

Featuring mobile product configurator solution on tablets at Microsoft Convergence.

If you haven’t heard, we’re an exhibitor at the Microsoft Dynamics Convergence (#Conv13) conference and exposition in New Orleans, Louisiana, on March 18th through the 21st.

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Find Axonom in the Expo Hall at Convergence 2013 

Axonom is in Booth 1155

It’s official! We now know where our home will be in the Exhibit Hall at Microsoft Dynamics Convergence – New Orleans. From March 18-21, find Axonom in booth 1155 in the center-back wall near the Microsoft Dynamics CRM Solution Center.

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CRM Newsletter (Q3 2012) from Axonom 

Recap: Axonom Quarterly eNewsletter – Q3 2012

Axonom is dedicated to delivering Microsoft Dynamics CRM and Powertrak product news and information. Subscribe to our quarterly newsletter to receive the latest news, interviews, trends, upcoming events, and new product information in customer relationship management.

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Editable Grids Covered in CRMUG Partner Showcase Webinar 

Learn how to build and use a filterable, hierarchical, editable grids on Microsoft Dynamics CRM, Partner Portal, and mobile tablets.

On August 7th, join Axonom in a one-hour webinar to learn how to build and use filterable, editable, hierarchical grids on Microsoft Dynamics CRM, Portals, and Mobile/Tablets.

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Editable Grid vs. Sub-Grids: Comparison | Axonom 

Comparing Microsoft Dynamics CRM Sub-Grid to Powertrak’s Hierarchical, Editable Grid
Posted by Michael Bauer 05/01/2012 Categories: Editable Grids How Tos Microsoft Dynamics CRM

I was reading this fantastic post on the Microsoft Dynamics CRM Blog that walks through a case showing sub-grid values that are not directly related to the opened entity. This blog post reveals that in the Update Rollup 7 release, sub-grids can show related entities that are multiple levels down in the relationship hierarchy.

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Editable Grids for Microsoft Dynamics CRM 2011 

Save time and reduce clicks with Powertrak Editable Grids
Posted by Michael Bauer 04/20/2012 Categories: Editable Grids Microsoft Dynamics CRM

For those unfamiliar with editable grids in CRM systems, the concept is similar to Microsoft Excel. Microsoft Excel allows users to create rows, columns and manipulate data fields. Like Excel, editable grids in Microsoft Dynamics CRM is a single screen tool that allows users to add, edit, and delete single or multiple CRM field entities in grid format.

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