Make updating your data spreadsheet-simple, get all your insights in one place, and engage confidently using the right data.

GridBuddy Connect makes it faster and more intuitive for users to update and navigate data in Dynamics 365 by placing fields from multiple tables, and even multiple environments, into one editable grid-based workspace.

With GridBuddy Connect users have a clear view into the information they rely on, making it easier to connect with customers, and provide critical data needed for strategic planning.

Enable your users to quickly capture information from customer interactions, expedite their day-to-day responsibilities, and fuel your CRM with accurate and timely data.

Here’s How:

Grids for Sales

• Opportunity Management: Keep opportunities and forecasts up to date with a grid showing fields from open opportunities like status, revenue, and closed date alongside its related point of contact’s email and phone details in one, editable view.
• Lead Management: Get immediate insight into Leads and how they relate to existing Accounts and Contacts through grids that surface data with commonalities, like the same account name or website, to uncover valuable information before sales follow-up.

Grids for Service

• Case Management: Ensure customer service requests are managed efficiently and consistently by bringing case details like description, follow-up-by date, and the customer’s preferred contact method into a Customer Success role-based view.
  

Grids for All

• Account Management: Understand client engagement at key accounts with a grid that surfaces their related Opportunities, Contacts, and Activities in one view.
• Contact Management: Prioritize customer and prospect relationships by tracking follow-up activities in a grid that also provides access to their contact details, making each task actionable from one screen.

Custom Grids

• Custom Grids for any Table: Manage various ad hoc processes with grids showing only the fields you want from all the tables you need, in one actionable view.

To learn more, view the product sheet below and visit us at www.validity.com/gridbuddyconnect/