| Account Explorer for Microsoft Dynamics CRM |
|
Account Explorer is an integrated MSCRM Addin module that allows you to show an Account with related entity information displayed based upon the selections made within the following areas of an account record. Account overview, Sales overview, Contact overview and Service overview in one consolidated view.
See account explorer in action here.
Account Explorer Views.
Account has a number of views that display specific information about the CRM account record that is selected. Account Explorer Detail ![]() Above Data selection in progress when access Account Explorer
![]() Above Account Explorer detail display when selections have been made showing the consolidated view
|

