Troops Grid is an Excel spreadsheet-like inline editor that allows you to view, edit and update multiple Dynamics 365 CRM records at once. Rather than slowly working through dozens of individual form fields and tabs, Grid displays all your important Dynamics information on a single screen.
Insanely Fast “In Line” Data Entry
Update multiple fields and records all at once, from a familiar and easy to use experience
No More Wasted Clicking
Quickly work across a customized tabular spreadsheet on a single screen rather hunting for multiple forms and fields across and endless number of browser tabs
Know What to Update
Troops alerts you in Microsoft Teams, letting you know exactly what Dynamics info needs updating.
Less Data Entry Time = More Selling Time:
Grid helps you work smarter, not harder. Focus on selling
Keep Your Pipeline Current:
Quickly update all your active opps and transform meetings with your manager from lectures into strategic planning sessions that will help you close more deals and hit targets.
Quickly Add Meeting Notes After Calls:
Grid shows you all your meetings from your day, enabling you to quickly add all your notes for each call...all from a single screen.
Work Across Multiple Objects in One Grid
Update Opportunities, Accounts, Contacts, Notes and Tasks, and any other related object data from a single screen.
Standard and Custom Objects
Grid works with all your data across all Dynamics 365 CRM standard and custom objects.
Edit Multiple Records at Once
Work with many records from a single single, and apply bulk updates to multiple records.
A Grid for Every Process
Create custom Grids for all your key processes. Prospecting, pipeline management, meeting notes and next steps, and more.
Choose Your Fields
Customize the Dynamics fields in your Grid from multiple objects to get the exact views you need.