Our flagship product Formula Manager allows for the creation & execution of dynamic custom formulae within CRM 2011, enabling:
- Dynamics CRM consultants to deliver solutions up to 10 times faster
- Reduced need for in depth coding (C#, Javascript, etc) by simply writing formulae
- Consultants to focus on adding business value instead of troubleshooting bugs
- Sales & project managers to commit to deadlines with confidence
We have released a free community edition of Formula Manager that you can download now & use in production deployments at,
http://www.north52.com/formulamanager.html
2. MS CRM & xRM Today
• CRM 2011’s out of the box features are great
• But most businesses still need custom code
• Which adds complexity, project unknowns & costs $$$
• Top notch consultants end up hacking JavaScript
• Expert developers end up platform troubleshooting
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3. MS CRM & xRM Today
• How to increase CRM project success rates?
• How to save time, money & keep customers happy?
• We believe…
• Consultants should focus on customer & business rules
• Developers aim for building small reusable components
• So both increase configuration time not coding
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4. What do we do?
• We provide a MS CRM add-on, N52 Formula Manager
• Allowing you to create Excel like Formulae
• Works natively within Dynamics CRM
• Available On-Premise, IFD & Online
• Free standard edition
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5. Our Advantages
• Eliminates JavaScript & C#, 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
• Managers can commit to deadlines with confidence
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6. What it looks like, Demo…
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7. Formula Types
• Auto Number • Notification Information
• Display Alert • Save to Child Records
• Calculated Field • Save to Current Record
• Calculated Hyperlink • Save to Parent Record
• DialogWorkflow Action • Save to Note
• DialogWorkflow Calculation • Validation
• Notification Critical
• Notification Warning
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8. Function Library Categories
• Conversions • Set Special Fields
• Date • String
• Find • System
• Localization
• Logical
• Math
• Query Operators
• Regular Expressions
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9. Licensing
• Free Standard Edition, limited to 10 Formula instances
• Professional & Enterprise editions available
• Available on yearly subscription or for a one-off fee
• Partners receive specialized training, discounts, etc.
• ISV’s with a vertical product than need to embed
Formula Manager (OEM) contact us for pricing
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10. Road Map
• New release at the end of every quarter
• Additional features coming soon…
• Schedule Formulae to execute daily, weekly, etc.
• Call a Formula from a client side event
• Upload your own DLL & use within Formula Manager
• Formulae for external database & web service calls
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11. Call to Action
• Visit & download our add-on at, north52.com
• Follow us on Twitter, @_north52_
• View our training videos, youtube.com/north52root
• Catch up on our blog, north52.wordpress.com
• Submit feedback & support, north52.uservoice.com
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12. Thank You
• Any specific questions just contact me at…
• johng@north52.com
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