Thursday, July 3, 2008

EBAX addon for Microsoft Dynamics CRM 4.0

Last week I came in contact with Brad Nimitz, he is the EBAX Product Manager for Prosoft Systems. EBAX is a add-on application created to improve CRM’s efficiency and simplify the process of data input. EBAX takes advantage of the ease and speed of Excel spreadsheets to populate CRM’s data. Now users can enter all and any information into an Excel spreadsheet and with the click of the mouse update this data into CRM.
Prosoft Systems International established in 1992, is a Microsoft Gold Certified Partner specializing in Microsoft CRM, Office Application Development, Sharepoint, Custom Application Development, and Business Intelligence solutions.
I have downloaded the 14 days trial version and installed this on the Microsoft CRM 4.0 VPC, see screenshots below.

The installation of the EBAX addon is very easy to do.

After the installation is completed, you can inport the EBAX.xml into CRM.


After configuring Excel with the CRM Server (set the right URL of the website into Excel), the MS CRM tab will appear in the menu above.


Now you can easily upload data into Excel, adjust/modify the data and upload it back into CRM.

You can read a short summary of the EBAX addon below:

Note: The price of the EBAX addon is $85 per user with first year update subscription.
I must say that this addon is very easy to install and handy to use. A very nice feature of the addon is also the offline capability. So I recommend everyone to download the trial and see it yourself. For more information, please visit the website of Prosoft Systems International.

43 comments:

Anonymous said...

Hans,

Im so glad you like EBAX. I appreciate the blog and will be in touch soon.

Best Regards,

Brad Nimitz
EBAX Product Manager
Prosoft Systems Intl
________________________________________
(703)261-7040 x713
brad@prosoft-sys.com

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