Archive for the ‘Microsoft CRM Modules’ Category

MiSync for Microsoft Dynamics CRM and Microsoft Exchange Version 1.0 Released!

Wednesday, November 26th, 2008

Metisc today announced that the long awaited MiSync for Microsoft Dynamics CRM product has shipped. Version 1.0 of the product allows for one directional or bi directional synchronization of Contacts between Microsoft Dynamics CRM and Microsoft Exchange.

The tool works with Exchange 2000, 2003 and 2007 and uses a combination of MAPI and CDO objects to accomplish Synchronization. A single copy can be used to replicate hundreds, thousands or even hundreds of thousands of contacts between Dynamics and Exchange.

Version 1.0 replication places all contacts into a Shared Folder in Exchange. Exchange users should ensure that Shared Folder support is switched on. This is also a requirement if you are using older versions of Outlook or any version of Entourage for OSX as an Exchange client.

Calendaring synchronization features will release in Version 1.1 of MiSync for Dynamics CRM. There is no increase in the cost of MiSync for Calendaring - and existing clients will recieve this funcationality as part of their 12 months complimentary maintenance and upgrades.

Pricing for MiSync is based on the greater of either the total number of Microsoft Dynamics Client Access Licenses in operation, or the total Number of Microsoft Exchange Client Access Licenses in operation.  

Users

USD$

1

668

2

1336

3

2004

4

2672

5

3340

6

3521

7

3705

8

3889

9

4073

10

4256

11

4440

12

4624

13

4808

14

4991

15

5175

16

5359

17

5543

18

5726

19

5910

20

6703

25

7239

30

7776

35

8312

40

8848

50

11060

60

13272

110.

26000

After 110 users, pricing is $26,000 plus US$100 per additional user.

In another bold move, Metisc today announced CRM Neutral pricing. Customers who are using MiSync and who change their CRM system from ASI iMIS to MS CRM or vice versa will not have to relicense MiSync. They can continue to use MiSync and simply replace the backend connectors with the appropriate target CRM module.

For further information on MiSync and on Synchronizing your CRM information with Exchange, please contact Metisc directly at www.metisc.com

MiSync 1.0 for MS CRM & Exchange Synchronization to ship this week!

Monday, October 27th, 2008

Metisc today confirmed that V1.0 of MiSync for Microsoft Dynamics CRM will ship on Friday October 31st. In a surprise anouncement, this will not be a Beta, but will be a fully functional production ready version that includes full one way synchronization of Contacts from Microsoft Dynamics CRM to shared folders in Microsoft Exchange.

Metisc had earlier announced that a beta was expected by the end of October, but sources today confirmed that instead of shipping a beta version, Metisc will be shipping a fully production ready version - with Synchronization limited strictly to contacts.

Existing MiSync users of the ASI iMIS CRM system will need a license upgrade if they are switching to Microsoft Dynamics CRM as a synchronization source.

For further information on MiSync for Microsoft Dyanamic CRM or ASI iMIS CRM, contact Metisc directly at www.metisc.com

Beta 1.0 nears for MiSync for MS CRM

Wednesday, October 22nd, 2008

MiSync, the server side tool that allows direct synchronization between Microsoft Dynamics CRM and Microsoft Exchange Server, will see beta 1.0 release around the end of October 2008.

Beta 1.0 will support the Synchronization of Contacts from Dynamics CRM to Exchange. Synchronization will be conducted 100% server side and will not require any client software to be installed on user workstations. Beta 1.0 will support any Email client that can access Exchange Shared Folders including Outlook, Outlook Web Access (OWA), Entourage for Mac OSX, Kmail for Linux and Evolution for Windows, OSX and Linux.

Metisc will release a followup beta (1.1) planned for mid November that will support updating of Calendars. Up until now, calendars can only be updated if users have installed the Microsoft CRM client for Outlook. This has the drawback of requiring users to be logged in for synchronization to occur. Many customers have shared that their sales teams and executives are not always logged in to the network. This causes problems when Personal Assistants, team members and other staff need access to up-to-date calendars. A typical problem occurs when a Financial advisor is out of the office, and a PA may double book an appointment because the advisor has not synchronized with CRM while out.

The final Beta (1.2) will add support for Tasks and Activities and is expected to be avialable around the end of November.

The fully functional system will ship December 2008 - and Metisc has shared that customers ordering the software prior to shipping date will be eligible for a 25% discount on standard pricing.

For more information, contact Metisc at www.metisc.com

Note: MiSync is also available for the ASI iMIS CRM system. The current version 1.0.6 shipped in May of 2008. If you are an ASI iMIS CRM user in the Not-For-Profit market and wish to see information regarding MiSync for iMIS, then please contact Metisc directly.

MiSync for Microsoft Dynamics CRM to release Q4 of 2008

Friday, September 26th, 2008

Metisc today announced that MiSync for Microsoft Dynamics CRM (V3 and V4) will release in Q4 of 2008. MiSync provides true server side replication of contacts and other important CRM information - directly into Microsoft Exchange Server.

The MiSync solution eliminates the need to have an Outlook Plugin. Organizations who do not want the burden or expense of maintaining CRM plugins on Outlook desktops across the corporation will find MiSync an invaluable tool. 

A key benefit of a direct server side synchronization process is that you do not have to wait for an Outlook client to be fired up for Synchronization to occur. In the event that you have external staff who are not in the office, you can be left with users with out of date calendars or information due to workstations being turned off. MiSync overcomes this problem by allowing you to schedule synchronizations to occur at regular time intervals directly from CRM into Exchange and Active Directory.

In addition MiSync allows users of Macintosh workstations running OSX and Microsoft Entourage to access CRM Contacts and other information. To date - Mac users have not been able to access CRM information - by synchronizing Microsoft CRM directly with Exchange, Mac users with Entourage can gain access to CRM data via shared folders.

MiSync for ASI iMIS CRM system is already shipping, the addition of Microsoft Dyamics CRM as a Synchronization Source will be completed in Q4 of 2008. For further information - visit the Metisc website at www.metisc.com

MBO WebServices for ASI iMIS & Microsoft CRM

Monday, August 18th, 2008

Metisc today announces the availability of its MBO’s - A platform independant suite of web services designed from the ground up to allow developers easy access to common CRM functions.

Metisc’s MBO (pronounced embo) middleware allows web site and web application developers to easily create full featured applications that will work on a variety of popular CRM tools. Customers are enthusiastically embracing the platform so as to ensure they are not locked in to a single proprietary vendor. Should your organization later consider switching CRM systems, then your websites will continue to work largely unchanged.

 MBO middleware works with Microsoft CRM V3, V4 and iMIS V4, V10 and V15. If you have licensed ASI’s iMIS iBO.NET framework, then the MBO’s will work with ASI’s iBO’s, plugging numerous functional gaps and providing work around for most known problems with the iBOs. If you are an ASI site and have elected not to license the additional iBO.NET platform, then the MBO’s will connect directly to your database management system.  Additional support is being added for MYOB and Quickbooks - if you are using either of these platforms then contact the developer at www.metisc.com for status on new platform support.

The MBO platform also includes reference connectors to the popular Drupal Content Management System. Drupal powered Content Management Systems can now be fully integrated with either ASI iMIS or Microsoft CRM to undertake a variety of tasks including:

  • User Authentication
  • User Access and Role Management - Deciding what users can do in the CRM based on their membership type and payment status in your host CRM system
  • Self Service update of user profiles
  • Query members
  • Renew membership (using the correct payment API within ASI iMIS)
  • Purchase Products (Allows the purchasing of products defined in your ASI iMIS database)

All website and application developers are encouraged to consider using the MBO platform. For further information contact www.metisc.com

Please note, users of the ASI iMIS database management system should check with their ASI representative to ensure they have purchased the correct number of licenses if you are intending to connect your iMIS database to the internet - particularly if your users will be updating your iMIS database. For further information, read the terms and conditions in your ASI software license. Metisc advises all customers to be compliant with ASI’s licensing schemes.

Metisc announces new PowerTools bundles for Microsoft CRM & iMIS

Friday, March 21st, 2008

METISC today announced the release of its PowerTools bundles for Microsoft CRM and for iMIS CRM.

PowerTools for Microsoft Dynamics CRM features the following modules:

  • iContact Grabber - Easily grab name and address information from Windows applications and insert them into your CRM system with a click of a mouse or a single keystroke
  • iDues - Flexible Dues management and billing services - bringing the power of the iDues product suite to MS CRM users.
  • iMail - Integrate MS CRM system with multiple email delivery services including Magnet Mail, Blue Hornet, Premiere Global and more. Also integrate with Fax, Voice Messaging and SMS Messaging gateways.
  • MiSync - Synchronize your CRM names & addresses database with the Exchange GAL, Shared Folders, or with your Outlook Contacts Folder. Syncrhonization can be one way push or two way - allowing Outlook users an easy way to access your CRM data.

PowerTools for iMIS supports all previously mentioned modules, and also bundles the following modules, adding substantial value and plugging feature gaps in legacy iMIS installations:

  • iFlow - Create custom workflows and trigger events in your CRM. Create your workflows without having to program difficult or complex stored triggers and database procedures.
  • iForms - Create your own customized data entry forms for iMIS CRM, allowing you to embed your own business logic within your data entry forms. A valuable timesaver if you have to guarantee the consistency and integrity of the data collected in your iMIS data store.
  • iMonitor - Intercept emails being relayed through Microsoft Exchange and automatically update your iMIS database with records of email activities to and from your clients. A huge timesaver for all regulated industries, and for any organization who wants to keep a record of communications in their iMIS database.
  • iPrompts - Create customized prompts for your iMIS screens - great for multilingual sites needing to support Spanish and French speaking Customer Service Representatives.
  • iRemote - Search iMIS database records without using the iMIS client. Also synchronize sets of data onto laptops so that you can access corporate iMIS data while on the road. Create activities while disconnected and then synchronize them back into the master database when in the office.
  • iReports - Create and run custom reports without having to use Crystal Reports. So easy, even a manager can do it!

US Pricing for PowerTools for MS CRM & iMIS CRM is regularly US$1,400 per seat, but a promotional special of US$650 per seat is running until June 30th.

Metisc has recommended that customers using the iMIS database system should check with their local ASI representative to see if any updates to their licensing requirements are necessary. This is not required for users of the Microsoft Dynamics CRM system.

Metisc module does CRM to Exchange & Outlook Synchronization

Tuesday, March 18th, 2008

Microsoft Certified Gold Partner METISC today anounced the beta release of its MiSYNC product, a tool that allows users of Microsoft Dynamics CRM and iMIS CRM to automatically synchronize their CRM Contacts with the MS Exchange Global Address List (GAL), and/or the Outlook Contacts folder.

From Outlook users can pull up customer records and effortlessly send emails - eliminating wasted time in duplicating contact information. Both one-way and two-way synchronization of data updates are supported between the CRM database and the Exchange GAL/Outlook Contacts Folder.

METISC also announced the product is a free upgrade to all existing METISC PowerTools users, an addon package specifically optimized for the iMIS market.