SalesCentric Custom Views for Microsoft Dynamics

SalesCentric [creator of Relationship Charts] Custom Views for Microsoft Dynamics CRM allows implementers and power users to quickly create list forms with multiple filters for any entity in CRM, with a WYSIWYG query builder and integrate them into the Dynamics CRM navigation system!

Key Features

- Simple drag and drop visual designer

- 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.

- Segment the contacts to target right audience using very accurate selection criteria.

- Leverage the knowledge about opportunities, their competitors and other related information obtained through an intuitive interface and rapid retrieval provided by Custom Views.

- Utilize 30+ 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.

Read more [SalesCentric]