发明名称 CONTROL OF CRM DATA BASED ON SPREADSHEET ACTIONS
摘要 Technologies are generally provided for controlling customer relationship management (CRM) data through actions in a spreadsheet application. A spreadsheet application may be configured to enable CRM data to be imported from a CRM application and to enable the CRM data to be manipulated employing native spreadsheet capabilities. A CRM application pane may be displayed within the spreadsheet application to enable data to be selected to be imported into the spreadsheet application. The CRM application pane may also display additional CRM information related to selected content displayed within the spreadsheet application. The CRM application pane may further enable collaborative functionalities such as communication with other users associated with the CRM application, taking notes and scheduling tasks, as some examples. Data changes made within the spreadsheet application may be saved and exported back to the CRM application.
申请公布号 WO2015009588(A3) 申请公布日期 2015.03.19
申请号 WO2014US46459 申请日期 2014.07.14
申请人 MICROSOFT CORPORATION 发明人 MONDRI, RON;CHANG, JIH-SHIANG;SINGH, JUJHAR
分类号 G06F7/06;G06F17/30;G06Q10/06 主分类号 G06F7/06
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