karya technologies - microsoft dynamics crm service provider

© KARYA Technologies Inc.

Services For CRM

© KARYA Technologies Inc. 2

Agenda

About us

What we do ?

How we do it ?

How we do it differently ?


Agenda

About us

What we do ?

How we do it ?



About Us

Able Leadership

Resourceful & Focused Viable & Sustainable

• Provider of High-Quality Cost Effective Enterprise Solutions which includes

o Business Software (ERP & CRM)o Technology Solutionso Data Solutionso Digital Transformation Solutions o Software Quality Assuranceo Infrastructure Services

• Current Headcount of 583. o 406 – RDD Center o 177 – Dispersed globally

• Headquartered in PA, USA with Research, Development & Delivery (RDD) center in India

• Established in 2007 by Bala Balasubramanian Group CEO


History & Evolution

Strong Technology Foundation

Functional / Business / Domain Expertise

Project Management Skills

Balanced Multi-dimensional Growth

2007 2008 2009 2010 2011 2012 2014 2015

Mobile Platform Development &

Enterprise Mobility Services

Microsoft Dynamics Practice

Microsoft Technology Solutions

.NET Framework, SharePoint, SQL Server,

MSBI, BizTalk

Infrastructure with Cloud

Enterprise Information

Management

Open Source Technology

Web Applications

Social Media Integration

Oracle Platform Technology Solutions

Quality Assurance

Big Data

More ERPs, CRMs

Internet of Things

CMMI Action Plan

Technical Expertise

Functional Skills

Business Analysis

Industry Vertical SMEs

Technical Writing

Project Management

Infrastructure with Cloud


Our Core Values

High Performance Service Organization


Lines of Business

Enterprise Solutions

Business Software(ERP & CRM)

• Salesforce

Technology Solutions

• Digital Transformation (Web Application, Mobile Application, IoT)

• Open Source (PLs/ Frameworks, CMS DMS, Web Servers BI)

Data Solutions

• EAI

• MDM

• Data Governance

• DW/BI

Quality Solutions

• Configuration Management & Orchestrations

• Cloud Testing

• Mobile Testing

• Security Assurance

• Test Automations

• Managed Testing Services

Infrastructure Services

• Cloud Migrations & Virtualizations

• Hardware, OS, Network, Storage, Firewalls• Microsoft Dynamics

Suite (AX, NAV, GP, CRM)

• Microsoft (SQLServer, MSBI, SharePoint, Core .NET, BizTalk)

• Microsoft BI

• Oracle E-Business Suite

• Oracle(Database, OBIEE, Fusion Middleware, Exadata, Web Center)

• Oracle BI

Microsoft Platform Solutions

Oracle Platform Solutions

• DevOps

Options • Ad-hoc support • Managed Services

• Data Center Management


Our PeopleKARYA Technologies

Group Chairman / Group CEO (USA)/CFO

CEO India / VP Global Services

Digital Solutions150

Microsoft Practice 173

Dynamics

Oracle Practice 149

Microsoft Resource Pool

Data Solutions

Data Solutions Resource PoolDB AdministratorsData Architects/ ModelersETL DevelopersReport DevelopersAnalytics DevelopersDW/BI ArchitectsIntegration ExpertsMDM SpecialistsData Governance Consultants

100609200605050504

70

Digital Solution Resource Pool

Web Application Developers

Mobile Application Developers

UI/UX Designers 10

Java 15.NET 13

iOS 18Android 25Windows 15Hybrid 40IoT Application Developers 14

Infrastructure Including Cloud 30Quality Assurance 40 DevOps 08

Delivery Manage-ment Group 72

Delivery Manage-ment Resource PoolDelivery Managers

08

Delivery Coordinators

18

Business Analysts

25

Industry Vertical SMEs

14

Technical Writers 07

Chief Architect (CTO) Global Delivery Head HR, Admin, Finance (GM)Marketing (CMO)

NAV

Epicor

16

06CRM 12

AX 50

GP 12

SharePointSQL Server & MSBICore .NET DevelopersBizTalk

18243203

Oracle Resource PoolDatabase 27

EBS 31

Fusion Middleware 21

PL/SQL 20

Core Java 24

Hyperion/Essbase 12

OBIEE 14


Global Footprints

KARYA’s Headquarters

Research Development & Delivery Center

Global Clients

63 Clients

75% - End users

25% - ISVs & VARs

18 Countries 10 Industry Verticals


Some of our Esteemed Clients

http://www.truland.com/


Partnering With Technology Leaders


Agenda

About us

What we do ?

How we do it ?



Our Service Offerings

24×7×365 Production Support

KARYA offers end-to-end services to your entire CRM Ecosystem

Advisory Solution Delivery

• Implementation/Upgrade• Infrastructure Setup• Installation, Configuration• Data Migration

• Development & Integration

• Recovering Failing Projects

• Quality Assurance

• Training

• Entire CRM Ecosystem Support

• Scope: Technical & Functional • Duration: Post Go-Live & Stable State• Types: Level 1, Level 2, Level 3

• Environment Monitoring

• Failure Recovery

• Security/Access Support

• CRM Functionality Support

• Patches & Service Packs

• Performance Tuning (Reactive)

• Health check Assessments & Recommendations• Fit Gap Analysis• Configuration, Customizations,

Localization, BI & Integration• Advanced Technology &

Automation• Performance & Security

• Architecture, Planning & Roadmap• Infrastructure Plan• Implementation/Upgrade Plan• Failover & Disaster Recovery

CRM Application

SQL Server

SharePoint

Business Intelligence

Integrations

Add-ons

Infrastructure

CRM Ecosystem


Our Core Competency – Microsoft Dynamics CRM

Competency Dynamics AX Dynamics NAV Dynamics GP Dynamics SL Dynamics CRM

Overall• Certified Solutions

Architects, Technical and Functional Consultants

• Certified Solutions Architects, Technical and Functional Consultants



• Certified Solutions Architect, Technical and Functional Consultants

• Financial Management• Human Capital Management• Production• Supply Chain Management • Procurement and Sourcing • Retail • Project Management and

Accounting • Sales and Marketing (CRM) • Service Management • Business Intelligence

Functional

• Financial Management• Supply Chain Management• Manufacturing• Project Management• Sales, Marketing, Service• Business Intelligence

• Financials • Human Resources • Supply Chain • Manufacturing • Project Management • Field Service • BI & Reporting

• Financials • Payroll• Supply Chain • Manufacturing • Project Management • Field Service • BI & Reporting

• Sales• Marketing• Customer Service• Social• Mobile• Online

Technical

• X++, .NET , Morphx• MSBI SSIS, SSRS, SSAS• Enterprise Portal• Management Reporter• AX Version- 3.0, 4.0, 2009,

2012 R3,AX 7, Retail POS

• C/SIDE Development • SSIS, SSRS, SSAS• LS Retail NAV• NAV Version- 3.0, 4.0, 5.0,

NAV 2009 R2, 2013, 2015, 2016

• FRx • Dexterity development, Dexterity

Report Writer, Modifier, Crystal Reports

• Enterprise Portal • GP Version- 7.5, 8.0, 9.0 & 10.0,

2010, 2013, 2015 R2, 2016

• VB/VBA• Enterprise Portal• SL Version- 7.0 (2011)• Business Analytics

• .NET • Version- 3.0, 4.0 ,2011,

2013, 2015, 2016

Hosting • Azure, Private Cloud and On premise

• Azure, Private Cloud and On premise




Integration

• Web Services, Microsoft SharePoint, Microsoft Office, CRM and any Third Party software






Sure Step Methodology

We Enforce Methodology in all Phases

15

Mitigates Risks Improves Consistency & Predictability Increase Agility Scope, Timeline &

Quality Assured Conformity

Comprehensive Methodology Tool, Templates & Good Practices AX, NAV, GP, CRM & SL

Sales Delivery Operations

Diagnostic Analysis Design Development Deployment Operations

Thoroughness Requirement Analysis Fit Gap Analysis


Microsoft Dynamics License Resale

• New Licenses• BREP Renewals

• We help in getting new Licenses & BREP Renewals at Sizeable Discounts• We have the legitimacy to Raise/Resolve Support Tickets with Microsoft (on your behalf)• We help Educate/Try out/Productionalize – Periodic releases by Microsoft

• New feature packs• Patches• Documents

• We make Migration to/Addition of new Microsoft Dynamics products easier with our Process & License assistance

Why KARYA for Microsoft Dynamics Licenses?

LICENSES/HOSTING


Operations, Maintenance & Support

Objective• Post go-live Stabilization• Stable State Maintenance & Support• Proactive & Reactive

• Environment Monitoring• Security Admin – User Role & Privileges• Troubleshooting• Failure Recovery• Bug Fix related Development

• Core CRM• Integration - .NET, Web Services, EDI

• Proactive Maintenance• SP, Patches, Hotfix

• Performance Tuning • Health Check & Diagnostics• Non Production Env Mgmt• Vendor Liaising• Deployment

• Hardware & OS• Network

• CRM Application• Database

Multi-Channel Multi-Level 24×7×365

Technical Support

• Configuration & Setup

• Troubleshoot & Fix

• EU Functional Support

• How to Use it

• Comprehensive Training

• Testing Support

Functional Support

24×7×365 PRODUCTION SUPPORT

• Sales• Marketing• Customer Service

• Social• Mobile• Online


Implementation & Upgrade

Implementation Upgrade• New Implementation/Re-Implementation• Migration from Any/No CRM to Dynamics CRM• Dynamics CRM On-premise & Dynamics CRM Online

• Upgrade to Latest Version CRM 2015 from any prior version• Upgrade Customizations or Add-on solutions• With or Without Code Optimization

Install Configure Setup Development• Configure• Setup• Migrate• Data

• Development• Customization• Plug-ins• Business Intelligence• Industry Vertical Solution

Integration

• Develop/Revalidate External & Internal Interfaces• Upgrade Reporting & Business Intelligence• Comprehensive SOA-based Integration Solution for Microsoft

Dynamics Enterprise• Integrate with Other MS products like SharePoint & BizTalk

• Integrate with Mobile Devices

SOLUTION DELIVERY


Implementation Services - Two Phase Approach

Mode of engagementTask Pricing

Fit Gap Analysis• Customization Analysis for Upgrades

• Remove, Migrate or Rebuild• New Requirement Development• Industry Vertical Add-on Recommendation

Scope Definition

Deliverable

Comprehensive study of existing business system• Infrastructure & Architecture• Setup, configuration• Development environment• Reporting, Data warehousing and Business

Intelligence• All External and Internal Interfaces

• Upgrade or Re-implement Decisions

• Detailed Approach Document with Project Plan

• Schedule & Cost Estimates

Implementation of the Project Plan• Execution• Control

• Implementation & Go-Live• Training• 15 day Go-Live support• Extended AMC

1st phase

2nd phase

Hybrid

SOLUTION DELIVERY

T&M

T&M with Estimates


Development (Customizations & Enhancements)

• Core CRM Application• Integration• Reporting & BI• Add-Ons

SOLUTION DELIVERY

First Phase Second Phase

• Solution Design• Delivery Approach• Estimates• Project Plan

Testing DeploymentDevelop-ment

Requirement Gathering Analysis

Maintenance


FTPWeb Services

Messaging

ETL, EAI

• Portals• Commerce Solutions• Mobility

• ERP• Quote/Order

Management Systems• SharePoint• Other LOB Systems…

• Customers• Other Third Parties

Enterprise Integration (New & Enhancements)SOLUTION DELIVERY


Microsoft Business IntelligenceFeatures• Self-Service• Visualization• Mobile Devices• Cloud Orchestrations

Flat FilesFlat Files

EPMBusiness

Intelligence/ Analytics

ODS

Data Warehouse

OLAP Cube Dashboards

BI Portals

Data Sources IntegrationBatch (ETL) Real-time (EAI)

Data Warehouse Reporting & Analytics Reports, KPI Dashboards & Score Cards

Microsoft ESB

Objectives• Operational Efficiency• Sales & Marketing Effectiveness• Financial Analytics• Web Analytics

SOLUTION DELIVERY


Training Services

Curriculum Structuring

Content Sourcing & Development

Training Delivery

Training Need Analysis Assessments

Our Approach – Custom Training

• Product Functionality Focused Training• Role based Training

• Train the Trainer

• End User Training – Business & Technology

• On-Job Training

• Product Functionality Focused Training

• Greatly Enhances Productivity• Real time Hands-on• Certified/Experienced Trainers

Types of Trainings Key Benefits

SOLUTION DELIVERY


Our Approach

Advisory Services

Our Current Engagements

Analyze the Situation

Identify the Problem

Shortlist Solution Options

Evaluate Options with Working Prototypes

Recommend Best Solution

Methodology

Doc

umen

tatio

n

Detail O

rientation

Justification

• Assessments & Recommendations• Fit Gap Analysis• Configuration, Customizations,

Localization, BI & Integration• Advanced Technology & Automation –

Mobile Devices, Barcode, RFID & Mobile Devices, Beacons

• Performance & Security

• Architecture, Planning & Roadmap• Infrastructure Plan• Implementation/Upgrade Plan• Failover & Disaster Recovery


KARYA’s Industry Verticalization

Industries We Serve

7% 2%

21%

51%

13%

7%

Agriculture Food & Forestry

Health care

Manufacturing

Services

Supply Chain Management

Utilities

ADVISORY


KARYA’s Industry Verticalization (Contd…)

Agriculture Food & Forestry• Dairy Products• Food & Beverage• Poultry• Wood Processing Ship Building

Health Care• Hospital• Pharmaceuticals

Utilities• Natural gas• Electricity• Telephone• Water

Services• Automotive• Carpentry• Education• Engineering- Construction/

Electrical/Electronics• Equipment Rental• Financial Services• Hotel/ Hospitality• Information Technology• Management Consultancy• Packaging• Professional Services• Thermal Solutions• Travel

Manufacturing• Discrete Automotive• Discrete Medical devices• Process Building Materials• Process Cement• Process Chemicals• Process Metal Finishing• Process Paper• Process Pharmaceuticals• Process Plastics

Supply Chain Management• Logistics/Distribution/ Transportation• Retail• Trading / Export/Import• Trading Apparel• Warehouse and Inventory Management• Whole Sale

ADVISORY

• Metal Mining• Oil & Gas

Mining


Add-ons

To Enhance Automation & Productivity To bring Last Mile Functionalities

Buy or Build ? Either way KARYA can help !!!

Horizontal

Professional Services

Banking

Retail

Education

• Integrating ERP more tightly with CRM – Sales/Service Orders, Pending Invoices, Warranty Claim.

• Integrating PSA with CRM & ERP to Streamline Billing, Reporting, & Utilization Tracking.

• Integrating CRM with Multi-channels of Customer Interactions – ATM, Web, Mobile Banking.

• Customer Portal & Loyalty Program Integration with CRM.

• Customizing CRM to Capture & Analyze Student, Employer, Alumni, Trainee Interactions

ADVISORY


Hosted CRM solutions (SaaS model)

• Reduces Administrative Tasks & Provides An Advanced Set Of Management Tools.

• Enhanced Customer Experience Providing Consistent Service, Accurate Issue Resolution, &

Relevant Communication.

• Improved Data Relevance By Easily Identifying Trends With Insightful Analytics & Reports.

• Streamline Business Process by Automating Business Processes & Time-consuming Tasks.

• Simplified Service Scheduling By With Automatic Assignment Of Client Interactions.

• Speedy Access to Information From One Central Location.

• Tracking Real-time Business Insight With Key Performance Factors & Real-time

Performance Reports.

• Eliminating Expenses Incurred On Managing IT Infrastructure.

• Ready-to-use, Simple Software Applications

• Quick & Resilient Disaster Recovery Management Solution

• Easy & Scalable Environment According to the Changes in Demand


Specialized Services for ISVs & VARs

ISVs VARs Key Benefits

• Pre-sales Support (RFP, POC, Documentation)

• Product/Add-on Development• Core Functionality • BI • Integration • Adv. Tech features – Mobility ,

RFID, Bar Code• White Labelled Implementation

Services• White Labelled Product/Production

Support• Resell

• White Labelled services• Pre-sales Support (RFP, POC,

Documentation)• Implementation & Upgrade• Development • Integration• Business Intelligence• Consulting & Training• 24×7×365 Operations,

Maintenance & Production Support

• Add-ons• Infrastructure with Cloud• Hosting Services

• Resources• Scalability of Resources –

Demand Based• Dedicated if required

• White Labelling• Cloud & Hosting Services• Confidentiality of IP• Favourable Pricing


Mobile Enabling Dynamics CRM

Workplace Marketing

Sales Service

• Account• Contact• Dashboard• Activity• Article • Report

• Lead• Account• Contact• Campaign• Product

• Lead• Opportunity• Account• Contact• Product• Quote• Sales Order• Invoice

• Case• Account• Contact• Article• Contract• Product



Sample Screenshot


Our Technology

Microsoft

Mobile


Agenda

About us

What we do ?

How we do it ?



Engagement

How we do it ?

Process

Documents Executed

Delivery Mechanism with Tool

Knowledge Transfer

Types of Engagement

Overall Process

Collaboration – Mode, Timings

Modes of Engagement

People & Logistics

Pricing


Types of Engagement

Types

Opted During

Support Requests (Mostly)

Project Requests (Occasionally)

We Support you for the Hours Purchased

You Purchase certain Monthly hours, We agree scope and serve you for the hours

Resource Requests

We Offer Fully Dedicated Resources

You request certain skillset(s). We Fulfil, & you manage those Remote Resources as your team

License Requests

We help Procure Licenses

Project Requests

We Undertake Projects

You can assign us end-to-end projects

We help you purchase Microsoft, Oracle and other third-party licenses, Cloud and other Hosting spaces

• System Monitoring Break fixes & other Production Support Activities

• Application Design & Development

• Sys Admins, DBAs • Developers• QA/QC Resources

• Application Design & Development

• Infrastructure Implementations,

• Quality Assurance

• Microsoft Dynamics Licenses,

• Oracle• Dell


`

Overall Process

Document Execution & Engagement Kick-offSign MSA, SOW, SLAFormal kick off meeting

Designate KARYA/Client POCs

Establish Client ConnectivityVPN & Preferred Access Tools

Setup Client in KDMS*

Knowledge TransferOn all aspects to our senior Functional & Technical

Consultants

Engage, Execute & DeliverAnalyze, Design, Develop, Deploy, Test,

Maintain

CollaborateContinuous Meetings, Reporting and KDMS

• High Degree of Resource Scalability• Much Faster Resolution• All Technical, Functional, Administration and

Industry Vertical experts under one roof• Judicious combination of People, Processes &

Tools

Highlights of our Engagement Process

One

-tim

e Ta

sks

Rec

urrin

g Ta

sks

* KDMS is KARYA’s Delivery Management Portal, a SharePoint based Web Application hosted on Azure


Documents Executed

Default SLAMaster Service Agreement

SOW

SLA

Mutual Signing of KARYA’s MSA with Default SLA

Mutual signing of the first SOW along with SLA & Engagement Kick-Off

Mutual signing of additional SOWs for subsequent projects during the course of time

39


`

`

`

Knowledge Transfer

Identify Systems Relevant to KARYA’s Scope

Gain Access to the Relevant Systems

Document Findings & Review with Client

360o Technical Analysis

360o Functional Analysis

Inventory the Client’s Enterprise System

Socialize within our Delivery/Support Team

From KARYA to ClientApproach

Objective

Understand • As-Is Scenario• Current Pain Points Document• To Fill Gaps• To Educate KARYA Support Teams

Scope

• Depends on Scope of SOW• Comprehensive or Targeted• Core Application • Add-ons or Legacy Systems (if any)

Method• Use Senior Consultants & Developers• Run Scripts, Inspect Logs• Review

• Processes• Documentations• Code Base

• Conduct Client Interviews

From Client to KARYA

Project Requests

• Design Documents – Functional & Technical• User Adoption Training & Documentation• Best Practices Documents

Support Request

• Requests Knowledge Base – Issues & Resolutions

• Operational Statistics

• User Instructions


`

Delivery Mechanism with Tool

`

What is a Request? – One of the Four from the Client• Project Requests (PR) Such as

• Implementation, Upgrade• Analysis Design - FRD, FDD, TDD• Application Development – CRM, Analytics, Integration• System Architecture• Tool Assessments/Selections• Documentations

• Support Requests (SR) Such as• 24×7×365 Operations, Maintenance & Prod Support

• Hardware, Software, Network, DB & CRM• Failure Recovery, Break Fixa• Security & Access related• Infrastructure & Sys Admin Tasks • How Stuff works

• Resource Requests (RR) Such as• Developers - CRM, Analytics & Integration• Project Managers & Business Analysts

• License Requests (LR) Such as• Microsoft Products Licenses• Oracle Products Licenses• Third-party Products Licenses• Hosting Services

Request Management


Delivery Mechanism with Tool (Contd…)

`

Request Pipeline

New PipelineRequest created, categorized,

estimated & client approved

Execution PipelineRequest gets worked on

Client UAT PipelineRequest undergoes Client

UAT

Billing PipelineRequest gets Invoiced

Request HistoryRequest gets Archived

`

Advantages of using KDMS

• Strongly SLA driven

• Alerts & Workflows at Right Stages

• Works well for Project, Support Requests &

Advisory Requests

• Handles Traditional & Agile Methodologies

• Complete Visibility

• Cloud hosted & Web-based Solution

• Accessible Anytime Anywhere

• Real-time Status Updates on Requests

• Placeholder for relevant SDLC Documents

• Knowledgebase that stores/grows – Issues &

Solutions


Collaboration – Multi - Modal

Chat

• Ability to adapt to any Client Mode of Messaging System

• Support Professional Conference Platforms like Skype, WebEx, Go To meeting, Join me

Status Reporting• Sharing Project Artefacts Plans, Estimates,

Strategy & Roadmaps• Send Meeting Requests

Client System Access/Connectivity

• Static IP• Virtual Private Network (VPN)

• Cloud (DropBox)• Common Source Controls (BitBucket)

Day-to-day Task/ Activity

• Adapt to the clients existing Test Management, Bug Tracking, Task Management Tools / Usage of Common tools

• Propose a new model after POC• Usage of KARYA’s in-house tool (KDMS)

E-mail

Status updates• Daily, Weekly, Monthly, Quarterly & Annual

Status Reports Sharing, Project Artefacts Plans, Estimates, Strategy & Roadmaps

Exclusive Mail group• Access only to Client & KARYA members• Send Meeting Requests

Conferencing

• Ability to adapt to any Client Mode of Conferencing

• Support Professional Conference Platforms like Skype, WebEx, Go To meeting, Join Me

Modes of Conferencing• Voice Conferencing • Web Conferencing • Video Conferencing


Collaboration – Timings

• Project Requests will be handled in our Business Hours with 2 to 3 hours of collaboration in client’s Business Hours. • Support Requests will be fulfilled on 24×7×365 basis.

KARYAs Standard Business Hours

Sydney,Australia

Tokyo,Japan

Indian Standard Time

Dubai, UAE

Frankfurt, Germany

London,UK

NewYork, US

Los Angeles, US

2:00 PM 1:00 PM 9:30 AM 8:00 AM 6:00 AM 5:00 AM 12:00 AM 9:00 PM





4:30 PM 3:30 PM 12:00 PM 10:30 AM 8:30 AM 7:30 AM 2:30 AM 11:30 PM

5:00 PM 4:00 PM 12:30 PM 11:00 AM 9:00 AM 8:00 AM 3:00 AM 12:00 AM

5:30 PM 4:30 PM 1:00 PM 11:30 AM 9:30 AM 8:30 AM 3:30 AM 12:30 AM

6:00 PM 5:00 PM 1:30 PM 12:00 PM 10:00 AM 9:00 AM 4:00 AM 1:00 AM




8:00 PM 7:00 PM 3:30 PM 2:00 PM 12:00 PM 11:00 AM 6:00 AM 3:00 AM

8:30 PM 7:30 PM 4:00 PM 2:30 PM 12:30 PM 11:30 AM 6:30 AM 3:30 AM

9:00 PM 8:00 PM 4:30 PM 3:00 PM 1:00 PM 12:00 PM 7:00 AM 4:00 AM






12:00 AM 11:00 PM 7:30 PM 6:00 PM 4:00 PM 3:00 PM 10:00 AM 7:00 AM

Timings


`

Modes of Engagement – People & Logistics

* Need based Travel

Use Cases KARYA’s Site

• 24×7×365 Operations, Maintenance & Production Support

• Development Projects• Infrastructure Services

Project Manager (POC)Resource Pool:• Solution Architect• Functional Consultants• Technical Consultants• Technical Writers• QA/QC

Modes

Mode 1

Mode 2

Fully Remote (to the Client)

Client Site

• None

• Implementation Projects• Comprehensive Industry

Vertical Add-ons• Training

Project Manager (POC)Resource Pool:• Solution Architect• Functional Consultants• Technical Consultants• Technical Writers• QA/QC

Hybrid

Mode of Engagement

• Project Manager (POC)• Solution Architects*• Sr. Functional

Consultants*• Sr. Technical

Consultants*• Industry Vertical SMEs*

Resource Location


Features of Our Model

Facilities• State-of-the-art closed IT Facility in Country’s Premier

IT Park• Security Surveillance & Monitoring

Network, Bandwidth & Security• 3 Dedicated Communication Lines to USA ( Skype

Business Conferencing)• Recovery time of 5 Minutes or less DR• Power Backup for 3 Days• Enterprise grade SONIC firewall SecurityHardware

• State-of-the-art Employee Laptops (i5 & i7)• SAN storage TFS & Git Hardware• Two Data Centers (Development Sandboxes &

dedicated production hosting)• Dedicated network for Cisco VPN Fortinet (Global

Clients) Hardware & Software

Communication• Secured Wi-Fi for Employees• Lync enabled Conference Rooms with Video

Conferencing Facility• Dedicated tunnel line for USA• Hi-Speed lines for other regions

Resources• Highly Experienced/Competent Resources• Thoroughly Screened/Background Checked• Trainings to improve productivity• Motivation & Employee Welfare measures


Agenda

About us

What we do ?

How we do it ?



ValueEfficiency (Time, Cost, Quality)

Client Focus SLA Compliance & Professionalism

Global Delivery ModelAgile, Responsive & Communicative

Competency (Skills, Experience & Complex Problem Solvers)CRM Solution Architects, CRM Administrators, Functional & Technical ConsultantsBusiness Analysts, Project Managers, SMEs

48

Why KARYA Technologies?

Comprehensiveness (Depth & Breadth of Services)Advisory, Delivery & 24x7 Production Support Services forArchitecture, Infrastructure, Application Design, Development, Integration & QA


Beyond Basics

Performance Tuning

Add-ons Micro Vertical & Last Mile FunctionalityProductivity & Automation

Mobility Solutions

IntegrationCommerce SolutionsSharePointOther LOB Systems

Enhanced Business Intelligence


QUESTIONS


Dynamics CRM Version Landscape

For More Information on Support Lifecycle: http://support.microsoft.com/lifecycle/search?sort=PN&alpha=dynamics+crm&Filter=FilterNO

`

Versions

Mainstream Support End DateProducts Released

Extended Support End Date

Microsoft Dynamics CRM 3.0 4/12/2011 4/12/2016

Microsoft Dynamics CRM 4.0 4/9/2013 4/10/2018

Microsoft Dynamics CRM 2011 7/12/2016 7/13/2021



`

Most Stable Version: Microsoft Dynamics CRM 2013

Release Date: October 2013

Recently Released Version: Microsoft Dynamics CRM 2015

Release Date: November 2014


http://support.microsoft.com/lifecycle/search?sort=PN&alpha=dynamics+crm&Filter=FilterNO


Dynamics CRM Version Landscape Delta

`

CRM 2015 (New & Enhancements)

`

CRM 2013

• Simplified navigation with the introduction

of Command bar

• Improved Flat user interface

• Auto-save Option

• Social Pane

• Portable Business Logic

• Forms with Quick Create & Quick View

capabilities

• Real-Time workflows

• E-Mail Editor with mail templates

• Campaign Management Console

• Sales & Marketing Collaboration

• Option to create “Product Families”

• Filed Level Security

• Improved Search functionality

• Improved User Experience