Flexible Grid

The flexible Supertool

Flexible Grid offers countless possibilities to individually adapt a Dynamics 365 solution to 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: Orders & Offerings

  • Use a single view for an overview of your product catalogue and the offer or order products to be entered.
  • Enter as many products as you like as offer items quickly & easily – just double-click!
  • Allocate possible 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 view.

Your benefit of using Grid in sales

The quick entry enables faster and more efficient work. In this way, you increase the acceptance of your employees and create space for the more important topics.

With opportunity and lead management, sales meetings become more productive than ever. Gone are the days of painstakingly collected key figures and supplements. Everything is visible and editable at a glance.

Flexible Grid in Service

Service requests

  • Never overlook requests again 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 knowledge articles.

Field Service

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

Your benefit from Grid in service

An efficient service desk brings happier customers. With just one data view, 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

  • Working time documentation with calendar days and stored public holiday calendar.
  • Check maximum working hours, holidays and sick leave.
  • Business trip recording including expenses and other costs.


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

Your benefit from Grid in HR

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

Flexible Grid in Project Management

Service- and Project Planning

  • Creation of detailed cost planning, divided into different cost centres of a project.
  • Maintenance of completed or expected turnover as well as already calculated costs.
  • This results in an intelligent calculation of cash inflow, ratio of costs or even the expected profit margin.

Product Sheet

All information about the Flexible Grid can be found in our product sheet.

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