Real Estate professionals have specialized needs when using productivity tools,
and user adoption is the primary design goal for our product team at AdvantageWorks.
In bringing Real Estate Advantage to market, we have made special enhancements to
Dynamics CRM platform with the Real Estate Professional in mind. Here is an overview
of a few of the CRM enhancements that are included with the Real Estate Advantage
solution:
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Split View™
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The Split View component for CRM is an example of one of the several enhancements delivered to you as part of the Real Estate Advantage solution. With end-user centric design in mind, the split view seamlessly extends the usability of the core Microsoft Dynamics CRM user interface, giving the user greater freedom and control to interact with their data.
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Navigate multiple entities from the same screen
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Configurable tab layout
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Supports both system and custom entities
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Built-in templates for quick tab development
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Increases user satisfaction and product adoption
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Reduces total cost of owsnership (TCO) by increasing efficiency and accuracy
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Editable Grid™
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The AdvantageWorks Editable Grid allows the user to edit the contents of a grid directly in the grid by the click of a single button.
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Supports most Microsoft Dynamics CRM data types
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Respects security roles and customizations
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Designed to work with the our Split View
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Also available as a stand-alone component
More Info
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Relationship Navigator™
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The Relationship Navigator allows for quick navigation of entities via all of their existing relationships. Create new relationships and activities on the fly without ever leaving the current view.
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Navigate all related entities from a single location
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Expand entities to show relationships one, two, or any number of degrees away
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Create custom relationships between any two entities, including entities of the same type
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Built-in templates for quick tab development
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Create activities directly in the Navigator for any display entity
More Info
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Dashboard™
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The AdvantageWorks Dashboard allows for customized views of up-to-the-minute information on all key performance indicators (KPI)
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Executive Dashboards
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Individual "Work In Progress"
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Configurable layout
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Zoom-in capabilities
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Supports filtering
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Supports editable grid
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Supports external web sites
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Supports custom panels
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Visibility controlled by security roles
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Quick Search™
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The AdvantageWorks Quick Search allows users to find records by searching entities by their business requireed and business recommended fields as defined through standard customizations.
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Makes searching easy
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Search system entities
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Search custom entities
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Search across multiple entities
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Supports pre-defined queries
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Results returned in editable grid
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Reduces dependency on the Advanced Find, which can be complicated for many users
More Info
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