EditAble CRM Grid
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Overview ... 3
EditAble CRM Grid Overview ... 4
Solution Platform ... 4
Key Features ... 4
EditAble CRM Grid Scenarios ... 5
Scenario 1 – Inline Editing, Group and Summary (Sum) Options ... 5
Scenario 2 – Dynamic EditAble CRM Grids ... 7
Scenario 3 – Export to Microsoft Excel ... 9
Scenario 4 – Inline Editing, Group and Summary (Count) Options ... 11
Scenario 5 – Inline Calculations & Custom Toolbars Buttons ... 13
Scenario 6 – Navigation Pane Configuration ... 16
Scenario 7 – Dynamic Grouping Options ... 17
Scenario 8 – EditAble CRM Views ... 18
Scenario 9 – Multi-Currency Support ... 19
Scenario 9 – Multi-Language Support ... 19
Scenario 10 – Configuring an EditAble CRM Grid ... 20
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Solution Platform
HTML and JavaScript based solution for Microsoft Dynamics CRM
Available for On-Premise / Hosted (IFD) / CRM Online
Microsoft Dynamics CRM Managed Solution
Key Features
Highly configurable with intuitive EditAble CRM Grid configuration module
Supports system and custom entities
Follows CRM style guidelines for seamless look and feel
Supports Inline editing or form-based editing
Inline Edit multiple rows at the same time
EditAble CRM Views
Localized language and multi-currency support
Supports most standard CRM field controls
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EditAble CRM Grid Scenarios
Scenario 1 – Inline Editing, Group and Summary (Sum) Options
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Reference: EditAble CRM Grid in Edit Mode
Enter information directly into fields without having to launch a Microsoft Dynamics CRM form
Inline controls include text fields, option sets, date fields, lookups, and memo fields
Enter ‘New’ records or ‘Delete’ records from within the EditAble CRM Grid
Summary Options can be displayed by Group and/or Total (footer)
Reference: EditAble CRM Grid with Field Level Security
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Scenario 2 – Dynamic EditAble CRM Grids
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Reference: Selecting a different record in the Investment Properties EditAble CRM Grid loads the corresponding data into the associated grid below
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Scenario 3 – Export to Microsoft Excel
Export the information from any EditAble CRM Grid right to Microsoft Excel
Export to Excel
The EditAble CRM Grid toolbar can be configured to include an Export to Excel button. This provides the user with the option of maintaining the formatting presented in the EditAble CRM Grid or exporting as unformatted data.
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Reference: ‘Export to Excel’ Formatting Options
Reference: ‘Export as Formatted Data’ Output
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Scenario 4 – Inline Editing, Group and Summary (Count) Options
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Reference: EditAble CRM Grid in Edit Mode with multi-row selection and Lookup Control
Grouping records provides for quick visibility into metrics you would otherwise have to calculate on your own
Microsoft Dynamics CRM Security Roles are inherited so the same privileges and access levels to information in the EditAble CRM Grid are maintained
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Scenario 5 – Inline Calculations & Custom Toolbars Buttons
An EditAble CRM Grid on the Account form configured with grouping, calculated field options, and a custom
button
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Reference: EditAble CRM Grid in Edit Mode with Required and Calculated Fields
Create inline calculations per the example above, [Price Per Ounce * Ounces = Value $]
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Reference: Custom toolbar button
Custom toolbar buttons can be used to interact with information in the EditAble CRM Grid, launch to external sites, or even extend the EditAble CRM Grid’s functionality
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An EditAble CRM Grid can be configured to launch from the Navigation Pane
Tailor the records displayed by defining Criteria in the EditAble CRM Grid’s configuration record.
Navigation Menu Configuration
An Opportunity EditAble CRM Grid launched from the Navigation Pane provides for instant sales pipeline visibility and quick information updates. EditAble CRM Grids can be added to the Navigation Pane by simply modifying the SiteMap.
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Scenario 7 – Dynamic Grouping Options
The Scenario 6 EditAble CRM Grid grouped by Owner instead of Sales Stage
Grouping Options
An EditAble CRM Grid can be configured to allow the user to choose how they want to group information. Grouping options are accessed from the Options icon when Dynamic Grouping is enabled for an EditAble CRM Grid.
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EditAble CRM Views is an area in the system where you can select any view in your organization and make it
editable without the need to configure a grid
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Scenario 9 – Multi-Currency Support
Apply multi-currency support to an EditAble CRM Grid
Reference: An EditAble CRM Grid configured to normalize currency values to Euros
Multi-currency support is inherited from the currencies and exchange rates set up in Microsoft Dynamics CRM
Scenario 9 – Multi-Language Support
Apply multi-language support to an EditAble CRM Grid
Language support is available for English, Danish, French and German
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EditAble CRM Grids are configured through a familiar CRM record interface
Configuring the EditAble CRM Grid
Define options such as Grouping, Sorting, Columns, Criteria and more, all within a standard CRM record. Execute custom JavaScript triggered by EditAble CRM Grid events defined in Events.
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At AbleBridge, our mission is to help any organization streamline their business operations and increase business success with Microsoft’s Dynamics CRM platform.
Our approach is unique.
We view Microsoft Dynamics CRM as a flexible business platform rather than just a “front office” CRM application. Today’s CRM is about the platform; one where any organization, no matter what their industry is, can define and manage information around the relationships most important to them.
Our customers run across the industry spectrum. From Wealth Managers to Christmas Tree Brokers, from Insurance Agents to Coffee Manufacturers, and Non-Profit Education Providers to Biotechnology R&D companies; all having relationships and information to manage around people, money, products, services and “things” specific to their organization.
Our experience is delivering CRM project success.
We have been implementing CRM technology dating back to the inception of Contact Management applications through the evolution to Sales Force Automation and ultimately Customer Relationship Management (CRM) systems. Our logical CRM project implementation methodology is proven and is always focused on project success. We have helped
hundreds of companies streamline their sales, marketing and service operations by implementing a number of CRM technology solutions over the years.
We know Microsoft Dynamics CRM.
At AbleBridge we are 100% focused on Microsoft Dynamics CRM and the Microsoft Technology platform. Our involvement with Microsoft CRM dates back to the first release in 2002 and through its evolution into the market leading CRM platform it is today. In 2006 AbleBridge made the strategic decision to solely focus on Microsoft Dynamics CRM and we’ve never looked back. The flexibility of the platform, familiar user interface, interoperability with Microsoft Office, including Outlook, and its top flight functionality make it the best investment choice for any organization looking to implement a CRM technology strategy.
Focused on Your Success
AbleBridge’s key strengths are our people and their personal commitment to the success of each customer engagement. Our logical approach to every project, the quality of our effort, the seriousness and professionalism we bring to the table have been the keys to our success; and we measure our success by our customer’s success.
