novell groupwise integration for microsoft crm

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Enterprise Novell GroupWise Email Integration for Microsoft CRM* Record Inbound and Outbound Emails to your CRM.* Synchronize Calendars, Contacts and Tasks between to your CRM.* Synchronize either Manually or Automatically on a schedule.

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Page 1: Novell GroupWise integration for Microsoft CRM

LinkPoint for Microsoft CRMLinkPoint for Microsoft CRM

Novell GroupWise Edition

Novell® GroupWise®

Page 2: Novell GroupWise integration for Microsoft CRM

With LinkPoint you can…With LinkPoint you can…

• Access your Microsoft CRM Contacts as an address book in Novell GroupWise.

• Record Inbound and Outbound e-mails from Novell GroupWise into Microsoft CRM.

• Store e-mail attachments in Microsoft CRM.

• Attach e-mails to Accounts, Contacts, Opportunities, or Cases.

Page 3: Novell GroupWise integration for Microsoft CRM

Sample LinkPoint Client BaseSample LinkPoint Client Base

ABN-AMRO Gulfstream AerospaceThe Hartford

Discovery CommunicationsPanasonic

TransUnion

American ExpressDeutsche Bank Securities

The New York Times Company

Armstrong World Industries

Deluxe Corporation

Page 4: Novell GroupWise integration for Microsoft CRM

LinkPoint Overview LinkPoint Overview

• You can utilize your Microsoft CRM contacts for addressing by selecting the “CRM Address” menu.

• You can send your e-mail via Novell GroupWise and record it to Microsoft CRM by selecting “CRM Send”menu.

Page 5: Novell GroupWise integration for Microsoft CRM

LinkPoint AddressingLinkPoint Addressing

• In the LinkPoint Address form you can search Microsoft CRM for Contacts and use them as recipients in your e-mails.

Page 6: Novell GroupWise integration for Microsoft CRM

LinkPoint Record e-mailLinkPoint Record e-mail

• Once your e-mail is complete, you can send it via Novell GroupWise and store it in Microsoft CRM.

• You can search and choose to record your e-mail on a business entity in Microsoft CRM. (Account, Contact, Opportunity, or Case)

• If there are attachments, you can select whether to store them in Microsoft CRM.

Page 7: Novell GroupWise integration for Microsoft CRM

Email Recorded in Microsoft CRM

Email Recorded in Microsoft CRM

• Once the email has been sent and recorded to Microsoft CRM, the e-mail can be viewed in the “Activity” list.

Page 8: Novell GroupWise integration for Microsoft CRM

Questions & AnswersQuestions & AnswersWhy use LinkPoint?

•LinkPoint is integrated into your Novell GroupWise software.

•LinkPoint supports Office, Cached and Remote Modes in Novell GroupWise.

Is LinkPoint installed on the GroupWise Server or user Workstation?•LinkPoint is installed only on the user's workstation.

What are the LinkPoint Requirements?•Novell GroupWise 5, 6 or 7.

•Microsoft CRM Release 3.0 or greater.

What business entities in Microsoft CRM can I record to?•Account, Contact, Opportunity, or Case.

Page 9: Novell GroupWise integration for Microsoft CRM

LinkPoint36064A White Street

Red Bank, New Jersey 07701Sales: 732-212-8402

Support: 732-212-8403

E-mail: [email protected]

URL: http://www.linkpoint360.com/

Contact InformationContact Information