We are about a month away from the release of Microsoft Dynamics CRM 2013 and it is jam-packed with new features and functionality! The new forms and data entry in Microsoft CRM 2013 are going to be the key to keeping your people productive and focused on the task at hand! Here is an introduction to the new data entry capabilities along with screenshots.
QUICK CREATE: You can now easily create any record with Quick Create– an optimized experience to capture key data points for the record being entered.
INLINE EDITABLE GRIDS: Quickly add and edit Product line items to your Opportunities, Quotes, Orders, and Invoices with inline editable grids. You can input Product details such as price, quantity and discount directly in the grid on the form.
TRACK KEY PEOPLE: Track and manage the key people such as stakeholders and sales team members for your deals. Inline lookup and editing makes it easier to understand at a glance who is connected to the record and their role. Your people can even create “New” records inline from within the lookup screen.
In the Microsoft Dynamics CRM 2013 Preview Guide released this week, Microsoft highlights the exciting innovations and capabilities included in Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online Fall ’13.
If you are in the market for a new CRM solution or interested in upgrading to the latest version in less than a month, we'd love to talk. Contact us via our website or call 205-408-9991. As experts in mobility solutions as well as Microsoft Dynamics CRM, we understand your challenges and can suggest practical solutions. We will help you achieve your strategic objectives faster…and may even help you add a few more achievements to the list.
2B Solutions, Inc. specializes in Microsoft Dynamics Customer Relationship Management (CRM), iOS development, and mobile applications that give organizations the ability to respond to their customers and critical events from anywhere. Dynamics CRM offerings include deployment and customizations for businesses of all sizes in industries of finance, health services, education, retail, distribution, warehousing, government and more. 2B Solutions is a certified Microsoft Partner and certified Apple Consultant.
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2 thoughts on “Microsoft CRM 2013: *NEW* Simplified Data Entry with Screenshots”
I am interested in the capability for Inline Editable Grids mentioned in your blog for CRM 2013. The company I work for uses CRM Online which is being upgraded to the 2015 version in a week or so. How can I get this feature for my company and how much would it cost?
This feature is currently available "out of the box" in CRM 2013 and 2015. You can input Product details such as price, quantity and discount directly in the grid on the form. Does this answer your question?
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