Prosoft Systems
EBAX

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EBAX for Microsoft Dynamics CRM 4.0

Update Microsoft CRM data from within Microsoft Excel



 
SEE EBAX IN ACTION!!!     EBAX Intro Demo    Sales User Demo    Service User Demo    Product Maintenance Demo   


EBAX® users simply click a menu item to import CRM data directly to an Excel workbook. When ready, users simply click the “Update Data” menu item and the changes are updated to the CRM database server.

Features:   Deployment Types:   Entities:   Requirements:
  • Add and update records using Microsoft Excel
  • Assign records using Microsoft Excel
  • Offline capable
  • Simple, intuitive interface
  • Based upon CRM views
  • No Server Component to Install
  •    
  • On-Premise/VPN
  • Internet Facing
  • CRM Online (CRM Live)
  •    
  • Custom
  • Opportunity
  • Cases
  • Accounts
  • Contacts
  • Leads
  • Products
  • Contracts
  • Tasks
  • Appointments
  • Phone Calls
  • Service Activity
  • Email
  • Fax
  • Letter
  • Campaign
  • Campaign Activity
  • Campaign Response
  •    
  • Microsoft Office Excel 2007
  • Microsoft CRM 4.0


  • FREE TRIAL   Documentation   BUY
    FREE 14 day trial of EBAX. With no Server Component to install. Download EBAX and start using EBAX today...
    Free Trial Download
        Install Guide
    User Guide
        $895 Server License(includes 5 user licenses)
    plus $85 per user license
    with first year update subscription.


    Buy Now