GridBuddy Connect for Dynamics - How to add a GBC Link into a Dynamics Environment

This article walks through how to add a functional link to a GridBuddy Connect grid or tabbed page to the Dynamics left navigation. Only a Dynamics Admin can do this.

1. Login to GridBuddyConnect.com
2. Navigate to the grid or tabbed page you want to add into Dynamics and copy the URL (not the “embeddable url”)
   • You’ll repeat this for each grid or tabbed page you want to embed into Dynamics

3. Navigate to the Dynamics environment you want to edit and click the environment name at the top-left. Click the three dots in the top-right and select “open in app designer”

4. Click the pencil beside “site map”

There are two ways to do this. You can add a new area to the left navigation – step 5. Or, you can add a group to an existing area – step 6.

5. Add a new area to the left navigation:
   1. Drag a new area (or click ‘add>new area’) from the right side into the top bar.
   2. Give the area a new title: “GridBuddy Connect Grids”
   3. Click in the new area, click ”Components” on the right drag a Group into the new area. Name your group.
   4. Drag a Sub Area into your new group
      1. Type: URL
      2. URL: paste the GridBuddy Connect URL
      3. Enter a title such as “Account grids”
   5. Repeat step D for all the grid links you want to add
   6. Click “Save” and “Publish”

Go to the Sales Hub (or whatever environment you edited) and you’ll see your new group in the left vertical navigation:


 

6. Add grid links to an existing group
   1. Click the pencil beside “site map”
   2. Add a Group to an existing area, for example, to the Sales area
   3. Name the Group, for example, GridBuddy Connect Grids
   4. Add a Sub Area into your group for each grid link.
      1. Type: URL
      2. URL: Copy from GBC
      3. Give it a title
   5. Repeat step d for all the grid links you want to add
   6. Save and publish

Go to the Sales Hub (or whatever environment you edited) and you’ll see your link under whatever group you added it to: