Transcript:
0:02 welcome to our introduction presentation
0:05 for North52 business process activities
0:07 the advanced business process and rules
0:09 engine for Microsoft Dynamics CRM North
0:14 52 helps of a problem that is present in
0:16 most Microsoft Dynamics CRM projects
0:18 this problem is that although Microsoft
0:21 Dynamics CRM provides significant
0:23 out-of-the-box functionality there is
0:25 almost always a need for custom code
0:27 development custom development adds
0:30 complexity to the project creates
0:32 unknowns in terms of required effort and
0:34 of course can add significant costs
0:37 often your top consultants end up
0:39 packing together JavaScript code to
0:41 quickly meet requirements and expert
0:43 developers end up troubleshooting the
0:44 CRM platform which may not be their
0:46 expertise all the while you need to
0:50 ensure the success of your project by
0:52 delivering on time with the least cost
0:54 and keep your customers or stakeholders
0:56 happy on top of all this you want to
1:00 ensure that your CRM solution is easily
1:02 maintained and does not incur
1:03 significant costs for requirement
1:04 changes or upgrades to the course here
1:06 in platform our experience in helping
1:13 Microsoft CRM implementation partners
1:16 shows us that many face issues
1:17 satisfying the demands for delivering
1:19 great serum projects the number one
1:22 issue is that good serum developers are
1:24 very difficult to find and CRM
1:27 functional consultants often feel
1:28 constrained with the out-of-the-box
1:29 functionality not quite meeting
1:31 requirements therefore needing to engage
1:33 with this serum developers additionally
1:37 there is always the pressure from
1:38 budgets until every time being squeezed
1:40 as a partner you would like to
1:43 accelerate the growth of your serum
1:44 practice increase profitability or
1:46 competitiveness of your serum projects
1:48 and reduce your support and maintenance
1:50 exposure at not 52 we believe we have
1:56 the solution our product North52
1:59 business process activities or North52
2:02 BPA for short turbocharges Microsoft
2:05 Dynamics CRM what does this mean North
2:09 52 BPA enables both consultants and
2:11 developers to configure no
2:13 code formulas that meet business
2:15 requirements significantly faster than
2:17 custom code North52 BPA is a dynamic
2:21 CRM solution add-on which enables users
2:23 to create excel like formulas and
2:25 schedules to manage processes it works
2:28 natively with in all flavors of
2:30 Microsoft Dynamics CRM on-premise
2:32 internet-facing deployment or online and
2:34 does not require any additional server
2:36 infrastructure or hardware we work hard
2:39 to make sure that we are fully
2:40 compatible with CRM updates as they
2:42 occur we're on the early adopter preview
2:44 programs to ensure we can test early
2:46 with each CRM upgrade your North52
2:48 business logic will continue to work
2:50 without modification saving you many
2:52 many hours of testing and all code
2:54 refactoring with each release and we
2:57 provide a free basic addition for you to
2:59 try our solution out this edition can
3:01 even be used in production systems
3:03 without any costs we have a significant
3:09 number of high-profile clients and
3:10 partners who rely on our solution
3:12 metrobank a key microsoft crm online
3:14 reference client have business critical
3:16 banking operations utilizing North52
3:19 BPA another example is a highly scaled
3:21 on-premises installation that supports
3:24 six and a half thousand users in a 24 by
3:26 7 operation please get in touch with us
3:29 if you'd like for more references we
3:31 will do our best to arrange reference
3:33 calls whenever possible have a look at
3:36 the feedback we receive on microsoft
3:37 pinpoint customers who discover North52
3:39 business processes tivities love it on
3:42 this slide we show a number of the
3:44 ratings and comments which reinforce the
3:45 problems we solve in the general
3:47 sentiment from our customers we often
3:49 have very positive comments on other
3:50 social media like LinkedIn and Twitter
3:52 so please follow us for up-to-the-minute
3:54 information let's look at how North52
3:59 BPA can help your CRM project if we take
4:03 a typical CRM project we estimate that
4:05 out of all business requirements seventy
4:07 percent can be met using out-of-the-box
4:09 functionality in configuration and
4:11 thirty percent would require custom
4:13 development of the thirty percent
4:15 requiring customer development we
4:17 believe that as likely twenty-five
4:19 percent could be done using North52 BPA
4:21 leaving only about five percent that
4:23 might require custom development
4:25 expertise sometimes nor 32
4:27 ppi can do it all we know many of our
4:29 customers who have been able to achieve
4:30 all requirements that would
4:32 traditionally need custom development by
4:34 using North52 BPA without any
4:36 additional coding at all North52 has
4:39 seven modules of functionality the
4:42 formula manager with over 250 XL like
4:45 functions to meet post requirements
4:48 process Genie a single custom workflow
4:50 activity which can access all the power
4:52 of the formula manager to make your
4:54 workflows seemingly perform magic the
4:57 scheduler which allows you to execute
4:59 processes on a schedule smart flo a more
5:02 powerful version of a formula that
5:04 allows you to combine many business
5:06 process steps into one formula x cash a
5:09 built-in configuration data cache that
5:11 can be easily deployed across the RM
5:13 environments web fusion is incredibly
5:17 powerful as it allows you to connect CRM
5:19 to almost any risk based web service and
5:21 perform any number of actions from
5:23 cleaning data to sending SMS messages to
5:25 creating PDF documents your imagination
5:28 is really the only limiting factor for
5:29 web fusion and last but no mean by no
5:33 means least decision tables decision
5:35 tables help you easily model complex
5:37 business rules and corresponding actions
5:39 using an intuitive tabular interface we
5:42 look into each of these areas of
5:44 functionalities and our short product
5:45 overview series North52 BPA has several
5:51 advantages over writing custom code it
5:54 eliminates JavaScript and C sharp coding
5:56 you can write a formula instead
5:58 functional consultants can deliver
6:00 alongside developers and we find the
6:02 developers also like using North52
6:05 writing a formula is ten times faster
6:08 than coding with point-and-click formula
6:10 creation and inline help to help you
6:12 create formulas quicker than ever it is
6:16 easier to maintain business logic in a
6:18 formula then encode this is because
6:20 changes can be easily implemented
6:22 without having to load up a full
6:24 development environment in visual studio
6:25 and crucially CRM updates and changes to
6:28 the platform are taken care of by North
6:30 52 BPA formulas are calculated in real
6:34 time there are no background schedules
6:36 to update data all values calculated in
6:38 real time and accurate at the time of
6:40 the calculation
6:41 we have over 250 functions and these are
6:45 growing all the time it's highly
6:48 scalable it runs in the crm sandbox and
6:50 scales with the CRM architecture let's
6:56 take a look at a simple business example
6:58 where we're creating a more efficient
6:59 process for the cerium user when an
7:02 order is created we want to loop over
7:04 all the items in the Associated price
7:06 list and create an order detail record
7:08 for each item thus eliminating the need
7:10 for the serum user to do this themselves
7:12 this saves the users a significant
7:14 number of clicks and can help with user
7:16 adoption for new systems our formula
7:19 starts with a for each record function
7:21 which loops over a set of records that
7:23 is defined by the find records function
7:25 in the find records function we search
7:27 for the items that are associated the
7:29 specified price lifts the price level ID
7:31 in our example here once we have the
7:34 list of items for each one we create a
7:35 new order detail record setting a number
7:38 of attributes automatically this formula
7:40 can be easily constructed using the
7:42 point-and-click interface of the formula
7:44 designer which we will have a look at in
7:46 the next session at this point I would
7:50 like to introduce North52 apps North52
7:53 apps are ready to go solutions that will
7:55 provide your business or CRM project
7:56 immediate benefit they're easily
7:58 installed CRM solutions built using the
8:00 North52 BPA framework which you can use
8:03 right away or configure or change to
8:05 meet your requirements think of North52
8:07 apps has accelerated solutions to get
8:09 you going in record time each North52 app
8:11 is available as a free customizable
8:13 managed solution giving you total
8:15 flexibility about how you use it the
8:17 three apps shown here perform very
8:19 different things sending SMS messages
8:21 from serum integrating event pride
8:23 events with CRM and a solution that
8:25 allows you to place a button on a serum
8:27 form which when clicked excuse the North
8:29 52 BP a formula to see North52 PP an
8:34 action you have several options once you
8:36 have North52 PP uninstalled downloaded
8:39 and port 250 samples that show the power
8:41 of BPA head over to support North52 calm
8:44 and view / 65 real world xrm samples
8:47 each explains the business requirement
8:50 and a guide of how to build the solution
8:51 or view / 35 training videos on our
8:54 YouTube channel
8:55 at any point if you have questions
8:58 please get in touch with us at support
9:00 at North52 calm when you are ready to
9:04 install nor 32 BPA on your CRM
9:07 environment you can download the
9:08 solution from the North52 website the
9:12 download page is found under the
9:13 business process activity section and
9:15 can be selected by clicking the download
9:17 solution link in the main or side
9:19 navigation you will need to enter your
9:22 name email address select the solution
9:25 version applicable to your crm system
9:26 and check the box to agree to the
9:28 end-user license agreement terms and
9:30 conditions after clicking the request
9:33 download button you will receive an
9:35 email with a link to download the
9:36 solution note that the link will expire
9:38 after one day install the North52 BPA
9:43 solution in your CRM system following
9:46 the normal solution import process and
9:47 once it has successfully installed open
9:50 the solution record and on the
9:52 configuration page click the button to
9:54 accept the end-user License Agreement a
9:57 configuration record is created and a
10:00 link to open the configuration is
10:02 provided once the configuration page is
10:04 refreshed open the configuration to view
10:08 the license details this is where you
10:10 can update your license key when you
10:12 have purchased a paid-for edition by
10:14 default a basic edition key is
10:15 configured once the license agreement
10:19 has been accepted navigation options for
10:22 North52 are added you will need to
10:24 refresh your browser to see the North52
10:26 group appear under the settings menu
10:27 from here where you will have quick
10:30 access to the North52 homepage formula
10:33 schedule X cash and phrase entities as
10:35 well as a direct link the configuration
10:37 record and North52 quicklinks
10:40 navigation menu is also available from
10:43 the solutions list view this gives you
10:45 access to most of the functionality of
10:47 North52 from a single drop down list
10:49 and is more suited to advanced North52
10:51 uses a more user-friendly way to access
10:55 the functionality of North52 BPA is via
10:57 the BPA home link on the main menu this
11:01 page provides you with access to a
11:02 number of resources that will help you
11:04 get started with North52 PP a quick
11:06 links to training videos knowledgebase
11:08 search
11:09 xrm samples support requests Twitter and
11:12 the North52 blog you have access to all
11:15 the formula types schedules North52
11:18 apps and more by expanding the sections
11:20 on this page finally you have quick
11:22 links in the top banner for access to
11:24 the North52 entity list views and
11:26 configuration record thank you for
11:30 watching our presentation we hope that
11:32 you have a good understanding of North
11:33 52 BPA how to install it and find North52
11:37 navigation options you are now ready to
11:39 build your first formula please watch
11:41 our next presentation in the series to
11:43 find out how if you have any questions
11:45 please email us at support at nor 32
11:47 calm