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1
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2
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- Division of CDC Software (NASDAQ: CHINA)
- Microsoft Gold Certified Partner
- Microsoft “Partner Choice ISV” award
- 25+ add-on products
- 850+ partners worldwide
- 2,400+ organizations run c360 products
- 400,000+ licenses installed
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3
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4
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- c360 Productivity Packs combine multiple products into a single
offering. The concept behind our Productivity Packs is simple; as the
core Microsoft Dynamics CRM product improves and adds features; c360
will continue to improve our Productivity Packs by adding new products
and capabilities. Productivity Pack customers who have current
maintenance agreements will receive the new Productivity Pack products
and features at no additional cost
- As Microsoft CRM evolved from version 1.2 to Dynamics CRM 3.0 (and now
to CRM 4.0), c360 has continually improved our Productivity Packs by
adding new products and features as well as upgrading the existing
products
- We are excited to provide you with this confidential preview of our
roadmap and specifically the improvements we are making to our Core
Productivity Pack for CRM 4.0
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5
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6
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- c360 Explorer will allow users to ‘Search’ and ‘Explorer’ CRM data in a
user friendly single screen
- Explorer will create and utilize a specialized search engine platform
built exclusively for Microsoft Dynamics CRM
- Combine keyword searches with specific attribute searches
- Keyword search on ‘Contoso’ where ‘date updated’ was last month and
‘updated’ by ‘John Smith’
- View snapshot data right within the search results. For example, for an
account record, see the number of contacts, number of open cases,
primary contact and phone numbers within the snapshot data
- Search through SharePoint documents from within Explorer
- With the speed of an ‘Internet’ Search and accuracy of a ‘desktop’
search and ease of use of Microsoft Dynamics CRM, c360 Explorer will be
the ultimate productivity tool for CRM users
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7
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8
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9
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- Easy to use Inline Grid Editor that allows you to edit/modify the
contents right within the grid
- Launch Record Editor from any CRM grid and/or Advanced Find View Results
- Edit all the different CRM fields in their own control boxes (date, memo
fields, currency, picklist, lookup, boolean, int, money)
- Grid enforces CRM’s security model (read-only, state attributes, write
privileges)
- Select all or just specific records to edit
- Bulk update to copy a change made to all or select rows in the grid
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11
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12
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- The c360 Relationship Explorer has been expanded to include Relationship
Charting/Diagramming functionality. Relationship Explorer will continue
to show all relationships between entities but will now allow users to
create multiple relationship diagrams each showing informal
relationships. The new charting functionality has been built using
Microsoft SilverLight and embodies the phrase ‘a picture paints 1000
words’
- With this tool, users will be able to learn about an organizations
hidden dynamics by viewing the diagram as opposed to reading through
page of notes. The relationship diagramming will allow organization to
use the tool in an icon or label based setup
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13
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14
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15
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16
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- Alerts will continue allowing users to add critical data to CRM records
so that other users will be advised of it immediately upon accessing the
record
- Several new features will be available in CRM4.0 such as
- Roll-up of alerts set on the contact record upon opening the Account
record
- Add alerts programmatically via workflow
- Notify the record owner when an Alert is placed on a record
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18
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19
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- c360 is making significant investment into the Console product to make
it a unified workspace where CRM users can go to for all their CRM
related tasks
- Existing cell types will be enhanced for providing additional
functionality. Several new cell types will be added, including
- ‘Header’ and ‘Footer’ cell that will span the entire Console length
- ‘Parent Record’ cell to display information about the Parent record
- Ability to create Role specific or Business unit specific Consoles
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20
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21
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22
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- Multi-Field Search will leverage the new Explorer search engine platform
for further, faster retrieval of CRM search results
- Launch grid editing right from within the Multi-Field Search search
results
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25
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26
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- Summary will leverage the new Explorer search engine platform for faster
data access and continue providing users a consolidated screen where
they can see all open and closed activities, notes and CRM records
chronologically.
- The auto-preview feature will continue to be essential to allow users to
read the contents of all activities without additional clicks
- In addition, Summary will allow sorting by multiple columns so users can
filter the activities in any manner they want
- Sort activities by open/closed status further sorted by created date
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- Address Validation allows CRM users to verify and correct CRM addresses
using US Postal Code Standards
- Uses Postal Service certified technology to verify, correct, and enhance
any address in the US
- The address validation service corrects street name misspellings,
validates street type extensions, standardizes city name and state
names, and appends state abbreviations
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31
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Notes
