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 info@north52.com

north52.com Turbocharge Dynamics CRM