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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 $$$ Top notch consultants end up hacking JavaScript - PowerPoint PPT Presentation
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Turbo Charge Dynamics CRM
www.north52.com
Turbocharge Dynamics CRM 2
The problemAlthough Microsoft Dynamics CRM provides significant out of the box functionality CRM/xRM projects nearly always require custom code.
• Which adds complexity, project unknowns and costs $$$• 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
north52.com
Turbocharge Dynamics CRM 3
The solutionNorth52 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
north52.com
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Our clients rely on us
north52.com Turbocharge Dynamics CRM
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Highest rating on Microsoft PinpointCustomers who discover North52 Business Process Activities love it!
north52.com Turbocharge Dynamics CRM
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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
north52.com Turbocharge Dynamics CRM
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Business Example
north52.com Turbocharge Dynamics CRM
When an order is created loop over all the items in the associated price list & create an order detail record for each item.
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• 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
See BPA in action
north52.com Turbocharge Dynamics CRM
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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
north52.com Turbocharge Dynamics CRM
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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
north52.com Turbocharge Dynamics CRM
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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
north52.com Turbocharge Dynamics CRM
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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
north52.com
Turbocharge Dynamics CRM
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Links to public commentary• Dynamics CRM Marketplace R
eviews• 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
north52.com Turbocharge Dynamics CRM
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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 [email protected]
north52.com Turbocharge Dynamics CRM