1. Riva – Sync Dynamics CRM directly to Exchange
Server-side sync | No plug-ins required
Trevor Poapst
VP Marketing and Sales
Riva CRM Integration
Ext. 238

2. Riva Integration Server for Dynamics CRM
Riva is the first “server-side” sync solution for Microsoft Dynamics CRM and Microsoft Exchange. With Riva, there are no Outlook plug-ins or mobile apps that need to be installed, configured or managed for users. The sync is transparent and automatic.
Compatible with:
Outlook 2010 (64-bit and 32-bit), Outlook 2007 and 2003
Outlook Web Access
Outlook on Citrix and Terminal Services
Outlook 2011 for Mac, Entourage, native Mac OS X apps
Windows Phone, BlackBerry, iPad, iPhone, Android, and other ActiveSync devices.
Sync Dynamics CRM to the native address book and calendar on Windows Phone, BlackBerry, iPad and iPhone mobile devices.

3. Riva editions for Microsoft Dynamics CRM
09/18/09
Riva editions for Microsoft Dynamics CRM
Riva Integration Server (On-premise)
Gets installed once on a Windows server for multiple users (physical server or VM)
Powerful Sync Policy options for groups of users
Scalable for large Dynamics CRM implementations
Can run in tandem with Outlook plug
Riva Live (SaaS)
First SaaS sync solution for Dynamics CRM
Ideal for SMB, Mac and hosted Exchange
Various monthly plans (no min. purchase)

4. What Riva syncs between Microsoft Dynamics CRM and Exchange
09/18/09
What Riva syncs between Microsoft Dynamics CRM and Exchange
Address Book
Accounts, contacts, leads, custom fields and categories
Calendar
Appointments, meetings, tasks, phone calls
Recurring appointments
Archive s (and attachments) against Dynamics CRM accounts, contacts, opportunities, cases, and quotes
Sales and Support Information
Opportunities, cases, quotes, custom objects

6. 09/18/09
Value proposition
First “server-side” sync solution for Microsoft Dynamics CRM and Exchange. No Outlook plug-ins or mobile apps need to be installed, configured or managed on users’ desktops, laptops or mobile devices (scalable, easier to manage).
Compatible with all Exchange mail clients and mobile devices. Sync Dynamics CRM to Outlook bit, Outlook 2007 and 2003, Outlook Web Access, Outlook 2011 for Mac, Mac OS X, Outlook on Citrix,...
Syncs Dynamics CRM to the native address book and calendar apps on Windows Phone, iPad, iPhone, BlackBerry and Android mobile devices –  no additional mobile app required.

7. 09/18/09
Value proposition...
Riva syncs custom Outlook and Dynamics CRM fields, recurring appointments, attachments and multi-day events.
Sync Dynamics CRM contacts, calendar items, tasks, , opportunities, cases, quotes, custom fields / objects, and more directly to Exchange.
Custom contact sync filters for large deployments.
Riva SmartConvert and AssignTo Folders reduce double data entry and increase Dynamics CRM user adoption and satisfaction.
Riva can work in tandem with the Outlook plug-in or replace it.

8. Value-add 1: Riva SmartConvert Folders
Reduce the amount of time salespeople spend manually entering data in Microsoft Dynamics CRM. Riva SmartConvert Folders automate the creation of opportunities, cases and quotes – and associated contacts and accounts if they don’t already exist in the CRM.

9. Value-add 2: Riva AssignTo Folders
Archive s against Dynamics CRM accounts, contacts, opportunities, cases and quotes in Outlook, on your Mac, or from your mobile device (in connected an disconnected modes).

10. Supported mail systems and clients
09/18/09
Supported mail systems and clients
Microsoft Exchange 2010, 2007 and (hosted and on-premise versions, including MS BPOS)
Outlook 2010, Outlook 2007 and 2003, Outlook Web Access, Outlook on Citrix and Terminal Services
Office 2011 for Mac, Entourage 2008 and 2004, native Mac OS X apps (Mail, iCal, Address Book)
Windows Phone, iPad, iPhone, BlackBerry, Android, Nokia, Palm, Sony Ericsson, LG and other ActiveSync mobile devices

11. Supported Dynamics CRM editions
09/18/09
Supported Dynamics CRM editions
Microsoft Dynamics CRM 2011 (On-Premises)
Microsoft Dynamics CRM Online
Microsoft Dynamics CRM 4.0 / 4.5
View Riva demos for Dynamics CRM:

12. Riva editions and pricing
09/18/09
Riva editions and pricing
Riva On-Premise (min. 5-user purchase)
Dynamics CRM - $16.25/user/month
Volume discount for 30+ users.
Riva Cloud (no min. purchase)
Monthly subscriptions start at $9.95/user per month
Premium subscription - $24.95/user per month
Supports Office 365, Exchange and Hosted Exchange

13. Next steps...
Download a 15-day trial version at
Trevor Poapst
VP Marketing and Sales
Riva CRM Integration
Ext. 238