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

CRM Activity Calendar 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 gridUsers 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.

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Projects

Benefits

Eliminates repetitive clicks and pop-up interruptions

Greatly reduces time required to enter or correct product data

Boosts CRM data completeness and accuracy

Encourages company-wide adoption with its intuitive interface

Enables custom extensions that align with unique sales processes

Features

Revolutionize CRM Time Management: Manual to Auto Timers, Task-Level Overrides & Workflow Triggers

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

Customer Service:

Easily support orders & updates during customer calls

Sales Admins

Maintain 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

The Most Honest
Pricing in the world

1st Year Maintenance Included
Annual 25% Maintenance Fee for
Upgrades, Enhancements & Support

Base Price

$250

Base per CRM Organization

Enabled User

$10.00

Per CRM Licensed

Downloads & Documentation

Get the latest solution packages, setup files, and detailed user manuals for all our Dynamics 365 add-ons

Documentation

Sales Product Editor Flyer – 1 Page PDF

Sales Product Editor User Guide – 25+ Page PDF

Downloads

Sales Product Editor for Dynamics 365

Editable Grid Solution – 2013

Editable Grid Solution – 2015–2016

Trial or production
license request:

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

For technical or billing support, visit our Help Center

Trusted by the world’s leading businesses

Sales Product Editor – FAQ

Which CRM entities are supported?

Opportunity, Quote, Order, and Invoice entities.

Yes, multiple product lines can be added or edited inline without pop-ups.

Yes, you can configure visible fields, placements, and grid behavior.

Yes, custom scripts can enable dynamic price lists and product suggestions.

Absolutely. It simplifies quote/order entry and boosts team productivity.

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