Updating Multiple Records in CRM
Microsoft Dynamics CRM 2013 and 2015 have powerful capabilities for sales, marketing and service automation, landing them a spot as a leader in Gartner’s Magic Quadrant for sales force automation and CRM customer engagement. If there was one chink in the armor of Dynamics CRM, it would be the ability to update multiple records at once. If you are a sales professional with dozens of opportunities, you are acutely aware of this issue. One of the most common use cases for sales professionals is to update the Estimated Close Date on opportunities. Instead of opening up each opportunity in a new window, which slows down productivity, the user makes multiple updates at once and saves the changes.
SWC Technology Partners has created an add-on that allows CRM users to update multiple records on one pane of glass or view. The add-on application is called CRM Inline Editor. Here are the features of the CRM Inline Editor:
- Create and/or edit multiple records at once without repeatedly opening new CRM windows
- Can be embedded in a form to quickly add related records to an existing opportunity, account, or any other record type
- Supports all CRM data types, and can be used with either custom or CRM standard record types Screenshots illustrate how a user can quickly add many related records (a custom rent entity) to an opportunity that represents a process for leasing retail property
- When you are done making your changes to the related CRM records, you can click “Save,” or click the “Add New” button to create additional records
The CRM Inline Editor can be used for more than opportunity management. More information about the CRM Inline Editor can be found on Microsoft Pinpoint. If you are interested in utilizing this add-on please contact us or attend our next upcoming Chicagoland CRM event.
Register for Our Upcoming CRM Event
Selling Smarter: Using Data to Direct Marketing & Sales Tactics Luncheon
What asset is leveraged most by thriving organizations? Data. Please join SWC on June 3rd for a complimentary lunch and learn as we discuss how today’s growing companies can compete without spending billions on marketing, sales and technology. We’ll review the common growth challenges and discuss modern best practices including tools that can be leveraged to provide regular reporting, preferred customer segmentation, and real-time dashboard analytics. At this event, we’ll show you how these integrated solutions can help solve common business challenges and get you closer to the goal of maximizing your marketing and sales ROI.
Data Tracking: The Foundation for Strong Business Development Tactics
Where Your CRM Implementation is Failing to Gain Traction and How to Fix It
Integrating Microsoft Lync and Dynamics CRM for Call Tracking
Dynamics Marketing – Everything You Ever Wanted in a Marketing Automation Platform?
Everything You Need to Know About the Microsoft Dynamics CRM 2015 Release
The SWC CRM Maturity Model
The Three Main Components of a CRM System