North52 - Process Genie Overview

1. Process Genie
www.north52.com

2. The problem
Although Microsoft Dynamics CRM Workflows, Actions & Dialogs
provide significant out of the box functionality CRM/xRM projects
nearly always require custom workflow activities.
• Which adds complexity, project unknowns and costs $$$
• Expert developers end up platform troubleshooting
• CRM 2013 pushes configurable processes, reduce spaghetti plugins
You need to:
• Ensure CRM project success
• Save time, money and keep customers or stakeholders happy
north52.com
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3. The solution
North52 Process Genie – A single custom workflow activity to rule
them all.
We enable both consultants and developers to configure Excel-like
‘formulas’ that meet business process requirements significantly faster
than custom code.
north52.com
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4. Our advantages
• Process Genie is native to Microsoft Dynamics CRM (UR12+) that
works On-Premise, IFD & Online
• Allows users to create Excel-like formulae which can be referenced in
your processes.
• Native means you have full control
• Easier to maintain business logic in a Formula than code
• CRM Consultants deliver solutions up to 10 times faster
• Managers can commit to deadlines with confidence
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5. Function library categories
Over 160 built in functions
•
•
•
•
•
•
•
Conversions
Date
Find
Localization
Logical
Math
Query Operator
north52.com
• Platform (CRM)
Operations
• Regular Expressions
• Set Special Fields
• String
• System
• Web Services
• Fuzzy Matching
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6. Highest rating on
Microsoft Pinpoint
Our customer testimonials say it all…are your CRM deployments
missing out?
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7. Our clients rely on us
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8. Links to public commentary
•
Dynamics CRM Marketplace
Reviews
•
MS CRM and calculated fields
(SLAs etc.)
•
North 52 Formula Manager =
WOW
•
My Favorite New CRM Add-Ons
•
Opportunity & Deal Analytics with
Microsoft Dynamics CRM
•
No Code Customizations with
North52 Formula Manager - Part 2
•
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
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9. Next steps
• Visit and download North52 Business Process Activities:
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
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