north52 business process activities overview
TRANSCRIPT
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
north52.com Turbocharge Dynamics CRM 2
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
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Highest rating on
Microsoft Pinpoint
Customers who discover North52 Business Process Activities love it!
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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
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Business Example
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When an order is created loop over all the items in the associated price
list & create an order detail record for each item.
• 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
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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
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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
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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
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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
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Turbocharge Dynamics CRM
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
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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]
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