Monday, August 18, 2008

Custom Views by SalesCentric

SalesCentric Custom Views for Microsoft Dynamics CRM simplifies data navigation and brings the power of complex queries to every user.


Custom Views allows CRM users to create list forms with filters for almost every entity in CRM in a WYSIWYG query builder and integrate them into the MSCRM navigation system. The user finds the desired information in a few mouse clicks.


Custom Views key features:
  • Create list forms with filters for almost every entity in CRM in a WYSIWYG query builder.
  • Integrate crafted list forms in MSCRM navigation system including site map and navigation panes.
  • Use any combination of single options, multi options, range and text box filters enhanced by auto complete feature to get to the needed data with a few mouse clicks.
  • Save filter values as a named filter and apply it any time later.
  • Add a column or a filter to a list form on fly for a few clicks in a WYSIWYG query builder.
  • Bring data from the primary entity as well as its related entities without limitations for the relations level number.
  • Export Custom Views results into Excel.
  • Utilize out-of-the-box Custom Views definitions instead of CRM’s default views.
  • Search across all relationships in CRM to find the people who have specific relationships with your prospect employees.
  • Search across any associated records using easily configured filters such as city, address, first and last names, job titles and even custom fields.
  • Display both Activities and History in the same list.
  • Add contacts from Custom Views directly to Marketing lists.
  • Design Custom Views in a test environment, export them and use them in the production environment.
  • Integrate Custom Views in your solutions by linking them into an inline frame.

Marketing Segmentation screenshot:

Customer Relationships screenshot:

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