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CRM Accelerator Roundtable

CRM Accelerator Roundtable. Summit 2010. Our Premier Sponsors. CRM Accelerator Roundtable. Agenda Welcome Short Presentation Interactive Discussion Wrap-up. CRM Accelerator Roundtable. Your Speakers Bob Peskin, Infinity Info Systems rpeskin@infinityinfo.com

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CRM Accelerator Roundtable

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  1. CRM Accelerator Roundtable Summit 2010 Our Premier Sponsors

  2. CRM Accelerator Roundtable Agenda • Welcome • Short Presentation • Interactive Discussion • Wrap-up

  3. CRM Accelerator Roundtable Your Speakers • Bob Peskin, Infinity Info Systems • rpeskin@infinityinfo.com • Hansel Gillis, 1st Farm Credit Services  • hgillis@1stfarmcredit.com

  4. CRM Accelerator Roundtable What are Accelerators? • Add-on modules that deliver extended capability to Microsoft Dynamics CRM 4.0 • Templates / Starter Kits / Frameworks • xRM “Enablers” • They are “free”!

  5. CRM Accelerator Roundtable What is Released • Extended Sales Forecasting • CRM Notifications • Event Management • eService Portal • Analytics • Enterprise Search • Portal Integration

  6. CRM Accelerator Roundtable What is Released (cont) • Business Productivity • Newsfeed • Workflow • Audit • Sales Methodologies • Social Networking • Customer Care • Partner Relationship Management

  7. CRM Accelerator Roundtable What Do You Get • CRM Customizations • Entities, Forms, Views (XML) • Workflows (XML) • Reporting • SRS Reports (RDL) • SSRS Cubes • Portals • .NET Code • HTML Pages

  8. CRM Accelerator Roundtable

  9. CRM Accelerator Roundtable Conclusion • They are “free” • Download from CodePlex • http://www.codeplex.com/crmaccelerators • Blogs – Discussions and Evaluation

  10. CRM Accelerator Roundtable Wrap-Up • Thanks for joining us! • Fill out session evaluations • Go to CRMUG.com for the survey link • Submit your Town Hall questions • Looking to connect with someone? • The Connections Café • On Twitter (#CRMUG)

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