Flexible Grid

The flexible super tool 

Flexible Grid offers countless possibilities to individually adapt a Dynamics 365 solution to your needs and processes. But what does “Grid” actually mean? The “Grid” is a multidimensional grid that we use as a technical background to bring together the different relations. In this way, we can turn your CRM into a flexible and specific experience. But the best way to understand it is to look at our use cases – the projects we have already realised with Grid.

Flexible Grid in sales

Quick entry: of orders and offers

  • Use a single window for an overview of your product catalogue and the available or orderd products that need to be recorded. 
  • Enter as many products as you like as offer items quickly and easily – just double-click!
  • Apply any discounts directly in the list to finalise the offer.

Opportunity and Lead Management

  • Overview of all sales opportunities, their activities and products, grouped by salesperson and team.
  • Aggregate sales from the salesperson to the teams and departments to the overall company success – all in one window.

Why use Grid in sales?

Easy data entry means faster and more efficient work. Which increases employee acceptance and creates time for more important topics.

Opportunity and lead management makes sales meetings more productive than ever. Gone are the days of painstakingly collecting key figures and addenda. Everything is visible and editable at a glance.

Flexible Grid in service

Service requests

  • Never again miss a request, thanks to meaningful groupings, colour highlighting of SLAs and a clear structure.
  • Help your customers in the best possible way with the direct integration of activities, notes, product information and specialized articles.

Field Service

  •  Compare important indicators – such as travel time vs. working time, the number of work orders per type or the workload of service staff.
  • You have an overview of all relevant data, from customer installations and SLAs to service tasks and past service activities.

    Why use Grid in service?

    An efficient service desk means happier customers. With all data shown in one place, your service team has all the relevant information at a glance and can give you the best advice

    A perfect overview enables even better on-site service. The perfect solution for field staff and the service desk.

    Flexible Grid in HR

    Time- and travel documentation

    • Document working time with calendar days and pre-installed public holiday calendar.
    • Check maximum working hours, holidays and sick leave.
    • Record business trips including expenses and other costs.


      • Clear recording of services to be charged by each employee.
      • Representation of work done compared  to the target.
      • More efficient processing of open invoices by your accounting department.

      Why use Grid in HR

      Time tracking is easier than ever with Time Tracking.  Complete all the essential steps of working time and travel documentation in a clear interface.

      Flexible Grid in project management

      Service- and project planning

      • Detailed cost planning, divided into the project’s various cost centres.
      • Record actual or expected turnover as well as already calculated costs.
      • This results in an intelligent calculation of cash inflow, cost ratios or even the expected profit margin.[

      Product sheet

      Detailed information about the Flexible Grid can be found in our product sheet. (in German)

      Let’s talk about increasing
      your CRM solution’s flexibility!

      Flexible Grid is so powerful and customisable to your individual needs that it is probably best to show you examples of this solution in action. We look forward to meeting you!

      Ina Baltes

      Product Management

      gorelate News zum Flexible Grid

      Kundenstories und jede Menge Know-how sowie Tipps & Tricks zu unserem Flexible Grid lesen Sie hier:

      Best Practice

      MS Dynamics CRM

      Heel x gorelate a CRM project

      For the company Heel, gorelate implemented a customer engagement project and extended standard Dynamics 365 with add-ons to enable processes specially tailored to Heel and the pharmaceutical industry. You can read about the solutions we found in our case study.