GridBuddy Connect for Dynamics - Start Up Guide

STEP 1 - Create your GridBuddy Connect Account

1. For the user that will be administering the GridBuddy Connect account, you will receive an email to Activate your Account, which will prompt you to set a password and log into GridBuddy Connect.

STEP 2 – Configure the Connection

1. Go to gridbuddyconnect.com and log in to your account.
2. Select Organization and then Connections.
3. Select New to create a new connection.
4. Enter a Connection Name.
5. Select Microsoft Dynamics from the Connector dropdown menu.

6. Check the Create ReadyGrids box.
   • This will put 5 pre-created grids into your account built from the most popular Dynamics use cases. They will allow you to immediately start using GridBuddy Connect for your Dynamics data.
7. Enter your Dynamics Host.
   • This is the Dynamics Organization URL, such as “mycompany.crm.dynamics.com”
8. Select Save.

STEP 3 – Add Admin User(s) to GridBuddy Connect

1. Go to Organization > User Management to create any Users who will doing Admin- or Standard-level configuration tasks.
2. Select Manage Users.
3. Select Invite User.
4. Add first name, last name, and email address, assign role Admin or Standard, and assign product access to GridBuddy Connect. Toggle on Admin access in product if needed.
5. When you set up your Users, they will receive an automatically generated email with a link to activate their account.
   • If they do not select Activate, they will not be able to view any grids.

STEP 4 – Using ReadyGrids

1. In GridBuddy Connect, select Grids.
   • You will see your five Dynamics ReadyGrids here, as well as any other grids you’ve created.

2. Click on a grid to launch it from the “Grids” view.
   • These grids are built to meet the most common data management needs for Dynamics users.
   • You can start using them now to access your Dynamics data in a single, editable view.

If you want to modify these ReadyGrids, for example add or remove fields, reorder fields, add conditional formatting or a filter, you can easily do so.

3. Click Manage Grids.
   • You’ll see the five ReadyGrids here, as well as any other grids you’ve created.
4.  Click on the grid you want to modify. This will take you into the three step wizard.
   1. Step 1 is where you configure all the default settings for your grid, such as how many records appear per page, and whether or not you want to enable mass update.
      • In step 1, you can click Clone to create an exact copy of your grid. If you plan to make major changes to a ReadyGrid, we recommend you click Clone and make your changes on a copy of the grid.
   2. Step 2 is where you select what fields appear on your grid, as well as where you set up conditional formatting and actions.
      • To add an object to your grid, select it from the left column.
      • To add a field to your grid, click the green circle in the center column.
      • To reorder the fields on your grid, drag them up or down on the right column.
   3. Step 3 is where you set up admin filters on your grid. These filters are a permanent part of the grid and available to anyone who has access to it.