Transcript:
0:02 okay guys um
0:04 just like to introduce myself my name is
0:06 john grace i'm the ceo of north52 um
0:09 most of you guys have
0:11 you know probably know about North52
0:12 already and what we do around
0:15 our former manager solution for dynamics
0:17 crm and today we just wanted to um oh
0:20 yeah and just to say that bruce boxton
0:21 is on the line as well um bruce is the
0:23 business development manager for r52 and
0:25 handles all all partners um so today we
0:29 really wanted to share with you that we
0:31 have um about 10 days ago we released a
0:34 version of our product that is now crm
0:36 2013 compatible and so you can download
0:39 that today install it
0:40 and it's all up and running um and then
0:43 the the other pieces of news we wanted
0:44 to give you was um we have some uh new
0:47 features coming coming down the um the
0:50 pipeline very shortly at the end of next
0:52 week actually um
0:54 called process genie
0:55 so we think this is gonna be a big
0:56 feature and this is going to be the core
0:58 of the presentation today just talking
1:00 about it and showing you how it's going
1:01 to um help you with your crm 2013
1:04 deployments um just to mention as well
1:06 that we're doing a bit of a
1:09 rebranding and renaming of the product
1:10 um so formula manager is just going to
1:13 be one component of
1:15 the products and we're just renaming it
1:17 to business process activities because
1:19 we're going to have the formula manager
1:21 we're going to have process genie we
1:22 have the
1:23 scheduler manager and there's a command
1:26 console and there's a couple of other
1:27 pieces that we have coming down as well
1:28 so we just need to
1:30 have an umbrella name for all the
1:32 components
1:33 um
1:34 so that's cool
1:37 um
1:38 so the big um
1:40 problem that that we're seeing and it's
1:42 kind of similar in in crm 2011 land as
1:45 well
1:45 that um
1:47 with with zero 2013 microsoft have i
1:49 want to start pushing a lot with
1:52 real-time workflows and actions these
1:54 are two huge features from microsoft and
1:58 instead of having all
1:59 if you've done crm 2011 or serum four or
2:02 three you're probably aware that on any
2:04 medium or large sized crm installations
2:07 there's a lot of spaghetti plugins what
2:09 i mean by that is there's just heaps and
2:11 heaps of code um inside the plugins
2:14 hooked up to the you know the create
2:15 event of the accounts the the delete
2:18 event and then some of that code is
2:19 shared across on the contact entity on
2:21 custom entities and it gets really
2:23 really tricky to maintain all that code
2:25 and i think microsoft are after after
2:27 seeing that problem and there and
2:28 they're after bringing in real-time
2:30 workflows and actions
2:31 and some other features in crm 2013 to
2:34 try and get away from writing all those
2:36 plugins
2:37 and
2:38 we've been working with microsoft on the
2:40 beta for the past couple of months and
2:41 we're there how can we take advantage of
2:43 this
2:44 new functionality that they have
2:46 so
2:47 um
2:48 or so our solution is um which is part
2:51 of um
2:52 business process activities is we've
2:54 we're introducing process genie
2:56 and it's a single custom workflow
2:58 activity to rule them all um the way we
3:01 see from crm 2013 onwards
3:05 all well not maybe not all but
3:07 a good 70 80 percent of of
3:10 custom developments you won't be doing
3:11 plug-ins anymore um you're going to see
3:14 your develop development team writing
3:16 using real-time workflows or normal
3:18 async ones with actions i'm going to be
3:20 writing small discrete
3:23 custom workflow activities um so there's
3:26 still going to be issues around those
3:27 custom workflow activities um
3:29 there are some limitations you know
3:31 you've got to declare a lot of your
3:32 input and output parameters and things
3:34 are very very fixed and so what we've
3:37 decided to do is come up with process
3:39 genie so that you can write really
3:41 generic and reusable custom workflow
3:44 activities within your um processes so
3:47 that's everything from dialogues to
3:49 the workflows to the to the new actions
3:52 and it gives you total flexibility and
3:54 i've got about six or seven uh demos
3:56 later on which i'm going to show you
3:57 some of the power that you can
4:00 that you can use at process genie
4:04 i guess our biggest advantage i mean
4:05 here's just some of them you guys
4:07 probably aware of a lot of them but the
4:08 biggest one is
4:09 we're we're native to dynamic crm so you
4:12 know we're we're an add-on solution you
4:14 install it within crm 2013
4:18 and with process genie as well you know
4:20 it's native um so we're able to take
4:23 advantage of a lot of the the microsoft
4:25 plumbing and their sdk and i'll show you
4:27 that in some of the in in some of the
4:29 demos as well
4:30 and and the key thing is it's all backed
4:32 off of like process genie there's it's
4:34 not a big huge change it's it's really
4:37 just leveraging a lot of the existing um
4:40 pieces of functionality we have around
4:41 formal manager around and the excel like
4:44 formulas and using those
4:46 in your dialogues in your workflows etc
4:50 um
4:51 the other big advantage that
4:53 that are you um sharing your screen i
4:55 can't see the presentation on it
4:58 you can't see the yeah i
5:03 can you see it numbers
5:05 yeah
5:06 okay
5:07 um
5:08 tell you what let me just go back
5:10 through the slides very quickly
5:15 so that was just the first slide guys
5:17 just this we're just recording this
5:18 presentation as well um so that just
5:21 there was the problem um overview just
5:23 about spaghetti plugins and about how
5:25 crm 2013 is changing how development
5:28 will be done um
5:30 with a dynamic crm
5:32 then our solution which is process genie
5:35 it's it's part of um
5:37 business process activities so it's just
5:38 a module um within it and it's a single
5:41 custom workflow activity
5:43 our big advantage um
5:45 we're fully native with dynamic crm and
5:47 it runs on premise ifd and online
5:51 and then i was just on this slide and
5:54 um
5:56 one of our biggest advantages is that
5:57 we've got 160 plus i think it's actually
5:59 probably 170 plus by now um functions
6:02 built in and everything from you know
6:04 daytime to um we've introduced some new
6:07 web services um regular expressions etc
6:10 etc um and this saves you your
6:13 developers having to write all these
6:14 code um pieces or having reusable
6:17 libraries and we just have it all done
6:19 for you
6:20 um we're up on um on pinpoint on the
6:23 marketplace um so if you guys want to go
6:25 up there and take a look at the some of
6:27 the reviews that people have been
6:28 leaving um and if you already are a
6:30 customer or you're even using the free
6:32 version if you'd like to leave us a
6:33 review that'd be fantastic um more the
6:36 better um and just on on the slide as
6:39 well just the one point especially the
6:40 bruce there's a lot of work with is um
6:44 we're trying to sign up more if you're a
6:45 microsoft partner like a gold or silver
6:47 crm partner we definitely want to talk
6:49 to you
6:50 so we've got a whole reseller program
6:52 set up now
6:54 where we can do
6:55 we can give you help with technical
6:56 pre-sales
6:58 you get discounts for signing up as a
7:00 reseller
7:01 and a few other bits and pieces that we
7:03 have so definitely talk to myself or
7:04 bruce um if you're a microsoft partner
7:07 we can really help out
7:08 they can and it'll really help you to
7:10 get more sales and
7:12 and get more business
7:14 this is just a slide of just some of our
7:16 existing um
7:17 um
7:18 paying customers that that we have up
7:20 we've got lots and lots of um guys on on
7:23 on the free version we'd love everyone
7:24 to become a paying customer as well
7:26 obviously so hopefully when you see a
7:28 lot of the new functionality from
7:29 process genie that um
7:32 that that is worth the upgrade
7:35 and then this is just some links to some
7:36 public commentary the slides will be
7:38 available for download um on the website
7:40 and then just some next steps
7:42 just
7:43 where you can download or check us out
7:45 training videos etc so that's just the
7:47 slide so
7:48 not too long there
7:50 um so what i'm going to do now
7:52 is i'm just um bruce can everyone see my
7:54 screen on crm 2013 or can you see it yes
7:58 i can see it fine okay perfect
8:01 um
8:02 so this is um crm 2013 and it's running
8:06 crm online in the cloud so this will be
8:08 a live presentation so anything can
8:11 can go wrong hopefully my um my
8:12 broadband will be will be fast enough um
8:16 and this is the latest version of um
8:20 bpa so business process activities so
8:22 we're releasing this by the way next
8:23 next friday so you'll be available for
8:26 for um for download and you'll see we're
8:28 after adding in some some some extra
8:30 quick links just to get to some of our
8:32 um
8:33 pages and formulas so you can see here
8:35 we've got some quick links to
8:37 the list of all the formulas to open the
8:39 configuration
8:41 it's a lot easier if you want to create
8:43 any of our formula types it's easy just
8:44 to click on a button and and jump
8:46 straight in there same for the schedules
8:48 it's easy just to create one you'll see
8:50 we've added a new process genie down
8:52 here and we've also got this command
8:53 console which i'll talk about later and
8:55 i just click on bpa home just to show
8:58 you know we have a
8:59 home page again and it just has some
9:02 extra information around what the
9:04 different formula types are and again
9:06 you can you can click on any one of
9:07 these links and it'll jump you off to to
9:09 create a new formula
9:11 um or a new process genie so i'll just
9:14 close that
9:15 so
9:16 um the first example i'm going to show
9:18 you today um it's a little bit of magic
9:21 so bruce and i were talking and we're
9:23 saying how can we show the guys um some
9:24 magic
9:25 so
9:26 because it's always going to be a good
9:27 processing so i'm just going to open up
9:29 a
9:30 crm record here microsoft
9:34 and i have a process genie um
9:37 hooked up to a real-time workflow so
9:39 this is a new feature from crm 2013
9:43 and i'm just going to type in here
9:48 i'm just going to type in some some
9:49 french into
9:51 into the look into the local description
9:53 and i've just hit save and
9:55 what we're doing is we're calling the
9:57 the process genie behind this scenes in
9:59 um using um a real-time workflow and the
10:02 scenario here is there's lots of
10:03 companies globally that have
10:05 they need to be able to enter in all
10:06 their uh data in their local language
10:09 and and um so like if you're french or
10:12 german and store it in your local
10:13 description but they're like a global
10:15 american company so their base language
10:17 when they talk to everyone is english so
10:19 we're able to do the translation from
10:21 merci beaucoup and put in a global
10:24 description of thank you very much so
10:25 it's able to do that translation and
10:27 process genie enables you to do that
10:29 and what it's doing behind the scenes is
10:31 we've just added some web services calls
10:33 to use bing translate so we're just
10:35 using the microsoft
10:37 web web services they're they're
10:39 publicly available api so you can just
10:41 you know sign up for an account put your
10:43 account details into our configuration
10:45 object
10:46 and you can get global translations and
10:48 just to show you what works for for
10:49 unicode as well so this is just some
10:51 japanese i hit save
10:54 so you could imagine as a japanese user
10:55 they're typing it in
10:57 again i'm doing it in real time in
10:58 reality you do this async but i just
11:01 wanted to to um to show you it it
11:04 running live and when the bing translate
11:06 comes back with the message
11:08 you can see there it's just translated
11:10 this japanese into a new release of
11:13 serum 2013 is great so just a little bit
11:15 of magic there to show you that um you
11:17 know using bing translate and process
11:19 genie um you know for for global
11:22 deployments you know it's it makes it
11:24 very easy
11:25 so
11:26 what i'd like to show you is how is that
11:27 actually
11:28 how's that done
11:29 so i'm just going to go to
11:33 my processes i'm going to show you that
11:35 real-time workflow
11:37 and the interesting thing with the
11:38 real-time workflow is where's my global
11:39 translate
11:41 is that
11:42 it's got the process genie included and
11:45 the process genie it's really super easy
11:47 to configure so i'm just waiting for
11:48 this to come up
11:50 so you can see here this is a um it's a
11:52 real-time workflow so this is new from
11:53 crm
11:54 2013 and they it executes on the create
11:58 and on the field change so it's
12:00 obviously on the change of the um
12:02 description field and you can see here's
12:03 the process genie so it's saying perform
12:06 the translation to global language so
12:08 i'm just going to deactivate the
12:11 workflow just for a moment so i can show
12:13 you pardon me some of the details of it
12:17 so this one process genie
12:19 completed all
12:21 that
12:21 translation work
12:24 so if i do
12:26 set properties
12:27 you can see it just take there's two
12:28 parameters that's all there ever is um
12:31 shortcode and the parameter xml so the
12:33 shortcode this is just just says which
12:35 formula to to reference and execute um
12:38 as part of the process genie so rp1
12:40 that's it's just a shortcode and then
12:42 for some super advanced scenarios i you
12:44 know it's very very advanced we can pass
12:46 in parameters as well so we have a
12:48 parameter xml field
12:51 and just to show you what it looks like
12:53 uh before you add step so when you
12:55 install the the product we just add in
12:58 um note 52 and n52 process genie so you
13:01 can reference any of our 160 functions
13:05 by just using process genie and include
13:08 them in any of your real-time workflows
13:10 async actions dialogues etc so it's
13:12 super super powerful and we're hoping
13:14 that you know people will
13:16 really love this feature
13:18 so that um so this uh
13:21 um process genie it referenced the
13:23 formula or p1 so just to show you what
13:25 that formula looks like and you can see
13:27 in this one the process genie did
13:29 everything um i'll show you some others
13:31 where it's able to pass data in and out
13:34 so if i just open up the
13:37 so this is a list of all the active
13:38 formulas in the system
13:40 so um if i open up
13:42 where it's on the account record
13:45 so here's the process genie
13:49 so this is what the formula looks like
13:50 that performed that translation
13:55 so it's just loading up
13:59 so you can see here um there's a new
14:00 formula type of process genie it was set
14:03 to run on the account entity
14:05 and then we just have um
14:08 a function here called update record so
14:11 uh updating the account record for the
14:13 current account record that we're on so
14:14 i was on the microsoft account and then
14:17 we're doing set an attribute the new
14:19 global description and then we just have
14:20 this translate function so this is a new
14:22 function that we've added in and it
14:24 takes in a parameter of the account
14:26 description and you can see there we
14:28 have a second parameter of en stands for
14:30 english so if you needed a base language
14:32 of french you put in fr if you need
14:34 german it's d e
14:36 and spanish etc etc so whatever language
14:38 you you need
14:40 we could have changed this and just had
14:42 the process genie doing the translate
14:44 bit and not having the update record and
14:46 then what would happen is
14:48 we have parameters on our process genie
14:50 so you can pass back that
14:52 that parameter that um that translation
14:55 as a string and then you can you can use
14:56 it in all the other steps in your
14:58 workflow but this one it does the update
15:00 as well
15:01 and this update's important so you know
15:03 if you're more technically inclined um
15:06 one of the one of the tricky bits with
15:08 with custom workflow activities in any
15:10 version of crm is that you need to
15:12 declare all your input parameters and
15:14 your output parameters
15:15 and especially around the account
15:18 reference or contact reference they're
15:19 very fixed and static
15:21 i don't know if you've run into any of
15:22 those problems doing doing core
15:24 development but because we're we're
15:26 native and we're inside and crm
15:29 we can just call our update record and
15:31 and and you can tell what what entity to
15:34 reference so it's super super powerful
15:37 so let me just close that so that's just
15:39 the first um the first demo the second
15:42 scenario is around
15:43 i want to show you some of the
15:44 improvements that we've made around um
15:48 being able to update um child records
15:50 and how you can do it with a with a
15:51 process genie so the scenario here is we
15:55 have um
15:57 accounts and contacts so
15:59 i'm going to open up my account record
16:01 here
16:03 and
16:04 it's a very common scenario where if the
16:10 if we change the address on the account
16:12 record how can we update all of its
16:14 children um
16:16 and you know it's a classic crm uh
16:19 problem that a lot of people have to
16:20 solve but also for solving like for any
16:22 other record updates like updating a
16:24 quote with all its quote details how can
16:26 you easily do that and we've made some
16:29 some improvements as well
16:31 so
16:32 i'm just going to go in here and i'm
16:33 going to um i'm just going to put it um
16:36 an 8 on the end of all the addresses
16:38 just some something very very simple
16:41 i'm going to click done
16:44 and then i'm going to hit save
16:46 and what's happening is there's a
16:47 process genie behind the scenes
16:50 wired up and it's going to update all
16:52 the child records um all the child
16:55 contact records for North52.
16:58 so if i just close this
17:00 and if i go to my contact list here
17:03 so i updated the North52
17:06 account so here's
17:09 the screen before i hit refresh so you
17:11 can see North52 there's three contacts
17:14 bruce buxton john grace and anthony
17:16 williams you can see the address is
17:17 barry's court and carry 2 and connie
17:19 cork so if i hit refresh now the process
17:21 genie should have run in the background
17:23 and it will update and you can see there
17:26 it's got 88 so that's just showing you
17:28 the change that has come through
17:30 so again just very quickly to show you
17:32 um
17:34 the
17:34 processes so here's the
17:39 sync address
17:40 so again just showing you how it's
17:41 hooked up against
17:43 the
17:44 process so again you can see it's really
17:47 really simple you've just got the
17:48 process genie included you give it the
17:50 reference to the formula and and it will
17:52 do it so it's super easy to hook into
17:54 the microsoft
17:55 part of it and then just to show you the
17:57 formula
17:58 and this is where we've made a lot of
17:59 improvements um
18:03 yep here it is so this one here
18:06 so in the past we had a dedicated
18:08 formula type for save to children and
18:11 and that's still valid it's still there
18:13 in the product um but you did have to
18:15 create a formula detail record and it's
18:17 for really you know it's a for advanced
18:19 scenarios if you need to do really
18:21 complicated stuff to save the children
18:22 is still very valid but what we've done
18:25 is we've taken a lot of the feedback
18:26 from people and said okay how can we
18:28 make this easier to update child records
18:31 so we've introduced some new functions
18:33 one is for each record
18:35 so effectively now we're able to give
18:37 you the power to add
18:38 looping
18:39 within your
18:40 custom workflow activities already or
18:43 your actual formulas so that's something
18:44 that microsoft you know they don't have
18:46 at the moment in workflows or in actions
18:48 or dialogues um is the ability to do
18:50 loops so we're introducing this um
18:53 this new function
18:54 the function takes two parameters the
18:56 first one is and you say what what
18:58 records do you want to loop over so we
19:00 have a another new function called find
19:02 records and find records you know you
19:04 just pass in a couple of parameters
19:06 you're saying find me all the records on
19:08 the contact entity where the parent
19:10 customer id
19:12 equals the current
19:13 account id and return me the contact id
19:16 so that's really just saying i'm on note
19:18 52 the account record can i please have
19:21 all the contacts associated with that
19:24 account record so it's just three um
19:26 three contacts in in in the demo i
19:28 showed you and then
19:30 how do you update all those um addresses
19:33 then we have
19:34 and we've had this functionality for a
19:35 long time update record so we're saying
19:37 update the account
19:38 sorry update the contact record where
19:41 the current record is contact id
19:43 and then we're just saying
19:44 call the set attribute so on the contact
19:47 set the address line one equal to the
19:49 account address line one and we just do
19:51 that for all of the um all of the
19:53 attributes so you can see there how
19:55 super easy it is to now add in looping
19:58 constructs into your formulas into your
20:01 custom workflow activities um and if you
20:03 take this a little bit further so you
20:04 know if you need to um
20:06 you know
20:08 some of the guys from the from the
20:10 um have asked support questions around
20:12 you know we're importing data and we
20:14 need to create um many-to-many
20:16 relationships between between records
20:19 you know you can use this
20:20 for each record to loop over a bunch of
20:22 records and then um
20:24 just in the platform you know we've got
20:26 this associate entities
20:28 function call so guess what you can
20:30 replace this update record put in a
20:32 associate entities and that would create
20:34 you many to many um
20:37 uh relationships behind the scenes so
20:39 again it's something that you know you
20:40 can't do today out of the box um with
20:43 with crm even serum 2013 but you know
20:46 using formula manager or actually dpa i
20:48 should be calling it you can easily
20:50 easily um do that today so hopefully
20:53 that's a big big new feature that
20:55 that we that that we have for people to
20:57 experiment around with
21:00 um the next little feature um is i just
21:04 wanted to show you something very small
21:06 but but it's important um
21:08 and the scenario is that you are
21:12 creating a phone call
21:14 and again this is just to show you that
21:16 the power of those 160 plus functions
21:18 that we have and you know we've been
21:20 doing crm for
21:22 uh bruce and myself you know since
21:23 theorem three so about seven seven and
21:26 yeah about about seven years actually uh
21:28 both siege so and we were consultants
21:29 for years so we know the problems that
21:31 you're going to run into hence we know
21:33 the best functions to put in so i'm just
21:35 going to add in a phone call here um
21:38 big um
21:40 just call it
21:42 and we're going to do the call to
21:45 um just say
21:47 do you under so there's a tricky part
21:49 here so the scenarios you want to
21:50 populate this phone number field now
21:53 with the phone number from blue yonder
21:55 so when i click save
21:57 i'm just going to let to let it save
21:58 again i've got a process genie behind
22:00 the scenes it's hooked up as a
22:02 asynchronous workflow um and it's just
22:04 running behind the scenes now and it's
22:06 it's going into blue yonder airlines and
22:09 it's retrieving it the telephone number
22:10 and it's going to populate it into this
22:12 phone number field now you might think
22:14 that you know that that's very easy to
22:16 do but behind the scenes if you know the
22:18 way the phone call entity and a lot of
22:20 other entities this um from and the two
22:23 lists they're all um
22:25 data type parity list so it's very very
22:27 difficult in fact you can't actually
22:29 work with a party list um
22:31 data type in any of your existing
22:33 workflows or actions or dialogues so we
22:35 provide functions that can do that
22:37 so i'm just going to hit refresh on the
22:38 screen there and we should see the phone
22:40 number pop in and then i'm just going to
22:42 show you the um the process so it's just
22:45 refreshing
22:52 so you can see the phone number pops in
22:54 so very quickly um
22:58 let me show you
22:59 the process
23:03 for that
23:04 and how it's all wired up using process
23:06 genie so this is the four number one
23:08 copy number
23:13 and this one is interesting
23:15 so in the previous two examples process
23:18 genie did everything so it had the
23:20 the update record or the update command
23:22 within it
23:24 so in this stage you're seeing here's
23:26 process genie um it's just like before
23:28 it retrieves the telephone number so
23:29 it's just calling the formula
23:31 but if i just deactivate this just to
23:33 show you guys we can also pass
23:35 parameters back out of process genie so
23:37 that you can use it later on in your
23:39 workflows dialogues actions etc
23:43 so update phone call
23:45 so just to show you
23:48 this so there's the phone number and
23:50 we're saying results string retrieve the
23:52 phone number so just to show you what
23:54 that looks like um so we scroll down
23:56 here so here's process genie
23:58 retrieve the phone number
24:00 and you can see here we've
24:04 uh let me get onto the field here
24:07 um you can see here we've got results
24:08 from the process genie so booleans date
24:10 time integers um
24:13 strings and money so any of the some of
24:15 the core data types you can just return
24:17 from process genie um and you reuse that
24:20 result in any of your
24:23 workflow steps that you have later on
24:25 for ones so and this is one of the the
24:27 key tricky bits with
24:29 with with dynamic crm
24:32 putting references to accounts or
24:34 contacts they all have to be
24:37 declared before you deploy your customer
24:40 productivity hence why we can't even put
24:42 them in here but because we've got the
24:44 update record
24:45 function
24:46 um we can actually you know in the
24:49 formula itself target those fields and
24:51 it's a big big advantage that we have
24:52 that we we don't need to be able to
24:54 return out the account reference or the
24:57 contact reference you can just reference
24:58 it directly in the formula
25:00 um and just to show you the formula
25:02 behind the scenes that does that
25:04 since it's an interesting one
25:06 again just showing you some of the
25:09 the power of um formula manager
25:11 and process genie
25:13 so again it's just a standard process
25:16 genie set up in the account record and
25:18 and you can see here the formula
25:20 actually i've opened up the wrong one
25:21 sorry about that
25:23 um
25:28 this is the correct formula
25:37 so
25:39 this is this one i was mentioning
25:40 earlier on that
25:42 the two and the from in
25:45 on the phone call it's a party list and
25:47 it's really difficult you always have to
25:48 get a developer involved to manipulate
25:51 and get some of the data but we've got
25:52 some dedicated functions so
25:55 when the so when we hit save on that
25:57 phone call
25:58 and we're calling this formula behind
25:59 the scenes we're saying get party list
26:02 items so it's going to say okay um what
26:04 type of um entity are is is um are you
26:08 hooked up to is it an account is it a
26:09 contact is it a lead and you can see
26:11 here we've just we just have a case
26:13 statement and we say when it's an
26:14 account record then can you perform a
26:17 find value function and if you're not
26:19 familiar with formal manager this is a
26:20 again a super powerful function that
26:22 allows you to look up any value in any
26:24 record in any crm entity so super
26:27 powerful you can reach out and get
26:29 anywhere especially when you hook it
26:31 into the process genie and in this
26:33 instance it's saying
26:35 look up the account entity
26:37 where
26:39 the account id equals and then we have
26:41 an another function get party list item
26:44 um and the two and just return the
26:46 telephone number and then you can see if
26:48 the contacts you know we have to do the
26:50 lookup on the on the contact entity to
26:52 pull out its telephone number and if we
26:53 needed to add in leads you know it's
26:55 easy just add in another when statement
26:57 wire up the lead and and you're ready to
26:59 go so just showing you the power of
27:00 using the case statement and how you
27:02 know accounts and contacts you can
27:04 retrieve back
27:05 different records depending on
27:08 what the what the user has entered
27:11 so a really really useful feature there
27:15 the
27:17 the next um demo i'm going to show you
27:19 is around let me go open up accounts so
27:21 the scenario here is it's the one that
27:23 you know a lot of our customers have
27:26 452 they want to
27:28 um store
27:29 a
27:30 running total or a running balance um of
27:33 all open opportunities
27:35 um are
27:36 and this could be for custom entities as
27:37 well you know um you know for like
27:40 you've got an entity store um
27:43 business transactions and as
27:45 transactions get added you want to sum
27:47 up the um the sum of all the
27:49 transactions and store the value on the
27:51 account record um but the scenario i
27:53 i've set up first today is the open
27:56 opportunities record here i've i've
27:58 added a fields called open ups
28:01 if i go and add a new um opportunity
28:08 i'm too sure why crm online is doing
28:10 this
28:11 so i'm just going to add a new
28:13 opportunity here so it should come up
28:14 with the new feature yeah so this is the
28:16 quick create so it makes it super easy
28:18 for people to add in data so i'm going
28:20 to say um
28:22 peak new
28:23 up
28:24 let's see the account is with microsoft
28:26 i'm going to put in the estimated
28:27 revenue so this is the field that we're
28:28 going to sum up over over time i'm going
28:30 to set it to um
28:32 2500 pounds
28:34 i'm going to click save
28:38 and what's happening behind the scenes
28:39 is that there's a a process genie it's
28:41 an asynchronous one
28:43 and it's it's it's running behind the
28:45 scenes and it's um doing a sum over all
28:48 the
28:48 open opportunities for microsoft and
28:51 it's going to populate this
28:52 open
28:53 ops field so i'm just going to hit f5
28:57 and just to refresh the page
29:02 and we should see the open ops populated
29:04 with um two and a half thousand pounds
29:06 so you can see there there's open ops
29:08 populated with
29:10 with two and a half thousand pounds and
29:11 then if i let me just show you i don't
29:14 know why this is um not coming back
29:16 um so let me just go the long way around
29:19 i just go to open opportunities and i
29:20 just do refresh here
29:23 so here's a big new up for two and a
29:25 half thousand for microsoft so if i
29:27 close this is one so america closes one
29:30 and i do okay so now it's not an open
29:32 opportunity anymore and it's gone into
29:34 the one category
29:36 um
29:37 again behind the scenes
29:39 there's an asynchronous workflow with a
29:40 process genie and
29:43 if i go back to my account and i open it
29:44 up right now we should see that two and
29:47 a half thousand that we had up in the
29:48 top right corner is back down to zero so
29:50 yes you can see that the open
29:51 opportunities is back to zero because
29:54 we've closed the opportunity so this is
29:56 again another um feature i'm going to
29:59 show you um
30:01 the process to hook it up actually um
30:03 let me show you some open opportunities
30:05 so we've made some advanced um functions
30:08 as well to help you out so we took a lot
30:10 of feedback from from people saying you
30:12 know we'd like to be able to run these
30:14 you know some average counts and to make
30:16 it easier um and we've done that in the
30:19 in the in in the formulas so you can see
30:21 here it's got two steps um so it's so
30:24 actually this this workflow just to show
30:25 you it's it's hooked up when a record is
30:27 created
30:28 when the status changes so an
30:30 opportunity from open to one
30:32 if the fields change
30:34 so if you changed um the estimated
30:36 revenue fields you wanted to update as
30:38 well let me just show you that quickly
30:41 so if the estimated revenue changes um
30:44 or if the if the record is deleted so
30:46 any of those core um
30:49 actions or events that might happen in
30:51 microsoft we're saying call this um call
30:53 this workflow and the workflow it it
30:56 calls process genie so again it's just
30:58 got to reference a formula process genie
31:00 is going to return back out the um
31:02 the amount of money
31:04 for the sum of the open opportunities
31:07 and it's going to update in the account
31:09 record so you can see here i'll just
31:10 show you this part
31:21 so here's the open ops and you can see
31:23 here the result of a money from the
31:25 process genie calc open ups so just so
31:28 it's just the standard stuff but just to
31:30 show you the formula behind that
31:33 and the advances that we've made around
31:35 it
31:36 so
31:42 here's the formula
31:45 so in the past you had to if you're
31:47 familiar with format manager you had to
31:49 create a um
31:51 a formula detail record define your um
31:54 using the advanced find to find your
31:57 fetch xml but now we've reduced it down
31:59 and let me just um
32:01 just make this a little bit easier for
32:02 you to read um
32:04 we've reduced it down everything down to
32:06 just this one
32:07 um single function called
32:10 which um
32:11 what it's saying is
32:12 look at the opportunity entity
32:15 and then
32:16 and sum up a sort of
32:18 do a sum on the opportunity entity uh
32:21 where the account id and the state code
32:24 and then the next parameter is the
32:26 current
32:27 account id that you're on and 0 means
32:30 open opportunities so we're saying run a
32:32 sum
32:33 for open opportunities for this
32:35 particular
32:36 account id and then run the sum on the
32:38 estimated value
32:40 and sum up those values if there's no
32:41 records there and then it sets it to
32:43 zero
32:44 and then this is just our no lock so if
32:46 you're in a
32:47 very high
32:48 high loading of um transactions or
32:50 you're doing things in parallel
32:51 sometimes you need to
32:53 change the database
32:54 tissue and no lock command so you can do
32:56 true or false here so we've we've made
32:59 it super super easy now for people to
33:01 write these functions and use them in
33:03 process genie to sum up records or to do
33:06 a finding of account so if i go to find
33:08 here so you see there's a bunch of these
33:10 new record new functions sorry being
33:12 added in find the average the counts the
33:14 max um
33:16 some a bunch of other other things that
33:19 you can go through in our online
33:20 knowledge base to get some documentation
33:21 on but this makes it really really easy
33:23 to sum up records and then store the
33:25 value anywhere you want
33:27 um
33:28 so that's that's pretty good
33:30 one of the one of the other items that
33:32 lots of people ask us is um you know
33:34 it's great adding in that um
33:36 feature to sum up all the um open
33:39 opportunities but guys we've got um
33:41 we've got 5 000 existing accounts and we
33:44 need to update all our existing data
33:46 with the um
33:48 with the total for the open
33:49 opportunities so i just go to my
33:51 accounts here so you can see here i've
33:52 just got some accounts in there they're
33:54 all at zero so these are all your
33:56 existing accounts
33:57 but i know that there's lots of open
33:59 opportunities
34:01 well there's there's five so how can i
34:03 get these these values on this um
34:08 account so how can we update that so
34:10 we've introduced a new
34:11 a new formula type and a new
34:14 um capability called n50r sorry called
34:17 command console so if you're in if
34:18 you're familiar with um
34:21 you know just the command console from
34:22 microsoft
34:23 we're trying to replicate this in crm so
34:25 that you've got you can issue any
34:27 function or any command against the crm
34:30 database so this is this is this is
34:32 again we think it's a huge feature for
34:34 anyone to be able to
34:36 execute commands against the um
34:39 dynamic crm it's a little bit like if
34:41 you're familiar with sql server sql
34:43 query analyzer where you can run you
34:44 know an update statement on your sql
34:46 server database we're now giving you
34:48 that same power
34:50 in dynamics crm
34:51 using a
34:52 command console so
34:55 what we have here is you can see it
34:56 strips away a lot of the other bits
34:58 of the fields and what we have is we
35:01 have
35:02 a function for for for each record so
35:05 it's just like we've seen before and
35:07 it's saying and the first part says find
35:09 records so find me all the account
35:11 records
35:12 and star star means all records
35:14 returning me the account id so it sits
35:16 so we're saying
35:18 retrieve all the accounts
35:20 loop over them and then i want you to
35:22 issue an update command so update record
35:25 on the account
35:26 setting the new open up so this is just
35:29 a field that i'm after adding in and
35:31 then run this the define sum command so
35:34 you can see there it's
35:35 once you learn the syntax um it's a bit
35:38 like query analyzer once you once you
35:39 learn it
35:40 it's easy and then we've got this new um
35:42 capability
35:44 to actually execute this command against
35:47 your crm database to update all the
35:49 account records so we put up a bit of a
35:51 warning um so this will interact you
35:54 know this is your production crm system
35:55 this will update your production crm
35:58 system so you need to be super careful
35:59 about running it so at the moment the
36:01 command is running behind the scenes
36:03 it's retrieved all the account records
36:05 it's then for each account record it's
36:07 it said get me the um open opportunities
36:10 and then update the account record so
36:12 you've seen it's now completed
36:16 if you close it
36:17 and now if i go to my account listings
36:19 they're all zero if i hit refresh here
36:22 you can see there it's it's just updated
36:25 alpine ski blue company blue yonder etc
36:28 so we've just
36:29 just like in the command prompt or we've
36:31 just issued like a a command against the
36:33 crm database
36:35 find me all accounts and set their open
36:37 opportunity records so that's that's um
36:40 very very powerful
36:42 and
36:42 one of one of the questions from
36:43 yesterday was um
36:46 how can you lock down that feature
36:47 because you know it is so powerful so
36:49 again only somebody with system
36:51 administrator rights are only someone
36:53 with the North52 administrator security
36:56 rule can issue those commands against
36:58 the database um it's also um pretty good
37:01 for we had another um
37:04 a question around our actually we used
37:07 it ourselves for
37:09 updating entities like the um
37:12 the opportunity line items are the quote
37:14 line items that they're not entities
37:16 that you can reference in in workflow so
37:18 a lot of the time people to update these
37:20 open opportunities they'd write a
37:21 workflow and they put in some
37:24 some values inside there and then they
37:26 run the workflow over all the records
37:27 but you can't do that on
37:29 you know quote details invoice line
37:32 items
37:33 but guess what you can write a command
37:34 and it will update all those records so
37:36 um
37:37 when you start thinking about it it
37:39 opens up a lot of new opportunities
37:40 within dynamics crm
37:44 so we hope you like that
37:45 and
37:47 the the next scenario i'm going to show
37:49 you is around um
37:52 showing you how how we can interact with
37:54 some of the new features the new action
37:55 feature from from microsoft and so that
37:58 actions are a new um type of process so
38:01 you've got actions real-time workflows
38:04 dialogues
38:05 and the scenario we're going to show you
38:07 is you have an opportunity and a sales
38:09 guy um
38:12 exceeds his discount level so we're
38:14 setting a discount level of let's say i
38:16 think it's two thousand so let me show
38:17 you the formula first
38:22 and basically what we've done is we've
38:23 added in a new function called execute
38:26 action so at the moment this new feature
38:28 from microsoft you you can't do it
38:31 anywhere in your custom
38:34 or so you can't do it up with any of the
38:35 out-of-the-box
38:36 functionality you can't execute an
38:38 action you've got to get a developer to
38:39 write some code either javascript to
38:41 call it or use your own custom workflow
38:44 activity so what we've decided to do is
38:45 add in a new function called execute
38:47 action
38:48 and i'll show you the action in a moment
38:50 so and it just takes in some parameters
38:52 you know the name of the action
38:54 and the name of the opera the name of
38:56 the entity so opportunity that you're
38:57 going to be running on the opportunity
38:59 id that you're going to be
39:01 um to the particular opportunity and
39:04 then
39:05 um one of the great new features in in
39:07 2013 from microsoft is with actions is
39:09 you can pass in parameters so this is
39:11 the first time that uh we've had this
39:13 capability
39:14 so we've made sure
39:16 that for any of those parameters that
39:17 you have
39:18 that in our formula um execute action
39:21 you can pass in a parameter so i have
39:23 just one parameter the discount limit
39:25 i've set it to 2 000 pounds
39:27 so basically if any sales guy um
39:30 gives a greater a discount greater than
39:32 two thousand pounds then uh the manager
39:35 should be notified and it's gonna call
39:37 an action behind the scenes
39:39 so just close that
39:43 and just show you some opportunities and
39:45 if i just open an existing opportunity
40:01 if i just scroll down here
40:04 um actually let me just remove there's a
40:06 bit of test data i had from before
40:11 just remove that
40:13 so if i go here to my discount and i put
40:15 in um
40:17 four thousand so that's exceeded the
40:19 um
40:20 and just hit save and if that's exceeded
40:22 the
40:23 um the discount limit of 2000 which was
40:25 a parameter to the um
40:28 to the action you can see here it's
40:29 created a new record large discount
40:31 please review and so it's created this
40:33 email this notification email to the
40:36 to the manager so just to show you
40:38 how that's wired up
40:42 and
40:43 sorry
40:45 here's the discount action so this is a
40:47 um the new feature in 2013 actions
40:51 and you can see the the action is just
40:52 set up to run on a field change and
40:55 again it just calls the process genie um
41:00 to call it um and so this this this
41:03 procedure executes the the action
41:07 and then if i show you the actual action
41:08 itself
41:15 there's the action
41:21 there it is
41:23 just going blind for a second
41:30 so here's the action that we have so
41:32 you can see here's the new feature
41:34 um the discount limit had been passed in
41:37 and then you can see here um where it's
41:39 making a check that if there's if the
41:42 if the user has exceeded their discount
41:44 limit then
41:47 send an email to the um to the to the
41:49 user to um
41:51 so he can approve it so again just
41:53 showing you how you can call actions um
41:55 using the um using process genie
41:58 um so that's the the core of the the six
42:01 or seven um
42:02 demo items i just wanted to show you
42:04 today um so hopefully you can see there
42:06 you know we've added um a lot of new
42:08 functionality into the products and
42:10 we're just speaking about process genie
42:12 there's a whole bunch of other features
42:14 that we'll do in some other webinars but
42:17 again just to just to state that
42:19 we do see that with crm 2013 microsoft
42:22 is moving
42:23 um development towards using dialogues
42:28 workflows and actions and getting away
42:29 from writing all these spaghetti plugins
42:32 and therefore
42:33 we we were introducing a new feature
42:34 called process cheney which allows you
42:36 to take advantage um celebrating a lot
42:38 of custom
42:40 activities you can just use process
42:42 genie and it'll it'll get you up to
42:45 speed a lot faster
42:48 so i'm just going to look at some of the
42:49 questions here that we have
42:56 so one of the questions from uh ryan
42:59 mouton um are you
43:01 possibly planning to consider to take
43:02 notifications to other flavors nav or gp
43:05 um
43:06 not at the moment i mean we we have
43:08 looked at it and we've looked at
43:09 sharepoint as well bringing in um some
43:11 advanced
43:13 types of formulas to share points and
43:15 and to enter gp but not at the moment
43:18 it's not high up in our on our roadmap
43:20 um but it is something that we've
43:22 thought about and you know if the crm
43:24 one takes off enough and you know we can
43:26 do some
43:27 we can do some analysis to see you know
43:29 is is the marketplace big enough
43:30 basically in crm it is because it it
43:33 just doesn't have the feature of
43:34 formulas i do know in gp or nav i forget
43:36 which one they do have calculated fields
43:38 and and calculated volumes so whether
43:41 there's enough of a marketplace there is
43:43 a is a you know is it is a question mark
43:46 um
43:48 so i'll just wait on for another little
43:50 bit to see if there's any other
43:51 questions
43:52 and yeah the power point will be i'm
43:55 available and also this recording just
43:57 one of the other questions it'll be
43:58 available as well um
44:01 and again process genie it's all
44:03 included with um business process and
44:05 business process activities and again
44:07 there's the standard edition the first
44:09 10 formulas are are free so you can have
44:11 10 formulas 10 schedules 10 processings
44:14 10 of whatever you want and that's
44:16 that's free and then the the page starts
44:18 at the professional edition where
44:20 um it's 50 formulas or for the
44:22 enterprise which is unlimited so it's
44:25 just the same as before
44:33 one other thing we're going to cover
44:34 which was the notifications uh
44:37 okay
44:39 yeah just to show you um just talk to
44:41 our um just to show you one other
44:43 feature um
44:46 that we have we've
44:47 added
44:48 so this is around um one of the new
44:50 features from microsoft
44:52 in 2013 is you can set and notification
44:55 bar so
44:56 what we've done here is so the scenario
44:59 here is that you and you've got users
45:01 and when they open up account records
45:03 you want to warn them that there's a lot
45:05 of outstanding invoices
45:07 so
45:08 um i've got the category here is a
45:10 preferred customer so i'm just going to
45:11 switch this over to a standard customer
45:14 but what what's happening behind the
45:16 scenes is there's a
45:18 formula executing and it's doing a sum
45:20 on the um
45:22 all the open um or the outstanding
45:25 invoices
45:27 and you can see there when it's saved
45:29 the offices this customer is is a
45:31 standard customer and they're over the
45:32 50k limit do not create any order so
45:35 it's saying you know these guys owe us a
45:36 lot of money
45:37 um
45:38 don't give them any more business until
45:40 until we get down over that 50k
45:43 so you can see there
45:44 we've just hooked up the formula
45:46 directly into
45:48 this category so if again if i switch it
45:49 back to the preferred customer you'll
45:51 see the formula executes behind the
45:53 scenes and it goes away you put it back
45:55 to the standard
45:58 and then it'll it'll pop back
46:00 up on top as well so there it is and
46:02 then just to show you how easy it is to
46:03 do that
46:04 um
46:06 so again my list of formulas here's my
46:07 client-side one so again there's lots of
46:10 really good features from microsoft on
46:13 the new business process
46:15 logic which which is fantastic um but
46:18 when you want to get to some more
46:19 advanced scenarios so here's the formula
46:21 that that does that for you so it's a
46:23 client-side formula
46:25 it's set to run on the create an update
46:27 event um it's on the account entity and
46:30 we support multiple forms so we've got
46:32 the information form and we've also got
46:34 here
46:35 we've got the the account form so it's
46:37 set to download and
46:40 whenever the category changes and the
46:42 former just says if the account category
46:44 equals two so that means you're a
46:46 standard customer then
46:48 um run this fine sum again how easy
46:51 we've made it in the in the latest
46:52 release instead of doing a formula
46:54 detail record um to define the fetch xml
46:57 you just say find some and it just you
47:00 know sums up all the open invoices uh
47:02 whether it's greater than fifty thousand
47:04 and then it does a new function we have
47:06 called set form notification so it just
47:08 puts up that message to the user and if
47:11 it hasn't if they haven't breached it
47:12 then or if they you know if they change
47:14 then it does clear a
47:16 clear notification again just showing
47:18 you how easy it is and um
47:20 to take advantage of the new
47:22 functionality within crm 2013 where you
47:25 would have to get a developer involved
47:27 there to create some javascript to make
47:29 the call to to run the sum and then make
47:32 the decision points of whether it's over
47:34 50 000 or not
47:35 you can just create one simple
47:37 client-side formula
47:40 to perform the calculation and then to
47:42 show or not to show that the form
47:44 notification so hopefully there you'll
47:45 see that it's quite easy
47:49 just took one of the other questions
47:50 that came in from clayton we're
47:52 upgrading from n52 formula manager to
47:54 bpab automatic our clean install it's
47:56 it's automatic so it's the
47:58 it's the same core solution we've we've
48:01 just renamed it
48:02 and it's
48:03 you know just to make it easy for people
48:04 so you don't have to uninstall and you
48:06 just import the latest solution you you
48:09 will have to run a
48:11 a single workflow
48:13 to upgrade some of the um
48:16 upgrade some of the formulas and update
48:18 upgrade some of the settings that we
48:19 have but it's just one formula that
48:21 needs to update um so that makes it
48:23 pretty easy
48:24 and actually just one other item
48:26 and just around the new version
48:29 if i go to solutions here
48:32 so one of the um bits of feedback we
48:34 have is how do you deploy from your
48:37 development to your test to your
48:38 production system and at the moment the
48:41 the way we were telling people is you
48:42 just export out the formulas to the zip
48:44 file and then you can import them to
48:46 your to your production system or your
48:47 test which is pretty good but we're
48:50 getting some feedback that people would
48:51 like to
48:53 use again using native microsoft
48:55 solutions so um every time now that you
48:58 install the product we um
49:01 an and use a new solution here and
49:04 basically this solution contains all the
49:06 formulas
49:07 so going forward how you deploy formulas
49:09 is that you export out
49:11 your solution so just like you would do
49:13 with your um your solution with your
49:15 entities and your javascript we can now
49:17 do it with formulas so you just do
49:19 export solution
49:20 it creates the zip file and then you
49:21 import the solution on your production
49:24 or your test system and all the formulas
49:26 will will create themselves and just to
49:28 show you what it looks like
49:30 so you can see i had about eight
49:33 formulas in system so you can see each
49:35 formula is represented by um
49:38 a web resource so you know there's a a
49:40 web resource of
49:41 xml data and so we've just taken
49:43 advantage again of
49:45 the great features that microsoft have
49:46 and just reuse that and every time that
49:49 a a formula every time you you edit a
49:51 formula or you update it we um we we
49:54 keep this in sync
49:56 so it makes it super easy to uh deploy
49:58 your um your formulas and your schedules
50:01 from your
50:02 development to your test environment so
50:04 again just making things
50:05 a lot easier for people
50:08 i'm just looking any other questions
50:11 there's no more you know what time is
50:13 this 10 50. so i'll just wait around for
50:15 another 30 seconds or so and there's any
50:18 questions
50:24 bruce can you think of anything else
50:25 that we need to cover or
50:30 uh no i think we've covered everything
50:32 we were aiming to cover in that scenario
50:36 that's cool um i'm going to wrap it up
50:38 so guys um if anybody has got any
50:40 questions um
50:42 john g North52.com or bruce b
50:45 north52.com and
50:47 um or even hit us at info 52.com and we
50:51 can help you out if you've got any
50:52 questions about you know functionality
50:54 pricing etc and again just to say that
50:57 if you're a microsoft partner gold or
50:59 silver or um please come and talk to us
51:01 because um
51:03 we really would like to sign you up as a
51:04 reseller and and start
51:07 helping your crm deployments
51:09 thank you very much for your time today
51:11 guys and
51:12 hope to speak to you in the future