Jan-Febr ’11

SMB RoadshowDynamics CRM 2011 & CRM Online

Agenda

1. CSA Fee, Lead Referral & CRM Certifications

2. What’s new in Dynamics CRM 2011

3. CRM 2011 Demo & Cloud Services

4. SMB Partner info session

Agenda

1. CSA Fee, Lead Referral & CRM Certifications

2. What’s new in Dynamics CRM 2011

3. CRM 2011 Demo & Cloud Services

4. SMB Partner info session

CSA Fee, Lead Referral & CRM Certifications

The Microsoft Dynamics Lead Referral program does more than help you earn

revenue - it helps you ensure your role as a trusted advisor to your customers. If

your expertise does not extend to selling Microsoft Dynamics solutions, you

can pass leads for those opportunities to Microsoft. Microsoft distributes those

leads to Microsoft Dynamics partners with the appropriate expertise based on

their profiles.

And if the opportunity results in a transaction, you earn a referral fee of 5 percent of

the amount Microsoft invoices - and show your customers that you are looking after

their best interests. Applicable for Microsoft Dynamics CRM, Microsoft Dynamics

ERP, and Microsoft Dynamics POS and Microsoft Dynamics RMS transactions.

Full information (with agreement details, guiding video, registration page, FAQ,

…) at https://partner.microsoft.com/belux-nl/40142129. 

Important FAQ: The Microsoft Dynamics Referral program requires the Lead opportunities to be unknown

to Microsoft at the time of receipt. Does this mean that you will only accept opportunities for new

customer organizations, or will new opportunities at known customers qualify? The Microsoft Dynamics

Referral program will accept new transactional opportunities for both new and existing Microsoft customers.

Dynamics Lead Referral Program - Belux

CRM Competency - CertificationsBeginning October 2010, the CRM competency requirements differ depending on which track you select: Value Added Reseller (VAR) or Independent Software Vendor (ISV). Please see below for requirements details for each track.

The following requirements apply to all partners, regardless of track:

Three customer references

Submit at least three customer references, each featuring the implementation, deployment, customization, or maintenance of Microsoft Dynamics CRM. Each reference must feature a project that you have completed within the last 12 months, and will be verified with your customer.

Technical Certification Requirements

You must employ or contract with at least three individuals who combined must pass one exam from each of the following lists:

List 1: Microsoft Dynamics customization exams:

Exam CRM-30-422: Microsoft Dynamics CRM 3.0 Customization

Exam MB2-422: Microsoft Dynamics CRM 3.0 Customization

Exam MB2-631: Microsoft Dynamics CRM 4.0 Customization and Configuration

List 2: Microsoft Dynamics CRM installation and configuration exams:

CRM-30-421: Microsoft Dynamics CRM 3.0 Installation and Configuration

Exam MB2-421: Microsoft Dynamics CRM 3.0 Installation and Configuration

Exam MB2-633: Microsoft Dynamics CRM 4.0 Installation and Deployment

List 3: Microsoft Dynamics CRM application exams:

CRM-30-423: Microsoft Dynamics CRM 3.0 Applications

Exam MB2-423: Microsoft Dynamics CRM 3.0 Applications

Exam MB2-632: Microsoft Dynamics CRM 4.0 Applications

The following requirements apply based on the track you select:

Track 1 – VAR

Listed technical exams (see above)

At least one individual who has taken the Sales exam*

At least one individual who has taken the Pre-Sales exam*

At least two individuals who have completed a Methodology Implementation Exam

VAR revenue requirements

Two customer methodology references

* Enforced in March 2011

Track 2 – ISV

Listed technical exams (see above)

At least one individual who has completed a Methodology Implementation Exam

At least one product having passed the Software Solution test

ISV revenue requirements

SMB Partner info session

Agenda

1. CSA Fee, Lead Referral & CRM Certifications

2. What’s new in Dynamics CRM 2011

3. CRM 2011 Demo & Cloud Services

4. SMB Partner info session

What’s new in Dynamics CRM 2011

Driving Leadership in CRM Worldwide

Over 1,400,000 users in more than 80 countries with 40+ languages. Fastest CRM vendor to reach 1 million users.

Over 23,000 customers fromsmall to enterprise

Over 1,200 software and services partners with new Dynamics CRM competency

Over 100 service providershosting Dynamics CRM solutions

Regional datacenters inthe Americas, EMEA, and APAC

Multi-tenant architecture for power of choice between cloud and on-premises deployment

Developer symmetry between our cloud and on-premises assets for integration and extensibility

More value for less helps customers make the most of their investments

Driving Leadership in CRM Worldwide

Leader in Forrester Wave ratings for CRM Suites(Large & Midsized)

Leader in Forrester Wave rating for CRM Suites, Customer Service

Leader in the Gartner Customer Service MQ

Leader in Gartner Sales Force MQ

* Access the full analyst kit via Partner Source

Bringing Productivity to the Cloud

BUSINESS APPLICATIONSCOLLABORATION STORAGE PLATFORMIDENTITYCOMMUNICATIONSPRODUCTIVITY

ON-PREMISES

CLOUD SERVICES

More than 40M paying subscribers to Microsoft Online services

Delivering CRM Online Solutions

Deployment Capabilities On-Premises Cloud

Hardware setup and configuration Data model development Data import and cleansing Data integration – batch and real-time Business process definition User role definition Role-based user interface development Customer/partner portal development User training and change management Project management

Software-as-a-service is “instant on”only for the simplest deployments.

For large complex deploymentsit’s just a platform delivery choice.

Launch Timeline

September 2010CRM 2011 beta with Marketplace

“Microsoft Dynamics CRM 2011 beta for Online & on-premises; Dynamics Marketplace debuts”

“Microsoft Dynamics CRM Online releases worldwide (Jan 17th), with connectors to Dynamics GP & NAV”

January 2011CRM Online RTW

“Microsoft Dynamics CRM 2011 release to manufacturing (RTM) for on-premises and partner hosters”

Q1 2011CRM 2011 RTM

Microsoft Dynamics CRM 2011 Messaging

The Power of Productivity

“Adopting a productivity focus that changes the way we work is the only path to lock in productivity gains and earnings. Achieving productivity gains requires changing the way people work so they work smarter, achieve more, deliver greater quality and realize the value of their efforts.”

Mark McDonald, GVP

Gartner

Renewed Focus on Productivity

“Power ofChoice”Productivity”

The Power of Productivity:

Familiar Intelligent

Connected

Sales Productivity

Customer Care

Marketing Effectivenes

s

Extended CRM

Applications

Relationships • Interactions • Process • InsightsxRM Framework

On-premises

PC Browser Phone

Cloud

Agenda

1. CSA Fee, Lead Referral & CRM Certifications

2. What’s new in Dynamics CRM 2011

3. CRM 2011 Demo & Cloud Services

4. SMB Partner info session

CRM 2011 Demo & Cloud Services

FAMILIAR

Natural &Personal

CONNECTED

Collaborative &

Integrated

INTELLIGENT

Insightful &Actionable

Microsoft Dynamics CRM 2011The Power of Productivity

FAMILIAR CONNECTED

INTELLIGENT

Office Fluent UI

Experience

Next-gen Outlook

Client

Role-Tailored Forms &

Views

Advanced

Personalization

Field Level Security

Productivity Enhancements

Excel Enhancements

Familiar: Natural and Personal

FAMILIAR CONNECTED

INTELLIGENT

Real-Time Dashboards

Guided Processes

Inline Visualization

Goal Management

Conditional Formatting

Enhanced Queues

Pervasive Auditing

Intelligent: Insightful and Actionable

Connected: Collaborative and Integrated

FAMILIAR CONNECTED

INTELLIGENT Business Connections

Contextual SharePoint

Team Management

Declarative Design

Solutions Management

Dynamics Marketplace

Developer Tools

FAMILIAR CONNECTED

INTELLIGENT

Office Fluent UI

Experience

Next-gen Outlook

Client

Role-Tailored Forms &

Views

Advanced

Personalization

Field Level Security

Productivity Enhancements

Excel Enhancements

Real-Time Dashboards

Guided Processes

Inline Visualization

Goal Management

Conditional Formatting

Enhanced Queues

Pervasive Auditing

Connection Roles

Contextual SharePoint

Solutions

Dynamics Marketplace

Declarative Design

Team Management

Developer Tools

Microsoft Dynamics CRM 2011

And Many More . . .Business Process Management• Business org. modeling• Tree based designer• Hyperlink support in prompts• Static & dynamic response types for prompts• Custom workflow activity• Import/export process definition• AppFabric integration• Interactive workflow

Content Management• Track changes• Version control• Automatic folder creation• Secure file sharing• Quick preview• Simultaneous editing• Single sign-in• Text search with documents

User Experience• Native Outlook search experience• Column filters• eMail template support• Outlook Social Connector• Record counts• Re-occurring meetings• Meetings bi-directional synch• Context menus• Accessibility compliance• Voice recognition tools support• Outlook follow-up/reminders• Outlook categories on CRM records• Data cleansing enhancements• Data mapping

Personalization• Multiple application use/switching• Intelligent choice controls• Dynamic forms• Navigation shortcuts• Flexible filtering and search• View selection persistence• Personalized synch folders• Personalized reading pane

Customer Care• Custom activities• Customer care dashboard• Case modeling• KB article customization• Workload management• Flexible queues• Business/contact center goals• System-wide auditing

Sales • Quota management• Team selling capabilities• Connections• Custom currency• Sales dashboard• Write-in products• Negative price support

Marketing• Marketing dashboard• Dynamic Marketing Lists• Bulk update• Rich CRM eMails• Improved Data Import Wizard

Customization and Extensibility• Forms designer• System views• Visualization Designer• Customizable dashboards• “Any to Any” relationships• Multi-factor authentication• Interactive override for Field Level Security• Global Jscript libraries• HIPAA certifiable

Management and Administration• Multi-nation setup• Claims based set-up configuration• Server admin automation• Organization management automation• Simple Internet-facing deployment• MUI upgrades• Org. update/upgrade• Tenant by tenant upgrade migration• Server farm updates• Deployment Web-Services

Integration• Azure Service Bus integration• Firewall tunneling• Bulk data load

Solution Management• Solutions hosting• Solution lifecycle management• Managed properties• Community rankings• Listings details and management• Search and navigation

Over 500 enhancemen

ts

Agenda

1. CSA Fee, Lead Referral & CRM Certifications

2. What’s new in Dynamics CRM 2011

3. CRM 2011 Demo & Cloud Services

4. SMB Partner info session

SMB Partner info session

Thank you!

The Dynamics CRM Belux team