North52 Business Process Activities Overview

Turbo Charge Dynamics CRM

www.north52.com

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

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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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Our clients rely on us

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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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