Key Features

Feature SFA SFA Enterprise Enterprise Ex MS CRM version 3 4 4 4 Charts Types Create account, opportunity or contact charts Create charts for any entity including custom entity Charts Actors Display contacts and accounts as actors on the charts Display any entity including custom entity as actors on the charts Visualize Relationships Visualize MS CRM relationships for contacts, accounts and opportunities (stored in Customer Relationship and opportunities Relationship table) Visualize MS CRM built-in relationships (one to many, many to many) Visualize relationships stored in Custom Entities Populate charts with actors Add entities to CRM directly from the chart Build charts through a guided Wizard Populate charts using predefined generation templates (actors will be returned as results of the prebuilt query) Bring related actors to the chart (select an actor on the chart and bring items that have a particular type of relationship with that actor) Copy all actors from an existing chart Copy all actors from the current chart to another chart Miscellaneous Create notes against actors Link an actor with existing relationship charts Lock charts to archive from further changes Export to Excel™ Edit charts with undo, redo, or reset Multi- tenancy, multi-currency and multi-language Zoom Display pictures for actors Technological Platform HTML Silverlight Silverlight Silverlight Deployment model On premise Hosted Online (MS CRM Live) Add-ons Custom Views designer
General Overview	Executive Finance
Sales	Marketing