2014 Spring - CRMUG Magazine

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LINING UP YOUR WORKFLOWS BUSINESS PROCESSES AND NO-CODE CUSTOMIZATIONS THE BEST OF 2013

contents spring 2014 | www.crmug.com

In Every Issue 5 7 8 9 10 12 21 30 33 37 39 43

302).' s 777 #2-5' #/-

LINING UP YOUR WORKFLOWS BUSINESS PROCESSES AND NO-CODE CUSTOMIZATIONS

From the Director Events Welcome to Our New Members News Regional Chapter Update Meet Your Leaders Word Find Volunteer of the Quarter Britta Scampton Logo Contest Academy Corner Name That Photo Contest The CRM List, from The Partner Channel

Features 14

User Member Showcase CLEAResult

16

Business Processes and No-Code Customizations

22

Member In Action Young Presidents’ Organization

24

Tips & Tricks Microsoft Dynamics CRM 2013 Business Process Tips and Tricks

28 32

Top Collaborate Discussions

34

Tips & Tricks Tips for Working with Entities

36 38

The Best of 2013

41

Industry Showcase Professional Services

THE BEST OF 2013

Advertiser Index Adxstudio . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 ClickDimensions . . . . . . . . . . . . . . . . . . . . . . 20 CoreMotives, a Silverpop Company . . . . .26-27 Corporate Renaissance Group . . . . . . . . . . . . 4 CRMUG Summit 2014 . . . . . . . . . . . . . . . . . . 42 CRM Vertex. . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Dun & Bradstreet . . . . . . . . . . . . . . . . . . . . . . . 2 InsideView. . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 PowerObjects . . . . . . . . . . . . . . . . . . . . . . . . . 52 QGate Ltd. . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Resco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Trillium Software . . . . . . . . . . . . . . . . . . . . . . 31

Microsoft Member Showcase Param Kahlon

ISV Partner Member Showcase Assistance Software

Spring 2014 | 3

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letter

Goingfrom to the the Next Level... crmug director Sherry Linares

But What Do You Do?

Tony Stein

t has been challenging to explain to my family what I do for a living. For the past 15 years, those closest to me haven’t really understood software, Microsoft, or specifically, the acronym “CRM”. In particular, my nuclear family – a proud, loving, and at times stubborn farm family from southeast North Dakota – has not really known what I do on a day-to-day basis.

However, the glory that lies within CRM is slowly but surely starting to sink in because they, too, are becoming exposed to the power of software automation and technology. The analogy is clear and simple to convey because technology and software are doing so much more now than even the prowess of how auto-steer made waves in the last agricultural decade. Actual business process management is happening in the agricultural industry. Automation across agronomy, seeding, fertilizing, herbicide application, baling, and harvesting is happening with software and technology that not only takes some of the mundane and manual processes out of farming, but also increases yields while optimizing the natural resources at hand. In addition, business intelligence is now at a farmer’s fingertips with automated crop reporting to better understand and apply more informed business decisions on next year’s planting or harvest seasons.

In short, my dad may start comprehending what it means when people in my industry say BPM or business process management. A fitting theme for this spring edition of CRMUG® Magazine, especially for those of you that are looking to leverage some of the new capabilities that were recently rolled out with Microsoft Dynamics CRM 2013, such as actions and business process flows. These capabilities are re-engineering the way we think in how we manage our Customers, automate the mundane, and bring better adoption and cross-group visibility for all. As a User ourselves, we plan to roll out Microsoft Dynamics CRM 2013 in mid-2014, and we are certainly looking forward to how this new version will bring value to the entire organization and most importantly, to our Members.

It is interesting for me to think that it isn’t just a change of oil or greasing up the bearings of the tractor that will prepare my father for the upcoming planting season. He also needs to put on the analyst and IT hat while studying up on his automated crop reports, ensuring his in-cab software measures and reads accordingly to the planter or applicator. When I bring this up, he’ll quip, “This is why your younger brother is farming with me; he can be the farm nerd”. Obviously teaching old dogs new tricks isn’t just a User adoption challenge in the CRM industry.

I hope you are looking forward to all the great things happening in CRMUG. We have a whole host of upcoming virtual events and local Regional Chapter events, plus we’ll be preparing for the marquee event of 2014, CRMUG Summit in St. Louis, Missouri in October.

Have a great Convergence and a fantastic summer!

Sincerely,

I

Tony Stein CRMUG Director

Spring 2014 | 5

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events sessions meetings courses

The event calendar on www.crmug.com and the weekly CRMUG® newsletter are your best sources for the latest CRMUG event information as this list is subject to change. Events are added weekly, so check back often and get registered for the next exciting CRMUG event.

CRMUG Regional Conference WEEK OF MAY 12, 2014 | DALLAS, TEXAS www.crmug.com/regional-conferences

CRMUG Regional Conference WEEK OF JUNE 17, 2014 | MINNEAPOLIS, MINNESOTA www.crmug.com/regional-conferences

MARCH 13 – Australia (Perth) MARCH 13 – Midwest (Downers Grove, IL) MARCH 14 – Wisconsin (Fox Valley) | Menasha MARCH 14 – California (Orange County/Irvine) MARCH 20 – United Kingdom | Reading, UK MARCH 20 – Sweden (Akalla) MARCH 20 – Texas (Houston) MARCH 20 – Ohio (Cincinnati/Ohio River Valley) | Cincinnati MARCH 20 – Ohio (Columbus)

The Partner Connections Event

MARCH 21 – Alabama (Birmingham)

OCTOBER 13-14 | ST. LOUIS, MISSOURI www.thepartnerconnectionsevent.com

MARCH 27 – Carolinas (Charlotte, NC)

CRMUG Academy Pre-Conference Training OCTOBER 13-14 | ST. LOUIS, MISSOURI www.crumugsummit.com

MARCH 26 – Oklahoma (Tulsa) MARCH 27 – Georgia (Atlanta) | Alpharetta MARCH 27 – PacNW (Portland) APRIL 3 – Ohio (Cleveland) APRIL 8 – Australia (Sydney) APRIL 8 – Australia (Melbourne) APRIL 9 – Detroit | Michigan

CRMUG Summit 2014 OCTOBER 14-17 | ST. LOUIS, MISSOURI www.crmugsummit.com

Regional Chapter/Global Branch Meetings MARCH 11 – Australia (Melbourne) | Southbank MARCH 11 – Australia (Sydney) | North Ryde MARCH 11 – California (San Francisco) MARCH 11 – Arizona (Phoenix) | Tempe MARCH 12 – Texas (Dallas) MARCH 12 – Midwest (Downtown Chicago, IL) MARCH 13 – Australia (Brisbane)

APRIL 9 – Pennsylvania | Philadelphia APRIL 9 – Texas (Dallas) APRIL 10 – Australia (Brisbane) APRIL 10 – Florida (Ft. Lauderdale) APRIL 10 – Florida (Jacksonville) APRIL 10 – Florida (Tampa Bay) APRIL 11 – New England | Boston APRIL 16 – Texas (Austin) APRIL 17 – Australia (Perth) APRIL 23 – Dakotas APRIL 30 – Louisiana APRIL 30 – Oklahoma

Spring 2014 | 7

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members welcome to our new members

Welcome to the new Members who have invested in CRMUG® Premium membership and Partner membership this year! Each new Member adds value not only to their own organization, but also to the entire CRMUG community as they share their knowledge and experiences. Please note that these organizations have given CRMUG permission to share their name publicly.

Meet one of our newest Premium Members...

Premium User Members Added Last Quarter ASSA ABLOY Entrance Systems BizNet Software Chester’s International, LLC CLEAResult Cummins-Wagner Co, Inc. Dorner Mfg Corp Entertainment One Gorilla Glue Gospel for Asia Mälardalen University Max Daetwyler Corporation McCarthy Building Companies, Inc. Tampa Port Authority Trinity Wall Street University of Chicago University of Colorado

Premium Partner Members Added Last Quarter Catapult ERP Services Inc eOne Solutions Prosesspilotene AS Sikich LLP UruIT Dynamix (CRMGamified)

8 | CRMUG Magazine

Gorilla Glue Cincinnati, Ohio-based Gorilla Glue makes products that deliver impressive results. This is accomplished through its original Gorilla Glue to Gorilla Tape, Gorilla Super Glue, Gorilla Wood Glue, and Gorilla Epoxy.

“We’re looking forward to garnering a greater knowledge of Microsoft Dynamics CRM and its full potential, as well as enhancing or improving our business processes.”

“We decided to become more actively involved with CRMUG to network with other talented Users and to take advantage of the great learning opportunities through the Academy. So far we’ve been able to access a wealth of information and connectivity with other Users,” says Aaron Back, IT systems administrator for Gorilla Glue. “We’re looking forward to garnering a greater knowledge of Microsoft Dynamics CRM and its full potential, as well as enhancing or improving our business processes.”

CRMUG

M R C G UG M RM C G U M G MU RM CR C UG U RM CR G C C G UG M RM C G U M R R U R C G U U MU CR CR G UG M RM C G G U R C G M M C M CR C UG U RM CR G C UG MU U M R C G U M R C G G U M R C G U M R R CR G UG M RM C G U MU M C G M C R C UG U R C UG UG RM RM C G MU M CR R C M R C UG U RM CR G C UG M G UG M RM C G U M R C U M R U C G U R CR G U RM CR G C G MU M CR C UG G U M R C G U M R C G C G UG M RM C U M R M U R C G U U MU CR CR G UG M RM C G R G C G MU M CR C UG U RM M R C G U M R C G U U M R C G U M R C C G C UG MU RM CR G UG M RM R U G M C G MU RM CR C UG U RM CR G C C G UG M RM C G U M R R C U C G U R U MU R CR G UG M RM C G G U R C G M M C M CR C UG U RM CR G C UG MU U M R C G U M R C G C G C UG MU RM CR G UG M RM R M RM C G U M CR C UG U R C G U C UG UG RM RM C G MU M CR R C M R C UG U RM CR G C UG M G M U R G M C U

news regional chapter news

On the Grow: Regional Chapter Meetings

Off to a Great Start in the Dakotas

by Anusha Rangaswamy

On January 15, the CRMUG® Dakotas Chapter had its inaugural meeting at the Microsoft campus in Fargo, North Dakota. Bryan Erstad, CRMUG membership manager at Dynamic Communities, kicked off the gathering with the history of CRMUG as well as potential leadership opportunities. Corey Hanson, Partner technical consultant at Microsoft, then detailed the 17 coolest features in Microsoft Dynamics CRM 2013.

Next, Tony Stein, program director at CRMUG, gave a Member showcase of our parent company, Dynamic Communities, and how it uses Microsoft Dynamics CRM as an event and membership platform. To close the meeting out, Andrea Lange, Microsoft Dynamics CRM consultant from Summit Group Software, detailed the use of Microsoft Dynamics CRM reports via three types of examples. In all, about 25 individuals from eight different companies across the Dakotas attended the first meeting. We look forward to the upcoming meeting on April 23, when weather will be less (hopefully!) of a concern.

CRMUG

In this age of omni-connectedness thanks to social media, there is something to be said about old-school, small, intimate meetings with like-minded individuals. Don’t get me wrong. There is much to be gained by engaging online social communities, but when it really comes down to sharing and learning, there is nothing as efficient as meeting face to face in a small gathering. Why? As Seth Godin puts it, “Learning together serves a crucial function... it makes learning happen.”

Needless to say, I am a believer, yet the vibrancy of the CRMUG® Regional Chapter meetings never ceases to amaze me! In just a span of two years, the Regional Chapters have doubled in memberships and locations. Collaboration is the name of the game when it comes to User groups. A winning collaboration is one where not only the Users discuss, share, and learn among each other, allowing Microsoft and our MVPs to chime in when necessary, but also provide valuable feedback regarding their needs and expectations from the ecosystem supporting them. This steady stream of invaluable feedback to Microsoft Partners and product teams has shaped not only our product, but also how we deliver the product experience to our Customers.

I would like to thank every one of our CRMUG Members for their participation in the community. If you are not aware of the Regional Chapter in your area or haven’t fully explored it, I urge you to make a commitment to yourself today to take advantage of this fabulous opportunity!

Anusha Rangaswamy is a CRM adoption manager at Microsoft and executive sponsor of the CRMUG Regional Chapters. She can be reached at Anushar@microsoft.com.

For more information on the CRMUG Dakotas Chapter, contact Onika Allen, Regional Chapter director at Dynamic Communities, at Onika@ crmug.com or 877-324-8880, ext. 1455.

...about 25 individuals from eight different companies across the Dakotas attended the first meeting.

Spring 2014 | 9

Use the map to find a CRMUG® meeting near you!

Visit www.crmug.com/member-resources/regional-chapters to find your spring/summer meeting, then save the date!

BREAKING NEWS! CRMUG is hosting regional conferences soon: CRMUG Regional Conference Week of May 12, 2014 | Dallas, Texas www.crmug.com/regional-conferences CRMUG Regional Conference Week of June 17, 2014 | Minneapolis, Minnesota www.crmug.com/regional-conferences

The chapters highlighted in gold are new as of the last two months. Welcome aboard!

WESTERN US Arizona (Phoenix/Tempe) California (Irvine, CA) California (Sacramento) California (San Francisco) California (West Los Angeles) Colorado (Denver) PacNW (Portland, OR) PacNW (Seattle, WA) Utah (Salt Lake City) 10 | CRMUG Magazine

CENTRAL US Iowa (Des Moines) Kansas (Kansas City) Louisiana (New Orleans) Michigan (Detroit) Midwest (Chicago, IL) Minnesota (Twin Cities) Missouri (St. Louis) North Dakota/South Dakota (Fargo)

Oklahoma (Tulsa/Oklahoma City) Ozarks (Joplin, MO) Tennessee (Nashville) Texas (Austin) Texas (Dallas) Texas (Houston) Texas (San Antonio) Wisconsin (Fox Valley) Wisconsin (Milwaukee)

EASTERN US Alabama (Birmingham) Carolinas (Charlotte, NC) Florida (Ft. Lauderdale)

Florida (Jacksonville) Florida (Orlando) Florida (Tampa Bay) Georgia (Atlanta) Mid Atlantic (Wash., DC) New England (Boston, MA) New York (New York City) Ohio (Cincinnati) Ohio (Cleveland) Ohio (Columbus) Pennsylvania (Philadelphia)

GLOBAL Austria Australia (Adalaide) Australia (Brisbane) Australia (Canberra) Australia (Melbourne) Australia (Perth) Australia (Sydney) Belgium Canada (Vancouver, BC) Canada (Calgary, AB)

Canada (Regina, SK) Canada (Montreal, QC) Canada (Mississauga, ON) Canada (Ottawa, ON) Denmark India Ireland Italy Netherlands New Zealand Norway

South Africa Spain Sweden Switzerland United Kingdom (London/Reading) Spring 2014 | 11

G M G MU RM CR C UG U RM CR G C C G UG M RM C G U M R R C U R C G U U MU R CR G UG M RM C G G G MU M CR C UG U RM C C M R C G U M R C G U U M R C G U M R C G C G C UG MU RM CR G UG M RM R M RM C G U M CR C UG U R C G U C UG UG RM RM C G MU M CR R C M R C UG U RM CR G C UG M G UG M RM C G U M R C U M R U C G U R CR G U RM CR G C G MU M CR C UG G U M R C G U M R C C G UG M RM C G U M U M RM C U U RM CR G C G U G M U R CR G R G C G MU M CR C UG U RM M R C G U M R C G U U M R C G U M R C C G C UG MU RM CR G UG M RM R U G M C G MU RM CR C UG U RM CR G C C G UG M RM C G U M R R M U R C G U U MU CR CR G UG M RM C G G U R C G M M C M CR C UG U RM CR G C UG MU U M R C G U M R C G C G C UG MU RM CR G UG M RM R M RM C G U M CR C UG U C G U M R C UG UG RM RM C G U M CR R C U R C G U U MU R CR G UG M RM C G G M U R C C C G C UG MU RM CR G UG M R U RM R C G U M CR C UG G U M R C G U M R R CR G UG M RM C G U MU M C G M C G R C UG U R C UG UG RM RM C G MU M CR R C C U R M R C G U M R G C U G MU G M U G M R C U R C C G C UG MU RM CR G UG M RM R U G M C G MU RM CR C UG U RM CR G C G M C G U M R M RM C G U M CR C UG UG C G U M R U G UG RM RM C G U M CR C M CR C UG U RM CR G C UG MU G M U R

leaders mee t your crmug le aders

We’re changing it up this issue and introducing you to the team that manages the behind-thescenes work to bring CRMUG® activities to you!

Bryan Erstad TITLE CRMUG membership manager LOCATION Fargo, North Dakota CONTACT INFO Bryan@crmug.com 877-324-8880, ext. 1450 Twitter: @BryanCRMUG

Responsible for communicating the benefits of a CRMUG membership to drive and retain CRMUG Members; present User group information and orientation (UGIO) webinars as well as CRMUG Summit and Convergence preview webinars; drive attendance to Summit, Regional Chapter meetings, Academy trainings, and all CRMUG events throughout the year.

What do you love about Microsoft Dynamics CRM? I love how our CRM is set up to be a one-stop shop for everything I need on a daily basis. I can track all the membership information, my notes from every conversation and e-mail, and event details and registrations. Then, I can easily slice and dice the information to get exactly what I need when I need it with the Advanced Find and Dashboards.

Favorite book or movie: “Unbeatable: Tom Osborne and the Greatest Era of Nebraska Football”

Deneen Dardis TITLE business development manager LOCATION Las Vegas, Nevada CONTACT INFO Deneen.dardis@ dynamiccommunities.com 877-324-8880, etc. 1447

Responsible for Partner management, engaging/onboarding new Partners, and communicating the benefits of being a Premium Partner Member.

What do you love about Microsoft Dynamics CRM? Microsoft Dynamics CRM offers me instant access to critical information. It allows me to work more efficiently and stay organized with daily tasks. I love that I can see what benefits a Partner has taken advantage of and what opportunities we can get them engaged in. It is very helpful to know if another team member has had previous conversations so we don’t duplicate efforts. Ultimately Microsoft Dynamics CRM saves time and energy so that I can stay more productive!

Dream vacation spot: Bora Bora

Liz Hallen TITLE partner membership manager LOCATION Hettinger, North Dakota CONTACT INFO Liz@crmug.com 877-324-8880, ext. 1493

12 | CRMUG Magazine

Responsible for Partner account management, sponsorship fulfillment, and Expo hall management.

What do you love about Microsoft Dynamics CRM? I love that CRM has flexible and easy-to-implement workflow capabilities that allow me and the CRMUG team to work more efficiently on tasks that we do every day.

Dream vacation spot: I have so many! But at the top of my list are Australia and Hawaii.

Nancy Anello TITLE sponsorship sales LOCATION Tampa, Florida CONTACT INFO Nancy.anello@crmug.com

What do you love about Microsoft Dynamics CRM? I love CRM because as the sponsorship demand increases with our various events, CRM keeps me organized and on top of all the details to have happy sponsors. CRM helps me be more productive, efficient, and attentive to the needs of our sponsors. CRM makes my job easier!

Dream vacation spot: The Maldives

877-324-8880, ext. 1492

Onika Allen TITLE Regional Chapter director LOCATION Fargo, North Dakota CONTACT INFO Onika@crmug.com 1-877-324-8880, ext. 1455

What do you love about Microsoft Dynamics CRM? CRM is a great place to use as a “hub” for all of your information. To be able to integrate all of the systems we use CRM for such as event, membership, and portal management makes CRM some of the coolest software I have used. I especially enjoy the use of dashboards within CRM. Through dashboards, we can watch our chapter meetings grow in scale and size, monitor Member participation, determine effectiveness toward goals, and make changes accordingly.

Dream vacation spot: The Maldives or Bora Bora

Shanna Hensch TITLE Member support and events coordinator LOCATION Moorhead, Minnesota CONTACT INFO Help@crmug.com

What do you love about Microsoft Dynamics CRM? Microsoft Dynamics CRM enables me to quickly troubleshoot and identify solutions for our Members regarding their CRMUG membership. I also love how easily our email marketing tool integrates into CRM so that we can create marketing lists directly from our database, send email communications, and track the open and click-through rates, all the while directly linking those email sends right back to our Member’s contact record.

Dream vacation spot: Any or ALL of the Caribbean islands!

Tony Stein TITLE CRMUG Director LOCATION Fargo, North Dakota CONTACT INFO Tony@crmug.com 877-324-8880, ext. 1449

What do you love about Microsoft Dynamics CRM? I am impressed with how people can leverage CRM to turn mundane and traditionally highly involved overhead tasks into systems-thinking workflows that help automate and drive efficiencies throughout a company. With better chart and dashboard capabilities, the analytics behind CRM now help keep people on the same page with some much needed business intelligence.

Business automation and analytics are absolute “must haves” in your CRM environment.

Dream vacation spot: Hawaii (Kauai) Spring 2014 | 13

U R U RM CR G C G MU M C G U M R C G U G C G U M R M RM C G U M CR C U U U RM CR G C G MU G R C G U M R C G M R C G U M R U M R C G U M C G C UG MU RM CR G U R G M C G MU RM CR C UG U R C G UG M RM C G R C U R C U MU R C R G U G M R G U G M M C M CR C UG U RM CR G U M R C G U M G U M R C G U R CR G UG M RM C G M M C U R C U C UG UG RM R G C G M M R C M R C UG U RM CR G UG M RM C G U M U C U R C G U RM CR G C G MU RM C G U M R C G U G C G U M R M RM C G U M CR U R C G U M

user member showcase

The Heartbeat of the Company COMPANY: CLEAResult HEADQUARTERS: Austin, Texas INTERVIEWEE: Zara Kamruddin, CRM application administrator EMAIL: Zara.kamruddin@clearesult.com WEBSITE: www.clearesult.com YEAR ESTABLISHED: 2003 NUMBER OF EMPLOYEES: 1,200 MICROSOFT DYNAMICS CRM USER SINCE: 2011 NUMBER OF USERS: 700 CRMUG® MEMBER SINCE: 2013

14 | CRMUG Magazine

I

f there’s a theme that connects Zara Kamruddin’s personal philosophy with her job description at CLEAResult, it’s to not shy away from situations that many may find uncomfortable or overwhelming – or both – but rather to charge toward their very center.

In a previous job, she taught herself Microsoft Dynamics CRM because she thought it would help the sales team better track commissions. It did. Since then she’s worked with the technology at three other companies, a fact that caught the attention of CRMUG, which asked her to serve on a panel and lead roundtable discussions at this year’s Convergence. She’s nervous, but she also feels engaged. “I’m honored to be invited,” she says.

It would be equally nerve-wracking for many to work in the midst of such an extensive and diversified deployment of Microsoft Dynamics CRM. Zara, however, describes her job – and her life in Austin, Texas – with one decidedly nonnervous word: “Perfect.”

An Incredibly Customized Solution for a Complex Operation The composition of CLEAResult, an energy efficiency consulting company, is as complex as

the energy industry itself. It’s divided by segment – commercial, residential, industrial, institutional, and agricultural – and within each segment CLEAResult works with clients on a wide range of activities and initiatives with the goal of making energy consumption more efficient. CLEAResult offers some clients strategic counsel on how to best implement best practices in their geographic area; for others, it provides marketing support, energy assessments, benchmarking, and audits.

The company currently has 1,200 employees who work in 30 states plus Canada, adhering, in each location, to slightly different rules and regulations.

Microsoft Dynamics CRM was chosen before Zara joined the company in mid-2013 and is referred to throughout CLEAResult as Pulse.

“They wanted it to be the heartbeat of the company,” Zara explains. “Because we’ve acquired several companies, it was important to have all program data in CRM for the purpose of seamless tracking capabilities, project management, and transparency into everything. Our goal is to have as many program teams as possible tracking their progress in Pulse by the end of 2014.” (Pulse was a finalist for the Microsoft Technology Innovation award last year.)

In addition to general support, Zara’s focus is configurations and customizations. “The solution is incredibly customized,” she says. “There’s a very diverse range of things that we track within the system. We track how much our clients save by participating in our programs. This requires us to track things such as kilowatts, therms, water usage, and customer satisfaction scores. In every energy efficiency program, we can securely show what a client’s target for energy savings is and show how they’re tracking against our contractual goal.”

Zara says the benefits delivered by Pulse are considerable.

End Users have access to real-time performance data, which is the heart and soul of CLEAResult. “Our program managers access that on their dashboards,” Zara says.

Microsoft Dynamics CRM also played a major role in streamlining and automation of payment processing. “Our Incentive Processing Center (IPC) cuts rebate checks to participants in energy efficiency incentives,” Zara says. “The processing and payment are centralized in Pulse, which has made the entire operation dramatically more efficient. Before, we didn’t have a central processing function. Now we have a system with the flexibility needed for all of our programs to use it.”

Zara says that Microsoft Dynamics CRM’s mobile adaptability is also important. “We have custom mobile frameworks that can be used on mobile devices when energy auditors are visiting clients,” she says. “We have a whole team working on integrating mobile field tools directly into Pulse.”

A Good Creative Outlet Currently, Zara estimates that about 60 percent of the company uses Pulse. The goal for 2014 is to have 100 percent of the programs in the company using the system.

“We have a huge adoption campaign underway this year,” she says.

“We’re pushing Pulse integration and standardization company-wide, starting with our Pulse 101 class. From there we go into how it’s used.”

Zara is anticipating an unusually busy period, CRM-wise: In addition to the adoption campaign, she’s planning to upgrade to Microsoft Dynamics CRM 2013 in 2015. To ensure she and others have access to even more resources – including encouragement – CLEAResult recently upgraded its CRMUG membership to the Premium level.

Zara’s involvement with the group – like her use of the solution – predates her current position. “It’s a good creative outlet,” she says. “The two cents you can get from people who live in the CRM world are invaluable. It’s good to work with like-minded individuals, and it’s also good to be able to easily find resolutions to problems.”

Zara says her favorite part of CRMUG is the Collaborate site.

But she’s also a fan of in-person events such as Convergence, and of webinars such as “CRM Governance” and “Your Role as the Quarterback”, which she’ll be taking soon. “That’s exactly what I need to learn about,” she says.

CRMUG

“The two cents you can get from people who live in the CRM world are invaluable. It’s good to work with like-minded individuals, and it’s also good to be able to easily find resolutions to problems.”

Spring 2014 | 15

U R U RM CR G C G MU M CR G U M R C G U G C G U M R M RM C G U M CR C U U U RM CR G C G MU G R C G U M R C G M R C G U M R U M R C G U M C G C UG MU RM CR G U R G M C G MU RM CR C UG U R C G UG M RM C G R C U R C U MU R CR G UG M R G U G M M C M CR C UG U RM CR G U M R C G U M G U M R C G U R CR G UG M RM C G M M C U R C U C UG UG RM R G C G M M R C M R C UG U RM CR G UG M RM C G U M U C U R C G U RM CR G C G MU RM C G U M R C G U G C G U M R M RM C G U M CR U R C G U M

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BUSINESS PROCESSES NO-CODE CUSTOMIZATIONS

&

IN MICROSOFT DYNAMICS CRM 2013

by Richard Knudson

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icrosoft Dynamics CRM has developed a well-deserved reputation as a customization platform, and the most recent upgrade makes it easier than ever for non-technical Users to perform customizations and model their organization’s business processes.

In this article we will review three of the most important new techniques: business process flows, business rules, and real-time workflows.

Business Process Flows Business process flows provide a visualization of your business processes by placing special controls at the top of an entity form. A business process flow guides a User through successive stages of a process, with each stage containing one or more steps. As you can see from the following figure, a process flow is not only visually obvious, but it is also actually pretty hard to miss:

One thing that is not obvious in the figure is that process flows can span different record types. For example, the one you see here, available out-of-the-box in Microsoft Dynamics CRM 2013, proceeds seamlessly from a lead to an opportunity record when a User advances past the Qualify stage. This processcentric experience is dramatically different from the traditional form-centric one, and it is one of the most important characteristics of business process flows. Here are some others:

16 | CRMUG Magazine

» Fields can be required at a specific stage within a process. For example, in the previous figure, the Revenue field is required when a User reaches the Develop stage of the sales process.

This kind of field requirement acts as a stage gate: a User cannot advance the process stage until a value is provided. » Like everything else discussed in this article, the no-code design experience is accessible to business Users. The following figure illustrates the business process flow designer, opened to edit the sales process shown previously:

business rule, and the User experience for this example is illustrated in the following two figures: A Yes/No field, if set to Yes, causes the ROI fields to display:

Otherwise, they go away:

And as you’d expect based on the theme of this article, designing business rules is a reasonably simple, no-code experience: Designing a business rule to show the ROI fields:

And one to hide them:

» The default security roles in Microsoft Dynamics CRM 2013 reflect the intention that the designing of business process flows should be pushed out to business Users. For example, the sales manager role has all the security privileges required to create and activate business process flows. » Business process flows do not themselves support conditional branching or other kinds of business logic. But they can trigger automatic workflow processes when a User advances from one stage of a process flow to the next. » Multiple process flows can be made available for a single record type, and if they are, Users can switch between them. For example, one process might be intended for large or complex deals, and a different one for small or simple opportunities.

Real-Time Workflows Business Rules Microsoft Dynamics CRM 2013 business rules allow you to create a dynamic, responsive form experience for end Users: a business rule can make something happen on a Microsoft Dynamics CRM form in response to a User’s interaction with form fields. Based on one or more conditions, the following actions can be performed by business rules: » Show an error message » Set field values » Show or hide fields » Set field requirements » Lock or unlock fields Suppose your marketing department wants to track the return on investment (ROI) for marketing campaigns. Several custom fields have been added to the campaign entity and are displayed in a section on the campaign form. Then suppose marketing decides that ROI is only required for some campaigns, and if it’s not required, the fields should not be displayed. Something like this is low-hanging fruit for a

Microsoft Dynamics CRM 2011 had one kind of workflow process, which we referred to as “asynchronous”. Now in Microsoft Dynamics CRM, we have a choice between two kinds of workflow processes: background processes are the same as asynchronous; real-time workflows are brand new. You can specify which kind you want when you create a new workflow; you can also switch between the real-time and background options for existing workflows.

If you’re familiar with the workflow designer from previous versions, it will look pretty familiar in Microsoft Dynamics CRM 2013. As far as what a workflow process can do – in terms of the actions you can select in the step editor – there isn’t much difference.

But this superficial similarity masks the fundamental importance of real-time workflows, which in my view may be the single most important new feature. Here are four reasons they’re so important: » Users see results in real time. The results of a background (i.e., asynchronous) workflow usually take 15 to 30 seconds to show up. This lag makes them unsuitable for situations when a responsive User experience is called for. Background Spring 2014 | 17

workflows are great for automatic processes that don’t have a User experience, such as an auto-responder or a notification email. But if a User needs to see an immediate response, such as a calculated field on a form, a real-time workflow can make that happen. » All actions in a real-time workflow are part of a single transaction, so they can all be rolled back together.

Suppose a case resolution process, starts by sending a resolution email to a Customer, then later in the process the User encounters an error that prevents the case from being resolved. If that’s a real-time process, it can be rolled back, and the Customer never gets the email. But if it’s a background process, it’s too late: by the time the error condition occurs, the email has already been sent. This opens up a brand-new category of workflow process in Microsoft Dynamics CRM 2013 in which we can apply conditional logic to User attempts to delete records or to change field values or status, and if appropriate, display an error message and roll everything back. I covered an example of this kind of process in a recent article, “Conditional Field Requirements with Business Rules and Real-Time Workflows” (www.magenium. com/Techblog/2014/January/Field-Requirements.aspx). » Each instance in a series of consecutive processes is fully completed before the next instance is started.

There’s a certain type of business logic that depends on this, in which one instance of a process updates a piece of data that is required by the next instance of the process. One example is using a workflow for auto-numbering, explained in a recent article by Jukka Niiranen, “Auto-Numbering with CRM Workflows: Real-Time vs. Asynchronous” (http://niiranen. eu/crm/2013/12/auto-numbering-workflows-real-time-vsasynchronous/). Another is round-robin record assignment, to which I applied real-time workflow treatment in this article: “Round-Robin Workflows Real-Time vs Background” (www. magenium.com/Techblog/2014/January/Round-Robin.aspx#.

Uuse4LCA3nI). Trying to implement processes like these in Microsoft Dynamics CRM 2011 was a frustrating experience, because although the construction of our workflow processes was correct, the asynchronous tool we had wasn’t quite right for time-dependent (i.e., synchronous) jobs like these. » Real-time workflows triggered by record status changes, record is assigned, and fields change have before and after options. Unlike real-time workflows, background workflows always run after the triggering events, so the workflow engine only has access to the state of a record after something happened. When would you need to know about the before state of a record? Suppose you need to calculate a running total of actual revenue from opportunities to store in an aggregate field on account or source campaign records. With a background workflow, you can increment the running total when an opportunity closes, with a workflow triggered after the Actual Revenue field changes. But if a closed opportunity is re-opened, you can’t decrement the running total when an opportunity is re-opened, because the Actual Revenue field is already set to null, and you don’t know what it was before.

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Summing Up I’m already over the 1,200 word guidance provided by the good folks at CRMUG®, so I’ll sum up as pithily as possible.

Business process flows are to Microsoft Dynamics CRM 2013 what dialog processes were to Microsoft Dynamics CRM 2011: an entirely new construct, not comparable to anything available in previous versions. I can’t remember clients clamoring for the functionality, but I’m glad the product team added it; they’ve staked a claim to business process leadership, and I encourage you to explore how your organization can take advantage of business process flows.

Business rules are comparable to something we already had: functionally, business rules behave exactly like JavaScript; they are triggered by changes made by a User to form fields, and by form load events. Business rules have several limitations compared to JavaScript and are not intended as a replacement for form script. Here are some of the most important: » Limited conditional logic: within a single rule, all conditions are And conditions. (In the example above, that’s why we needed two business rules rather than one.) » Actions can only be performed against fields; sections and other form components cannot be controlled with business rules. » The formula editor contained in the business rule designer is somewhat limiting. For example, only one operation can be performed on a single line, so complex formulas can be difficult to implement. Another one goes into my pet peeves category: similar to the workflow designer, you cannot perform date math in a formula. So while you could subtract cost from revenue to populate a margin field, you could not subtract a record’s created on field from the process execution time to calculate a record’s age. » You can only access fields on the current record.

Real-time workflows are also comparable to plug-ins, a code-required technique previously available: they run synchronously rather than being queued up for later execution, and they can be run either before or after the core operation, as we discussed above. The way I think of it, the event model of real-time workflows is very similar to plug-ins; where they fall short is in the actions they can perform. For example, plug-ins can query data, perform arbitrarily complex calculations, and create records for almost any CRM entity, but real-time workflows are still limited by the actions available in the workflow designer.

Microsoft Dynamics CRM 2013 introduces a wealth of new features, and in this article I wanted to familiarize you with three of the most important. Business process flows are a brand-new construct, intended specifically as a visual container for the stages and steps of business processes. They don’t support conditional logic and don’t perform actions, but that’s the wheelhouse of the other two features we reviewed – business rules and real-time workflows. While each of these tools is intended for specific purposes, the more you use them, the more you will appreciate how complementary they are. I’m looking forward to hearing from you in the weeks and months ahead about how you’re applying them to solve your business challenges.

CRMUG Richard Knudson is a Microsoft MVP and is vice president of Microsoft Dynamics CRM practice at Magenium Solutions, L.L.C. He can be reached at Richard.knudson@magenium.com.

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this issue of CRMUG® Magazine. These words can be found in the grid horizontally, vertically, diagonally, backwards, and forwards. Submit your completed Word Find for a chance to win a

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B A N E M M E G A N A M R G D E L W O N K A T N P

U H S A S M L A B O L G A O B L A C K B K E S A S

S C S C T A I P A H C A W R T O K A D O S S R G A

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N A A A O A E L L N T T F L C L T A S N L C R M D

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Britta Scampton Business Processes CLEAResult Collaborate Community CRMUG Dakotas Global Branch Gorilla Glue Industry Knowledge Management Networking Professional Services Regional Chapter St. Louis Summit Tips and Tricks Users Webinars YPO

Spring 2014 | 21

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member in action Connecting Leaders with Peers COMPANY: Young Presidents’ Organization HEADQUARTERS: Irving, Texas INTERVIEWEE: Ty East EMAIL: Teast@ypo.org WEBSITE: www.ypo.org YEAR ESTABLISHED: 1950 NUMBER OF EMPLOYEES: 251 MICROSOFT DYNAMICS CRM USER SINCE: 2011 NUMBER OF USERS: 230 CRMUG® MEMBER SINCE: 2013

22 | CRMUG Magazine

WORLDWIDE A

s a network, the Young Presidents’ Organization, or YPO, is among the world’s most powerful. The main purpose of the nonprofit entity is to connect some 21,000 chief executives who lead companies that collectively generate $6 trillion and employ 15 million people in more than 125 countries.

Ty East joined YPO two years ago at the organization’s headquarters in Irving, Texas as a CRM technical developer, bringing with him experience working with Microsoft Dynamics CRM, which YPO had recently deployed when he was hired.

“There are lots of leadership associations,” Ty says, “but YPO only lets the top person in.” Indeed, one of the many fairly stringent qualifications for membership is that the person be a CEO, a founder, or a president.

There are many benefits to the “presidents only” membership policy. “It provides a safe haven for CEOs,” Ty says. “Our members are dealing only with their peers – leaders of other companies. They’re not distracted by someone trying to sell something.”

Being in the top position is only one of the qualifications for membership. Other requirements draw on an organization’s size, scope, and compensation. For example, a company must either have at least 50 regular employees or have as few as 15 provided that the collective annual compensation of those 15 employees is at least $2 million. If a company is in sales, services, or manufacturing, annual sales must be at least $12 million; businesses organized as agencies must have annual fees and commissions of at least $9 million.

As for the word “young,” the number 45 has lost a bit of its former sting. “It used to be that when you turned 45, you were thanked for your membership and were no longer part of the organization,” Ty says.

But then the World Presidents’ Organization – referred to as the next chapter – was formed. When YPO members turn 50, they transition into the WPO. The focus on youth goes back to the organization’s founding in 1950, when a young man discovered he needed counsel on running the family business he’d just inherited. “One of the reasons the focus has stayed on that age range is that typically people who come into CEO roles at that point in their careers face challenges that are different from CEOs of larger companies who have typically learned the ropes as they worked their way up,” Ty says.

International Footprint, Local Value Ty says that YPO’s real value shines through not at the headquarters in Texas but at each of the 400 chapters located around the world, on every continent except Antarctica. Many of the chapters have additional, and in many cases more rigorous, requirements for membership.

Chapters, which are their own legal entities and typically employ an administrator, range in size from 16 to 400 members. Similar to a Microsoft Dynamics CRM User group, each chapter has officers who usually serve a term of one year to guide the chapter. Once a CEO is accepted into a chapter as a member, he or she then becomes a member of a forum, which are smaller, more intimate groups of members where conversations are governed by the strictest codes of confidentiality.

Many YPO offerings aren’t surprising. There is an annual global leadership conference, continuing education opportunities, and a wide range of online learning and networking activities. Then there’s what Ty calls the “family side of things,” which provides CEOs, their spouses, and their children with unique – or at the very least unusual – bonding activities. “These include family trips to Disneyland or backpacking adventures in South America,” Ty says. “We strive to create and offer ‘only in YPO’ events.”

Sharing CRM Experience and Insight With more than 21,000 members from around the world, keeping records organized is no small task. A little more than four years ago, YPO deployed Microsoft Dynamics CRM, which keeps members’ information (including renewals and member demographics) organized and up to date. The sales functionality handles new member development; the marketing side of Microsoft Dynamics CRM, Ty says, is currently used lightly, mostly for segmenting members. The services component is used to manage support issues members occasionally encounter within the YPO portal, which Ty describes as similar to a LinkedIn profile for both individuals and chapters.

Ty, no stranger to the value of peer-to-peer networking, makes sure YPO gets the most value out of Microsoft Dynamics CRM by not only participating in User group activities, but also by chairing the Dallas area Chapter of CRMUG. In fact, his membership in the organization predates his position with YPO. “The Chapter quieted down a bit, but we’re getting it geared up again,” he reports. Meetings have gone from quarterly to the second Wednesday of each month, and attendance is up to 18 to 20 Members per meeting. “It’s great to see a new product and how it’s used,” Ty says, “but the best thing is being able to go up to someone and say, ‘hey, we’re doing something new’, tell them how we’re doing it, and then ask if they see any potential problems. The people who attend our meetings are always willing to tell you what problems they think you might run into. That’s how they share their experience, and it is extremely valuable.”

CRMUG

Spring 2014 | 23

t&t

TIPS & TRICKS

Microsoft Dynamics CRM 2013 Business Process Tips and Tricks

by Jason Lattimer

Automation Using Fields in the Process Bar Business rules you create will be applied to fields regardless if they are on the body of the form or in the process bar at the top of the page. JavaScript can also be applied to fields in the process bar, but in order to make this possible, you will also need to include the field in the body of the form. Create your JavaScript events like you normally would, and they will get applied to the corresponding fields used in the process. If you don’t want the field displayed on the form twice, go ahead and hide the one in the body.

Import Directly into a Business Process You can import records into a specific business process and stage with a little effort. Before you can do this, you’ll need to find the unique identifier for each. The easiest way is to create an advanced find of existing records in the same process/stage that includes the “Process” and “Process Stage” fields. Once you’ve got the values, you can use them in your import file.

CRMUG

Control Which Business Process Gets Loaded by Default Use a combination of the order your processes are displayed in along with security roles to determine which business process gets used by default on new records. Order your process so that ones with specific security role requirements are at the top. If a User doesn’t have one of the required security roles, the next form in line will then be evaluated.

If you don’t use business processes on an entity, you can remove the entire process bar by deactivating any processes that include it.

24 | CRMUG Magazine

Jason Lattimer is CRM development consultant at Ledgeview Partners.

A Microsoft Dynamics CRM MVP, he can be reached at Jlattimer@ ledgeviewpartners.com or 920-560-6887.

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TOP COLLABORATE DISCUSSIONS onversations are always flying on CRMUG® Collaborate, and we thought it would be fun to look back at some of the top discussions from the last quarter. If you’d like more information on any of these topics, log on to CRMUG Collaborate (http://community.crmug.com) to read the full conversation.

C

The postings following this will give you all access not only to the steps we use to accomplish this, but also the discussions around those decisions. If you have anything to add as we progress, please chime in. Again, thanks to Adam Vero for the time and effort he has volunteered to provide to this little endeavor.

Glen Wolinsky | lead applications developer | Miller & Martin PLLC

Best Way to View Emails for Cases

Static Data Deployment

12 Replies Hello, I am trying to find a simple way to view emails under a case.

We are using the Outlook CRM add-in and have many emails that get related to cases using the “set regarding” feature. The closed activities view under cases is not very helpful.

Basically I’d like to see a view of emails for a case that looks like Outlook. I went to customize a view but was not able to link the activities entity and email entity (which contains the key fields I want to see).

When I created a view using the email entity, it didn’t show as an option for view activities.

Can someone suggest how I approach this? Thanks in advance, Jeremy Hutner | senior technical project lead CRICO Strategies

12 Replies I am new to Microsoft Dynamics CRM, and I am in the process of creating/implementing our first CRM-based system. I have done quite a bit of customization on the dev server, and I am ready to move these to a test server for testing and training. Eventually, of course, I will deploy to a production server.

I understand that I can “package” my customizations into one or more solutions and then import them into the other servers. However, there are some custom entities that have very static data in them and the GUIDs for the data need to be constant across all the systems.

The data represents Departments, Practice Groups, and Matter Types (we’re a law firm). These are static items but had to be put into entities rather than option sets since they are interrelated.

I remember from either Summit 2013 or Convergence 2013 a seminar or discussion where someone metioned a tool/method for moving static data between systems. I’ve looked through all my resources from both conventions but can’t find anything on that in my materials.

Can someone point me to a good resource/solution for this? Thanks, Glen Wolinsky | lead applications developer | Miller & Martin PLLC

HOW TO: Sequester Data Using Team Ownership 12 Replies The “HOW TO” portion of the title to this discussion is not only a factual representation of the intent, but also a statement of hope that I can get this to work. Adam Vero of Meteor IT Ltd in the UK has been assisting me, via this community, in an effort to get this working.

After my lack of success trying to get this to work in our currentlyloaded dev system, I decided to wipe the data from that system and start this design from scratch. Adam has graciously agreed to help me step through the setup of this feature, and we will post the steps and progress here on this discussion for all to benefit.

The Scenario I have been working on a solution to a feature-need that we have in our law firm. That is the need to “hide” some data in order to build what we call “Ethical Walls” to avoid conflict of interest and even HIPAA problems. Basically, certain ClientInfo (custom entity) records and their child Matter (custom entity) records would be “owned” by a team specifically created to own those records. Only Users who are members of that team would be able to see those “team-owned” records while the remaining population of Users would not.

28 | CRMUG Magazine

Best Practices for Development 11 Replies Greetings, We are newer to using Microsoft Dynamics CRM and are doing much of our development in-house. We are looking to get some best pratices regarding how to develop new features and functionality and then roll them out. We are struggling with the technical aspect of moving items from our development environment to our production environment. Any tips and tricks that can be provided would be much appreciated. Thank you, Tina Moore | business analyst | First Bank Financial Centre

TOP COLLABORATE DISCUSSIONS Orange Spot Icon Appearing in Contacts Default Public View with Microsoft Dynamics CRM 4.0 11 Replies Hi Microsoft Dynamics CRM brain trust! One of our Users is encountering an odd phenomenon, and I’m hoping someone may be able to shed light on the cause. We use Microsoft Dynamics CRM 4.0 on-premise. A few days ago, one of our Users suddenly had an orange dot icon appear to the left of every single one of the contacts listed in the Default Public View for contacts. No other Users had this happen. I did a search of postings in this community and on the Microsoft Dynamics CRM community to try to learn what the orange dot means, but to no avail. Our Microsoft Dynamics CRM integration Partner suggested the dot signifies “presence” of the contact on an IM application, but this does not seem correct. The User does not have an IM application installed, and it would be unlikely that every single one of 7K+ contacts would all be online and available for IM. The User’s CRM functionality does not seem to have been otherwise impacted in any way.

I have attached a screenshot.

Anybody have any idea what the orange dot means and why it suddenly appeared for just one of our Users? Thanks!

Roger Paulson | practice director, CRM University of Wisconsin E-Business Consortium

Contact Search Options 10 Replies Hi Everybody, This is my first post, as my organization just signed up today. If I’m posting in the wrong area, or if there’s an existing post I could benefit from, please let me know.

I have a group of 10 employees that work with Person/Company contacts all day long. Combined they search for 1000+ contact records a day. We’re an international organization and have a 500,000+ contact database. A lot of our contacts have diacritics in their name, which requires creative use of wildcards in the quick search box.

My question is, has anyone developed a method or found a thirdparty add-on that makes use of the “contains” operator right from the quick search box?

I’ve been using filters, which seem to work a little better at returning results, but I have to imagine there are utilities that will make life even easier. Any help is appreciated. Thank you, Paul Brainard | manager, customer & data services | SPIE

Microsoft Dynamics CRM/Microsoft Dynamics NAV Integration 9 Replies We’re upgrading from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics 2011 (on premises) and soon will update Microsoft Dynamics NAV to its latest incarnation.

Does anyone know of any good resources for connecting the two?

We want data like Contacts, Accounts, etc. to be synced between the two.

With 4.0 we briefly had a Microsoft Dynamics NAV/Microsoft Dynamics CRM connection that worked. However, it failed (only my IT guy knows why), and we’ve been dealing with a broken system for quite some time.

Any input will be appreciated!

Heather Allman | communications director | AMS Controls

Why Has Our DB Grown So Much Since We Upgraded to Microsoft Dynamics CRM 2011 On-Premise?

9 Replies Before we upgraded to Microsoft Dynamics CRM 2011 from Microsoft Dynamics CRM 4.0, our database was around 24GB. We’ve been on Microsoft Dynamics CRM 2011 for a year now, and our database is around 75GB. We have not imported any records or had any significant changes in how much data is being entered or integrated into Microsoft Dynamics CRM over the past year. Our asynch table has around 800,000 records. But it has stayed around that number since we upgraded. We have a weekly job that deletes eligible records from the asynch table. Is it normal for the Microsoft Dynamics CRM 2011 database to be so large and to grow so much in such a short period of time? If not, does anyone have any ideas about what could be causing this? Thanks!

Holly Myers | programmer analyst | Moog Components Group Ltd

Export for Re-Import Error 9 Replies I have been using the Export for Re-Import function in Microsoft Dynamics CRM 2011 for 15 months and have never had any issues.

However, yesterday I did an Export for Re-Import of 29,000 rows (~22 MB) and am getting the error of “The import file is too large to upload”.

Does anyone know...

What is the actual size limit?

Is there a setting for which I can increase the limit? Thanks Karl Ebert | manager CRM | ARC (Airlines Reporting Corporation) CRMUG Spring 2014 | 29

5

MINUTES WITH CRMUG’S VOLUNTEER OF THE QUARTER

Who is a person who interests you on Twitter/Facebook/LinkedIn right now?

Brian Solis. His research into the disruptive technology of social media and the age of the connected consumer are fascinating. Start following @BrianSolis; you won’t be disappointed.

On my desk right now are…

Vision flow charts, chicken scratch notes, and mockups for my upcoming projects: User adoption metrics, tax form analysis, and data-driven meeting content, just to name a few. We have been anxiously awaiting our upgrade to Microsoft Dynamics CRM 2013, and now that we are upgraded, I am in full research and development mode.

My 3 goals for 2014 are… » Use CodePlex on at least three projects. » Integrate Microsoft Dynamics CRM with Laserfiche, our document management solution. Both are built on SQL and have robust workflow engines. The opportunities are endless. » I’ve been working on a book of workflows for the ultimate beginner. I would love to finish it this year.

CRMUG® couldn’t be more thrilled to have Britta Scampton, systems design engineer for BGM TruNorth Wealth Partners, as a CRMUG Member.

What I do when I’m not at work…

My life outside of work is pretty laid-back. My husband and I bought our first home last year, and so far home ownership has been full of lessons like, “How to fail gloriously at gardening,” and “Converting your southern husband into a snow plowing champion.” When I’m not working on the house, I enjoy reading and the contradictory pastimes of running and baking.

Britta defines “servanthood” and paying it forward, contributing to a weekly workflow-focused blog on CRMUG Collaborate, taking on leadership of the Minneapolis Regional Chapter, and presenting at CRMUG Summit 2013 and Convergence 2014.

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The best advice I ever received…

My mom said, “Britta, you will never be ready.” Out of context those words may not seem very uplifting, but I count them as the most inspiring words I have ever heard. So much of the knowledge that we need in life is gained through experience. If we wait until we feel completely ready to take a risk, we miss out on important opportunities for growth. I know that as I embark on several anxiety-provoking new things this spring, I will hear her voice in my head saying, “Britta, you will never be ready, so just go do it.”

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Visit us at Booth #343 CONVERGENCE 2014

U R U RM CR G C G MU M C G U M R C G U G C G U M R M RM C G U M CR C U U U RM CR G C G MU G R C G U M R C G M R C G U M R U M R C G U M C G C UG MU RM CR G U R G M C G MU RM CR C UG U R C G UG M RM C G R C U R C U MU R C R G U G M R G U G M M C M CR C UG U RM CR G U M R C G U M G U M R C G U R CR G UG M RM C G M M C U R C U C UG UG RM R G C G M M R C M R C UG U RM CR G UG M RM C G U M U C U R C G U RM CR G C G MU RM C G U M R C G U G C G U M R M RM C G U M CR U R C G U M

microsoft member showcase

Param Kahlon Param Kahlon

P

aram Kahlon is with the Microsoft Dynamics CRM R&D program management team and is responsible for product strategy, defining the solution’s roadmap and requirements, and then working with the development and test teams to bring User requirements to fruition. In total, he’s been building various CRM products for 14 years, giving him a well-rounded knowledge base across various experiences.

CRMUG®: Your team is responsible for developing Business Process Management (BPM) in Microsoft Dynamics CRM 2013. Tell us a little about how you went about that.

Param Kahlon (PK): We listened to our Users and Partners. We heard two key things. First, CRM processes are dynamic. The way companies target, market, and service Users is always changing. Our Users wanted a solution where they could easily model a changing process.

Second, once changes are made, Users wanted to make sure their team is able to complete their tasks easily and in a guided way. They wanted an intuitive interface for their end Users so they don’t have to go through any training. They didn’t want to invest a lot in change management.

The business process feature addresses both the needs. It is easy for business analysts to model a dynamic process and make quick changes to it. It is very intuitive for the end User. It suggests the next steps a User should complete. It is also a very good tool to rapidly train new employees for businesses that have high-employee turnover or for contract employees.

CRMUG: What type of feedback have you received from Users?

PK: It’s really been outstanding. Users love the simplicity of the interface. The end Users naturally think about their work as a process. Many Users who have evaluated this feature have said that this is one of the main reasons they’re upgrading to Microsoft Dynamics CRM 2013 or selecting

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Microsoft Dynamics CRM as the solution if they are not a current User.

CRMUG: What’s next for your team?

PK: If you look at Microsoft Dynamics CRM 2013, I like to say there are three to five key areas we invested in, and business process framework was one of them. Another was a renewed User experience, leading the frontier of the superior usability. We also made investments in our mobile client and many improvements within the platform to enable Users to easily extend the functionality we offer. We also have contextual inplace collaboration through Yammer.

We want to continue to make improvements in all of these areas. We are the best, most usable CRM software in the market, and we want to stay that way.

CRMUG: And how will you stay that way?

PK: People want to use and consume data and processes. The business process functionality is already available on mobile devices. We’re working with key Users and Partners to learn some of the things they like about the product as well as what they wish it had more of.

We’re looking at making the process designer more graphical and supporting actions in processes.

We’re enhancing customer service and marketing capabilities, including the ability to manage complex entitlements and compliance tracking. We’re looking at improvements around integrated marketing management, where Users can more efficiently design and execute campaigns, drag-and-drop interface for campaign workflows, and lead scoring to route the right leads to sales.

We also recently acquired Parature, a customer service application that gives us the ability to manage customer self-service and incorporate knowledge management. We’re committed to helping Users deliver better customer experiences.

Want to get started with your business processes using some industry best practices?

Visit www.microsoft.com/en-us/dynamics/crm-customer-center/business-process-solutionsavailable-for-download.aspx for a free starting point.

Finally, some companies need help defining a best practice process.

To that point, we’ve defined some industry best practice processes (see above for link).

CRMUG: What advice do you offer to a User that is looking to improve their business processes?

PK: The hardest part is really understanding what their processes are and coming to agreement on that.

Once you get past that stage, the actual modeling in the tool is quite easy. It’s often an “a ha” moment when they see that business process framework meets what they need to do and helps to justify the business case.

CRMUG

find the

logo C

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Congratulations to our Winter 2014 contest winner,

Todd Brotzman from Shelby Systems, Inc.! Todd found the logo on page 17 of the Winter 2014 issue of CRMUG® Magazine. Let’s play again. Hidden somewhere between the covers of this magazine is our CRMUG logo. Can you find it?

While our logo shows up throughout the magazine in conventional spots, it’s hidden in only one place.

When you’ve found it, send an email to Logocontest@crmug.com with an explanation of where and on what page it’s at. We’ll choose a winner at random and will highlight him/her in the next issue of the magazine.

EASTERN US Alabama (Birmingham) Carolinas (Charlotte, NC) Florida (Ft. Lauderdale) Florida (Jacksonville) Florida (Tampa Bay) Georgia (Atlanta) Mid Atlantic (Wash., DC) New England (Boston, MA) New York (New York City) Ohio (Cincinnati)

Ohio (Cleveland) Ohio (Columbus) Pennsylvania (Philadelphia) GLOBAL Austria Australia (Brisbane) Australia (Melbourne) Australia (Perth) Australia (Sydney) Canada (Vancouver, BC)

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G U M C R R G C G MU M CR C UG U RM CR G C UG MU R M R C G U M R C G U M R C G U M R C G U M R C G U M R C G C UG MU RM CR G UG M RM C G U MU R G U M CR C UG U RM CR G G M R

C G C UG MU RM CR G UG M RM C G C U MU R G U R G M C G MU RM CR C UG U RM CR G C UG MU RM CR G M C G U M R C G U M RM C G U M CR C UG UG RM RM C G M C G UG M RM C U C G U RM R R C UG U R

CRMUG: When you’re talking with Users, how well versed are they in terms of their business processes and what they want to see?

PK: It really varies. Most of the time the people who are running the business have a pretty good understanding of what they want the process to be, but it’s rarely documented. In order to execute business process framework, they need to write down their processes, get consensus, and roll it out.

Some companies can’t agree on the common framework for processes. Their different business unit processes could be very different from a “standard” process. The business process framework can accommodate that, too, and have different processes by different roles and/or business units.

Spring 2014 | 33

t&t

TIPS & TRICKS

Tips for Working with Entities ew requirements are abundant in organizations; companies are always looking to improve something they already have or add something new. When receiving new requirements, evaluation is key to providing the best solutions and making sure you are not creating Entities when they are not necessary. Complete planning by following these steps: » Evaluate the requirements provided. » Understand fully the concept before planning out how to build. » Ask questions; make sure the solutions that you are providing really fit the need. » Keep things simple; try not to over-engineer solutions.

Once you completely understand the requirements, you can start to determine the best solution. For most requirements, one of the following is going to take place: » You will continue using an existing Entity – this could be the addition of fields, relationships, or workflows to improve process flow. » You will use an Entity that comes with Microsoft Dynamics CRM that you haven’t been using in the past. Most organizations are not using 100 percent of their CRM systems, which means there may be Entities in your system that you are not using that fit your requirements. » Create a new Entity. If the concept is totally new, involves a oneto-many relationship, and/or involves many relationships, a new Entity may make the most sense.

Once you have determined the best solution, you can then go to work. As an administrator, you will be able to complete any of the three items indicated above by going to your solution or customizations.

There are a number of things you will need to know in order to start building your solution: » What should the name of the Entity be? » What modules should it reside on, if any, and can a User access it from navigation or only from Advanced Find or other Entities? » What fields need to be created, and what type of fields do they need to be? Do they have specified values? For example, are they currency, dates, or yes/no fields? » What relationships need to be created? Both one-to-many and many-to-one relationships will need to be thought through. » What fields should reside in your system views, and do any new specified system views need to be created? » What fields should be searchable from the new Entity?

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34 | CRMUG Magazine

» How would you like the form to look? Do you want fields in different sections or tabs, and does one or more form need to be accessible to different types of individuals in the organization?

Example: Adding an Entity to store State and Country values:

Last, but not least, always try to follow best practices. Here are several identified best practices when dealing with Entities: » Always plan ahead to reduce changes and re-work. » Validate that creating a new Entity is necessary to keep maintenance low. » Plan out your fields; once the type is picked and schema is created, it can’t be changed. » The Name field is system-required and always comes with new Entities; either use it or make sure you remove “required” and make “not visible”. » Be careful with changing display names; changing field names is a best practice to prevent confusion with your Users. » Always go through and make fields unsearchable that you are not using to also prevent confusion. » Always update views with relevant fields. » Always validate that relationships are set up correctly and displayed correctly. » Always test in a test environment before moving to production (if you can).

CRMUG For more information, visit http://community.crmug.com >> Special Interest Groups and enter “CRMUG SIG: Administration - The Basics of Entities” in the Search field.

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TOP A

OF

THE

BEST 2013

10 CRMUG WEBINARS

s a way to wrap up some of the amazing success and incredible programs our presenters and Members shared in 2013, CRMUG® is excited to release our Top 10 webinar and Special Interest Group (SIG) recordings from 2013. Log on to www.crmug.com to check out these Member favorites.

Thanks to all the volunteers who helped deliver outstanding programs in 2013! We look forward to many great sessions in 2014.

1 2 3 4 5 6 7 8 9 10

SIG: CRM Admin & IT Support (Using Connections in CRM 2011) (January 2013)

Summit 2012 Encore: 50 Tips in 50 Minutes (January 2013)

xRMUG Webinar: Making CRM 2011 Javascript Development Easier, featuring Gayan Perera (May 2013)

SIG: CRM Administration – Customization Tips & Tricks (July 2013)

SIG: Business Intelligence/Reporting – Custom CRM Reports using Visual Studio/SSRS (August 2013) SIG: User Adoption – The Top 4 Things Every CEO Should Know How to Do in CRM (July 2013) SIG: User Adoption (Best Practices in Organization & Change Management) (May 2013) SIG: Business Intelligence/Reporting (Getting Started with the Report Wizard) (April 2013)

SIG: Administrator and IT Support – The Basics of Entities (November 2013)

xRMUG Webinar: Performance Troubleshooting Tips & Tricks Featuring Chris Cognetta (August 2013)

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M R C G UG M RM C G U G MU RM CR C UG U RM CR G C C G UG M RM C G U M R R U R C G U U MU CR CR G UG M RM C G G U R C G M M C M CR C UG U RM CR G C UG MU U M R C G U M R C G G U M R C G U M R R CR G UG M RM C G U MU M C G M C R C UG U R C UG UG RM RM C G MU M CR R C M R C UG U RM CR G C UG M G M U R G M U R C C C G U MU R CR G UG M R U RM CR G C G MU M CR C UG G U M R C G U M R C G M C G U M R M RM C G U M CR C UG UG U M R C U G M U R CR G R G C G MU M CR C UG U RM M R C G U M R C G U U M R C G U M R C C G C UG MU RM CR G UG M RM R U G M C G MU RM CR C UG U RM CR G C C G UG M RM C G U M R R C C G U U R U MU R CR G UG M RM C G G G MU M CR C UG U RM C C M R C G U M R C G U U M R C G U M R C G C G C UG MU RM CR G UG M RM R M RM C G U M CR C UG U R C G U C UG UG RM RM C G MU M CR R C M R C UG U RM CR G C UG M G U M G U M R C

learn academy corner

New for 2014: Black Belt Training Program

T

he CRMUG® Academy Administrator Black Belt Training is a structured, four-course series for Microsoft Dynamics CRM administrators and super Users. The series is designed to help you master the art of administrating, configuring, and adapting Microsoft Dynamics CRM. Administrator Black Belt Training aims to empower administrators and super Users to “own” their successful implementation of Microsoft Dynamics CRM and provide front-line support to business Users. CRMUG partners with expert consultants and dedicated trainers to deliver this outstanding online training to Members from all types of organizations, from small businesses to large enterprises.

At a glance, here’s how it works: » It’s a series of four 3-hour training courses that mix theory and real-world, hands-on practice » Start with the Blue Belt course, and build your skills as you work your way through the Purple Belt, Brown Belt, and finally to the Black Belt course » Each course ends with an online lab and test for students » Each student must successfully complete and pass labs and tests to proceed to the next belt

Visit www.crmug.com/crmblackbelt to see the complete schedule of Black Belt Training Series courses, along with pricing and registration information.

Mastering Microsoft Dynamics CRM is easier than you think with Administrator Black Belt Training from CRMUG Academy. Enroll today!

CRMUG

Spring 2014 | 37

U R U RM CR G C G MU M C G U M R C G U G C G U M R M RM C G U M CR C U U U RM CR G C G MU G R C G U M R C G M R C G U M R U M R C G U M C G C UG MU RM CR G U R G M C G MU RM CR C UG U R C G UG M RM C G R C U R C U MU R C R G U G M R G U G M M C M CR C UG U RM CR G U M R C G U M G U M R C G U R CR G UG M RM C G M M C U R C U C UG UG RM R G C G M M R C M R C UG U RM CR G UG M RM C G U M U C U R C G U RM CR G C G MU RM C G U M R C G U G C G U M R M RM C G U M CR U R C G U M

isv partner member showcase

Assistance Software

A

COMPANY: Assistance Software INTERVIEW: Martijn van der Hoeden, founder and CEO WEBSITE: www.assistancesoftware.com HEADQUARTERS: The Netherlands PHONE: 312-436-0104 EMAIL: Martijnvanderhoeden @assistancesoftware.com ESTABLISHED: 1993 CRMUG® PARTNER MEMBER SINCE: 2013

ssistance Software got its start specializing in the professional services industry. The company joined the Microsoft ISV community with Microsoft Dynamics CRM 4.0, and today its core offering is Assistance PSA, a professional services automation tool that is embedded directly into Microsoft Dynamics CRM. CRMUG: What makes Assistance PSA different than other professional services solutions?

Martijn van der Hoeden (MV): There are all sorts of solutions for professional services companies, but ours is the only one that lets them stay within Microsoft Dynamics CRM and let an opportunity flow into a project for which they can then do time entry. More than 5,000 Users are using our solutions, which is sold through a network of around 160 Partners.

We’re a true ISV, committed to development and support with implementation done exclusively through those Partners. We’re also a member of the professional services industry advisory board at Microsoft and have the only xRM solution that is part of that board.

CRMUG: Is your solution available with Microsoft Dynamics CRM Online?

MV: Yes. It’s a managed solution, so it’s certified for Microsoft Dynamics CRM Online as well.

Each quarter our new release is available for download from our website. The nice thing about that is Users can upgrade each quarter or they can skip versions, upgrading only once a year if they so choose. One note…if you move to Microsoft Dynamics CRM 2013, you will need to upgrade to

our latest product so the two are compliant with each other.

CRMUG: Tell me a little about the features that you recently released.

MV: We’ve incorporated more business process capabilities, using Business Process Management in Microsoft Dynamics CRM 2013, so Users can formally close opportunities, and then the Microsoft Dynamics CRM screen changes to the Assistance PSA project screen where the User will see the steps needed to create the project, including identification, setting up a project name, type, entity, stakeholders, project manager, and supervisor, and then finally recording the financial information. Using the flow from Microsoft Dynamics CRM 2013 has created a seamless experience in the project.

We also have a mobile solution for time entry for Windows Phone and iPhone. When you start the app, time is running on your phone via the stopwatch. You then select a project, and your time is automatically tracked in Assistance PSA. You can install this app from the Windows or iTunes store, but you need to have Assistance PSA installed to make it work.

Another feature is Assistance HR, which gives people on the project side of the business a fullblown resource management solution that enables Users to extend Microsoft Dynamics CRM with educational profiles, conversations, reviews, and more, making the whole experience in Microsoft Dynamics CRM complete.

We have a portal for Assistance PSA and Assistance HR so that they work seamlessly together. A benefit of that is that a User can

For Professional Services

38 | CRMUG Magazine

“Nothing seemed to provide what I was looking for – then I found Assistance PSA.” Barry Parkinson, director of IECL

request a vacation day in the portal, and when it is approved in the HR portion, that person can’t be scheduled for a project on that day on the PSA side.

CRMUG: That’s a pretty great list of features. What do Users like most about your solutions?

MV: They like the User interface. They’re always working in Microsoft Dynamics CRM and really have a 360-degree view of their Customers as all information is available on the account side of Microsoft Dynamics CRM. Another great selling point is the integration with Outlook. Most of our clients are highly-skilled professionals – not bookkeepers – and they want to do a great job in providing a valuable service to their Customers. They love that it looks like Outlook and that they can use

it on any device. That’s what makes us unique in the CRM space.

CRMUG: What do you like most about the Microsoft Dynamics CRM community?

MV: We’re privileged to have great relationships with Microsoft team members such as Bill Patterson and Bob Stutz. We know early on about changes and improvements, which allows us to be better at what we do and make sure our products are ready for the changes that are coming. We also see that Microsoft listens to our feedback.

One example of that is the license structure changes as of late. We had quite a bit of influence there with PSA as there are a lot of people who just need to get in for time entry, which would just require a basis User license. Now with Microsoft Dynamics CRM 2013, that basic User type exists.

CRMUG

NAME THAT PHOTO CONTEST

FOR USERS BY USERS

14 on !

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CRMUG Collaborate: Are you in?

The CRMUG® Summit photo booth was hopping! What would you

magazine

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FALL2013

based on this image?

Simply email your submission to Captioncontest@crmug.com. The winning submission will be printed tampa

CRMU CRMUG CRM MUG Summit S 2013 Tampa!

Sessions ʁ Success ʁ Sunburn Tips

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in the magazine’s next issue.

TWENTYONE TIPS & TRICKS YOU DON’T WANT TO MISS

CRMUG.COM

Spring 2014 | 39

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info@QGate.co.uk

industry showcase

Professional Services: Serving You and Me with a Smile F

rom accounting to real estate, these CRMUG® Members make sure their clients have the right tools, resources, and advice to be successful in what they do…oh yeah, and they do that all with a huge smile on their faces. Ahh, isn’t great customer service wonderful?!?

THE DAVEY TREE EXPERT COMPANY Kent, Ohio The Davey Tree Expert Company is a full-service tree care company serving the U.S. and Canada.

Whether it’s pulling together resources to respond to a storm, eradicate an invasive pest, or calculate the value of tree resources, Davey’s national reach and diverse service capabilities are unmatched in the industry.

CH2M HILL Englewood, Colorado As a global leader in consulting, design, designbuild, operations, and program management, CH2M HILL helps its clients build a better, more sustainable world. From major sewerage programs in London and Abu Dhabi to super cleanrooms in China, from nuclear cleanup in Scotland to major highways and airports in the United States, CH2M HILL’s project experience is as diverse as the world itself.

I.S.K. INDUSTRIES INC. Rolling Meadows, Illinois I.S.K. Industries Inc. is the Midwest’s premier manufacturer’s representative firm specializing in sales and marketing to industrial/ MRO, construction/rental, fire/rescue, utility, food processing, and consumer market channels. Since 1928, I.S.K. Industries has built its business on strong relationships, solving customers’ problems, and providing lasting solutions.

MILLER & MARTIN PLLC Chattanooga, Tennessee Since 1867, Miller & Martin PLLC has helped businesses and individuals achieve their goals practically and efficiently. Today, Miller & Martin is a leading southeastern law firm with attorneys in three offices helping a wide range of clients from individuals to multi-national corporations.

As a full-service firm with multiple practice groups, Miller & Martin can address virtually any legal challenge.

TMNG GLOBAL/ CARTESIAN Overland Park, Kansas TMNG Global has provided professional services in the communications, technology, financial services, and digital media markets for more than 20 years. As a premier professional services firm, TMNG’s mission is to ensure its clients receive the best forward-looking business advice, are equipped with the right tools, have the resources necessary to manage risks, and are positioned to achieve their corporate goals.

SURTERRE PROPERTIES Orange County, California Surterre Properties is a luxury, boutique, and residential real estate firm. Surterre is the only residential real estate company with its own in-house ad agency and has won more than 20 national and international awards for its real estate campaigns. Surterre’s highly experienced, proven successful, locally based agents are dedicated to delivering personalized client service and results.

PLANTE MORAN Southfield, Michigan Plante Moran is the nation’s 13th largest certified public accounting and business advisory firm, providing clients with financial, human capital, operations improvement, strategic planning, technology selection and implementation, and family wealth management services.

DIXON HUGHES GOODMAN LLP Charlotte, North Carolina As the largest CPA firm based in the southern U.S., Dixon Hughes Goodman LLP combines deep industry experience, comprehensive accounting and advisory services, and a strong commitment to personal service to create customized accounting services for its clients.

JONES LANG LASALLE Chicago, Illinois Jones Lang LaSalle is a financial and professional services firm that specializes in commercial real estate services and investment management.

They are in business to create and deliver real value through commercial real estate for clients, shareholders, and their own people.

Spring 2014 | 41

Registration Now Open!

October 14-17, 2014

America’s Center - St. Louis, MO Optional Pre-conference Training - Oct 13-14

Experience It!

(xperience CRM8* 6ummit , tKe ultimate learninJ and netZorNinJ event for tKe Microsoft Dynamics® CRM community.

Experience Learning. Focused, interactive sessions offer valuable content for all Dynamics CRM users, no matter your product version or experience level.

Experience Networking. %eneÀt from tKe real Zorld expertise of otKers in your role, your industry, or ZitK similar Joals.

Experience It Together. 7Kere·s more to CRM8* 6ummit tKan one

person can soaN in alone attend ZitK your teammates and Jo Kome ZitK actionable solutions and ideas

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Introducing The List MOBILE

Now you can get The List To Go!

Search for the products and services you need with the new Mobile version of The List! Add it to your home screen from: www.thelistmobile.com or simply scan the QR code below:

Table of Contents Industry...................Page 44 Horizontal................Page 46 Services...................Page 49

The List from The Partner Channel® is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and service offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would like included on The List, please contact Jane@thepartnerchannel.com.

NOTE: The Partner Channel and Dynamic Communities offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner. *Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

INDUSTRY

Industry Agriculture

Bottomline Technologies

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Livestock Accelerator Producer Management and Livestock Movement/Quality Tracking accelerator for Dynamics CRM.

http://www.bottomline.com/Transform_ Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications.

Condominium Developers

CORE Real Estate Software http://www.corerealestatesoftware.com 416-644-1456 CORE Real Estate Software From marketing and sales to dĂŠcor and warranty tracking, manage all aspects of condominium development within the Microsoft Dynamics platform.

Construction

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses compete with the largest global enterprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM. WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Manage installation process. Bid, estimate & track project costs.

CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegratorŽ Workow A web-based workow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

D&B (Dun & Bradstreet) http://www.dnb.com/crmug • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

Consumer Packaged Goods

Flintfox International Limited http://www.intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

Cross Industry Solution AssureSign LLC

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a CertiďŹ ed for Microsoft Dynamics Document Management, Electronic Workow & Invoice Automation solution that eliminates inherent risks and ineďŹƒciencies associated with paper.

Solver http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

KEY:

Axapta

Great Plains

44 | CRMUG Magazine

Navision

Solomon

Trillium Software http://www.trilliumsoftware.com/ microsoft-crm/ • 978-436-8900 Trillium Software Trillium Software, the leading best-ofbreed enterprise data quality software, plugs directly into Dynamics CRM for data de-duplication, global address validation, merging, and data enrichment for quality CRM data.

Finance/Banking AssureSign LLC http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Tribridge http://www.tribridge.com/ oendermanagement • 877-977-8458 Tribridge Oender Management Oender Management, built on Microsoft CRM, provides correctional and public safety institutions a scalable, costeective tool for managing oenders.

Robust reporting and dashboards set this solution apart.

Healthcare

Tribridge http://www.tribridge.com/ carecoordination • 877-744-1360 Tribridge Care Coordination Tribridge Care Coordination leverages Caradigm, Microsoft CRM, and HealthVault as a closed-loop Care Coordination platform, providing proactive patient engagement and care coordination outside of care facilities.

High Tech and Electronics T3 Information Systems http://www.t3infosystems.com • 202-419-5105 PECast PECast is a Private Equity Management software built on the Microsoft Dynamics CRM platform. Captures all data elements, processes and relationships required by private equity ďŹ rms.

Food and Beverage

Flintfox International Limited http://www.intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

Government Thomson Reuters, Tax and Accounting - Government http://www.tax.thomsonreuters. com/aumentum 866-471-2900 Thomson Reuters Aumentum Thomson Reuters Aumentum provides government revenue mgmt solutions.

Tribridge http://www.tribridge.com/crm311 877-744-1360 Tribridge CRM311ÂŽ Tribridge CRM311ÂŽ helps state & local government call centers manage caller inquiries, capture new constituent records, and leverage automated workows to process requests as eďŹƒciently as possible.

Customer Relationship Management

Retail Management System

Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence!

Outsmart. Outsell.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹƒce and ďŹ eld service sta with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence.

Industrial Equipment Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Point of Sale

Insurance

KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE MediaPitch™ KORE MediaPitch™ is the media industry’s leading platform for transforming a generic CRM into a media sales powerhouse.

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Manufacturing

Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence!

Outsmart. Outsell.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

Media and Entertainment

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses compete with the largest global enterprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM. Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹƒce and ďŹ eld service sta with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence.

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Remote Inventory Accelerator Web-based self-service application for tracking customer inventory stored at your site.

WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Evolution Manage resources, track assets, automate ďŹ eld ticketing, improve cash ow.

Pharmaceuticals CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegratorŽ Workow A web-based workow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

Professional Services KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE ProSports™ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media traďŹƒcking.

Axapta

Great Plains

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses compete with the largest global enterprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM.

Navision

Solomon

Warehouse Management 2B Solutions, Inc http://2bsolutions.net/wimscrm/ 866-408-9991 Warehouse Information Management Solution for CRM Mobile Scanning. Web Based. Track products, customers, orders and more!

Wholesale Trade: Durable Goods

Oil and Gas

AssureSign LLC

KEY:

JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Templeton Solutions http://www.templetonsolutions.com 561-798-9988 CRM for Professionals™ and Practice Management for Professionals™ CRM solutions that provide the ability to track and leverage client interactions and maximize revenue opportunities.

Additional features include: Time & Billing, Analytics, Document Mgmt and Project Mgmt.

Flintfox International Limited http://www.intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

Tribridge http://www.concertocloud.com/psa 877-744-1360 Tribridge Concerto PSA Concerto PSA extends Microsoft solutions via the cloud to bridge the gap between projects, prospects, and P & L. Manages the entire life-cycle including relationships, resources, timecards, billing, and analytics.

Retail

Avalara, Inc. http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ ling and remittance solution for Microsoft Dynamics.

Software D&B (Dun & Bradstreet) http://www.dnb.com/crmug • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

Staffing/Recruiting Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Recruitment Accelerator Web-based recruiting mgmt, resume collection & on-boarding accelerator.

Customer Relationship Management

Retail Management System

Point of Sale

Spring 2014 | 45

INDUSTRY

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹƒce and ďŹ eld service sta with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence.

Horizontal Customer Relationship Management

Business Intelligence

Analytics Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

Application Lifecycle Management

Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio ALM Toolkit ALM Toolkit is a suite of tools that help automate change management for Microsoft Dynamics CRM projects using TFS or other source control apps.

Manage solution ďŹ les, CRM data and multiple deployment environments.

HORIZONTAL

Asset Maintenance/ MRO/EAM WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Manage asset maintenance, distribution and scheduling for proďŹ table utilization.

Accountable Software http://www.accountable.com • 610-983-3100 BI Reporting Platform LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Implement your BI solution today for as low as $5K and be running your reports by the close of business!

Corporate Renaissance Group http://www.trendminer-xrm.com 613-232-4295 Trend Miner Ground breaking historical trend analysis & B.I. visualization for Dynamics CRM. Go beyond a snapshot of data to reveal eye-opening trends for better planning & decision making.

D&B (Dun & Bradstreet) http://www.dnb.com/crmug • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

Banking T3 Information Systems http://www.t3infosystems.com • 202-419-5105 PECast PECast is a Private Equity Management software built on the Microsoft Dynamics CRM platform. Captures all data elements, processes and relationships required by private equity ďŹ rms.

Halo Business Intelligence http://www.halobi.com • 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.

Total Dynamics Solutions, LLC

eBridge Connections

http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM eBridge platform to seamlessly integrate customer and opportunity data.

Business Process Management

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Bottomline Technologies http://www.bottomline.com/Transform_ Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications.

CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegratorŽ Workow A web-based workow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

SMB Suite http://www.smbsuite.com • 888-525-6398 SMB Sales Improve the productivity of your sales team with SMB Sales. Manage all of your accounts, contacts, & forecasting with powerful dashboards that are fully integrated with Microsoft Outlook.

Tribridge http://www.concertocloud.com 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud oers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

Tribridge http://www.concertocloud.com 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud oers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

Compliance

Budgeting

Fastpath Solutions, Inc

Solver http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, interactive, & integrated planning/budgeting for MS Dynamics.

KEY:

Axapta

Great Plains

46 | CRMUG Magazine

SMB Suite http://www.smbsuite.com • 888-525-6398 SMB Intelligence Grow smarter and improve eďŹƒciency by integrating all functions of your business, with role-based dashboards, reporting, and forecasting.

Solver http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

Navision

Solomon

http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Assure Sarbanes-Oxley segregation of duties solution with built-in audit intelligence from certiďŹ ed Auditors. Get the data your Auditors want - Fast!

Credit Card/Check Processing Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 CRM Charge Our secure ePayment solution will simplify credit card and eCheck processing, reduce credit card fees & help fulďŹ ll PCI requirements for CRM online and on premise.

Customer Relationship Management

Retail Management System

Trillium Software http://www.trilliumsoftware.com/ microsoft-crm/ • 978-436-8900 Trillium Software Trillium Software, the leading best-ofbreed enterprise data quality software, plugs directly into Dynamics CRM for data de-duplication, global address validation, merging, and data enrichment for quality CRM data.

Visionary Software Consulting, Inc. http://crm-rules.com • 877-276-1942 CRM Rules for Microsoft Dynamics CRM 2011 & 2013 Easily customize complex, dynamic CRM forms. More powerful than PBL.

Point of Sale

Data Integration Liaison Software Corp D&B (Dun & Bradstreet) http://www.dnb.com/crmug • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, webstore, CRM systems.

Data Management D&B (Dun & Bradstreet) http://www.dnb.com/crmug • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

Document Management Bottomline Technologies http://www.bottomline.com/Transform_ Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications.

CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegratorŽ Workow A web-based workow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

Great Plains

http://www.ďŹ eldone.com • 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of ďŹ eld service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.

EDI

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a CertiďŹ ed for Microsoft Dynamics Document Management, Electronic Workow & Invoice Automation solution that eliminates inherent risks and ineďŹƒciencies associated with paper.

http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Web EDI solution eliminates transaction fees – over 1000 trading partners.

Electronic Document Delivery (Email)/Faxing

E-commerce

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹƒce and ďŹ eld service sta with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence.

Liaison Software Corp Avalara, Inc. http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ ling and remittance solution for Microsoft Dynamics.

Computer Pundits Corporation http://www.eCommerce21.com • 888-786-3487 eCommerce21Ž Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Integration with all webstores incl.

Amazon, Magento, BigCommerce, eBay+

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

Electronic Signatures AssureSign LLC http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Field Service Management

FieldBoss http://www.ďŹ eldboss.com 416-256-4995 ext. 221 FieldBoss - Field Service.

SimpliďŹ ed.

Automates workow for ďŹ eld service companies. Increase eďŹƒciency and reduce operating costs while improving the level of customer service.

k-eCommerce http://www.k-eCommerce.com • 734-928-6010 k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Compliant cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.

Navision

Solomon

Customer Relationship Management

WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Innovative ďŹ eld service solutions streamline operations from sales to the ďŹ eld to accounting.

HR Management SMB Suite http://www.smbsuite.com • 888-525-6398 SMB HR & Payroll Consolidate all HR information and systems with SMB HR & Payroll, including employee and beneďŹ ts administration, employee self- service, payroll, and tax compliance.

Inventory Management 2B Solutions, Inc http://2bsolutions.net/wimscrm/ 866-408-9991 Warehouse Information Management Solution for CRM Mobile Scanning. Web Based. Track products, customers, orders and more!

Job Costing JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Manage costs by closely tracking all components of a project - labor, materials, equipment, etc.

Retail Management System

Point of Sale

Spring 2014 | 47

HORIZONTAL

Trillium Software http://www.trilliumsoftware.com/ microsoft-crm/ • 978-436-8900 Trillium Software Trillium Software, the leading best-ofbreed enterprise data quality software, plugs directly into Dynamics CRM for data de-duplication, global address validation, merging, and data enrichment for quality CRM data.

Axapta

FieldOne Systems

eBridge Connections

eBridge Connections

KEY:

SMB Suite http://www.smbsuite.com • 888-525-6398 SMB eCommerce Take your business online with SMB e-Commerce. Create web storefronts, track and manage the customer buying experience, and accurately process transactions, which are fully integrated with SMB Suite solutions.

Manufacturing Enhancement

Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence!

Outsmart. Outsell.

Marketing Automation

CoreMotives, a Silverpop company http://www.coremotives.com • 770-916-6485 CoreMotives Marketing Suite Marketing power for 1,600+ companies using Microsoft Dynamics CRM: Email marketing, Lead scoring, Web tracking, Event management, Web forms, Surveys, and Nurture marketing – all native within your CRM.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Project Accounting JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Reporting

Accountable Software

HORIZONTAL

Mobility 2B Solutions, Inc http://2bsolutions.net/mobilecrm/ 866-408-9991 Mobile CRM Field Sales/Service, Camera/Barcoding, Quotes, WMS, Inventory/Order Mngt.

http://www.accountable.com • 610-983-3100 BI Reporting Platform LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Implement your BI solution today for as low as $5K and be running your reports by the close of business!

Payables Enhancement

System Enhancement

Sales Order Processing Enhancement

Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence!

Outsmart. Outsell.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

Security

CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegratorŽ Workow A web-based workow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

Portals

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.

Axapta

Great Plains

48 | CRMUG Magazine

Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Audit Trail An agile auditing tool that records changes to all Dynamics databases for easy analysis and reporting. You can know what changed, who changed it and the before and after values. Real information, real results.

Fastpath Solutions, Inc

Solver

Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio Portals Supercharge Dynamics CRM into a web-based sales, service, support and social platform with conďŹ gurable, mobile-ready portal apps perfect for retail customer care & government 311 solutions. For CRM 2013 & 2011.

KEY:

Corporate Renaissance Group http://www.trendminer-xrm.com 613-232-4295 Trend Miner Ground breaking historical trend analysis & B.I. visualization for Dynamics CRM. Go beyond a snapshot of data to reveal eye-opening trends for better planning & decision making.

http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

Total Dynamics Solutions, LLC

http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath ConďŹ g AD - Active Directory integration tool Simplify Dynamics GP, AX or CRM user provisioning with Active Directory.

Single interface for managing Dynamics users improving security, saving time and money. GP solution oers Single Sign on functionality.

Solomon

Customer Relationship Management

http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution?

Search, Buy and Sell here!

Tax

Avalara, Inc. http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ ling and remittance solution for Microsoft Dynamics.

Time and Attendance JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Trade Promotion Management Flintfox International Limited http://www.intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, integrated trade management for Microsoft Dynamics.

Workflow / Notifications CSSI http://www.coreintegrator.com • 570-524-4424 CoreIntegratorŽ Workow A web-based workow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

Navision

DynamicsDownloads

Retail Management System

Point of Sale

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Workow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workows integrated with Dynamics GP, NAV and CRM.

Integrity Data http://www.u-linc.com 217-732-3737 ext. 0203 U-LINCÂŽ, Powered By Integrity Data Workow and notiďŹ cations anytime, anywhere in Microsoft Dynamics.

Works seamlessly within and across your existing system, is exible and easy to use, improving organizational performance.

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a CertiďŹ ed for Microsoft Dynamics Document Management, Electronic Workow & Invoice Automation solution that eliminates inherent risks and ineďŹƒciencies associated with paper.

Services .NET Development

Cloud Computing

Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis .NET Development Isis provides cost eective outsourced .NET development (C#, VB.NET, ASP.NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

HORIZONTAL

Application Service Provider/Hosting

Myappsanywhere http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customizations, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Cloud Business in a Box™â€?

Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract.

WE make YOU look like a Cloud Expert!

OneNeckŽ IT Solutions LLC http://www.oneneck.com • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeckŽ provides a comprehensive, exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

RoseASP http://www.roseasp.com • 858-794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics applications since 2000. We host AX, SL, NAV, GP and CRM along with a host of ISV solutions. Great commissions for the life of the contract. We guarantee 99.5% uptime.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.

Closing Sales

InsideView http://www.insideview.com/microsoft 415-728-9363 InsideView CRM Intelligence Real-time company and contact information inside CRM that helps you engage more eectively with customers and prospects.

Data Resolution, LLC http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 11 years.

GoIWx, Inc. http://www.goiwx.com • 952-258-6329 Cloud Hosting Services for Dynamics ERP and CRM Simplify your business in the Cloud. 30 day free trials available.

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Cloud Business in a Box™â€?

Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract.

WE make YOU look like a Cloud Expert!

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

SMB Suite http://www.smbsuite.com • 888-525-6398 SMB Suite Grow smarter with SMB Suite’s fullyintegrated Microsoft Cloud ERP, CRM, and eCommerce solutions for small and mid-sized businesses.

Tribridge http://www.concertocloud.com • 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud oers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.

Custom Development

Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Custom Development Isis provides cost eective outsourced custom development (C#, VB.NET, ASP. NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

Point of Sale

Spring 2014 | 49

SERVICES

OneNeckŽ IT Solutions LLC http://www.oneneck.com • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeckŽ provides a comprehensive, exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Custom Development We are a certiďŹ ed .Net and Dexterity development group with over 15 years experience. Provide us with your requirements for a free estimate.

Data Services

D&B (Dun & Bradstreet) http://www.dnb.com/crmug • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

Demand Generation

Marketing Planning & Services

http://www.lookingglassmarketing.com 614-453-5927 Cost-eective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

The Partner Marketing Group http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan development to the critical daily execution, this Microsoft experienced team can help ďŹ ll your sales pipeline.

Tornado Marketing, Inc.

Managed Services

Member Organizations

http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing oers high-impact, highly eective marketing consulting.

10+ years in the channel. Websites. SEO. Copywriting.

Dynamic Communities http://www.dynamiccommunities.com 877-324-8880 Microsoft Dynamics User Groups - AXUG, CRMUG, GPUG, NAVUG The User Groups are independent communities that empower Microsoft Dynamics users to connect, learn and share experiences to improve their use of and ROI on their solution. User & Partner memberships are available.

OnDemand Trials

Market Research

Accolade Publications, Inc.

Plumbline Consulting, LLC. http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your oerings. 25+ yrs.

Sales Tax Management Service

Avalara, Inc. http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ ling and remittance solution for Microsoft Dynamics.

SharePoint Development

http://www.accoladepublications.com 321-206-4690 Training Manuals User and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts.

Martin & Associates http://www.martinandassoc.com 513-772-7284 ext. 118 GP, CRM, and Management Reporter Training Hands on training at our Cincinnati location. GP classes include Financials & Supply Chain. CRM classes are Sales Management & Marketing Automation.

We also oer Management Reporter classes. See website for details.

Writing/Documentation Services The Partner Marketing Group http://www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.

Social Media The Partner Marketing Group http://www.thepartnermarketinggroup.com 732-237-8795 Buttery Publisher Join Dynamics partners on Buttery, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eective!

Software Development Consulting RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconďŹ gured Microsoft Dynamics AX, GP, NAV, and CRM demo environments with integrated ISV solutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Consulting Isis provides cost eective outsourced software consulting to design, build, & test the software your clients need worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

SERVICES

D&B (Dun & Bradstreet) http://www.dnb.com/crmug • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

Training

Looking Glass Marketing

D&B (Dun & Bradstreet) http://www.dnb.com/crmug • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

OneNeckŽ IT Solutions LLC http://www.oneneck.com • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeckŽ provides a comprehensive, exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

Partner Support Service

KEY:

Axapta

Great Plains

50 | CRMUG Magazine

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Get Your Hands On The List To Go! Add the List: Mobile from www.thelistmobile. com to keep an up-to-date list of Microsoft Dynamics products and services in your pocket anywhere you go.

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Search by company name, keyword, or ďŹ lter

by Microsoft Dynamics product line to ďŹ nd the products you need.

Retail Management System

Point of Sale

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