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ACCELERATORS FOR MICROSOFT DYNAMICS CRM
Hayley BassTechnology Specialist - CRM
Functional Overview and Positioning
What is the Solution Accelerators Initiative?
• A program of work that will design, build and deliver
various “add-on” modules for Microsoft Dynamics
CRM 4.0 customers and partners
• Why are we building these accelerators?
– Broaden the reach of the Dynamics CRM 4.0 out-of-box
solution
– Inspire our customers and partners to leverage the
Dynamics CRM platform and deliver broader solutions
Each Accelerator May Consist Of:
•Entities, Forms, ViewsData
•Workflow configurationsWorkflow
•Business intelligence (e.g. custom reports)BI
•Full source code samples (strictly adhering to SDK guidelines)Source Code
•Installation, operation, localization, and extending the solution
Documentation
Accelerators: Customer and Partner Value
• Realise the benefits of CRM as a solution platform• Deliver the killer demo or Proof of Concept.• Demonstrate value more quickly with out-of-the-box
functionality• Inspire partners to build out IP to add value to their
customers and prospects• Assure customers and partners of Microsoft’s
commitment to their success with Microsoft Dynamics CRM
Accelerators for Microsoft Dynamics CRM
• Analytics• eService• Event Management• Enterprise Search• Sales Methodologies• Extended Sales Forecasting• CRM Notifications• Business Productivity
Analytics
WHAT IS IT?
Extended BI for Microsoft Dynamics CRM 4.0Delivers sales, service and operations dashboards
BENEFITS
Drive business insights to generate new services revenueInstant visibility on key CRM Information
ALLOWS USERS TO
View rich scorecards through SSRS, SharePoint and PerformancePoint ServerBrowse pre-built OLAP cubes for deeper analysis
Business Productivity
WHAT IS IT?
Collection of time-saving productivity customisations for Microsoft Dynamics CRM 4.0
ALLOWS USERS TO
Conduct business data auditingSales, Service and Marketing workflows
BENEFITSDeliver customer value quickly with these time-saving and innovative customisations
Enterprise Search
WHAT IS IT?
Rapidly configure portal views of Microsoft Dynamics CRM data within SharePoint (MOSS)Expose this data to MOSS enterprise search
ALLOWS USERS TO
Use one central unstructured search to find e-mails, documents, web content, and now Microsoft Dynamics CRM data!
BENEFITS
Better visibility of CRM and Non-CRM information togetherConfigure audience-specific SharePoint portals with CRM data
CRM Notifications
WHAT IS IT?
Newsfeeds that allow users to subscribe to CRM “events” relevant to their job role
ALLOWS USERS TO
Choose how they receive information (e.g., Outlook 2007, Vista Gadgets or IE) about topics they care about such as new leads, trouble tickets for key accounts
BENEFITSDrive a role-tailored subscription experience for your customers
Sales Methodologies
WHAT IS IT?
Practical Guidance for adoption of third-party sales methodologies such as SPI Solution Selling, Miller Heiman and Target Account Selling (TAS)
ALLOWS USERS TO
Consistently follow the required sales methodology from the comfort of Microsoft Dynamics CRM
BENEFITS
Confidently deliver the sales methodology of choice for customersDeploy the Microsoft Solution Selling Process (MSSP) internally
Extended Sales Forecasting
WHAT IS IT?
Enriched forecasting mechanism for Microsoft Dynamics CRM 4.0
ALLOWS USERS TO
Quickly classify pipeline as High, Low or CommitTrack budget for nominated periodsGenerate forecast reports
BENEFITSDeliver flexible yet SIMPLE sales forecasting for your customers
Event Management
WHAT IS IT?
Functionality to plan, execute, and review events
ALLOWS USERS TO
Plan venues, presenters, sessions, sponsors and event capacitySend invitations, automate web registrations, waitlists and track event attendance
BENEFITS
Broaden the Microsoft Dynamics CRM offering with event management functionality
eService
WHAT IS IT?
A configurable self-service portal for enhanced customer service through Microsoft Dynamics CRM 4.0
ALLOWS USERS TO
Edit their profileView, raise, close and re-open casesSearch the Knowledge BaseSchedule services
BENEFITSOpen Microsoft Dynamics CRM 4.0 as a multi-channel solution
Accelerators: Key Information
• Accelerators for Microsoft Dynamics CRM 4.0 are released at no cost.
• However: Review the licensing implications for each one, e.g. if you implement the Portals then you will require an external connector license. Documentation will be provided with each accelerator discussing specific licensing requirements
• Current status: First few have been posted
Accelerators: Key Information (Continued…)• First group of accelerators expected to be released
this week!• eService, Event Management, Extended Sales
Forecasting, CRM Notifications and Analytics• Remaining accelerators will be released before the
end of November:• Sales Methodologies, Enterprise Search and
Business Productivity• Look for further announcements soon!
Accelerators: Key Information (Continued…)• All Accelerators will be available from the Microsoft
Dynamics CRM MSDN Dev Center – exact download locations to be communicated soon!
• Localisation strategy is being finalised but MINIMUM commitment is to have 5 accelerators localised in 5 languages: German, Dutch, French, Italian, Danish
• Non-English versions will be released before the end of CY2008
Accelerators: Key Information (Continued…)• Full Bill of Materials to be released at the time the
accelerators are released including:• Fact Sheets and Brochures• BDM Slide decks• TDM Slide decks• Videos covering:• Demonstration scenarios• Installation and configuration on the standard VPC
Image and solution architecture overview• Localization options
Thank [email protected]