Planning Services for Microsoft Dynamics CRM

1. Planning Services for Microsoft Dynamics CRM Sales Guide What this Guide is and how to use it? What is Software Assurance Planning Services? When to talk about Planning Services? How Planning Services work? • This guide is intended to help you drive successful conversations about Planning Services for Microsoft Dynamics CRM and how your customers can leverage their SA benefits to create Microsoft Dynamics CRM upgrade and implementation plans • Enable upgrades, enrich SA discussions, and simplify implementations The Planning Services Benefits of Software Assurance are designed to help guide customers through the deployment and business value planning stages of software implementation. Planning Services engagements are conducted by certified partners or Microsoft Services who share best practices, analyze the customer's organizational environment, and help create comprehensive upgrade and implementation plans • Post-Sales Deployment Discussions • Talk to customers when they: • Have Dynamics CRM licenses • Are looking to upgrade, deploy or extend their solution • Have Software Assurance and qualify with 3 or more days - eligible customer list here. Determine which length of engagement your customer is eligible for before you begin the discussion. • Pre-Sales Planning Discussions • Talk to customers when they are: • New or renewal customers investing in an EAP or and EA. Check customer eligibility here • Attaching SA to their license PartnersEnroll SA customers earn points Customersuse pointsfor PS Consultants deliver engagement Microsoftpays Details about the Engagements Upgrading Microsoft Dynamics CRM Implementing Microsoft Dynamics CRM

2. Planning Services for Microsoft Dynamics CRM Sales Guide (continued) Partner Requirements Customer Benefits Access the Latest Innovations in CRM Put your IT Investmentto work Streamline your MicrosoftDynamics CRM Implementation Arm your team with a CRM solution that combines the power of productivity with ease of use. Use Microsoft Dynamics CRM 2013 to access a reimagined UX, increased productivity, CRM on the go, social in a business context, real-time actionable insights, and enterprise-scale services. Choose Planning Services for Microsoft Dynamics CRM to optimize your investment in Dynamics, and start realizing the benefits today. Create a custom solution blueprint for an efficient Microsoft Dynamics CRM implementation or upgrade by working with Microsoft Services or a qualified partner trained in Microsoft leading practices. Software Assurance Planning Services Voucher Lifecycle Partner Customer Customer Partner Partner Partner Partner Register to provide SSDPS Activate Voucher Benefit Create & Assign Voucher Deliver Engagement Reserve Voucher Redeem Voucher Invoice Voucher Customer Eligibility Learn More Customers receive a set number of Planning Services days based on the type and number of qualified Software Assurance licenses they have. Planning Services days are pooled and can be used on any of the Planning Services offerings regardless of the products purchased. The number of service days varies by the type and number of licenses they have with Software Assurance, and can be used for planning engagements ranging from 3 to 15 days in length. Your customer can find out how many Planning Services days they have by visiting the Volume Licensing Service Center. Get the details and talk to your customers about Planning Services for Microsoft Dynamics CRM today. Software Assurance InfoPedia Portal Software Assurance Partner Portal