Overview. TelephoneIntegration...4 the perfect solution to connect your phone system, OCS, Lync and Skype with MS CRM.

Transcription

1 1Product-Catalog

2 2

3 Overview TelephoneIntegration...4 the perfect solution to connect your phone system, OCS, Lync and Skype with MS CRM. DocumentsCorePack...6 server and client based document generation and processing based on CRM data. SmartBar...9 enables a simple navigation between related CRM records. PowerSearch...10 allows a quick and easy search across several entities and multiple fields. ActivityTools...12 simplifies the use of activities within MS CRM. GroupCalendar...14 allows to display activities from multiple users, user groups and resources. AttachmentExtractor...16 extracts or replicates attachments from within your CRM system to a SharePoint or file share. Pricelist

4 TelephoneIntegration connects your phone system (TAPI, OCS, Lync and/or Skype) with your Microsoft Dynamics CRM. The main user interface is provided by Balloon -pop-ups. The balloon includes all functionalities that are needed to deal with incoming and outgoing calls. Main features: Each call refers to a Call box that contains all details about the call (duration, direction, ) and the caller (name, location, ). The Context-menu provides several CRM-functionalities such as: Open CRM-record Create new records (e.g. contact) Create CRM activity The Integrated CRM Search enables a direct search of CRM records (accounts, contacts, leads) within the balloon. Therefore, there is no need to open CRM to start an outgoing call. There are several ways to initiate outgoing calls: A call can be started directly from within CRM by clicking on the new Call number button placed in the CRM-menu. The balloon will pop-up displaying all available numbers of the opened CRM record. The user can choose the number he wants to dial. The direct call option allows users to start a call directly from the balloon by entering the phone number. The clipboard integration provides the option to copy a number from e.g. an -signature and start the call immediately. Dialing from related records allows to call phone numbers from related CRM records (e.g. call potential customer from an opportunity, quote or invoice). If an incoming call is detected, the balloon (see above) pops up from the taskbar displaying the caller details. If the number is found within CRM, the caller information e.g. name, company, -address, etc. is shown and the regarding entry is opened automatically. 4

5 Additional features: Call statistics inside CRM: Every call made is tracked back to the CRM-system. This allows to create and analyze call-statistics using CRM-Dashboards. The Lync chat integration allows connecting Lync-messages to CRM records. Conversations can be stored into a new chat entity as well as into letter activities associated to the regarding record. The Power Dialer allows to efficiently define and work on dialing lists. Dialing lists can be created from campaign activities or using our power dialing entities inside MS CRM. TI offers three different supported interfaces to connect your phone system with CRM: Direct connection via TAPI (requires a TAPI-driver) OCS (Office Communications Services)/Lync-Server-integration Skype integration RingCentral SDK API Plugin Interactive Intelligence As all TI features are supported with each of these setups, the TI-functionalities do not depend on the preferred interface. TelephoneIntegration is available for: MS CRM 2013 Online (RTW) / On-Premise (RTM) / Hosted (IFD) MS CRM 2011 Online (RTW) / On-Premise (RTM) / Hosted (IFD) MS CRM 4 On-Premise 5

6 DocumentsCorePack creating documents based on CRM data has never been easier. Based on MS Word-templates, DocumentsCorePack provides both, server and client-side features to generate and process documents associated with CRM records meeting a set of business requirements like automated reporting/mailing or simplifying invoicing or sending quotes. Server-based document generation & processing The server-based document generation provides you with a set of tools to create and process documents inside CRM without the need of client-side installations. Document generation CommandBar-integration: Create and process documents straight from the MS CRM CommandBar by making use of our single and multi-record enabled dialog Process-integration: Integrated into MS CRM processes (workflows, dialogs or actions), customers are enabled to generate documents based on CRM-events like creating or deleting contacts/quotes, approving an invoice etc. occurs (see picture). Supported formats: Documents can be generated as doc, docx, pdf, txt, html, jpg, bmp and png. Document processing Following workflow steps are provided for document processing Print the document (the printer can be defined in the workflow/dialog) Save the document in your SharePoint folder associated with the starting record (Supports: MS SharePoint 2010 / 2013 / Online) Attach documents to CRM records Attach the generated document to an or letter activity Send the Document printing Our tool enables printing of generated documents. Print jobs can be performed by a print service that supports local printers as well as Google-Cloud-Printing. Online Service Configuration The web-based setup allows users to configure our solution for MS CRM Online without any local installations. The service as well as licensing can be configured and maintained on our website. (Only available for MS CRM 2013 Online (RTW) / Hosted (IFD)) 6

7 DocumentsCorePack client The client component integrates into MS Word enabling users to design templates on one hand but also to generate and process documents directly from within MS Word. With DocX a new technique for creating templates has been implemented. It brings up several advantages like the automated creation of tables (e.g. list of quote-products, contacts from an account, activities) and an easy insertion of documents or pictures out of CRM. Additional features allow to insert HTML and QR-code (containing links, contact or product information etc ) in the document and merge it with data from CRM. The new Insert Advanced String-Field -functionality allows to combine multiple fields into a single control. Computed-Fields allow basic arithmetical operations based on CRM number and money-fields. It is possible to resolve complex relationships and therefore our DocumentsCorePack provides the opportunity to e.g. create quotes, invoices etc. including data from related records like other contacts, accounts, products, etc A mailmerge can be started via a Print in Word button in the CRM toolbar. Additionally, new features allow to completely automate the mailmerge and activity-creation process. Hence, users just have to open the CRM record and click on the mailmerge-button. With the possibility to create letter, or fax activities, the generated content can be stored to the regarding CRM record. Users can furthermore save a document directly to the proper location in CRM without the need of generating an activity due to the Save as DOCX -functionality. 7

8 Created documents can be sent to customers as PDF, XPS, Doc, DocX, ODT files. It converts the generated documents and therefore DocumentsCorePack provides a powerful option to simplify accounting by handling invoices, quotes or orders. The DocumentName and Subject of the can be configured to be based on CRM data. Generated documents can be saved to SharePoint/Windows Explorer. The possibility to define subfolders guarantees a compact overview of the created documents and their associations with the CRM records. All common file-types are supported and can be easily associated with e.g. an account/contact via drag & drop. The bulk-merge functionality allows to generate and store multiple documents in a single mailmerge process. Additionally, the wizard provides several options like combining documents, printing them or generating activities. DocumentsCorePack can be used without any restrictions in CRM offline mode. All documents created by e.g. a sales person are saved on their clients temporary and synchronized when the user goes online again. DocumentsCorePack is available for: MS CRM 2013 Online (RTW) / On-Premise (RTM) / Hosted (IFD) MS CRM 2011 Online (RTW) / On-Premise (RTM) / Hosted (IFD) MS CRM 4 On-Premise 8

9 SmartBar allows a simple navigation within standard and custom MS CRM entities and related records. Within the compact overview buttons represent the related records. These buttons can be added or deleted from the bar and users can rearrange the order via drag & drop according to their needs. Additionally, a number next to the button shows the amount of related records. SmartBar allows a simple navigation in standard and custom entities to easily access related records with a click on a button. The SmartBar persists when switching to related entities enabling a simple back and forth navigation. A number next to the button shows the amount of related records per entity. E.g. it counts and displays the number of quotes, orders, invoices etc. related to the opened record (see picture). By clicking the drop-down-button, related records can be opened in the current or in an extra window. The SmartBar can also be embedded into the entity form at a preferred place. Additional settings allow to display the SmartBar as a vertical or horizontal menu. With the integrated drag & drop functionality, users can define the button -order. These buttons can be added or removed from the SmartBar. The SmartBar is very easy to install and configure. Additionally, the addon provides a functionality referring to our ActivityTools addon which enables an overview of the number of all activities that are related to the CRM record. Administrators can define the global button order of SmartBar SmartBar is available for: MS CRM 2013 Online (RTW) / On-Premise (RTM) / Hosted (IFD) 9

10 PowerSearch provides a powerful search routine. It is possible to simplify the use of CRM by providing one page where all records can be found and favorites can easily be accessed. The global configuration allows users to define all entities and related fields that should be used by the search routine and the fields that should be displayed in the result. Search results are grouped by entity. It is possible to apply additional filters on the search results for each group. E.g. A search delivers 150 records. The additional filter allows to sub-filter these 150 results very efficiently. The attribute search allows searching for specific values of a certain CRM attribute. (E.g. main phone number of an account) Search results and even records related to the found records can be opened directly from the result window. AND and OR keywords are supported as search criteria. This allows for example to retrieve all leads from California that are associated to a specific company. 10

11 CRM users can define specific advanced views, user views, saved views or entities as their favorites. With this functionality, every user can quickly access personalized main views and the user is provided with a single point of information. Depending on the security role, this enables a compact overview of all records (quotes, cases, ) associated to e.g. an account or contact. In combination with the AttachmentExtractor, it is possible to perform a full text index search on the content and attachments of notes and s. (See page 16 for details) Relating to the features mentioned above, PowerSearch provides a SPI (Single Point of Information), from where it is possible to access any CRM record very quickly and from within only one page. PowerSearch is available for: MS CRM 2013 Online (RTW) / On-Premise (RTM) / Hosted (IFD) MS CRM 2011 Online (RTW) / On-Premise (RTM) / Hosted (IFD) MS CRM 4 On-Premise 11

12 ActivityTools has been developed to simplify the CRM internal use of activities by providing the possibility to define -presets and Outlook-like visualization options. Views: With the possibility to configure previews for each CRM entity, ActivityTools offers several comfortable display options: Entity-specific views: Activity-Preview: Shows all activities related to a CRM record -Preview: Shows all s related to a CRM record and provides additional features General views: My Activities: Shows all activities related to a user Queue-Preview: Provides a compact overview for all activities within a CRM queue All views are similar to MS Outlook consisting of a list of all activities associated to a CRM record on the left and a preview-pane on the right side of the window. This enables users to see a preview of the activity-content and to open attachments without the need to open the activity itself. Additionally, the previews can be activated within the CRM Activities -view, the Activities -view of CRM entities and within the CRM Queues - view. Users can also embed the previews into CRM Dashboards. With the included search feature, it is possible to search through all the activities associated with a CRM record (e.g. account, incident,...) and to access the search results directly. The thread-view guarantees a compact overview of all activities by providing the option to categorize them by subject, regarding object or date. 12

13 -Features: Users can easily generate personalized or default -signatures for all your users. This guarantees a consistent layout within MS CRM. The signatures will be automatically added to the content of the activity. By using the efficient WYSIWYG editor, which is capable of working with HTML as well as with clear text, it is very easy to create personal signatures. Existing signatures can be transferred by copy & paste. A standard sender can be defined for every user. This is very useful if all s should be sent from one address. (E.g. support teams, sales teams) The spellchecker provides a professional option to check and correct the content of s. Unknown words are recognized and the user can choose whether he wants to use a suggested word, to extend the dictionary etc. Supported languages: English, French and German ActivityTools is available for: MS CRM 2013 On-Premise (RTM) / Hosted (IFD) MS CRM 2011 Online (RTW) / On-Premise (RTM) / Hosted (IFD) MS CRM 4 On-Premise 13

14 GroupCalendar provides the possibility to display activities from various users, teams and resources like facilities or equipment. It supports multiple views with the option to define user-specific settings in order to adapt the views to individual requirements. A simultaneous view of activities can be quickly received by selecting users, user groups, resources or a specific user-group defined by an Advanced Find. E.g. The head of the support department can get an overview of his subordinated activities and availability of resources in order to coordinate them efficiently and to avoid conflicts. Each user is able to define and save user groups or default users separately. Furthermore, the GroupCalendar displays working hours and time-off specified in CRM for users and resources. The color-coding-functionality provides the possibility to define a specific color for each scheduled activity. All activity-types can be directly created within the GroupCalendar. Every view contains a print option including a print preview. It is possible to choose the activities to be displayed in the preview and accordingly it is possible to e.g. get an overview over all meetings of a month. Users can also embed the GroupCalendar into a CRM entity. GroupCalendar is available for: 14 MS CRM 2013 Online (RTW) / On-Premise (RTM) / Hosted (IFD) MS CRM 2011 Online (RTW) / On-Premise (RTM) / Hosted (IFD) MS CRM 4 On-Premise

15 Views: Day-,week-,month-view These views show all activities within the specified time. Activities can simply be opened with a double-click. In the month-view, activities lasting for several days are highlighted to keep a compact overview. TopDown-view In this view the activities are separated per user to get a plain view of the activities. Activities can be created and saved by double-click into the selected timeslot. In this view the hours-view can be set with either show 24 hours or show business hours. Gantt-view Every view can be either shown in the Gantt, List- or Timeline-view. The Gantt-view offers a drag & drop functionality for activities, even between different users. This is especially helpful if users want to see and coordinate the activities of many users. Additionally, unscheduled activities can be saved and assigned to specific users or resources via drag and drop. Timeline-view This view provides a detailed overview of all users appointments and activities, listed chronologically and vertical at a glance even when two appointments are scheduled at the same time. Activities can be created by right-click into the selected time-slot. All activities can be opened, deleted or copied in the same way. Agenda-view This view provides a plain list of activities, optionally grouped by date and/or resources. Additionally, activities can be rescheduled via drag & drop within the TopDown and Gantt-view. 15

16 AttachmentExtractor is a service based tool to move attachments from within your CRM system to either a SharePoint location or a file share, saving precious database space on the CRM and enabling various indexing & search options via SharePoint and Microsoft Search Server functionality. Main features: Extraction or replication of and note attachments to a SharePoint or file share. If extracted, the attachment is replaced with a link to the file on the chosen file storage (see picture). Comparing annual cloud storage costs of about 50GB reveals a huge difference between CRM-Online (~6,000 $) and SharePoint-Online (~120 $). Therefore, expensive CRM-online data storage costs can be saved by switching to alternate storage options with the AttachmentExtractor. Next to the attachment, it is possible to replicate - and note content for indexing purposes. If the extracted file is saved on a SharePoint, it can be indexed and therefore be searched by MS Search Server functionality easily. The revert extraction functionality allows to forward and reply to s with attachments. INFO: When using the PowerSearch addon, it is possible to perform a full text index search on the content and attachments of notes and s directly within CRM. The CRM internal AttachmentExtractor Settings dialog provides an easy option to configure extraction-parameters, storage options and the CRM-connection. Use the CRM integrated SaveLocations based on any reference related to your attachments or faciliate fully customizable save locations driven by CRM data AttachmentExtractor is available for: MS CRM 2013 Online (RTW) / On-Premise (RTM) / Hosted (IFD) MS CRM 2011 Online (RTW) / On-Premise (RTM) / Hosted (IFD) 16

17 Support Terms & Conditions After purchasing the product(s) licenses the customer is entitled to support and new releases (including release changes of MS CRM) of the purchased products(s) for one year. Subsequent purchases of additional licenses of the same product underlie the terms of the initial purchase. After one year from initial purchase, the customer is able to extend the support contracts annually. We provide a 30-day grace period after support expiration to allow customers to purchase an additional year of support with Standard - Support-price. If support is purchased for another year, the term of that support underlies the conditions of the original support period, thus, the support will end one year after expiration. E.g.: An organization that purchases product licenses on January 1, 2005 and waits to renew support until February 2006 will receive support through December 31, 2006; one year starting from the expiration of the original term. Standard - Support-price per license for 1 year (if customers make the renewal within 30 days after expiration!) Date of renewal (number of days after expiration) -DCP Client* -GroupCalendar * -PowerSearch* -Dashboard* -ActivityTools* -SmartBar* Telephone- Integration -AttachmentExtractor a; Small b; Medium c; Large Value- Package DCP server-based document generation within 30 days a; f 250 a; $ 330 f 12 $ 17 f 24 $ 34 b; f 620 b; $ 830 f 24 $ 34 c; f c; $ 1, % of list price Penalty - Support-price per license for 1 year If the customer does not renew the support-contract within 30 days after expiration, he has to pay a penalty-support-price for 1 year (depending on the days between the expiration and the renewal) Date of renewal (number of days after expiration) -DCP Client* -GroupCalendar * -PowerSearch* -ActivityTools* -SmartBar* Telephone- Integration -AttachmentExtractor a; Small b; Medium c; Large Value- Package DCP server-based document generation a; f 330 a; $ days f 16,50 $ 22.5 f 33 $ 45 b; f 825 b; $ 1,087.5 f 33 $ 45 c; f c; $ 1, days f 22 $ 30 f 44 $ 60 a; f 440 b; f c; f a; $ 580 b; $ 1,450 c; $ 2,320 f 44 $ % of list price 40 % of list price days f 27,5 $ 37.5 f 55 $ 75 a; f 550 b; f c; f a; $ 725 b; $ 1,821.5 c; $ 2,900 f 55 $ % of list price 271 days - 1 year f 33 $ 45 f 66 $ 90 a; f 660 b; f c; f a; $ 870 b; $ 2,175 c; $ 3,480 Subscriptions of addons for MS Dynamics CRM Online (cloud-based): Support/Maintenance per year/per license is included in the monthly fee for these subscriptions. * Prices are doubled in case of per user licensing 17 f 66 $ % of list price

18 Products & Prices in Euro Overview Normal -license per User -license Product Price Amount (minimum) Support & Maint.*2 Price Amount (minimum) Support & Maint.*2 GroupCalendar (GC) 55 E *1 12 E 110 E E ActivityTools (AT) 40 E *1 12 E 80 E E PowerSearch (PS) 40 E *1 12 E 80 E E RecordCounter (RC)* E *1 10 E SmartBar (SB)* E *1 12 E TelephoneIntegration (TI) TI Server (5 CALs incl.) 600 E E 1 TI Client CAL 110 E 24 E 110 E 24 E DocumentsCorePack (DCP) Server-based document generation Extra-Small (1 10 User) 600 E 120 E Small (11 30 User) E 220 E Medium (31 80 User) E 550 E Large ( User) E 920 E Extra-Large ( User) E E XXL ( User) E E DocumentsCorePack Client 55 E *1 12 E 110 E E AttachmentExtractor (AE) Online Subscription Small (1 20 User) E 250 E 69 E/month *3 included Medium ( User) E 620 E 149 E/month *3 included Large ( User) E E 299 E/month *3 included Enterprise (300 + User) on request on request Value Package (4 addons) 110 E *1 24 E MS CRM Online (Cloud-based) GroupCalendar 5 E/month *1 included 10 E/month 10 included *1 Customers need to buy a license for every active user in their CRM system *2 Support & Maintenance price per user/year *3 Billed annually 18

19 Products & Prices in USD* Overview Normal -license per User -license Product Price Amount (minimum) Support & Maint.*2 Price Amount (minimum) Support & Maint.*2 GroupCalendar (GC) $ 70 *1 $ 17 $ $ 34 ActivityTools (AT) $ 50 *1 $ 17 $ $ 34 PowerSearch (PS) $ 50 *1 $ 17 $ $ 34 RecordCounter (RC)*2011 $ 20 *1 $ 13 SmartBar (SB)*2013 $ 25 *1 $ 17 TelephoneIntegration (TI) TI Server (5 CALs incl.) $ $ TI Client CAL $ 140 $ 34 $ 140 $ 34 DocumentsCorePack (DCP) Server-based document generation Extra-Small (1 10 User) $ 800 $ 160 Small (11 30 User) $ 1,500 $ 300 Medium (31 80 User) $ 3,700 $ 740 Large ( User) $ 6,200 $ 1,240 Extra-Large ( User) $ 12,500 $ 2,500 XXL ( User) $ 23,600 $ 4,720 DocumentsCorePack Client $ 70 *1 $ 17 $ $ 34 AttachmentExtractor (AE) Online Subscription Small (1 20 User) $ 1,440 $ 330 $ 89/month *3 included Medium ( User) $ 3,600 $ 830 $ 199/month *3 included Large ( User) $ 5,765 $ 1,330 $ 390/month *3 included Enterprise (300 + User) on request on request Value Package (4 addons) $ 140 *1 $ 34 MS CRM Online (Cloud-based) GroupCalendar $ 7/month *1 included $ 14/month 10 included *1...Customers need to buy a license for every active user in their CRM system *2 Support & Maintenance price per user/year *3 Billed annually *USD is based on current market conversion rates. It is subject to change. 19

20 US: Europe: +43 (0) Christian Ternek Product Manager Date of issue: September 2014