Process Genie

www.north52.com
The problem
Although Microsoft Dynamics CRM Workflows, Actions & Dialogs
provide significant out of the box functionality ...
The solution
North52 Process Genie – A single custom workflow activity to rule
them all.
We enable both consultants and de...
Our advantages
• Process Genie is native to Microsoft Dynamics CRM (UR12+) that
works On-Premise, IFD & Online
• Allows us...
Function library categories
Over 160 built in functions

•
•
•
•
•
•
•

Conversions
Date
Find
Localization
Logical
Math
Qu...
Highest rating on
Microsoft Pinpoint
Our customer testimonials say it all…are your CRM deployments
missing out?

north52.c...
Our clients rely on us

north52.com

North52 Business Process Activities
Process Genie

7
Links to public commentary
•

Dynamics CRM Marketplace
Reviews

•

MS CRM and calculated fields
(SLAs etc.)

•

North 52 F...
Next steps
• Visit and download North52 Business Process Activities:
north52.com
• Follow us on Twitter: @_north52_
• View...
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North52 - Process Genie Overview

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North52 - Process Genie Overview

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North52 - Process Genie Overview

  1. 1. Process Genie www.north52.com
  2. 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 North52 Business Process Activities Process Genie 2
  3. 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 North52 Business Process Activities Process Genie 3
  4. 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 north52.com North52 Business Process Activities Process Genie 4
  5. 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 North52 Business Process Activities Process Genie 5
  6. 6. Highest rating on Microsoft Pinpoint Our customer testimonials say it all…are your CRM deployments missing out? north52.com North52 Business Process Activities Process Genie 6
  7. 7. Our clients rely on us north52.com North52 Business Process Activities Process Genie 7
  8. 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 north52.com North52 Business Process Activities Process Genie 8
  9. 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 north52.com North52 Business Process Activities Process Genie 9

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