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Microsoft Dynamics CRM - WinPath Connect 

Product Capabilities

Extended Dynamics Functionality

WinPath Connect 4.0 extends the functionality of Dynamics CRM by allowing users offline access to critical CRM information and providing the ability to modify data on selected fields. WinPath Connect’s familiar format enables users to quickly comprehend and use all features. Functionalities include:
  • Viewing and updating accounts, contacts, leads and opportunities
  • Dynamics search capabilities
  • Receiving verification on CRM updates.

Record Synchronization

Changes applied in the field are synchronized to Dynamics CRM so that all data is captured and available to other Dynamics CRM users.  Synchronization is automatic and updates are applied in real time, minimizing the efforts of the team when in the field.  Bidirectional updates allow the team working in the field to quickly review new CRM related data and take appropriate actions.
 
Phone Integration

BlackBerry, iPhone or Windows Mobile; use one or use them all!  WinPath Connect 4.0 provides organizations the use of multiple smartphone platforms with a single interface.  In today’s diverse organizations, the concept of having all CRM users on a single device is not realistic. Users with BlackBerry, Microsoft based smartphones or Apple’s iPhone can work from one interface without restrictions.  Once the smartphone is loaded with the correct application, connection to the Dynamics CRM application is quick and easy.

Uncomplicated User Pricing
 
Complicated pricing models are no longer a requirement for your organization.  WinPath Connect 4.0 uses a simple pricing approach for all users regardless of smartphone, volume or activities.  Simply buy the server pack, a CAL for each named user, combine with your existing data plan and you are ready to begin experiencing the freedom of working in the field with only your smartphone.
 
Training
 
Who needs training!  All you need to know is how to use your smartphone applications and how to use Microsoft Dynamics CRM and you are ready to hit the road in search of new customers.  No complicated training classes or reams of notes are required to work with WinPath Connect 4.0.  WinPath Connect 4.0 uses the features of your smartphone to make the remote CRM experience familiar and beneficial.
 
Support

WinPath Connect is supported by ObjectWin Technology resources based in either of ObjectWin’s Houston, Texas and Bangalore, India sites.  Support for WinPath Connect 4.0 is incorporated in the ObjectWin Microsoft Dynamics CRM team to provide a full spectrum of support capabilities for all aspects of the Dynamics CRM experience.  Support plans can be tailored to organizations requiring standard work day support or for a full 24X7 support for global customers.  You decide the requirements and ObjectWin Technology will provide the level of effort necessary to meet your needs.

 

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