9
Process Genie www.north52.com

North52 - Process Genie Overview

Embed Size (px)

Citation preview

Page 1: North52 - Process Genie Overview

Process Genie

www.north52.com

Page 2: North52 - Process Genie Overview

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.comNorth52 Business Process Activities

Process Genie2

Page 3: North52 - Process Genie Overview

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.comNorth52 Business Process Activities

Process Genie3

Page 4: North52 - Process Genie Overview

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

north52.comNorth52 Business Process Activities

Process Genie4

Page 5: North52 - Process Genie Overview

Function library categories

• Conversions

• Date

• Find

• Localization

• Logical

• Math

• Query Operator

• Platform (CRM)

Operations

• Regular Expressions

• Set Special Fields

• String

• System

• Web Services

• Fuzzy Matching

north52.comNorth52 Business Process Activities

Process Genie5

Over 160 built in functions

Page 6: North52 - Process Genie Overview

Highest rating on

Microsoft Pinpoint

Our customer testimonials say it all…are your CRM deployments

missing out?

north52.comNorth52 Business Process Activities

Process Genie6

Page 7: North52 - Process Genie Overview

Our clients rely on us

north52.com 7North52 Business Process Activities

Process Genie

Page 8: North52 - Process Genie Overview

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

north52.comNorth52 Business Process Activities

Process Genie8

Page 9: North52 - Process Genie Overview

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 [email protected]

north52.com 9North52 Business Process Activities

Process Genie