N52 Formula Manager for Dynamics CRM            Overview
MS CRM & xRM Today•   CRM 2011’s out of the box features are great•   But most businesses still need custom code•   Which ...
MS CRM & xRM Today• How to increase CRM project success rates?• How to save time, money & keep customers happy?•     We be...
What do we do?•   We provide a MS CRM add-on, N52 Formula Manager•   Allowing you to create Excel like Formulae•   Works n...
Our Advantages•    Eliminates JavaScript & C#, write a Formula instead•    Writing a Formula is 10 times faster than codin...
What it looks like, Demo…north52.com      John Grace (Founder, CEO)   6
Formula Types•   Auto Number                              •    Notification Information•   Display Alert                  ...
Function Library Categories•   Conversions                          • Set Special Fields•   Date                          ...
Licensing•   Free Standard Edition, limited to 10 Formula instances•   Professional & Enterprise editions available•   Ava...
Road Map• New release at the end of every quarter• Additional features coming soon…•    Schedule Formulae to execute daily...
Call to Action•    Visit & download our add-on at, north52.com•    Follow us on Twitter, @_north52_•    View our training ...
Thank You• Any specific questions just contact me at…• johng@north52.com north52.com           John Grace (Founder, CEO)  ...
Guerrilla Marketingnorth52.com         John Grace (Founder, CEO)   13
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North52 Formula Manager Overview

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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

Published in: Technology, Business
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  • @tri413 Sorry for the delayed response the notification did not seem to work.

    The way you promote from Test to Prod is that we have a built in function (accessed via the ribbon) that creates a single zip file with all the formula information. That zip file can then be imported into the Prod system via the standard CRM import mechanism.

    This also means that if needed you could just build a MSBuild task or equivalent to run the import if you have continuous integration setup.
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  • Looks fantastic. How do you 'promote' formulas to TEST and PROD environments?
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North52 Formula Manager Overview

  1. 1. N52 Formula Manager for Dynamics CRM Overview
  2. 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 troubleshootingnorth52.com John Grace (Founder, CEO) 2
  3. 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 north52.com John Grace (Founder, CEO) 3
  4. 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 editionnorth52.com John Grace (Founder, CEO) 4
  5. 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 north52.com John Grace (Founder, CEO) 5
  6. 6. What it looks like, Demo…north52.com John Grace (Founder, CEO) 6
  7. 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 Warningnorth52.com John Grace (Founder, CEO) 7
  8. 8. Function Library Categories• Conversions • Set Special Fields• Date • String• Find • System• Localization• Logical• Math• Query Operators• Regular Expressionsnorth52.com John Grace (Founder, CEO) 8
  9. 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 north52.com John Grace (Founder, CEO) 9
  10. 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 north52.com John Grace (Founder, CEO) 10
  11. 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 north52.com John Grace (Founder, CEO) 11
  12. 12. Thank You• Any specific questions just contact me at…• johng@north52.com north52.com John Grace (Founder, CEO) 12
  13. 13. Guerrilla Marketingnorth52.com John Grace (Founder, CEO) 13

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