Embedding K2 smartforms
18
PRESENTED BY: K2.COM ADAM CASTLE BRINGING THE POWER OF K2 SMARTFORMS INTO YOUR LINE OF BUSINESS (LOB) SYSTEMS
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Transcript of Embedding K2 smartforms
PRESENTED BY:
K2.COM
ADAM CASTLE
BRINGING THE POWER OF K2
SMARTFORMS INTO YOUR LINE
OF BUSINESS (LOB) SYSTEMS
K2.COM
POLL
K2.COM
K2 PLATFORM
K2.COM
K2 PLATFORM FOR BUSINESS APPLICATIONS
K2.COM
Designers
Task
Management
Integration
Versioning
CloudData Abstraction
Composite
Objects
Process Insight
Business Insight
Validation &
Rules
Controls
Views
Escalations
Audit Reports
K2.COM
K2.COM
SHAREPOINT SQL MS CRM
SAPAD ODBC
K2 PROCESS
INFOWEB SERVICE
FORMS MOBILITY REPORTS PORTALS
Business Apps
WORKFLOW
K2 SMARTOBJECTS
Invoice #
Due Date
Amount
Account ID
Invoice
Department Name
Manager
HR Manager
Director
Department
Amount ID
Amount Name
Primary Contact
Phone
Account
IT F
OC
US
BU
SIN
ES
S F
OC
US
K2.COM
Design Once
And
Re-Use
K2.COM
NO CODE FORM DESIGN
K2.COM
K2 SMARTFORMS
K2.COM
USE IN DYNAMICS CRM
K2.COM
USE IN SALESFORCE
K2.COM
USE IN SHAREPOINT
K2.COM
RUN STANDALONE
K2.COM
BUSINESS USE CASE
Two companies have merged and now have multiple CRM systems
Build a forms solution that shows incoming invoices in both systems
K2.COM
DEMO
K2.COM
Q&A
K2.COM
NEXT STEPS
Other K2 Webinars http://www.K2.com/events
31st July – K2 Deep Dive.(details provided in follow up email)
Youtube Channel - http://www.youtube.com/K2onK2
K2 + Dynamics CRM 2011 + SharePoint 2010 - Enhanced Process Driven
Collaboration - http://www.youtube.com/watch?v=2h3HFkn3ZiQ
K2 Blog Post - 5 Reasons to Build Business Apps with K2 and Microsoft Dynamics
CRM : http://community.k2.com/t5/Blog/5-Reasons-to-Build-Business-Apps-with-
K2-and-Microsoft-Dynamics/ba-p/63430
Email – [email protected]
