Put your IT investment to work

1. Put your IT investment to work Planning Services for Microsoft Dynamics CRM

2. Agenda • About Planning Services • Planning Services for Microsoft Dynamics CRM • Experience the Benefits • Implementing Microsoft Dynamics CRM • Upgrading Microsoft Dynamics CRM • Process for Using Planning Service Days • Eligibility • Learn More • Appendix

3. Planning Services A Software Assurance benefit Software Assurance (SA) customers can use their Planning Services (PS) days to receive pre-defined deployment planning engagements from Microsoft Services or qualified Microsoft partners. Depending on your Software Assurance agreement, you may be eligible for up to 15 days of consulting services. Planning Services Snapshot SA customer earns PS days. Customer redeems PS days for engagement. Partner or Microsoft Services delivers engagement. Microsoft pays partner.

4. Dynamics CRM Planning Services Benefits Understanding the value for customers Access the Latest Innovations in CRM • Microsoft Dynamics CRM 2013 provides: • Reimagined user experience • Increased productivity • CRM on the go • Social conversations in a business context • Real-time actionable insights • Enterprise-scale services. Put ITInvestments to Work Optimize investments in Dynamics Start realizing the benefits of your software investment today Streamline Implementations Expert guidance for an efficient implementation or upgrade Work with Microsoft Services or a qualified partner trained in Microsoft leading practices

5. Implementing Microsoft Dynamics CRM Choose from 3, 5, 10 or 15 days

6. Upgrading Microsoft Dynamics CRM Choose from 3, 5, 10 or 15 days

7. Eligibility Determining your Planning Service days As a Software Assurance customer you may be eligible for Planning Service days • The number of days are calculated based on the type and number of licenses you have with Software Assurance. • Check your organization’s benefits www.microsoft.com/softwareassurance • Access and manage your Planning Services days using the Volume Licensing Service Center https://licensing.microsoft.com

8. Process for Using Planning Service Days Two steps for customers Redeem your PS days for an engagement by: Activating your voucher benefits through the VLSC online tool. Assigning the voucher to an approved PVDPS provider or Microsoft Services. Have a partner in mind? Check here to make sure they’re eligible. Voucher Lifecycle Partner Customer Customer Partner Partner Partner Partner Register to provide PVDPS Activate Voucher Benefit Create & Assign Voucher Reserve Voucher Deliver engagement Redeem Voucher Invoice Voucher At the end of the engagement, the partner uses the voucher to get paid by Microsoft.

9. Visit http://www.microsoft.com/licensing/software-assurance/planning-services-overview.aspx for more information Learn More

10. Appendix

11. What is Software Assurance Software Assurance for Volume Licensing helps boost organizational productivity with 24x7 support, deployment planning services, end-user and technical training, the latest Microsoft software releases, unique technologies, plus support for cloud services adoption, all in one cost-effective program.

12. Putting Software Assurance to Work Plan Deploy • New Product Versions • Spread Payments • Step-Up Licensing • Services • Planning Services • Training Vouchers for IT Training • E-Learning for End Users • Office Home Use Program • 24x7 Problem Resolution Support • TechNet • Enterprise Source Licensing • Technologies • License Mobility • Windows Thin PC • Windows 7 Enterprise • Windows Virtual Desktop Access • MDOP: Deployment Tools • Office Multi-Language Pack • Office Roaming Use Rights Use Plan • System Center Advisor • MDOP: Desktop Management • 24x7 Problem Resolution Support • Training Vouchers for IT Training • TechNet • E-Learning for End Users • Office Home Use Program • Extended HotFix Support • Cold Back-ups for Disaster Recovery Deploy Use

13. Planning Services In-depth planning assistance from qualified Microsoft partners or Microsoft Services to help you plan on-premises, cloud-based, or hybrid software deployments On-site consulting engagements to help support IT staff’s deployment planning efforts Vouchers earned for 1, 3, 5, 10 or 15 day consultations based on Software Assurance coverage Documented plan with deployment guidance provided Planning Services offerings available across broad range of Microsoft offerings 13

14. Why SA Planning Services? • Helps you understand the value of your technology purchases • Removes ambiguity and fear around deployment • Provides expertise in specific Microsoft technology • Augments and reinforces IT staff’s deployment planning efforts with on-site consulting engagements • Delivers a deployment plan, Proof of Concept, training or business optimization plan • Reduces cost of deployment by using what you’ve already paid for • Additional Resources: • View the How to Manage Software Assurance Benefits video • The Software Assurance QuickStart Guide provides detailed, step-by-step instructions for accessing and using Planning Services • Planning Services Partner Directory “Planning Services support lowered the costs for program management for desktop PC deployment by 36%.” IDC White Paper: The Business Value of Microsoft Software Assurance for Volume LicensingRead full report “The engagement proved its value as we saved time and money on the first phase of the Microsoft Office rollout, which was handled solely by the desktop manager.” ShiranHerath, IT Manager, McGrathNicolRead full Story