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c360 Record Editor for Microsoft Dynamics CRM 2011 On-Premise

A common user complaint of any CRM system is that updating data is tedious and time consuming. Microsoft Dynamics CRM 2011 provides system Views that allow users to quickly pull back a list of designated records in a grid format. However, mulitple clicks are involved actually access that data for updates. Users faced with this task quickly find the process painstaking and protracted.

Record Editor is an easy to use inline grid editor that allows you to pick any Advanced Find view or CRM entity grid and edit the list of records in a grid format. This gives users a single screen tool that reduces clicks, greatly improving usability and productivity. All CRM data types including nvarchar, picklist, bit/boolean, int, float, lookup, owner types are supported.

The key benefits of Record Editor are:

  • Edit all CRM fields within the grid in their own control boxes (date, memo fields, currency, picklist, lookup, boolean, int, money)
  • Grid enforces CRM's security settings (read-only, state attributes, write privileges)
  • Select all records or single out specific ones to edit
  • Use Bulk update to copy a change made to a all records or selected rows in the grid
  • Launch Record Editor from any CRM grid and/or Advanced Find View Results

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