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

gorelate, Schnellerfassung - Flexible Grid

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.

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.

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.

Flexible Grid im Service

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.

Flexible Grid in Project Management

Grid in der Projektplanung

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.

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.

Flexible Grid - Zeiterfassung

Charging

  • 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.

Flexible Grid in Scheduling

Grid in der Terminplanung

  • Simple appointment scheduling, integrated in Dynamics 365

  • Create appointments by drag and drop

  • Avoid duplicate bookings and maintain an overview through Outlook integration

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!

Georg Gradinger

+43 1 3000 944-20

3 + 5 = ?

Flexible Grid is the icing on the cake of your Dynamics 365 Customer Engagement solution. Your users will love how their company-specific processes are rendered and how this makes their work easier – after all, no one said working with CRM can’t be fun.

© , gorelate GmbH

© , gorelate GmbH