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Add Edit Grid
Editable Grid for Microsoft Dynamics CRM 2011 and CRM Online is an easy add-in for making existing CRM View listings Excel-like to allow in-place editing to save lots of time and clicks!
Works on any CRM standard or custom grid Listing and all Views and works with all field types. Settings area control and Security Role compliance allows easy configuration control and user editing privilege security.

Alternately the Editable Grid Suite of 4 “Managed Solutions” including “Quote Product Grid” – Quote/Order/Invoice, “Add & Edit Grid” is great for adding records fast in an Excel-like grid.

Editable Grid Saves Time!

The solution allows you to apply the product technologies to build your own innovative easy access and entry forms throughout your CRM implementation speeding up your entire enterprise process.
Editable Grid is similar to an Excel style of data editing, which is easy to use. . .
Editable Grid Uses:
  • The Marketing team will wonder how they ever manipulated all the columns of data they constantly need to update without Editable Grid. Updating columns of data now becomes a snap!
  • The Accounting staff will appreciate the familiarity now brought to the Customer Relationship Management xRM solution with the 10-key movement controls they are so used to and expect in their job.
  • C-Level Manages will appreciate the enhanced user control of CRM data now afforded them as more appropriate, comfortable, and efficient for their periodic editing needs.
  • Sales staff and Sales Management appreciate the general improvement in their ability to more easily adjust one or more records directly from the View Listings of their choice greatly saving time.
  • THE CFO approves of the enhanced editing capability and productivity gains because the CRM User privilege controls continue to manage access and security of company data.
Feature Set for Editable Grid
  • Settings allow Solution-wide Timing Function Control that includes:
  • Reports with Totaling by Selectable Criteria on all CRM Entity windows
  • An Excel Grid View for fast handling of time for Projects, Accounts, and Users.
  • Works within Microsoft’s CRM for Office Outlook 2003 or 2007 or 2010
  • Trigger Dynamics CRM Workflow from in-process Activity Timing to enhance solution development
  • Complete compliance to the Microsoft Dynamics CRM SDK
  • All CRM Modes – On-Premises, Internet Facing Deployment (IFD), Microsoft CRM online, Hosted
Key Benefits:
  • Support all CRM fields within the grid in their own control boxes (date, memo fields, currency, pick list, Boolean, entity lookup etc.)
  • Editable Grid is similar to an Excel style of data entry, which is easy to use.
  • Allows you to edit, add, and delete single or multiple CRM records.
  • Automatically save and update the edited data into Microsoft CRM.
  • You can use Editable Grid from any CRM grid or advanced find view result.
  • Editable Grid allows user to update multiple records simultaneously.
  • Color-coded indicators helps to differentiate CRM data