Process Extension

Identiy CRM process phases

Process Extension Process Extension

Identiy CRM process phases

Initial situation

Starting from CRM 2013, the process stages can be configured for user-defined entities. A classic example being the sales opportunity with different sales / process stages.
(1) Qualify -> (2) Develop -> (3) Suggest-> (4) Close. 

Screenshot: Display Process Stage (sample: sales process)
 Click image to enlarge

However, there is no option in the extended search to search on stage status or to differentiate between the stages.

Solution

The AddOn "Process Extension" extends the CRM by providing an option to search on these "Stages“ via the extended search of the CRM. This is not possible in the standard version. Using this option e.g., targeted groups and marketing lists can be created or these can be evaluated with respect to sales.

Visualisation: Result of AddOn ProcessExtension
 Click image to enlarge

Benefits

The AddOn improves the usability of the CRM and extends the functionality by enabling faster and easier evaluations. This functionality is not available in the standard version.

  • Improved evaluations
  • Faster results
  • Improved marketing results due to improved data analysis
  • Increased user acceptance as the CRM follows the approach used by the user

Additional Information

Always the adapted AddOn version!

The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.

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Prices

AddOn ProcessExtension
Server license < 51 User 900 CHF
Server license < 101 User 1350 CHF
Server license < 201 User 1800 CHF
Server license < 401 User 2880 CHF

Annual Software Assurance is 18% of the license price

In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.

Releases
Version 7.1.2
Date of publication 24.09.2015
Language * DE / EN

* Additional languages can be provided on request