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 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.
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
Workflow-Ready
Extend with custom scripts (e.g., auto price list selection, up-sell alerts)
Security Role Support
Control who can add/edit based on CRM roles
Pricing & Licensing
The Most Honest Pricing in the world
You get full access to the platform, regular enhancements, and reliable support, so you can focus on growing your business without worrying about unexpected charges or complicated licenses.
Organization
$700.00
Base per CRM Organization
User
$5.00
Per CRM Licenced/Enabled User
1st Year Maintenance Included
Annual 25% Maintenance Fee for Upgrades, Enhancements & Support
Downloads & Documentation
Download guides and resources for setup, configuration, and updates. Access all documentation needed to ensure smooth installation and performance.
Documentation
Sales Product Editor Flyer
1 Pages Pdf
Sales Product Editor User Guide
25 Pages Pdf
Download and License
Sales Product Editor for Dynamics 365
1 Pages Pdf 349KB
Sales Product Editor For CRM 2011-2013
1 Pages Pdf 349KB
Sales Product Editor For CRM 2013-2015
1 Pages Pdf 349KB
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
Partner Programs
OEM Partnership Options
NFR (Not for Resale) Licensing
Custom Development available to tailor calendar views, workflows, or entity integrations
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
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Trusted by the world’s leading businesses
- Automate complex workflows.
- Improve customer engagement.
- Enable real-time visibility.
- Support modern service delivery models