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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 adds complexity, project unknowns & costs $$$
•   Top notch consultants end up hacking JavaScript
•   Expert developers end up platform troubleshooting




north52.com           John Grace (Founder, CEO)      2
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
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




north52.com          John Grace (Founder, CEO)    4
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
What it looks like, Demo…




north52.com      John Grace (Founder, CEO)   6
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




north52.com                   John Grace (Founder, CEO)                      7
Function Library Categories
•   Conversions                          • Set Special Fields
•   Date                                 • String
•   Find                                 • System
•   Localization
•   Logical
•   Math
•   Query Operators
•   Regular Expressions




north52.com               John Grace (Founder, CEO)             8
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
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
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
Thank You
• Any specific questions just contact me at…
• johng@north52.com




 north52.com           John Grace (Founder, CEO)   12
Guerrilla Marketing




north52.com         John Grace (Founder, CEO)   13

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North52 Formula Manager Overview

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