Smart decisions. Lasting value. EditAble CRM Grid. For Microsoft Dynamics CRM

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1 Smart decisions. Lasting value. EditAble CRM Grid For Microsoft Dynamics CRM

2 Crowe EditAble CRM Grid for Microsoft Dynamics CRM Table of Contents Overview... 1 EditAble CRM Grid Overview... 2 EditAble CRM Grid Scenarios... 3 Scenario 1 Inline Editing, Group and Summary (Sum) Options... 3 Scenario 2 Dynamic EditAble CRM Grids... 5 Scenario 3 Export to Microsoft Excel... 7 Scenario 4 Inline Editing, Group and Summary (Count) Options... 9 Scenario 5 Inline Calculations & Custom Toolbars Buttons Scenario 6 Navigation Pane Configuration Scenario 7 Dynamic Grouping Options Scenario 8 EditAble CRM Views Scenario 9 Multi-Currency Support Scenario 9 Multi-Language Support Scenario 10 Configuring an EditAble CRM Grid About Crowe Horwath Crowe Horwath LLP is an independent member of Crowe Horwath International, a Swiss verein. Each member firm of Crowe Horwath International is a separate and independent legal entity. Crowe Horwath LLP and its affiliates are not responsible or liable for any acts or omissions of Crowe Horwath International or any other member of Crowe Horwath International and specifically disclaim any and all responsibility or liability for acts or omissions of Crowe Horwath International or any other member of Crowe Horwath International. Crowe Horwath International does not render any professional services and does not have an ownership or partnership interest in Crowe Horwath LLP. Crowe Horwath International and its other member firms are not responsible or liable for any acts or omissions of Crowe Horwath LLP and specifically disclaim any and all responsibility or liability for acts or omissions of Crowe Horwath LLP.

3 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 1 Overview

4 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 2 EditAble CRM Grid Overview 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 Enforces CRM security model

5 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 3 EditAble CRM Grid Scenarios Scenario 1 Inline Editing, Group and Summary (Sum) Options An EditAble CRM Grid on the Account form configured with grouping and summary options

Crowe EditAble CRM Grid for Microsoft Dynamics CRM 4 Scenario 1 Illustration Reference: EditAble CRM Grid in Edit Mode Enter information directly

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)

6 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 4 Scenario 1 Illustration 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 CRM Field Level Security and Security Roles are inherited and maintained in the EditAble CRM Grid

7 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 5 Scenario 2 Dynamic EditAble CRM Grids Add multiple EditAble CRM Grids or create associations between related EditAble CRM Grids

8 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 6 Scenario 2 Illustration Reference: Selecting a different record in the Investment Properties EditAble CRM Grid loads the corresponding data into the associated grid below

9 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 7 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.

Formatting Options Reference: Export as Formatted

10 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 8 Scenario 3 Illustration Reference: Export to Excel Formatting Options Reference: Export as Formatted Data Output Reference: Export as Unformatted Data Output

11 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 9 Scenario 4 Inline Editing, Group and Summary (Count) Options An EditAble CRM Grid on the Account form configured with grouping and summary (count) options

Crowe EditAble CRM Grid for Microsoft Dynamics CRM 10 Scenario 4 Illustrations Reference: EditAble CRM Grid in Edit Mode with multi-row selection and Lookup Control Grouping records provides for

12 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 10 Scenario 4 Illustrations 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

13 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 11 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

Crowe EditAble CRM Grid for Microsoft Dynamics CRM 12 Scenario 5 Illustrations Reference: EditAble CRM Grid in Edit Mode with Required and Calculated Fields

14 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 12 Scenario 5 Illustrations Reference: EditAble CRM Grid in Edit Mode with Required and Calculated Fields Create inline calculations per the example above, [Price Per Ounce * Ounces = Value $] Business Required fields are highlighted in RED within the EditAble CRM Grid

information in the EditAble CRM Grid, launch to external sites, or even

15 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 13 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 Reference: Launch web page for current metal prices

Crowe EditAble CRM Grid for Microsoft Dynamics CRM 14 Scenario 6 Navigation Pane Configuration An EditAble CRM Grid can be configured to launch from the Navigation Pane Tailor the records displayed

16 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 14 Scenario 6 Navigation Pane Configuration 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 Site Map.

Crowe EditAble CRM Grid for Microsoft Dynamics CRM 15 Scenario 7 Dynamic Grouping Options The Scenario 6 EditAble CRM Grid grouped by Owner instead of Sales Stage Grouping Options An EditAble CRM

17 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 15 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.

18 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 16 Scenario 8 EditAble CRM Views 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

Crowe EditAble CRM Grid for Microsoft Dynamics CRM 17 Scenario 9 Multi-Currency Support Apply multi-currency support to an EditAble CRM Grid Reference: An EditAble CRM Grid configured to normalize

19 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 17 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 Additional languages can also be added

20 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 18 Scenario 10 Configuring an EditAble CRM Grid When creating a new EditAble CRM Grid, a helpful Configuration Wizard guides the process

21 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 19 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.

22 Crowe EditAble CRM Grid for Microsoft Dynamics CRM 20 About Crowe Horwath Our experience is delivering CRM project success. We have been implementing CRM technology from 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 focused on project success. We know Microsoft Dynamics CRM. At Crowe we are focused on Microsoft Dynamics CRM and the Microsoft technology platform. Our involvement with Microsoft CRM dates back to the first release in 2003 and continues through its evolution into the market-leading CRM platform it is today. The flexibility of the platform, familiar user interface, interoperability with the Microsoft Office platform, including Outlook, and its top-flight functionality make it a smart investment choice for any organization looking to implement a CRM technology strategy. Focused on success. Crowe strengths are our people and their personal commitment to each customer engagement. Our logical approach, the quality of our effort, and the seriousness and professionalism we bring to the table have been the keys to our accomplishments. We measure our success by our customers success.

Crowe EditAble CRM Grid

Smart decisions. Lasting value. Crowe EditAble CRM Grid For Microsoft Dynamics 365 Crowe EditAble CRM Grid for Microsoft Dynamics 365 Table of Contents EditAble CRM Grid Overview...1 EditAble CRM Grid