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Inline Grids for Sales Orders in Microsoft Dynamics CRM

Inline Grids for Sales Orders in Microsoft Dynamics CRM

  • Comments 4

In every CRM application I have ever played with there have been areas I have never been proud to show off to customers or prospects. And adding products to CRM's Sales Orders has been one of those areas for me in CRM since the products inception.

While it works well in high dollar low transaction environments, it doesn't work so well in high transaction, low dollar transactions. One of my most recent demos was to a company that did over 50,000 sales orders a day and so working with Daren from Microsoft Consulting Services, he build a REALLY cool too to help them VERY quickly insert items into Microsoft CRM without the normal number of clicks.

Read more at my blog BusinessNone.

Happy holidays,

Ben Vollmer

  • PingBack from http://crmcourses.com/microsoft-dynamics-crm-team-blog-inline-grids-for-sales-orders/

  • Microsoft CRM suite is very different from existing <a href=" http://www.enterprisewizard.com/customer_centric_crm.htm/"> Customer Relationship Management</a> software. This suite was widely hailed as the most dramatic CRM development for years, destined to shake the industry, etc, etc. Yet customers cannot use their suppliers' installations to check the status of an order or bug report - in fact, they cannot even login to it. It's a CRM product has no customer interface and this omission is the rule rather the exception! This illustrates the extent to which the "Customer" in Customer Relationship Management has been forgotten

  • EnterpriseWizard inc, has <a href="www.enterprisewizard.com/customer_centric_crm.htm/"> Customer Relationship Management</a> software. This suite was widely hailed as the most dramatic CRM development for years, destined to shake the industry, etc, etc. Yet customers cannot use their suppliers' installations to check the status of an order or bug report - in fact, they cannot even login to it. It's a CRM product has no customer interface and this omission is the rule rather the exception! This illustrates the extent to which the "Customer" in Customer Relationship Management has been forgotten

  • You are right - I was able to do insertions using this in a fraction of the time it used to take me. Going back to any other method would seem tedious. Thanks for the helpful resource and information!

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