SMB Roadshow Dynamics CRM 2011 & CRM Online

SMB RoadshowDynamics CRM 2011 & CRM Online Jan-Febr ’11

Agenda • CSA Fee, Lead Referral & CRM Certifications • What’s new in Dynamics CRM 2011 • CRM 2011 Demo & Cloud Services • SMB Partner info session

CSA Fee, Lead Referral & CRM Certifications

Dynamics Lead Referral Program - Belux 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.

CRM Competency - Certifications SMB Partner info session • Beginning 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

What’s new in Dynamics CRM 2011

Driving Leadership in CRM Worldwide • 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 • 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

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 CLOUD SERVICES • PRODUCTIVITY • COMMUNICATIONS • COLLABORATION • BUSINESS APPLICATIONS • IDENTITY • STORAGE • PLATFORM ON-PREMISES More than 40M paying subscribers to Microsoft Online services

Delivering CRM Online Solutions 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 2010 CRM 2011 beta with Marketplace January 2011 CRM Online RTW Q1 2011 CRM 2011 RTM “Microsoft Dynamics CRM 2011 release to manufacturing (RTM) for on-premises and partner hosters” “Microsoft Dynamics CRM Online releases worldwide (Jan 17th), with connectors to Dynamics GP & NAV” “Microsoft Dynamics CRM 2011 beta for Online & on-premises; Dynamics Marketplace debuts”

The Power of Productivity Microsoft Dynamics CRM 2011 Messaging

Renewed Focus on 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 “Power of Choice” Productivity”

The Power of Productivity: Familiar Intelligent Connected

PC Browser Phone Sales Productivity Marketing Effectiveness Extended CRM Applications Customer Care Relationships • Interactions • Process • Insights xRMFramework Cloud On-premises

CRM 2011 Demo & Cloud Services

Microsoft Dynamics CRM 2011The Power of Productivity FAMILIAR CONNECTED INTELLIGENT Natural & Personal Collaborative & Integrated Insightful & Actionable

Familiar: Natural and Personal FAMILIAR CONNECTED INTELLIGENT Office Fluent UI Experience Next-gen Outlook Client Role-Tailored Forms & Views Advanced Personalization Field Level Security ProductivityEnhancements Excel Enhancements

Intelligent: Insightful and Actionable FAMILIAR CONNECTED INTELLIGENT Real-Time Dashboards Guided Processes InlineVisualization Goal Management Conditional Formatting Enhanced Queues Pervasive Auditing

Connected: Collaborative and Integrated FAMILIAR CONNECTED INTELLIGENT BusinessConnections ContextualSharePoint TeamManagement Declarative Design Solutions Management Dynamics Marketplace Developer Tools

Microsoft Dynamics CRM 2011 FAMILIAR CONNECTED INTELLIGENT Office Fluent UI Experience Next-gen Outlook Client Role-Tailored Forms & Views Advanced Personalization Field Level Security Productivity Enhancements Excel Enhancements Connection Roles ContextualSharePoint Solutions Dynamics Marketplace Declarative Design Team Management Developer Tools Real-Time Dashboards Guided Processes Inline Visualization Goal Management Conditional Formatting Enhanced Queues Pervasive Auditing

And Many More . . . Over 500 enhancements • 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

SMB Partner info session

Thank you! The Dynamics CRM Belux team

SMB Roadshow Dynamics CRM 2011 & CRM Online