Dynamics Crm 4.0 Download

Dynamics Crm 4.0 Download

Kwizcom Announces CRM Sharepoint Connector Version 2.2.00

Summary:

KWizCom’s CRM SharePoint Connector is an innovative add-on that bridges between Dynamics CRM and SharePoint, meshing their capabilities to enable highly efficient business management.

*********************

This innovative add-on revolutionizes the functionality of SharePoint and CRM with a streamlined workflow that utilizes the information inherent in the separate tools.

KWizCom’s CRM-SharePoint Connector enables users to implement SharePoint’s document management capabilities on information existing in any CRM entity for example: Accounts, Leads, Products etc.

KWizCom’s CRM-SharePoint Connector grants CRM users the ability to create document libraries and folders, save documents connected to any CRM entity, search for documents, share documents with users who are NOT CRM users (and do not have CRM client license).

Nimrod Geva, KWizCom’s VP Sales & Marketing elaborates: “We created this add on to conform to the good business practice rule that says – minimize expense, maximize capabilities.

Many organizations utilize CRM’s to manage their customer information. Many harness the unmatched power of SharePoint for their document management needs. Till now each has worked in parallel. The CRM-SharePoint Connector provides a seamless bridge between the two, allowing them to share information for a more effective workflow, improved time management, higher productivity and better resource management.

Dynamics CRM and SharePoint require a large investment on initial purchase and further investment for day-to-day maintenance. Our CRM-SharePoint Connector maximizes the investment in both tools and grants additional useful capabilities that give added benefit to the enterprise.”

Download and try – FREE of charge - KWizCom’s CRM SharePoint Connector version 2.2.00: http://www.kwizcom.com/CRMProductPage.asp?ProductID=847&ProductSubNodeID=852

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Media contact:

Forest Rain Marcia, Marcom Manager: forest@kwizcom.com

KWizCom – 148 Castle Rock Dr. Richmond Hill, Ontario L4C 5K5, Canada

      +1-905-370-0333

About the Author

The KWizCom team utilizes their experience and knowledge to give fresh insight on Microsoft’s SharePoint and CRM Products and Technologies…
Shai Petel, KWizCom’s VP R&D,is ,a Microsoft Certified Trainer and Technology Specialist. He is also the main contributor on KWizComm’s SharePoint and CRM blog.
KWizCom’s Roi Kolbringer, SharePoint and .Net expert is a SharePoint Technical Consultant and Developer for KWizCom and a contributor on the KWizCom blog.
Sveta Yerpilev is a SharePoint consultant and trainer for KWizCom Corporation. She is also a contributor on the KWizCom blog.

How to install Microsoft Dynamics CRM 4.0 Marketing List Member Importer


 Dynamics Crm 4.0 Download


Integrating Microsoft CRM 4.0 with Windows SharePoint Services (Wrox Briefs)


$6.99


This Wrox Blox explains a custom design for integrating Microsoft CRM 4.0 with external applications. The author helps readers understand Microsoft CRM’s integration capabilities and design approach for integrating Microsoft CRM with other applications and implementing it by integrating Microsoft CRM with WSS Microsoft Office SharePoint Server (WSS).   The Wrox Blox begins with an explanation o…

Dynamics Crm 5

Dynamics Crm 5
Dynamics Crm 5 Dynamics Crm 5

5 Ways Microsoft Dynamics CRM V3.0 Can Save Your Small Business Time And Money

A solid knowledge of your customers is vital to succeed in today’s modern information driven business world. Small businesses are widely considered to provide a better customer service because the decision makers are closer to their clients than in much larger companies. Managing customer relations has grown increasingly complicated as market forces and trends change at a much faster rate than in the past, and with the internet revolution, that is set to continue and accelerate.

Microsoft Dynamics CRM 3.0 Small Business Edition is designed to work with other Microsoft applications such as Microsoft Small Business Server 2003, Outlook, Word, Excel and Publisher. Working together, the Microsoft Dynamics Suite greatly helps your staff to build closer customer relationships and achieve new levels of productivity and profitability.

Here are 5 ways Microsoft Dynamics Suite can help your small business save time and money:

1. Centralize all your customer information

Microsoft Dynamics Suite captures all customer contact information from your sales, marketing and support sections of your business and houses the information in a central repository. Microsoft Dynamics CRM v3.0 provides instant access to whoever needs the information, wherever they are and when they need it. This reduces costs by minimizing non-productive time wasted, increases profitability by maximizing cross-selling opportunities and enhances customer relations with a more personalized approach from all staff in contact with customers.

2. Protect your customer information

Microsoft Dynamics CRM v3.0 has built-in security features to ensure your customer information is protected and kept confidential. Employees are only given access to that information on a customer that is required for the role they need to perform. By combining Microsoft Dynamics CRM v3.0 with Small Business Server, a powerful firewall is provided that allows mobile employees and remote locations to have secure and enhanced access to customer information while out of the office. The ability for mobile and remote workers to access customer information out of the office allows them to continue to be supported and productive as well as spend more time where they need to be – with customers and prospects.

3. Integrate with Microsoft Office Outlook

Microsoft Dynamics CRM v3.0 has been designed with Outlook in mind, and can be enabled to let your employees work directly from their Outlook email client. This close integration with Outlook and other Microsoft applications such as Word and Excel means that all staff with client contact can look up customer information, manage email communications, arrange appointments, record customer and prospect contacts from within Outlook and share this across the business with the Microsoft Dynamics Suite. This makes staff more productive, generating greater revenues and reducing time wastage dealing with administrative customer affairs.

4. Tailor Microsoft Dynamics Suite to your small business

The Microsoft Dynamics Suite contains a configuration wizard so you can tailor the customer relationship software solution to meet the particular needs of your business. You can customize and modify forms, construct your own data entry fields and arrange how information is to be presented while an intuitive engine allows for automation of repetitive tasks. An alert system raises flags when you need to perform a task so nothing need ever fall down between the cracks.

Microsoft Dynamics Suite is an out-of-the-box solution that is quickly and cheaply implemented while maintenance costs are also minimal. The Microsoft Dynamics Suite is also scaleable to meet the future demands of your business with additional features that can be added as and when the need arises.

5. Fast and simple implementation gets you up and running quickly

Microsoft Dynamics CRM v3.0 has a very fast and simple set-up to speed up productivity and profitability, this minimizes business disruption. For existing users of Microsoft Office applications, the customer relationship software solution is readily adopted by your staff as it has been designed to look and feel like all other Office applications so use is intuitive.
This minimizes the costs of implementation and user adoption while at the same time increases productivity with minimal business disruption and faster adoption by employees.

About the Author

Syed Ali, is the lead CRM consultant for a Toronto based company. His company offers,
Microsoft CRM
Syed can be reached at Tel : (905) 815- 1995 ext 22, email :asyed@cqsolutions.com

Microsoft Dynamics CRM Online/High 5 Sportswear


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Vidpro CRM All-In- One Multi Card Reader


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 Dynamics Crm 5


Microsoft Dynamics CRM 2011 Server – Buy-out fee – 1 Server, 5 CAL. OLV ALL LANG DYN CRM SVR 2011 D EACH 5CLT AP CRM-SW. Additional Product – Microsoft Open Value Subscription – Price Level D – PC – All Languages



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 Dynamics Crm 5


Microsoft Dynamics CRM 2011 Unleashed


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Microsoft® Dynamics CRM 2011 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing the newest version of Dynamics CRM. Authored by three leading Microsoft Dynamics implementers, it illuminates new opportunities to deploy CRM as a hosted service (SaaS), integrate with Azure cloud services, and extend CRM through Microsoft’s new online…

 Dynamics Crm 5


Microsoft Dynamics CRM 2011 Step by Step


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The smart way to learn Microsoft Dynamics CRM 2011—one step at a time! Use the easy-to-follow lessons to master the fundamentals of creating and managing accounts; working directly within familiar tools such as Microsoft Outlook®; tracking customer activity and communications; managing campaigns, leads, quotes, contracts, and orders; and employing basic to advanced reporting capabilities. …

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Sams Teach Yourself Microsoft Dynamics CRM 2011 in 24 Hours (Sams Teach Yourself — Hours)


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In just 24 sessions of one hour or less, you’ll learn how to drive powerful business results with Microsoft Dynamics CRM 2011! Using this book’s straightforward, step-by-step approach, you’ll learn how to orchestrate successful CRM projects, automate processes, create more efficient workflows, optimize sales and marketing campaigns, and integrate with your other systems to do eve…

Dynamics Pos

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Dynamics GP Illinois Partner Newsflash: Report Writer

Microsoft Dynamics GP, formerly known as Great Plains Dynamics is Dexterity application from the standpoint of GP user interface (fat client), DB structure (DEX_ROW_ID and other traces of Dex in SQL Server).  ReportWriter is also Dexterity coded module, which perfectly integrates within Great Plains user interface and its security realm.  In this small publication we would like to give you highlights on RW reports version upgrade from technical perspective:

  1. RW typical reports.  Sales Order Processing Blank Invoice Form is one of the most popular.  Here you typically need to place your graphical logo on the top of the report header.  The same should be said about Purchase Order Processing PO form.  Plus, it is often the case when you need to add new fields or take off existing fields from RM Aging Report, GL Trial Balance.  In the past you would use RW for quick data extraction from Great Plains table, however recent versions: 10.0, 9.0, 8.0, 7.5 have pretty decent Smart List or Explorer, where you can export single table info into Excel a way quicker
  2. ReportWriter dictionary version update.  If we are talking about main product Dynamics GP, then dictionary file is Reports.dic, where you find all your so-called modified reports.  Microsoft Business Solutions should have special list of RW reports, that are not-upgradeable and you would need to rebuild them from scratch.  In our experience all reports are upgradeable, and the problem often lays in so-called Calculated Fields – new version of Great Plains often comes with new versions of calculated fields (including names and functions, that they call retroactively), in this scenario we recommend to analyze old and new report and make changes accordingly (either by adding old calculated field into new version, or change report to use new calculated fields instead)
  3. Alternative to RW.  Here you should understand that such reports as SOP Invoice have Great Plains interface, calling the invoice to be printed (this is where GP calls the report with Invoice Number parameter) – so, if you would like to create nicer version of Sales Invoice in Crystal Reports – you should be ready to call it in separate parameter entry screen of CR.  FRx is the tool of choice for Balance Sheet, Profit and Loss, Statement of Cash Flow and consolidated versions of those.  SSRS is also catching up if you would like reports to be deployed in web interface on MS SQL Server

    About the Author

    Andrew Karasev, Alba Spectrum LLC. http://www.albaspectrum.com help@albaspectrum.com 1-866-528-0577. Web portal: http://www.pegasplanet.com We are Microsoft Dynamics GP technology partner, ERP and software integrator, who serves you USA, Canada, Mexico and Latin America nationwide. Local service is available in Chicago, San Diego, Los Angeles, Houston: SAP BO and Dynamics GP. We have customer in the following business metros: Phoenix, New York, Boston, Milwaukee, Buffalo, Rhino, San Jose, Miami, Atlanta, Minneapolis, San Francisco, Detroit, Montreal, Las Vegas, Oceania, Colombia, Caribbean, Poland, UK, New Zealand, Australia


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    AnAn Corp. MPC1216 16 Ch Analog + Mega-pixel IP Hybrid DVR 120fps


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    Koss CS100 Speech Recognition Computer Headset


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    Coby CVE20 Dynamic Digital Stereo Earphones with Carrying Case, Silver


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    Dynamics Crm 5 Beta

    Dynamics Crm 5 Beta

    Dynamics CRM Bi Tools

    Recently as of the time of this writing, Microsoft took yet another step in the direction of making it easier for business partners and clients to add customization to its BI suite of software. (BI stands for “business intelligence”.)

    Microsoft has released its Dynamics CRM Analytics Foundation. This is a bundle of customizable documentation and source code, and it’s for free to all users of MS CRM software. Clients and business partners can build on the tools found in this bundle for the creation of customized BI applications, or simply use them as they are found.

    Microsoft is just one of the sellers of CRM software that is now endorsing what it calls “BI for the masses”, which essentially comprises the implementation of real-time metrics, information, and data in a format that is usable by all staff members and not confined to upper management. Microsoft is hoping that by selling the software that enables this, it can increase its own sales volume of CRM software.

    Microsoft’s Dynamics CRM software draws upon Microsoft’s data analysis and management software programs including its SharePoint Portal technologies, Visual Studio suite of developmental tools, Office Business Scorecard Manager, and its SQL Server relational database. Christian Pederson, the senior director for Microsoft’s Dynamics CRM development, says, “We’re bringing the entire BI strategy from Microsoft to life”. He expects Dynamics CRM to be an important proof in the pudding for that concept, as it merges the analytics capabilities and data mining capabilities of the software with the company’s SQL Server. Another piece of the Dynamics CRM suite that Microsoft will be releasing later on in this year at the time of this writing, according to Pederson, is going to be its PerformancePoint Server 2007.

    PerfomancePoint Server 2007 has been undergoing Beta testing since November of 2006. It comprises a conglomeration of technologies that Microsoft acquired through the buying of ProClarity last year and its own proprietary BI technologies. PerfomancePoint functions as a way for users to put their data and business rules onto a central server to then be integrated with BI forecasting, planning, scorecarding, and analysing.

    The latest step in Dynamics CRM can allow a company to study predictive analytics concerning client activities in order to cross-sell or upsell with more success. When a client contacts your company, your salesmen would be able to access the data in Dynamics CRM related to things beyond just that client, such as other clients’ buying habits, that put the salesman in a position to make informed and relevant recommendations for additional products.

    About the Author

    Sayed Ally, is the lead CRM Analyst. His company provides,
    Microsoft CRM Software

    Sayed can be reached at Tel : (905) 815- 1995 ext 22, email:
    aSayed@cqsolutions.com

    Dynamics Nav Training

    Dynamics Nav Training

    Free Microsoft Dynamics NAV Training (Navision)


     Dynamics Nav Training


    Implementing Microsoft Dynamics NAV 2009


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    An indispensable, practical guide with extensive coverage of the new features in the 2009 release for implementation consultants and developers of Microsoft Dynamics NAV. Dynamics NAV implementation consultants and developers that want to quickly understand the new features offered in the 2009 release. NAV consultants that want to learn more about programming and extensibility without needing to l…

     Dynamics Nav Training


    Programming Microsoft Dynamics NAV


    $51.25


    Created especially for experienced programmers with no previous knowledge of NAV development, this book is for people who want to learn as quickly as possible to create, modify or maintain NAV applications. The business applications software designer/developer who: Wants to become productive in NAV C/SIDE – C/AL development as quickly as possible. Understands business applications and the associat…

    Dynamics Gp Jobs

    Dynamics Gp Jobs
    Dynamics Gp Jobs Dynamics Gp Jobs
    Can someone explain me the skills required for this job?

    Ok here is the job description but I don understand what exactly are they looking for I mean tech support for what?

    We are a two-man IT consulting firm looking for an individual with some IT knowledge to fill a tech support role.

    Our business is based around Microsoft accounting packages – mostly Dynamics GP and customizations associated with them. In addition to being our tech support person, you will also have a chance to learn Microsoft technologies and more about the IT field in general. We will teach you all that we know, and, if we feel that you are showing enough initiative, we will even pay for both books and exams for you to take Microsoft courses related to our specific requirements.

    Microsoft Dynamics GP is formally known as Great Plains. It is a software package meant for keeping inventory, creating purchase orders, billing, etc. Info on the product here: http://www.microsoft.com/dynamics/gp/product/integrated_innovation.mspx

    They are looking for someone to support Microsoft software, mainly Microsoft’s Dynamics package.

    Dynamics GP Help Resources


     Dynamics Gp Jobs


    Microsoft Dynamics NAV Interview Questions: Unofficial Microsoft Navision Business Solution Frequently Asked Questions


    $40.00


    The Ultimate Reference & Learning Guide for Microsoft Navision Consultants, Administrators, and DevelopersOver 150 Certification Questions, Answers, and ExplanationsIt’s clear that Microsoft Navision is the future for cost effective ERP, but few resources exist for the professional consultant seeking quick insight to the software package. Appropriate for all levels of NAV proficiency, over 150 Que…

     Dynamics Gp Jobs


    Bounce Back Like A Champion: The Dynamic Step-by-step System Used by the U.S. Military Transition Program For Getting a New Civilian Job Fast


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    Unemployment Dynamics in the United States and West Germany: Economic Restructuring, Institutions and Labor Market Processes (Contributions to Economics)


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    Dynamics Crm 4.0

    Dynamics Crm 4.0

    Microsoft CRM – 10 Reasons To Choose Dynamics CRM

    1 – Familiar look and feel to MS CRM.

    MS Dynamics CRM extends Outlook therefore the training required to use Dynamics CRM is minimal.

    2. A single holistic view of all your customer information.

    One place to find all the correspondence you’ve had with your customers. No duplication, easy to find information and a better customer experience.

    3. Powered by MS SQL Server

    SQL Server powers MS CRM this allows you to create a powerful reporting feature set that will drive your business to exploit more profitable avenues and avoid costly customers & products in favour of more lucrative pursuits.

    4. Help secure your company’s information.

    Your customers information is a very valuable. Your competitors would love it! Your ex-employees may covet that information as the changes roles. Protecting your information is vital. Dynamics helps to do this by limiting access to the data while allowing all the relevant data to each role to be accessible.

    5. Achieve a high ROI -

    MS CRM is cost effective and an innovative product that drives your sales forward and upward. This creates a high return on investment.

    6. Send and receive faxes and emails within the CRM interface (outlook).

    Really convenient everything a busy sales person needs to do can be done with a few easy clicks.

    7. MS CRM is easy to maintain.

    MS CRM is built around standard Microsoft technologies: SQL Server, Exchange, windows and active directory.

    8. MS Dynamics CRM is highly customizable.

    Make your CRM work the way your business those not the other way round!

    9. Cost effective and widely supported.

    Because MS CRM is built on Microsoft technologies there is a wide network of experts out there ( Microsoft Certified Systems engineers ) that can support the technologies that the CRM System relies on.

    10. Microsoft Dynamics CRM is pretty!

    Dynamics CRM looks great. The system is intuitive and looks the way you imagine it should. The practicalities of everyday use have been thoroughly considered when designing this product.

    About the Author

    Rob Barrett – MCSE
    Microsoft Dynamics CRM

    IT Support Portsmouth – UK.

    IT Support

    Microsoft Dynamics CRM 4.0 Web Client Demonstration


     Dynamics Crm 4.0


    Microsoft Dynamics CRM 4.0 – Programming – reference book – English




     Dynamics Crm 4.0


    Maximizing Your Sales with Microsoft Dynamics CRM 4.0


    $24.99


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     Dynamics Crm 4.0


    Microsoft Dynamics CRM 4 For Dummies


    $7.96


    Customer relationship management, or CRM, is certainly a hot topic in business today. If you have a small or medium-sized business, chances are you’re already aware of all it can do for you. But with so many options and so much to think about, how do you get a CRM system in place with a minimum of hassle? Well, Microsoft Dynamics CRM 4 For Dummies is a great place to start!Written by veteran …

     Dynamics Crm 4.0


    Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management (Expert’s Voice)


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    Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management is aimed at readers who are interested in understanding how to successfully implement Microsoft Dynamics CRM 4.0 within their projects. It is intended as an implementation roadmap for the business and technical representatives leading or engaged in a project. The book covers the capabilities of Microsoft Dynami…

     Dynamics Crm 4.0


    Microsoft® Dynamics(TM) CRM 4.0 Step by Step


    $9.55


    The smart way to learn Microsoft Dynamics CRM 4.0 and Microsoft Dynamics Live CRM one step at a time! Work at your own pace through the easy numbered steps, practice files on CD, helpful hints, and troubleshooting tips to master the fundamentals of working with the latest version of Microsoft Dynamics CRM. You ll learn the specifics of tracking customer communications, how to use e-mail templates …

    Dynamics Crm Rollup 11

    Dynamics Crm Rollup 11

    Dynamics Crm 4.0 Enterprise

    Dynamics Crm 4.0 Enterprise

    What is the Impact of Microsoft Dynamics on current market

    From time to time Microsoft takes one step further and introduces something new in the technological market to ease the complications of business and professional life.

     

    This time Microsoft introduces a business management solution that helps companies to create such a base that allows them to grow as well as keep them connected with each other in single time duration. This business management solution is known as Microsoft Dynamics AX.

    A well developed Microsoft Dynamics AX program will help to increase the productivity as well as allows you to stay connected from numerous locations all across the globe.

     

    Basically Microsoft Dynamics AX solution is a series of ERP (Enterprise Resource Planning) and CRM (Customer Resource Management) programs allows an organization to implement technologies of current era in the business market to give an outstanding performance.

     

    Microsoft Dynamics provides simply adaptable programs so that you can make your program work for your business purposes along with lower costs and increased integration with greater customer relationships.

    Microsoft Dynamics allows you to restructure your financial data, supply chain and business intelligence strategies; it merges all this to generate best possible business strategies which will satisfy all your business needs.

     

    Microsoft Dynamics CRM

     

    Microsoft Dynamics CRM (Customer Resource Management) is exceptionally helpful software for business purposes. Microsoft Dynamics CRM helps you to systematize, supervise and in generation of new customer relations. Microsoft Dynamics CRM (Customer Resource Management) facilitates your business with core areas including: Marketing, Sales and Service.

     

    Microsoft Dynamics Share Point:

     

    Microsoft Dynamics Share Point helps your business to be much more effective by giving maximum production by using all the resources of the company to the fullest. Microsoft Share Point is the best way to increase the production of your company so it can generate maximum profits possible.

     

    Microsoft dynamics has a great impact on current technological market and has dynamically changed the whole scenario of the business. As it is the perfect management software that will cut the costs and helps your business to grow more and more. Gone were the days when you used to hire management professionals to lead in development and deploying any new strategies or in expansion of your current business. Microsoft Dynamics does this job with proficiency and in cost effective way.

     

    Microsoft Dynamics provides all the skills in deploying, development or for providing support or customer care in concern to Microsoft Dynamics applications.

    About the Author

    www.msdax.com

    Microsoft Dynamics CRM


     Dynamics Crm 4.0 Enterprise


    Microsoft Dynamics CRM 4 For Dummies


    $7.96


    Customer relationship management, or CRM, is certainly a hot topic in business today. If you have a small or medium-sized business, chances are you’re already aware of all it can do for you. But with so many options and so much to think about, how do you get a CRM system in place with a minimum of hassle? Well, Microsoft Dynamics CRM 4 For Dummies is a great place to start!Written by veteran …

     Dynamics Crm 4.0 Enterprise


    Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management (Expert’s Voice)


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     Dynamics Crm 4.0 Enterprise


    Microsoft® Dynamics(TM) CRM 4.0 Step by Step


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    The smart way to learn Microsoft Dynamics CRM 4.0 and Microsoft Dynamics Live CRM one step at a time! Work at your own pace through the easy numbered steps, practice files on CD, helpful hints, and troubleshooting tips to master the fundamentals of working with the latest version of Microsoft Dynamics CRM. You ll learn the specifics of tracking customer communications, how to use e-mail templates …

    Dynamics Crm 4 Dashboard

    Dynamics Crm 4 Dashboard

    White Paper: Enterprisewizard CRM – Grid Computing

    INTRODUCTION

    It is widely acknowledged that SaaS-based solutions for CRM and other areas of Business Process Automation have the potential to revolutionize not just the software industry, but the entire industrial sector since they enable small to mid-sized companies to deploy enterprise-class software infrastructures at minimal initial cost and so compete more effectively with Fortune 500 corporations.

    However, while the SaaS model lowers the barrier to entry, it creates a number of new challenges and costs that affect customers and VAR’s. This paper analyzes these issues and describes technologies by which they can be reduced or eliminated.

    SaaS CHALLENGES

    SaaS products face unique challenges in the areas of Upgrades, Scalability, Security, Reliability, Setup/Configuration and Backup, but before reviewing them, lets briefly recap why these issues are less significant for traditional software serving single customer from behind their firewall.

    Upgrades – The system is upgraded at the time most convenient for a single customer.

    Scalability – Traditional software serves a single customer and simply needs a single server powerful enough to address that company’s needs.

    Reliability – Traditional hot-swap redundancy or clustering technology adequately address the needs of a single company and there are significant portions of each week, or even each day when the system can be taken offline for hardware and OS maintenance/upgrades.

    Security – The customer administrators simply have full access to the entire system.

    Setup and Configuration – Setup times of several days are perfectly acceptable, in fact the effective setup time may take weeks when the system is provisioned on specially ordered hardware.

    Backup – When there is only one customer on a system, there are no problems with simply restoring the entire system from a database backup.

    As detailed below, the situation is more challenging when CRM is offered as a SaaS service.

    Scalability The failure of the old ASP model demonstrated that offering software as a service is only economically viable if multiple customers can be centrally managed and hosted.

    This requires a hardware/hosting infrastructure that can dynamically allocate additional compute resources as the customer base grows. However, there is no point in allocating additional machines without grid-aware software that scales across multiple servers without bottlenecks such as application/database locking.

    In brief, offering a SaaS solution requires both a SaaS-compliant software and hardware infrastructure.

    Reliability

    As multiple customers are served by a centrally managed SaaS application, the system will be accessed by users on different, international time zones and must therefore be accessible 24/7, yet hardware failures are inevitable. This requires a software infrastructure that can dynamically and automatically switch between physical machines without losing customer data or interrupting service for longer than a few minutes.

    Upgrades

    Software upgrades are managed by the software provider and apply to all customers on that server. During the course of the upgrade, which may last for several hours, the server is either entirely offline or unavailable or write operations this can present a severe problem if it occurs during a busy period for the customer and some customers have calendar-based busy periods that include weekends. The SaaS infrastructure must therefore be flexible enough to schedule upgrades for different customers at different times.

    Security

    The need to host multiple customers on the same server heightens the security issues that are common to web applications. Not only must the application be secure against traditional hackers, there must be full isolation of data between customers on the same server, sharing the same CPUs, memory and database. This requirement also precludes the customer from operations that depend upon direct database/OS access.

    Setup and Configuration

    The primary selling point of SaaS is the low cost of entry; so setting up the application for a new customer must be fast and highly automated.

    Backup

    Some customers are inevitably going to make mistakes and delete or damage critical data, requiring that their system be reverted to an earlier backup.

    This must be doable without reverting all other customer’s data that resides within the same database. Backups therefore cannot simply rely on database backup technology, but must backup each customer separately. Further, the systems must continue to be accessible during creation of these backups and restoration of one backup must not affect other customers.

    ENTERPRISEWIZARD CRM

    This section, details how the combination of EnterpriseWizard CRM with the 3tera grid infrastructure addresses each of the challenges detailed above.

    Scalability

    Scalability depends upon executing multiple processes in parallel, i.e. pipelining.

    EnterpriseWizard CRM scales across multiple servers on the grid and automatically assigns transaction-data in Java to spread the load evenly across CPU’s to optimize the use of computing resources and ensure that service levels are maintained.

    The result is that the base system can handle over 60,000 records per hour and performance increases by over 80% with each doubling of the number or processors – a level of scalability that can easily handle the demands of the world’s largest corporations.

    Reliability

    A grid-computing environment provides full redundancy, so that if one physical machine dies, the OS instance is automatically started on another and full service is restored in a matter of minutes. The data itself is copied across multiple physical servers so that no information is lost, even in the event of a catastrophic failure of one or two machines.

    If a server dies, the queuing manager automatically re-routes its tasks to the remaining servers. Additional machines may be added to the grid and activated without affecting running processes, so hardware may be replaced, repaired and upgraded without downtime.

    Security

    E-Grid CRM builds on the billion dollar investment by firms such as IBM and Sun in J2EE for
    enterprise systems and been independently certified as free of security holes.

    Dedicated virtual servers, with full redundancy can be provisioned in the space of 30  minutes for customers who want direct database or ssh/sftp access to their system, all without having to provision additional physical hardware.

    Upgrades

    The availability of dedicated virtual servers allows customers to schedule upgrades at the time most convenient for them, rather than the time chosen relying on CRM vendor.
    Setup and Configuration

    New instances of EnterpriseWizard CRM applications can be provisioned in a matter of minutes and customized online.

    Backup

    The backup facility allows automated backups of application instances to be scheduled at any time and not only does the system remain online and fully operational during backups, but the backup time of each instance may be individually scheduled.

    ADAPTIVE TECHNOLOGY

    The greatest driving factor behind the adoption of SaaS is speed of deployment, but rapid deployment is worthless unless the product meets the customer’s specific requirements.

    EnterpriseWizard CRM provides robust out-of-box functionality and unlike other systems, it is built on a 100% adaptive technology core named SaaSWizard that dramatically reduces the time it takes to address customer specific requirements. The SaaSWizard modules available for functionality extensions are summarized below.

    >> Core Functionality:

    Alerts and Escalation
    Attached Files
    Activity Logs and Reports
    Audit Trail and History
    Automatic Hotlinks
    Automatic Login
    Automatic Reports
    Asset Discovery and WMI Support
    Business Rules Engine
    Business Rules Wizard
    Dashboards
    Database Search/Sorting
    Email Hotlinks
    Full Text Search
    Graphical Charts
    Graphical Workflow
    HTML Editor
    Instant Messaging
    Incoming E-mail Integration
    Interactive FAQ
    Interactive Reports

    >> Customization and API’s:

    Custom Tables
    Custom Tables Relationships
    Custom Interface
    Custom Look and Feel
    Custom Data Views
    Custom Data Fields
    Custom Choice Tables
    Custom Graphic Images
    Custom Fonts
    Database Schema
    Drag&Drop Customization
    Field Types
    Import / Export
    Multiple Custom Brandings
    Multi-Tab Input Forms
    On-line Customization
    REST API
    Scripts API
    Web Services API

    >> Permissions and Access Control:

    Integrated Chat
    Issue Tracking and Management Field Level Permissions
    Multi-language Support LDAP Integration
    Outgoing E-mail Integration Password Configuration
    Saved Searches Record Level Permissions
    Self Registration User Groups
    Single Sign On Web Interface for Users
    Standard Solutions Web Interface for Staff
    Ticket Links
    Trend Charts and Reports

    SUMMARY

    The combination of a grid infrastructure and a CRM software suite architected to exploit its
    capabilities gives customers the benefits of a SaaS service coupled with the advantages of
    on-premise software for security, direct database access and the timing of upgrades. The
    result is an enterprise-class CRM system and infrastructure at a commodity price point.

    ____________________________________________________________________________

    Complete product information, as well as demos and free CRM software trial downloads, are available at http://www.enterprisewizard.com.

    White papers on customer relationship management software are available at http://www.enterprisewizard.com/white.htm.

    Please peruse our case studies at http://www.enterprisewizard.com/success.htm to read about our customers’ success with customer relationship management software.

    ____________________________________________________________________________

    ABOUT ENTERPISEWIZARD INC.:

    With headquarters in Silicon Valley and resellers worldwide, EnterpriseWizard, Inc. is the leading provider of powerful, affordable, and easily deployed 100% web-based business process automation (BPA) solutions for organizations of all sizes.

    Our company has attracted customers from industries with vastly different needs, ranging from startups to Fortune 500 companies such as Chevron, Merrill Lynch, and NEC since we were founded in 1991.

    Based on its award-winning predecessor product SupportWizard, EnterpriseWizard CRM is a top-rated, out-of-the-box J2EE solution for issue tracking, helpdesk, customer support, sales, email, and marketing automation. Organizations can get up and running quickly with its default templates, and easily enhance and extend the application through an intuitive browser-based interface. Clients have adapted the system for Sarbanes-Oxley and Government Regulation, Project and Time Management, Change Management, and other specialized applications.

     

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