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Overview TelephoneIntegration...4 the perfect solution to connect your phone system, OCS, Lync and Skype with MS CRM. DocumentsCorePack...6 provides the possibility to create and manage documents associated with CRM records. AutoMerge...8 workflow and dialog based generation of documents. RecordCounter...9 counts and displays the number of related records and notes. 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 provides the possibility 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...19 3
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 CRMfunctionalities 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 e-mailsignature 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, e-mail-address, etc. is shown and the regarding entry is opened automatically. 4
Additional features: The history keeps a detailed track on previous calls. This e.g. allows users to quickly call back by selecting any previous phone call or to analyze calling times by using the helpful grouping/sorting features. 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 Predictive Dialer dials numbers of CRM-records which have been attached to marketing lists of call-campaign-activities. The scheduled calls can be processed simultaneously by various users. During processing, details about the called record and the marketing list are displayed within the call-window. To simplify handling, several states like Unprocessed, Claimed, Successful, Failed, or rescheduling of phone calls are supported. 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 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
DocumentsCorePack enables users to create and manage documents associated with CRM records in a comfortable and structured way. Additional utilities simplify and improve the use of MS CRM and optimize business processes like generating complex quotes and sending them as PDF or Word-document. WordMailmerge enables the creation of Word-Documents with data from MS CRM. 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, 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. New 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. A mail merge can be started via a Print in Word button in the CRM toolbar. Additionally, new features allow to completely automate the mail merge and activitycreation process. Hence, users just have to open the CRM record and click on the mail merge-button. 6
With the possibility to create letter, email 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. 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 email 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 7
AutoMerge enables an easy generation and processing of documents based on templates that incorporate all CRM fields and that can be easily created without specific programming knowledge. The process of document generation and processing can be executed automatically via workflows or in a oneclick-scenario via dialogs. Template creation Templates for generating and processing documents can be easily created in advance with our DocumentsCorePack addon (see DCP page for details). INFO: One license for the DocumentsCorePack Template Designer will be provided when purchasing AutoMerge. Document generation AutoMerge allows to generate documents once a CRM-event like creating or deleting contacts/quotes/accounts etc. occurs (see picture). The feature is based on CRM workflows/ dialogs which contain the template and format that should be used. Supported formats: doc, docx, pdf, html, jpg, bmp, png, Document processing Following workflow steps are provided for document processing Generate a document based on a template designed with the DocumentsCorePack Template Designer 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 the generated document to an email or letter activity Send the email Document printing AutoMerge enables printing of generated documents. Print jobs can be performed by a print service that supports local printers as well as Google-Cloud-Printing. AutoMerge is available for: 8 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
RecordCounter provides an overview of the number of records and notes related to standard and custom MS CRM entities. It helps you to save time in daily business processes due to showing the number of related records already within the entity s general view. The number of related records for each navigation entry is shown within the entity s navigation bar. Additionally, it incorporates the related regarding records if requested. E.g. it counts and displays the number of quotes, order, invoices etc. related to the opened record (see picture). Furthermore, it is capable to count and display the number of notes (see picture). 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 CRM records. The RecordCounter is very easy to install and configure. Users can quickly determine which related records should be counted by clicking checkboxes in the configuration interface. All common standard and custom entities that include One-to-Many relationships are resolved and available for configuration automatically. Many- to-many relationships can additionally be resolved and configured manually. RecordCounter is available for: We are working on a replacement-addon for MS CRM 2013 MS CRM 2011 On-Premise (RTM) / Online (RTW) / Hosted (IFD) MS CRM 4 (included in DocumentsCorePack) 9
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
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 emails. (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
ActivityTools has been developed to simplify the CRM internal use of activities by providing the possibility to define email-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 Email-Preview: Shows all emails related to a CRM record and provides additional emailfeatures 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
Email-Features: Users can easily generate personalized or default email-signatures for all your users. This guarantees a consistent email layout within MS CRM. The signatures will be automatically added to the content of the email 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 emails should be sent from one email address. (E.g. support teams, sales teams) The spellchecker provides a professional option to check and correct the content of emails. 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 Online (RTW) / On-Premise (RTM) / Hosted (IFD) MS CRM 2011 Online (RTW) / On-Premise (RTM) / Hosted (IFD) MS CRM 4 On-Premise 13
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 types. All kinds of activities 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
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. Top-down-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 show the activities of many users. 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. Additionally, activities can be rescheduled via Drag & Drop within the Top-Down and GANTT-view. 15
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 in CRM and enabling various indexing & search options via SharePoint and Microsoft Search Server functionality. Main features: Extraction or replication of email 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 email- 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 emails 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 emails directly within CRM. The CRM internal AttachmentExtractor Settings dialog provides an easy option to configure extraction-parameters, storage options and the CRM-connection. 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
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 -GroupCalendar -PowerSearch -Dashboard -ActivityTools* Telephone- Integration -AutoMerge -AttachmentExtractor a; Small b; Medium c; Large Value- Package Record- Counter within 30 days a; f 220 a; $ 290 f 11 $ 15 f 22 $ 30 b; f 550 b; $ 725 f 22 $ 30 f 10 $ 13 c; f 880 c; $ 1,160 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 -GroupCalendar -PowerSearch -ActivityTools* Telephone- Integration -AutoMerge -AttachmentExtractor a; Small b; Medium c; Large Value- Package Record- Counter a; f 330 a; $ 435 31-90 days f 16,50 $ 22.5 f 33 $ 45 b; f 825 b; $ 1,087.5 f 33 $ 45 f 11 $ 15 c; f 1.320 c; $ 1,740 91-180 days f 22 $ 30 f 44 $ 60 a; f 440 b; f 1.100 c; f 1.750 a; $ 580 b; $ 1,450 c; $ 2,320 f 44 $ 60 f 12 $ 16 181-270 days f 27,5 $ 37.5 f 55 $ 75 a; f 550 b; f 1.375 c; f 2.200 a; $ 725 b; $ 1,821.5 c; $ 2,900 f 55 $ 75 f 13 $ 17 271 days - 1 year f 33 $ 45 f 66 $ 90 a; f 660 b; f 1.650 c; f 2.650 a; $ 870 b; $ 2,175 c; $ 3,480 f 66 $ 90 f 14 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 $ 18
Products & Prices in Euro Overview Normal -license per User -license Product Price Amount (minimum) Support & Maint.*2 Price Amount (minimum) Support & Maint.*2 DocumentsCorePack WordMailmerge (DCP) 55 E *1 11 E 110 E 10 22 E GroupCalendar (GC) 55 E *1 11 E 110 E 10 22 E ActivityTools (AT) 40 E *1 11 E 80 E 10 22 E PowerSearch (PS) 40 E *1 11 E 80 E 10 22 E RecordCounter 15 E *1 10 E TelephoneIntegration (TI) TI Server (5 CALs incl.) 600 E 1 110 E 600 E 1 110 E TI Client CAL 110 E 22 E 110 E 22 E AutoMerge (AM) AttachmentExtractor (AE) Small (1 20 User) 1.100 E 220 E Medium (21 100 User) 2.750 E 550 E Large (100 300 User) 4.400 E 880 E Enterprise (300 + User) Upgrade Small Medium Upgrade Medium Large 1.650 E 1.650 E on request Value Package DocumentsCorePack + ActivityTools + PowerSearch + RecordCounter 110 E *1 22 E MS CRM Online (Cloud-based) GroupCalendar 5E/month *1 included 10E/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 18
Products & Prices in USD* Overview Normal -license per User -license Product Price Amount (minimum) Support & Maint.*2 Price Amount (minimum) Support & Maint.*2 DocumentsCorePack WordMailmerge (DCP) $ 70 *1 $ 15 $ 140 10 $ 30 GroupCalendar (GC) $ 70 *1 $ 15 $ 140 10 $ 30 ActivityTools (AT) $ 50 *1 $ 15 $ 100 10 $ 30 PowerSearch (PS) $ 50 *1 $ 15 $ 100 10 $ 30 RecordCounter $ 20 *1 $ 13 TelephoneIntegration (TI) TI Server (5 CALs incl.) $ 800 1 $ 140 $ 800 1 $ 140 TI Client CAL $ 140 $ 30 $ 140 $ 30 AutoMerge (AM) AttachmentExtractor (AE) Small (1 20 User) $ 1,440 $ 290 Medium (21 100 User) $ 3,600 $ 725 Large (100 300 User) $ 5,765 $ 1,160 Enterprise (300 + User) Upgrade Small Medium $ 2,145 Upgrade Medium Large $ 2,145 on request Value Package DocumentsCorePack + ActivityTools + PowerSearch + RecordCounter $ 140 *1 $ 30 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 *USD is based on current market conversion rates. It is subject to change. 19
US: +1 404.720.6066 support@mscrm-addons.com Europe: +43 (0) 316 680 880 office@mscrm-addons.com www.mscrm-addons.com Christian Ternek Product Manager christian.ternek@mscrm-addons.com Date of issue: January 2013