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Turbo Charge Dynamics CRM

Turbo Charge Dynamics CRM. The problem. Although Microsoft Dynamics CRM provides significant out of the box functionality CRM/ xRM projects nearly always require custom code. Which adds complexity, project unknowns and costs $$$ Top notch consultants end up hacking JavaScript

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Turbo Charge Dynamics CRM

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  1. Turbo Charge Dynamics CRM www.north52.com

  2. The problem Although Microsoft Dynamics CRM provides significant out of the box functionality CRM/xRM projects nearly always require custom code. • Which adds complexity, project unknowns and costs $$$ • Top notch consultants end up hacking JavaScript • Expert developers end up platform troubleshooting You need to: • Ensure CRM project success • Save time, money and keep customers or stakeholders happy Turbocharge Dynamics CRM

  3. The solution North52 BPA – “Turbocharges Microsoft Dynamics CRM” Enables both consultants and developers to configure ‘formulas’ that meet business process requirements significantly faster than custom code. • North52 Formula Manager is a MS CRM solution add-on • Allows users to create Excel-like formulae and schedule workflows to manage your business rules and processes • Works natively within MS CRM • Available On-Premise, IFD & Online • Free basic edition Turbocharge Dynamics CRM

  4. Our clients rely on us Turbocharge Dynamics CRM

  5. Highest rating on Microsoft Pinpoint Customers who discover North52 Business Process Activities love it! Turbocharge Dynamics CRM

  6. Our advantages • Eliminates JavaScript and C# coding; write a Formula instead • Writing a Formula is 10 times faster than coding • Easier to maintain business logic in a Formula than code • Formulae calculated in real time • CRM Consultants deliver solutions up to 10 times faster • Over 160+ functions Turbocharge Dynamics CRM

  7. Business Example When an order is created loop over all the items in the associated price list & create an order detail record for each item. Turbocharge Dynamics CRM

  8. See BPA in action • Over 35 training videos with real-life examples are available on YouTube - http://www.youtube.com/north52root • 250 formula examples are available to show the power of BPA Turbocharge Dynamics CRM

  9. Formula types • Auto Number • Automatic numbering of CRM records • Calculated Field • Displays a calculated field on a form • Calculated Hyperlink • Displays a calculated hyperlink on a form • Process Genie • A custom workflow step where you can perform simple or complex calculations • N:N Association • Execute formula on a N:N event • Save to Child Records • Save the output of a formula to a field within a child record (1:N relationship) • Save to Current Record • Save the output of a formula to a field within the current record • Save to Parent Record • Save the output of a formula to a field within a parent record (N:1 relationship) • Save to Note • Save the output of a formula to new note record • Validation • Display a warning to a user if the field value does not meet the validation criteria Turbocharge Dynamics CRM

  10. Function library categories • Client Side • Conversions • Date • Find • Localization • Logical • Math • Query Operators • Platform Operations • Regular Expressions • Set Native Fields • String • System • Web Services • Fuzzy Matching Turbocharge Dynamics CRM

  11. Licensing • Free Basic Edition, limited to 5 activities (i.e. formulas \ schedules) • Standard, Professional, Enterprise & Ultimate editions available • Available on yearly subscription or for a one-off fee • Partners receive specialized training, discounts, etc. • ISV’s with a vertical product can embed (OEM) BPA Turbocharge Dynamics CRM

  12. Road map • New release at the end of every quarter • Additional features coming soon… • Schedule Formulae to execute daily, weekly, etc. Completed • Call a Formula from a client side event Completed • SharePoint functions • Decision Tables • External database & web service calls functions   Turbocharge Dynamics CRM

  13. Links to public commentary • Dynamics CRM Marketplace Reviews • North 52 Formula Manager = WOW • No Code Customizations with North52 Formula Manager - Part 1 • Product Review - North 52 Formula Manager for Dynamics CRM • 2-way SMS Messages with Microsoft Dynamics CRM 2011 • MS CRM and calculated fields (SLAs etc.) • My Favorite New CRM Add-Ons • Opportunity & Deal Analytics with Microsoft Dynamics CRM • No Code Customizations with North52 Formula Manager - Part 2 Turbocharge Dynamics CRM

  14. Next steps • Visit and download the North52 BPA at north52.com • Follow us on Twitter: @_north52_ • View our training videos: youtube.com/north52root • Read our blog: blog.north52.com • Submit feedback and view knowledgebase: support.north52.com • If you would like more details or have specific questions just contact us at info@north52.com Turbocharge Dynamics CRM

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