c360 Products for Microsoft Dynamics CRM 3'0

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c360 Products for Microsoft Dynamics CRM 3.0
Product Presentation
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Who is c360?
Who is c360?

• c360 is the leading provider of Microsoft CRM
  add-on products, industry solutions and
  development tools.
• c360 Focuses exclusively on Microsoft CRM
• c360 Delivers products through the Partner
  Channel
• c360 Fills the industry CRM solutions need for
  Microsoft CRM
• c360 Products enable Microsoft CRM industry
  development
• c360 Founders have deep CRM domain expertise

• Our success so far
• Microsoft 2005 Partner Choice ISV award
• 625 Channel Partners
• 97 Customer/Partner Satisfaction Ranking
• 1,250 organizations worldwide run c360
• 200,000 customer licenses installed

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c360 Product Offering
c360 High Tech
Core Productivity Pack
Sales Productivity Pack

• Data Quality Center
• Console
• Alerts
• Relationship Explorer
• Summary
• Multi-Field Search
• Email Link

• Web Connect
• Forecast Manager

Other Products!

Developers Tools
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c360 Solutions Architecture
c360 SDK for Microsoft CRM 3.0
Configurable Base Pages and Dialogues
Security and Privilege Authentication
Encryption and Decryption of Data
External Data Access Service Classes
Configuration Information Storage and Retrieval
CRM Data Retrieval and Update
Licensing
CRM Look and Feel User Interface Controls
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Audit

• Description
• c360 Audit is a Microsoft CRM enhancement that
  allows you to Track and Analyze all changes made
  to CRM
• Functionality
• The Audit Tracker component captures all changes
  made to CRM data including custom entities and
  custom fields. Using the Audit Tracker,
  organizations will be able to
• Track all changes made to CRM data including
  contact save, lead conversions, quote deletions,
  updating of account fields
• See the big picture view of the complete audit
  trail with the ability to drill down and open any
  CRM record with a single click
• See the before and after picture of every CRM
  save event
• User customizable view to see only the fields
  that are most critical
• See HOW an Account got its current statys Your
  existing CRM system is just a snapshot but using
  Audit, you can now see HOW
• Increase compliance with legal regulations such
  as SOX, HIPAA, The Privacy Act, and others by
  maintaining a verifiable audit trail

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Audit

• Functionality (continued).
• The Audit Analyzer component is a powerful
  Business Intelligence system that lets you
  analyze historical CRM information to gain a
  better understanding of your customers. Using the
  Audit Analyzer, Microsoft CRM users will be able
  to
• Get critical insight to your historical CRM data
  by creating specialized queries like negative
  queries, OR queries using special operators
  such as increased, not changed etc
• Sales can now more easily identify stuck
  opportunities in the funnel by creating the
  negative query Show me all hot opportunities
  where status code has not changed in the last
  month
• Create complicated OR queries such as All
  opportunities where the Estimated Amount has
  changed OR the Account Type has changed

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Sample Dashboard Executive User
Audit (Audit screenshot)
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Sample Dashboard Executive User
Audit (Audit Analyzer screenshot)
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Field Level Security

• Description
• c360 Field Level Security enhances the security
  capability of Microsoft CRM 3.0 by restricting
  access to CRM data on a field level basis
• Functionality
• Administrators will be able to restrict access to
  specific fields in CRM entities.
• Fields can be disabled (read-only), forbidden
  (deny access) or hidden (remove field from view)
  for any CRM security role in a business unit (or
  team), thus allowing dynamic field privilege
  access while maintaining the CRM security model
• Field-Level Security supports all CRM field types
  such as lookup, string, float, nvarchar,
  currency, datetime, memo fields
• Fields are secured from all areas of CRM
  including entity forms, CRM Views, Advanced Find
  views, lookup views, Bulk Edit, Excel Export,
  Print pages, Form Assistant, Merge Forms

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Sample Dashboard Executive User
Field Level Security (Admin Configuration screen)
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Sample Dashboard Executive User
Field Level Security (Form screen)
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Sample Dashboard Executive User
Field Level Security (Print Page screen)
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Sample Dashboard Executive User
Field Level Security (View screen)
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Multi Currency Management

• Description
• c360 Multi-Currency Management is a Microsoft CRM
  enhancement for handling different scenarios of
  multi-currency requirements within CRM
• Functionality
• Manage and edit unlimited currencies and related
  exchange rates
• Define default currency for the application
• Maintain currency in record level
• Maintain currency in field level
• Manage currencies for all entities (including
  custom)
• Automatically update Exchange Rate values
• Define multi currency quotes/orders/invoices and
  opportunities
• Change currency for a record while automatically
  exchanging all the currency symbols and currency
  information accordingly

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Sample Dashboard Executive User
Multi Currency Management (Account screen)
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Sample Dashboard Executive User
Multi Currency Management (Currency/Rate
Management screen)
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Sample Dashboard Executive User
Multi Currency Management (Price List screen)
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Sample Dashboard Executive User
Multi Currency Management (Quote/Order screen)
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Data Quality Center Core Productivity
Pack

• Components
• Included in the c360 Core Productivity Pack
• Compatible with Microsoft CRM 3.0
• Description
• Offers organizations a complete solution to
  validate, manage and keep their value customer
  data clean and up-to-date
• Components of Data Quality Center
• Address Validation
• Duplicate Detection
• Functionality
• The Address Validation component allows Microsoft
  CRM users to verify and correct CRM addresses
  (Lead, Contact, Account, CustomerAddress) using
  US Postal Code standards. The Address Validation
  engine uses the United States Postal Service
  certified technology to verify, correct and
  enhance any address in the U.S. The service
  corrects  street name misspellings, validates
  street type extensions, standardizes city name
  and state names, and appends missing state
  abbreviations. The features of Address Validation
  are
• Real-time verification and standardization of US
  addresses
• Validate and correct addresses and add ZIP4 data
• Auto complete city names and state names
• Preview Pane (optional) where users can see the
  old and new address
• Automatic Auto-updating of the verified address
  during save of the record
• A new optional 'Validate Address' button is also
  available on the entity toolbar which allows
  users to trigger  the address validation service
  on-demand

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Data Quality Center Core Productivity
Pack

• Functionality (continued).
• The Duplicate Detection component notifies
  Microsoft CRM users interactively when they are
  creating a Lead, Contact or Account record that
  appears to be a duplicate of an existing record.
  The features of Duplicate Detection are
• Compares against Lead, Contact and Account
  records, using concept of individual (i.e. Lead
  or Contact) and organizational (i.e. Lead or
  Account) records to intelligently determine where
  duplicates exist
• Implements match code technology for rapid
  detection and display of potential duplicates as
  users are inserting and updating CRM records
• Allows administrators to define up to 5 match
  codes per record type (individual/organizational)
• Allows use of partial string, entire field and
  sound matching (Soundex) comparison options when
  configuring match codes
• Alternative Comparison rules can be enforced so
  names like Bob and Robert or letters like e and é
  can be compared. These rules are configurable for
  language and cultural subtleties
• Includes scheduled process for nightly detection
  of duplicates
• Includes a Potential Duplicates Queue where users
  can review potential duplicates that have been
  identified by the scheduled duplicate detection
  process is also available on the entity toolbar
  which allows users to trigger  the address
  validation service on-demand

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Sample Dashboard Executive User
Data Quality Center (Address Validation Preview
Pane)
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Sample Dashboard Executive User
Data Quality Center (Potential Duplicate Display
Screen)
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Sample Dashboard Executive User
Data Quality Center (Potential Duplicate Queue
Screen)
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Sample Dashboard Executive User
Data Quality Center (Settings Screen)
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Console Core Productivity Pack

• Components
• Included in the c360 Core Productivity Pack
• Compatible with Microsoft CRM 3.0
• Description
• Allows CRM users to consolidate CRM data in a
  series of customizable cells all within one
  workspace eliminating excess operations (clicks)
  and navigation.
• Functionality
• Provides a multi-cell user configurable workspace
• Allows users to put data (cells) they want on a
  single screen
• Cells can be CRM and Query Manager views
• Ability for partners and customers to build
  custom cells
• Ability to launch Consoles in a new window so a
  user can have multiple Consoles open at the same
  time
• Custom configurable personal search screens
• Embed custom developed content cells pulling data
  from desktop applications (excel), other systems
  or providing vertical or customer-specific
  functionality
• Ability to add SQL Server Reporting Services
  reports as cells in the Console
• Ability for users to add a footer cell so its
  content can span all columns in a Console

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Sample Dashboard Executive User
Console (Sales User Example)
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Sample Dashboard Executive User
Console (Service User Example)
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Alerts Core Productivity Pack

• Components
• Included in the c360 Core Productivity Pack
• Compatible with Microsoft CRM 3.0
• Description
• Allows CRM users to add critical information to
  CRM records so other users will be advised of
  this information upon access of the record
• Functionality
• Users may set alerts on any CRM record type
• Alerts are immediately displayed in a pop-up
  window when the record is accessed
• Users may add multiple alerts to each CRM record
• Users may provide optional alert expiration dates
  for alerts that only need to be shown temporarily
• Users may select alert type with icon so users
  will be able to quickly differentiate the type of
  alert and determine whether it requires their
  attention
• Alerts may be removed but will remain in the
  system so users may see past alerts for
  historical context
• Developers may add, edit and remove alerts
  programmatically from custom applications

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Sample Dashboard Executive User
Alerts (Alert Creation Screen)
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Sample Dashboard Executive User
Alerts (Alert Display Screen)
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Summary Core Productivity Pack

• Components
• Included in the c360 Core Productivity Pack
• Compatible with Microsoft CRM 3.0
• Description
• Provides a CRM user a fully configurable screen
  to roll-up, summarize, read and review all
  interactions for the various record types in
  Microsoft CRM without opening other windows or
  performing additional clicks.
• Functionality
• Ability to display Service, Sales, Marketing,
  Custom Entities and Sub-Account Activities in the
  summary including Notes linked to activities
• Ability to perform activity and launch documents
  from the document preview window
• Ability to add custom activity fields into the
  summary view
• Ability to filter activities and records by date
  range as well as activity/record types
• All references to other CRM objects in the
  Activity Summary grid will be displayed as
  hyperlinks with the appropriate CRM icon
  displayed
• CRM users can customize the summary pages to
  display the fields and records that are important
  to them
• Ability to print and export summaries to
  Microsoft Excel

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Sample Dashboard Executive User
Summary (Account Example)
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Sample Dashboard Executive User
Summary (User Preferences)
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Multi-Field Search Core Productivity
Pack

• Components
• Included in the c360 Core Productivity Pack
• Compatible with Microsoft CRM 3.0
• Description
• Provides CRM users with a quick central search
  screen where they can search across multiple
  entities and multiple fields with a single click
• Functionality
• Search across multiple entities and multiple
  fields simultaneously with a single click
• Display search results along with preview data
  from different entity types in the same grid
• Configure per user the entities (standard and
  custom) that will be searched using 'Search All'
  while leveraging CRM's 'Quick Find' view fields
  to search across multiple fields
• Quickly filter the search results to display/hide
  entity types in the search results
• Take actions against search results such as
  merging records, sending email, etc.
• Work from a single screen to access multiple CRM
  record types
• Includes the c360 CRM Desktop Search that lets
  you search for CRM records using Windows Desktop
  Search

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Sample Dashboard Executive User
Multi-Field Search (Search Screen)
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Sample Dashboard Executive User
Multi-Field Search (User Preferences Screen)
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Multi-Field Search (c360 Desktop Search screen)
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c360 Relationship Explorer Core Productivity
Pack

• Components
• Included in the c360 Core Productivity Pack
• Compatible with Microsoft CRM 3.0
• Description
• The c360 Relationship Explorer for Microsoft CRM
  3.0 will give users a single place to view all
  relationships that exist for a particular object
  in an user friendly graphical tree.
• Functionality
• Ability to discover and display all relationships
  that exist between entities within Microsoft CRM
• Ability to create custom relationships not
  possible through Microsoft CRM
• Set user preferences to determine how the
  relationship tree should be displayed including
  which entities to display in detail and which to
  summarize
• See a complete view of any CRM records
  relationship hierarchy in a single place

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Sample Dashboard Executive User
c360 Relationship Explorer
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Email Link Core Productivity Pack

• Components
• Included in the c360 Core Productivity Pack
• Compatible with Microsoft CRM 3.0
• Description
• Quickly generate Outlook email to share account
  information with others.

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c360 Forecast Manager Sales
Productivity Pack

• Components
• Included in the c360 Sales Productivity Pack
• Compatible with Microsoft CRM 3.0
• Description
• Allows CRM users to update multiple fields and
  records from a grid control.
• Functionality
• Forecast Manager allows sales personnel to
  quickly and easily update sales forecast
  information from a single, editable dashboard
  screen.
• Forecast Manager can also retrieve Advanced Find
  queries allowing users to show opportunities
  meeting specific criteria.
• For example, an Advanced Find query could be
  created to list all Opportunities belonging to
  Accounts in a certain territory or all
  Opportunities over a certain revenue amount. This
  data would be displayed in Record Editor for
  quick and easy forecast review or updating

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Sample Dashboard Executive User
c360 Forecast Manager
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c360 Web Connect Sales Productivity
Pack

• Components
• Included in the c360 Sales Productivity Pack
• Compatible with Microsoft CRM 3.0
• Description
• Allows organizations using Microsoft CRM to
  easily integrate their web site to Microsoft CRM
  for lead and web visitor activity capture.
• Functionality
• Link multiple web site forms to CRM to create
  Lead and Activity records
• Email all web form values and actions taken to an
  SMTP address, record owner, record owners
  manager or team in CRM
• Query for existing matches in CRM and create new
  Lead or Activity depending on whether email
  address was matched to an existing Lead or
  Contact
• Create an additional CRM activity to log form
  field values and actions taken
• Send a configurable HTML or text (administrator
  may specify) formatted confirmation email to
  visitor
• Specify a URL to which to post one or more of the
  form field values (e.g. this action may be used
  for opting visitor into a 3rd party email list)
• Run workflow rules in CRM

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Sample Dashboard Executive User
c360 Web Connect
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c360 My Workplace Service Productivity
Pack

• Components
• Included in the c360 Service Productivity Pack
• Compatible with Microsoft CRM 3.0
• Description
• Personalize the CRM Workplace area by user for
  more efficient Queue management
• Features
• User customizable Individual users can customize
  which queues to see and which fields to be
  displayed
• See number of items in queues without clicking on
  queue
• CRM Service Users save time working service and
  support queues and see more of the information
  that is relevant to them
• Set up queues the way that is best for the
  business and monitor them more easily

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c360 My Workplace
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c360 Email To Case Service Productivity
Pack

• Components
• Included in the c360 Service Productivity Pack
• Compatible with Microsoft CRM 3.0
• Description
• Configure multiple CRM queues to convert inbound
  emails to Service Cases. Each time a Case is
  created the customer is emailed and designated
  CRM users are notified.
• Features
• CRM Email Activities in one or more queues are
  automatically converted into Cases
• Email sender is automatically notified of new
  Case number when their email is converted into a
  CRM Case
• Immediately and automatically notify internal CRM
  users to the presence of a new service Case
• Configure Email To Case to either auto-create CRM
  Contact records for unrecognized email addresses
  or take no action from these senders
• Organizations with service and support needs can
  begin to track 100 of requests in CRM within
  minutes of installation
• Provide professional response by automatically
  confirming service requests with a professional
  email including unique CRM Case number
• Enable ultra-responsive support with immediate
  internal notifications
• Reduce data entry and/or avoid providing support
  to unrecognized requestors

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c360 Email To Case
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c360 Customer Portal Features and Benefits

• Features
• Allow customers to log in to a protected area of
  your site and access CRM functionality
• Allow customers to create, edit and view Service
  Cases on the web
• Selectively publish all or part of your CRM
  Knowledge Base
• Allow your customers to update their contact
  records on the web
• Allow customers access to custom developed
  modules protected by portals authentication

• Benefits
• Provide 24 x 7 resources to your customers
• Increase Service and Support efficiency and
  availability and lower data entry by pushing
  service functions to the web
• Reduce your cost of service and support by
  providing your prospects and/or customers with
  self-service tools
• Keep your data up to date by allowing customers
  to maintain their own data
• Leverage portals authentication infrastructure
  to implement web-based resources for your
  customers

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c360 Customer Portal (Case Edit Screen)
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c360 Customer Portal (Knowledge Base Screen)
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c360 SDK for Microsoft CRM 3.0

• Components
• Compatible with Microsoft CRM 3.0
• Description
• Allows developers to build applications on the
  Microsoft CRM 3.0 platform
• All c360 products are built on the c360 SDK for
  Microsoft CRM 3.0
• Benefits
• Proven platform for custom development on
  Microsoft CRM 3.0 (Installed in over 1,000
  production environments)
• Complete suite of ASP.NET user interface controls
  (grid, tree-view, menu, toolbar, radio, picklist,
  list, date selection, lookup, etc.) that look and
  behave like standard Microsoft CRM controls
• User interface controls are highly customizable
  in terms of functionality and visual
  characteristics
• Multi-functional grid control including
  record-paging, custom action toolbar,
  context-sensitive standard actions, inline
  formatting, external data retrieval and display,
  CRM view integration, mixed data/entity display
  and much more
• Inheritable pages including base area, edit,
  save, dialogue, action, grid and tree-view that
  enforce the Microsoft CRM look and feel
• Framework through which developers can integrate
  external data into c360 Microsoft CRM pages and
  grids
• Industry recognized Asynchronous JavaScript and
  XML (AJAX) paradigm leveraged in control set
• Support for custom grid actions and
  application-level user preferences
• Application navigation through tabs and
  navigation bars
• Performance optimization through caching of meta
  data and user information

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Sample Dashboard Executive User
c360 SDK for Microsoft CRM 3.0
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Group Calendar

• Description
• c360 Group Calendar is a Microsoft CRM
  enhancement that allows organizations to be more
  collaborative by allowing users to view the CRM
  calendar of other users in their organization
• Functionality
• View the Calendar of multiple CRM users or user
  groups
• Show activities of one or more users at the same
  time
• View all types of activities in the calendar
  including appointments, tasks, fax, phone, email,
  letter activities, service activities
• Control scheduling conflicts by having a uniform
  and simple overview
• Filter the result and show only open activities
  or only activities for attendees
• Ability to view the calendar in a day, week,
  month or Gantt view
• Have one clear calendar for all activities

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Sample Dashboard Executive User
Group Calendar Month View
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Group Calendar Top Down View
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Group Calendar Gantt View
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Group Calendar Sidebar
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Word Mail Merge

• Description
• c360 Word Mail Merge is a Microsoft CRM
  enhancement that allows you to create Word
  documents with data from Microsoft CRM. Word Mail
  Merge enables you to create a mail merge using
  CRM fields/entities, add additional fields to the
  mail merge, create letter-activity directly from
  Word and add Word documents directly to CRM
  entities
• Functionality
• Merge CRM entity record details (contacts,
  accounts, custom entity) into a Word template
  directly from the CRM web client
• Mail Merge in Word with many CRM records
• Choose many fields from CRM entities (including
  custom fields) when generating a mail merge
  document
• Generate word documents with custom entities and
  insert related information (from accounts,
  contacts )
• Create mail merges using quotes, orders, invoices
  and use custom fields
• Generate Word documents and send it as PDF per
  email (required Adobe PDF Writer or PDF995)
• Send personalized emails/newsletters with
  attachments
• Use Advanced Find query within MS Word to perform
  mail merge and generate mass email or mass print
  letters

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Word Mail Merge Mail Merge from Web Client
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Word Mail Merge Insert Merge Fields
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Word Mail Merge Mail Merge multiple records
from Word
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c360 Communications

• c360 Insider
• Published Quarterly
• Microsoft CRM non-sales Guru information
• Frequently includes free giveaways
• Original content written by c360 personnel
• 100 permission subscription
• c360 Product Updates
• Published 4 6 times a year on major product
  releases
• c360 Product focused
• 100 permission subscription
• Sign up at www.c360.com/Newsletter.aspx

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QA