Microsoft Dynamics Add-On for Fast and Convenient CRM Entity Editing

Summary

A European company that offers customized CRM solutions and MS Dynamics CRM/xRM consulting was delivering a custom Dynamics CRM solution for an oil & gas client. Standard MS Dynamics CRM doesn't include editable grids, forcing users to open forms to edit data and significantly reducing productivity. INNERLUXES joined the project to create an add-on enabling in-line edits for all kinds of MS Dynamics CRM grids.

About the Client

The Client is a European company that offers customized CRM solutions as well as consulting services for MS Dynamics CRM/xRM implementations. The end client is an oil & gas company.

The Challenge

The company was delivering a custom MS Dynamics CRM solution for an oil & gas client. Standard MS Dynamics CRM functionality does not include editable grids, which makes users open forms to edit data — decreasing productivity significantly. INNERLUXES joined the project to create an add-on that would enable in-line edits for all kinds of MS Dynamics CRM grids.

The Solution

The tool provides the following advantages:

• Excel-style editing of grids, with no need to open additional windows or forms.
• Microsoft validation and alert rules to ensure data accuracy (adjustable via the INNERLUXES API).
• Various input options, such as lookups, picklists, calendars, and more.
• Inherited MS Dynamics CRM security model to grant access rights to users and user groups.
• Editing of multiple entity relationships in a single form.

The Results

• The end client received a simple tool to edit MS Dynamics CRM entities without leaving the grid — just as in Microsoft Excel.

Technologies and Tools

MS Dynamics CRM, JavaScript, jQuery.