Streamline CRM Order Entry with a Single-Screen Sales Product Editor
Sales Product Editor simplifies Opportunity-to-Invoice product management in Dynamics CRM by eliminating pop-ups, repetitive clicks, and inefficiencies with a unified editable grid.
Sales Product Editor
Sales Product Editor Overview
Sales Product Editor is a powerful add-on for Microsoft Dynamics CRM 2011 and CRM Online that transforms how your team handles product entry and editing across the sales process—from Opportunity to Invoice. It replaces the traditional multi-window, multi-step product form process with a fast, intuitive, single-screen editable grid. Users can easily add, modify, and review product records without leaving the grid, dramatically reducing mouse clicks, page reloads, and data entry errors. This solution not only boosts order process productivity but also supports dynamic configuration with CRM workflows and custom scripts for deeper automation.
Benefits
Eliminates repetitive
clicks and pop-up interruptions
Greatly reduces time required to enter or correct product data
Boosts CRM data completeness and accuracy—critical for sales and marketing analytics
Encourages company-wide adoption with its intuitive interface
Allows your team to work faster and smarter without sacrificing control or accuracy
Provides a strong return on CRM investment by enhancing order management
Enables custom extensions that align with unique sales processes
Features
Single-Screen Editable Grid
No pop-ups, no switching forms—edit everything in place
Rapid Data Entry
Add multiple product records in one go, edit inline without interruptions
Customizable Layout
Precisely position the editor grid among standard and custom CRM fields
Product Filtering
Easily search and filter from large product catalogs
Data Uniformity
Improve formatting, consistency, and accuracy across records
Entity-Wide Support
Works with Opportunities, Quotes, Orders, Invoices
Security Role Support
Control who can add/edit based on CRM roles
Workflow-Ready
Extend with custom scripts (e.g., auto price list selection, up-sell alerts)
How It Works
Add Precision and Performance to
CRM Time Tracking
1.
Install Sales Product Editor in your Microsoft Dynamics CRM environment
2.
Open any supported entity (Opportunity, Quote, Order, Invoice)
3.
Add and edit product line items directly in the embedded grid
4.
Use filtering tools to select products faster from large catalogs
5.
Configure workflows or scripts for advanced automation (optional)
6.
Save, print, or email transactional documents—all from one screen
Use Cases & User Experience
Revolutionize CRM Time Management: Manual to Auto Timers, Task-Level Overrides & Workflow Triggers
Sales Teams
Create, revise, and finalize product lists quickly without losing momentum
Customer Service:
Easily support orders and updates during customer calls
Sales Admins
Maintain and refine documentation with easeMaintain and refine documentation with ease
Sales Management
Enforce consistent and secure order entry processes
Marketing Teams
Gain access to better product-level CRM data for analysis
Company-Wide Impact
Increase team efficiency & CRM ROI through streamlined workflows
Pricing & Licensing
This is a one-time payment, not a recurring yearly or monthly fee
1st Year Maintenance Included
Annual 25% Maintenance Fee for
Upgrades, Enhancements & Support
Base Price
$700.00
Base per CRM Organization
Enabled User
$5.00
Per CRM Licensed/Enabled User
Downloads & Documentation
Get the latest solution packages, setup files, and detailed user manuals for all our Sales Product Editor add-ons
Note – Unzip files before uploading to CRM. For licensing, please email us with your company email signature.
Support &
Maintenance
At MTC CRM, our values are more than just words — they guide every decision, every product, and every partnership.
Email-based or Live Web Installation & Usage Support
One Hour of 24/5 Implementation Support included
Annual maintenance covers all feature updates and customer
support
Talk with our sales team to see how MTCCRM can fit your needs
- Explore the right solution to match your business vision
- Receive customized pricing that fits your needs
- Uncover smarter ways to align and streamline team workflows
For technical or billing support, visit our Help Center
- Automate complex workflows.
- Improve customer engagement.
- Enable real-time visibility.
- Support modern service delivery models
Contact Our Sales Team
Sales Product Editor – FAQ
Which CRM entities are supported?
Opportunity, Quote, Order, and Invoice entities.
Can I add multiple products in one screen?
Yes, multiple product lines can be added or edited inline without pop-ups.
Is the product grid customizable?
Yes, you can configure visible fields, placements, and grid behavior.
Can I auto-apply price lists or upsell rules?
Yes, custom scripts can enable dynamic price lists and product suggestions.
Does it help reduce sales admin time?
Absolutely. It simplifies quote/order entry and boosts team productivity.