Whats new Sage SalesLogix v7.5.4
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Whats new Sage SalesLogix v7.5.4

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see what´s new in Sage SalesLogix 7.5.4

see what´s new in Sage SalesLogix 7.5.4

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  • You can customize the tabs on the What's New page by configuring an XML file. When the What's Newmodule is executed within the page, it looks for the existence of WhatsNew_Config.xml in the App_Datafolder of the portal. If it exists, the rendering logic changes and uses the details contained within todetermine the smart parts that get displayed. A sample configuration file, WhatsNew_Config_Example.xml, isprovided. The easiest way to configure the file is to deploy your Sales Client site, copy or rename theresultant file to WhatsNew_Config.xml, and edit it in Visual Studio. When you have completed your changesin Visual Studio, copy the updated file back into the SupportFiles\\App_Data folder in your project.
  • Customization Discovery Toolavailable as a public downloaddiscover what version you're on and what hot fixes are installedchanges to your model that you customized of the release you were onintersection of your changes and our changeshelp making upgrades and migration less painful
  • SData Active Directory Supportsdata supports windows integrated authentication with an active directory lookupdesktop manager supports ad auth with checkbox no credentials requiredlower tco deploying desktop managerit's a configuration in the web configcloses a security loophole
  • attachmentsgroupslibraryDirectorieslibraryDocumentspickListssystemOptionsuserOptions

Whats new Sage SalesLogix v7.5.4 Whats new Sage SalesLogix v7.5.4 Presentation Transcript

  • What’s New in Sage SalesLogix 7.5.4
  • Release Highlights
    Sage SalesLogix v7.5.4 delivers exciting new features, extensive usability enhancements and market-leading innovations for mobility and ERP integration – all with a focus on quality, cost of ownership and the user experience.
    To ensure the highest levels of quality and performance, Sage SalesLogix v7.5.4 has undergone rigorous testing, including an extensive beta cycle and careful attention to customer and Business Partner feedback.
    Sage SalesLogix v7.5.4 includes new features and enhancements across the product suite, designed to enable:
    Higher User Productivity
    Mobile Workforce Enablement
    Streamlined ERP Integration
    Simplified Install and Upgrade Experience
    Coming Soon! – Sage SalesLogix Advanced Analytics
    Slide 2
  • Workforce Productivity
  • Notes/History ImprovementsNotes/History Tab
    The Notes/History Tab displays on the Account, Contact, Opportunity and Lead Detail views.
    Displays interactions such as meetings, phone calls, to-dos, mail and e-mail logged to history.
    It also displays notes associated with each interaction.
  • Notes/History ImprovementsHow do I apply filters?
  • Notes/History ImprovementsHow do I E-mail/Send to MS Word
    Multi-select Entity to send to E-mail or MS Word
  • Check for Duplicates/MergeCheck For Duplicates
    • a powerful tool that saves you time and ensures clean data and accurate reports
    • The Check for Duplicates wizard compares records in Sage SalesLogix to determine if your data contains duplicates.
    Tired of spending lots of time cleaning your data ?
    Your reports are never right ?
  • Check for Duplicates/MergeStep 1 – Select a Source
    • Select the entity type for which you want to check for duplicates.
    • Select the group of records within the selected entity type.
  • Check for Duplicates/MergeStep 2 – Choose Search Options
    • Select the filters you want the wizard to use when matching data.
    • The data in both records must be an exact match to be considered a duplicate.
    • Advanced Match Options is used to set additional match options fields
  • Check for Duplicates/MergeStep 3 – Process Request
    • View the status of Check for Duplicate Process
    • Unique Duplicate Job Number
    • Number of processed records / total records / total duplicates found
  • Check for Duplicates/MergeStep 4 – View Results
    Search Record - The name within the entity that was found to be a potential duplicate.
    Resolve Status - The status of the record which indicates if it is a possible duplicate, if the data has been merged, or if it has been determined that it is not a duplicate.
    Score - The probability rating that this record is a duplicate. A higher score indicates a higher probability that the record is a duplicate.
    • Check for Duplicates History Detail view contains the group of potential duplicates within a job.
    • Duplicate records are sorted by Score
  • Check for Duplicates/MergeView Duplicate Job History
    • Users can access the results to merge or remove duplicate data at any time
    • Duplicates History List view displays all duplicate jobs in the system
    • Process Duplicates List view displays all potential duplicates in the system.
  • Check for Duplicates/MergeHow do I resolve duplicates?
    Best Match - The entity that is the closest match to this record.
    Matches Found - The number of potential matches for this entity.
    Open the Check for Duplicates History Detail view for the job in which you want to resolve duplicates.
    On the Job Results tab, click the Resolve link for a potential duplicate. You can use the information on this tab to help determine if the record is a duplicate or if it needs to be resolved.
    Complete the Resolve Duplicate Record dialog box.
    On the Unresolved Duplicates tab, select the potential duplicate and click the Merge link
  • Check for Duplicates/MergeMerge Data
    • At the top of the grid, select which record should be the primary record.
    • Source - The record that is being converted or resolved.
    • Target - The Sage SalesLogix record found when searching for duplicate records.
    • Select the properties for the merged record 
    • Show Alllink shows all fields (including matching fields)
  • Notes Field ImprovementsResizing of Note Fields
    You asked for it – biggernotes field in
    The Activity dialog (Viewing and scheduling Activities)
    New Note dialog
  • Configurable What’s New
    Configure “What’s New” to Keep Users Up-to-Date
    Eliminate Information Overload
    Show Users the Information They Need Right Now
    Ten Tabs Out-of-the-Box
    Remove Unwanted Tabs
    Add New Tabs with Custom Information
    What’s New Configuration Now Unlocked
    Simple XML Configuration Reduces Customization Costs
    <item targets="remote" window="main" enabled="true">
    <virtualPath>~/SmartParts/WhatsNew/RemoteMainWhatsNew.ascx</virtualPath>
    <partId>RemoteMainWhatsNew</partId>
    <title>Accounts</title>
    <description>Accounts</description>
    </item>
    Slide 16
  • Workforce ProductivitySales Orders & Opportunity Product
    • Streamlined user experience
    • Introduces SData-based Editable Grids
    New
    New
  • Editable Data Grid
    Spreadsheet Style Records
    • Accepts SData Feed as Data Source
    • Use Internal or External Data Sources
    Easy Data Editing
    • Column Control Types Match Data Type
    • Checkbox, Link, Numeric, Lookup, etc
    • Columns Individually Securable for Edit/Link
    Refined Workflow
    • Inline editing eliminates pop-ups & user clicks
    • Editable grid eliminates additional forms for insert & updates (reduces development costs)
    Slide 18
  • Simplified Install & Upgrade
  • Simplified Install & UpgradeFull Install
    Customers upgrading from 7.5.x or new customers only have to install the service pack – 7.5 base install not required
    Customers upgrading prior to 7.5 will need to go to 7.5 first and then apply 7.5.4
    Pre-requisites for the install have been moved to the beginning of the installation wizard to streamline the installation process
    Added installation logging to better support troubleshooting
  • Simplified Install & UpgradeSimplified Offline Client Install
    Default support for SQL Express 2008 R2 as the offline database
    Client download available from within web client (New Nav Bar Link)
    Offline client install streamlined by putting the pre-reqs up front and reduces errors
    Ability to do silent install – allows install without user interaction – better support for automated IT deployments
    Installs and configures Desktop integration – SendSLX, Outlook Integration, Desktop Manager, Mail Merge, Export to Excel
    Reduce end user setup by using enabling Active Directory authentication – users no longer required to enter user id and password
  • Simplified Install & UpgradeRoll up 7.5.3 Accelerators
    Standard Problem / Standard Resolution
    Resources
    Lead Qualifications
    Roles - Secured Actions
  • Simplified Install & UpgradeUpgrade Discovery Tool
    Reduce Upgrade Costs
    • Eliminate Need to Build Comparison Environment
    • Assess Upgrade Impact without Creating Bundles
    • Compare Intersection of Your Changes to Our Changes
    Ramp Up New Projects Faster
    • Discover Versions, Bundles, & HF’s Installed
    • View Detailed Customization Information
    • Get File Level Detail
    Command Line Utility Compares Files Hashes
    All Files Hashed Since v7.5.0
    Works Directly with Models
    Available as a Public Download
  • Streamlined ERP Integration
  • What is SData?
    Web Services Based API for Sage SalesLogix
    Uses industry standards
    -There is nothing scary for your IT dept here
    Access your data anywhere
    -If you can send a URL, you can use SData
    http://localhost:3333/sdata/slx/dynamic/-/accounts?format=html
    HTML, XML, REST, ATOM/RSS
    SData does the heavy lifting
    -You can build integration solutions with up to 80% less code
    Fast, secure, full featured
    -If you can do it in SalesLogix, you can do it with SData
    Read, write, sync, import, export
    Program in any language
    Use Client Libraries to save time
  • Examples Built using Sdata™
  • SData Active Directory Support
    Slide 27
    Leverage the Work You’re Already Doing
    • Minimize User Administration Costs
    • Maintain Users in Active Directory
    • Sync Active Directory Users to Sage SalesLogix
    Increase Security & Control Access
    • Enforce Windows Authentication
    • Block Non-Active Directory Users from Login
    Reduce Implementation Costs
    • Enforce Window Authentication
    New
    Extend Your Applications
    • SData Applications Can Use Window Authentication
    • Promote Single Sign-On Strategy
    New
  • Sage IntegrationIntegration Features
    Real-time access to ERP data
    Cross-application requests leverage ERP business logic to access complex data such as pricing
    Seamless User Experience keeps CRM user in their CRM environment
    Real-Time data feeds
    Detailed views for specific transaction
    Two-way Sync
    CRM
    ERP
    (Accounts, Contacts, Sales Order, Etc.)
    One-way Sync
    (Products, UOM, Etc.)
    Request Data via ERP Business Logic
    Sage Proprietary & Confidential – Content Subject to Change
  • Sage IntegrationViewing ERP Data
    Three complex real-time data views
    Based off account
    Sales Orders
    Sales Order lines
    Invoices
    Deliveries
    Invoices
    Invoice lines
    Payments
    Payments/Receipts
    Payment details
  • Sage IntegrationNew SData API’s
    Access Attachments
    • View & update documents, text files, and graphics associated with Accounts, Opportunities, Tickets, etc
    Modify User Options
    • Access User configuration options for client startup, activity reminders, currency, etc
    Manage Groups
    • List, sort, and filter Groups
    • Execute a group with a custom filter
    Return System Options
    • Provides readonly access to company name, database version, etc
    Access the SalesLogix Library
    • View & update library directories & documents
    • Access revision dates, available status, etc
    Get Current User
    • Use the service to identify the current user
    Work with Picklists
    • List all picklists & picklist items
    • Supports filtering, sorting, & paging
    Global CRM Contract
    • Build maintainable integrations
  • Mobile Workforce Enablement
  • Mobile Workforce EnablementCalendar & Complete Activity
    View today’s activities or pick any future/past date for a list of activities
    Schedule new meetings, personal activities, phone calls and to-dos
    Complete any Activity and schedule a follow-up
  • Mobile Workforce EnablementAdditional features
    View Opportunity’s related products
    Call Contact mobile number from Quick actions menu
  • Mobile Workforce EnablementWhat’s New
    • Combined Notes and History views to a single Notes/History view
    • List icons describe the type of Activity or Note (e.g. )
    • Users can filter the Notes/History view by typing one of the following hash tag values into the Search box, for example:
    • #note – View just notes
    • #phonecall– View only phone call history items
  • Mobile Workforce EnablementCustomization Guides
    Creating an Application Module 
    List View 
    Detail View 
    Edit View
    Customizing Views 
    To access the guides:
    https://github.com/SageScottsdalePlatform/argos-sdk/wiki
  • Sage SalesLogix Advanced Analytics – Coming Soon!
  • Coming Soon!
    Sage SalesLogix Advanced Analytics
    Interactive Analytics solution
    Integrated with Sage SalesLogix
    10 pre-built dashboards
    Sales
    Marketing
    Customer Service
    Highly customizable
    Easy to learn and use
    Stay tuned for more details!!
    Slide 37
  • Upgrade Today!
    Sage SalesLogix v7.5.4 delivers exciting new features, extensive usability enhancements and market-leading innovations for mobility and ERP integration – all with a focus on quality, cost of ownership and the user experience.
    To ensure the highest levels of quality and performance, Sage SalesLogix v7.5.4 has undergone rigorous testing, including an extensive beta cycle and careful attention to customer and Business Partner feedback.
    Sage SalesLogix v7.5.4 includes new features and enhancements across the product suite, designed to enable:
    Higher User Productivity
    Mobile Workforce Enablement
    Streamlined ERP Integration
    Simplified Install and Upgrade Experience
    Coming Soon! – Sage SalesLogix Advanced Analytics
    Slide 38
  • YourContacts:
    Michael Reischer
    CEO
    +49 (30) 754 94 43-0
    m.reischer@m-Computers.de