In every CRM application I have ever played with there have been areas I have never been proud to show off to customers or prospects. And adding products to CRM's Sales Orders has been one of those areas for me in CRM since the products inception.

While it works well in high dollar low transaction environments, it doesn't work so well in high transaction, low dollar transactions. One of my most recent demos was to a company that did over 50,000 sales orders a day and so working with Daren from Microsoft Consulting Services, he build a REALLY cool too to help them VERY quickly insert items into Microsoft CRM without the normal number of clicks.

The coolest thing to me is that this is 100% HTML and JScript. No C# or VB.NET here at all. (If you look at the code, Daren built a Service that allows him to call CRM's web services easily from JScript. Check out his blog for more details.)

In the left grid, we enter new products and in the right grid we have a list of all of the products that they have ordered for the past three completed sales orders.

So below you can see a screen shot of what the grid looks like installed.

Once you have inserted all of your products, you can quickly  click the recalculate button to be able to have all of the totals created as well as have the items inserted into the Sales Order.

Here are all of the files to make this magic happen. You will need to copy the contents of the custom.zip file to your CRM Demo Server and drop it off in a directory called custom. The order customizations will need to be applied to your CRM server as well.

This is DEMO WARE. Happy Demos! And Thanks Daren! This rocks!