Direct Customer Connection Program – March ‘07 Jason NashProduct Solutions Marketing Manager

Dynamics CRM Update

AgendaAgenda

• 09:3009:30 Welcome Introduction - Jason Nash Welcome Introduction - Jason Nash • 09:4009:40 Dynamics Update – Jason NashDynamics Update – Jason Nash

– News From Convergence 2007News From Convergence 2007

• 10.4510.45 CoffeeCoffee• 11.0011.00 Productivity Increase – Alex BrownProductivity Increase – Alex Brown

– CRM Analytics FoundationsCRM Analytics Foundations– Virtual Earth Integration Virtual Earth Integration – SharePoint DashboardsSharePoint Dashboards

• 12.0012.00 Top 5 support issues with CRM Top 5 support issues with CRM • 12.3012.30 Question & Answers – All  Question & Answers – All  • 13:0013:00 Event closeEvent close

Role Tailored

Make it easier toMake it easier topursue new opportunitiespursue new opportunities

Support how mySupport how mypeople really workpeople really work

Use the Web to forgeUse the Web to forgericher relationshipsricher relationships

Office Business Applications Dynamics ERP

Role Tailored ExperiencesRole Tailored Experiences

““I spend all day in I spend all day in Outlook.”Outlook.”

““All the information All the information is at my fingertips.”is at my fingertips.”

““It looks like it was It looks like it was designed for me.“ designed for me.“

Composite Made for MeImmersive

Streamlined user experience modeled after Office and Vista

Designed around specific roles, teams, and processes

No more “one size fits all”

Built-in search, reporting, and BI for confident decision making

Built-in collaboration and workflow

Convergence 2007Copenhagen, DenmarkThe Bella CenterOctober 23-25, 2007

Convergence 2008Orlando, FloridaOrange County Convention CenterMarch 11-14, 2008

Watch www.msconvergence.com for more details.

Microsoft Dynamics Sure Step Implementation Methodology

SURE STEP

UK Microsoft Dynamics Practice

• Under-pin growth in UMM and Enterprise• Support you to secure customer/project

success• Focus on Dynamics AX and CRM • Leverage MCS’ world-class consulting services

• Team comprising– Senior CRM and ERP professionals– Experience of enterprise and complex solutions– Deep technical and functional expertise– Passionate about successful project delivery

Sure Step Methodology Sure Step ToolsSure Step Migration Tool for Microsoft Dynamics AX

Sure Step Rapid Configuration Tool for Microsoft Dynamics AX

Sure Step Rapid Implementation Methodology for Microsoft Dynamics NAV

Sure Step Data Migration Pack for Microsoft Dynamics CRM

More Sure Step Tools coming soon!

Enables Teamwork and Partnership

Offers a consistent approach

Includes standard tools and templates

Helps Drive Productivity

Provides predictability and repeatability

Integrates project management discipline

Drives Customer Satisfaction

Project expectations properly set

Customers receive high-quality services

Vision

• Repeatable, consistent methodology• Flexible, customizable framework with product-specific components

• Integrated Project Management – ie Project Management Institute (PMI)

Intended Results…• Help increase channel productivity and profitability• Help Increase implementation success rates enabling:

– Higher Customer Satisfaction– Lower Total Cost of Ownership (TCO)– Reduced Risk

In Scope

• What’s included in the Early Adopter Program build of the Implementation Methodology: – Offerings– Phases – six primary phases plus Optimization and Upgrade– Roles– Project Management Disciplines and Processes– Cross Phase Processes– Microsoft Dynamics™ CRM product-specific content– Product and Project Type filtering– Tools, templates and documents

• What will be added to the Version 1.0 build of the Implementation Methodology:– Product-specific content for Microsoft Dynamics AX, Microsoft

Dynamics GP, Microsoft Dynamics NAV and Microsoft Dynamics SL– Additional tools, templates and documents– Additional content based on Early Adopter

Program feedback

OperationDeploymentDevelopmentDesignAnalysisDiagnostic

Time & Cost Management

Issue Management

Scope Management

Risk Management

Resource Management

Communication Management

Sales Management

Quality Management

Procurement Management

Phases and Deliverables

Milestone PlanProject Status Report

Project Organization

Information Distribution

Plan

Meeting Protocol Quality

ReportRisk

RegisterIssue List

Training Plan

Test PlanQuality

Management Plan

Performance ReportMeeting

Minutes

Meeting Agenda

Scope Change Request

Consultant Status Report

Communication Plan

Project ClosingProject Execution and MonitoringProject Initiation and Planning

Request for

Proposal(RFP)

Deliverables Acceptance

Form

Activity List

Project Plan

Update

Final Deliverables Acceptance

Form

Estimation Worksheet

Project Charter

Update

Work Breakd.

Structure (WBS)

Statement of Work(SOW)

Proposal

Statement of Work(SOW)

Contract

Project Scope

Statement(PSS)

Estimation Worksheet

Work Breakd.

Structure (WBS)

Project Scope

Statement(PSS)

Update

Activity List

Project Plan

Update

Update

Deliverables and Documents

Kick-OffPresentation

Making the most of the WebDynamics Live

Dynamics Live

CustomerSourceDEMO

Key Features – Documentation

Access technical information and documentationAccess technical information and documentation

Key Features – Solution Finder

Search for Solutions from Partners or ISVsSearch for Solutions from Partners or ISVs

Key Features - Newsgroups

Participate in newsgroup discussionsParticipate in newsgroup discussions

22

Unlimited Access to Online Training

Training Materials and Local Training Materials and Local Functionality Training Material Functionality Training Material ExtensionsExtensions

E-LearningE-Learning

Learning PlansLearning Plans

Microsoft Dynamics Live

Microsoft CRM is HOT!Microsoft CRM is HOT!

TremendousStack Pull-Thru &

Value Add ££

“The Next Billion Dollar Business For Microsoft”

• Over 100% Growth in FY06Over 100% Growth in FY06• Over 50,000 Seat Adds in Q4Over 50,000 Seat Adds in Q4• Partner Revenue Up 150%+Partner Revenue Up 150%+• Explosive Enterprise GrowthExplosive Enterprise Growth• CRM Mobile client and WAPCRM Mobile client and WAP• 170% + growth in Q1 FY‘07170% + growth in Q1 FY‘07• 5X Increase in Press Coverage5X Increase in Press Coverage

Microsoft CRM: 12-Month RoadmapMicrosoft CRM: 12-Month Roadmap

New New connectorsconnectorsto SEBL, to SEBL, BizTalkBizTalk

Re-release of Re-release of GP Connector GP Connector incl. incl. International International EnglishEnglish

SBS R2 SBS R2 Compatibility Compatibility ReleaseRelease

Early partner Early partner TAP program TAP program for Titanfor Titan

Office 2007 & Office 2007 & Windows Windows Vista Vista Compatibility Compatibility ReleaseRelease

NewNewconnector for connector for Dynamics AXDynamics AX

NewNewconnector for connector for Dynamics NAVDynamics NAV

Expanded Expanded partner TAP partner TAP programprogram

Customer beta Customer beta programprogram

RTM of TitanRTM of Titan for on-for on-premise and premise and SaaS models SaaS models (Tier 1 (Tier 1 languages)languages)

Further Further language language releases releases throughout throughout 2H 20072H 2007

CRM LiveCRM Livecustomer betacustomer beta

CRM LiveCRM Livein productionin production

CRM LiveCRM Live partner TAPpartner TAP

H2 2006H2 2006 H1 2007H1 2007As of September 12, 2006As of September 12, 2006

RoadmapRoadmap

CRM Next “Titan”

CaveatsCaveats

• This is a view into our investment areasThis is a view into our investment areas• Dates and capabilities are subject to Dates and capabilities are subject to

changechange• Screen shots are prototypes onlyScreen shots are prototypes only

DisclaimerThis presentation contains preliminary information that may be changed substantially prior to final commercial release of the software described herein.

The information contained in this presentation represents the current view of Microsoft Corporation on the issues discussed as of the date of the presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of the presentation.

This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this presentation. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this information does not give you any license to these patents, trademarks, copyrights, or other intellectual property.

© 2006 Microsoft Corporation. All rights reserved.

Titan investmentsTitan investmentsIntelligent and easy business solutions that enable Intelligent and easy business solutions that enable extraordinary customer experiencesextraordinary customer experiences

Global CRM expansionGlobal CRM expansionEnhanced features for multi-Enhanced features for multi-national organizationsnational organizations

Customer and Partner innovationCustomer and Partner innovationFulfill key customer and partner requestsFulfill key customer and partner requests

Unified Microsoft Office Unified Microsoft Office experienceexperienceEnhance client and business process Enhance client and business process synergysynergy

Next-generation CRM systemNext-generation CRM systemEnhanced business application Enhanced business application platformplatform

Next-generation CRMNext-generation CRMEnhanced business application platformEnhanced business application platform

•Establish efficiencies in your enterprise system deployment

•Increased lifecycle from trial to organizational system adoption

•Scale-up and scale-out for large deployments

Confidential – Microsoft CorporationConfidential – Microsoft Corporation

Microsoft CRM “Titan”Microsoft CRM “Titan”Enhanced system architectureEnhanced system architecture•Run one or many CRM deployments from a single server •Accelerate adoption across teams, departments and divisions•Efficient hosting architecture for our service providers

Increased performance and scalabilityIncreased performance and scalability•Decouple platform, workflow and reporting servers for scale-out scenarios•Support for 64-bit application and database servers

Increase deployment “choice” for Increase deployment “choice” for customerscustomers•Deploy industry-leading CRM server offering •Deploy “specialized” hosted CRM through our network of service providers•Use code-based “relocation” tools to move across alternatives

Next-generation CRMNext-generation CRMMulti-tenant system architectureMulti-tenant system architecture

Enterprise Enterprise

““IT Hosting”IT Hosting”

Support multiple Support multiple team, team, department and department and divisional divisional deployments deployments from a central from a central server locationserver location

Work DepartmentsWork DepartmentsLine of business functionsExample: ACME Customer Service

Corporate DivisionsCorporate DivisionsBy geography and product lineExample: ACME European Operations

Work TeamsWork TeamsSmall collaboration groupsExample: ACME Account Team

Organization-wideOrganization-wideCentralized CRM systemExample: ACME, Inc

Unified Microsoft Office experienceUnified Microsoft Office experienceEnhanced client and business process synergyEnhanced client and business process synergy

•Specialized Microsoft Office experience for sales, service and marketing professionals

•Simplified report creation and sharing

•Robust process automation across end-user applications

Confidential – Microsoft CorporationConfidential – Microsoft Corporation

Microsoft CRM “Titan”Microsoft CRM “Titan”Enhanced end-user experienceEnhanced end-user experience•Native CRM toolbar across all Microsoft Office applications•Ribbon-style add-in for 2007 Microsoft Office System•Enhanced letters and mail-merge

Revolutionary system workflowRevolutionary system workflow•New web-based workflow system•Native Windows Workflow Foundation orchestration and monitoring

Enriched reporting and dashboardsEnriched reporting and dashboards•Enhanced data visualization•Out-of-the-box dashboard reporting•Default sales, service and marketing KPI’s

Workflow Rule - Scenario 2

Define the steps of the workflow

Workflow Steps

Select the event triggering this workflow

Activate Workflow Deactivate Workflow

Click here to add an Action or a Condition to this workflow IF [Lead Priority is High] AND [Lead Rating is Hot]

THEN Notify By Email: 01043 Notification: New Lead...

Add more conditions...

Add “IF-THEN” Condition...

Add “ELSE IF-THEN” Condition…

Remove condition…

TRIGGER EVENT: Automatically execute this workflow whenever a new Lead is created and whenever a Lead is updated.

Modify condition…

Add “ELSE” condition…

Unified Microsoft Office experienceUnified Microsoft Office experienceEnhanced client and business process synergyEnhanced client and business process synergy

Windows Windows Workflow Workflow FoundationFoundationCommon Common workflow and workflow and process process management management system across system across Microsoft Office Microsoft Office and Microsoft and Microsoft CRMCRM

Global CRM ExpansionGlobal CRM ExpansionEnhanced features for multi-national organizationsEnhanced features for multi-national organizations

•Enhanced support for global CRM business initiatives

•Personalized system settings across your global operations

•Accurate forecasts and sales revenues around the globe

Confidential – Microsoft CorporationConfidential – Microsoft Corporation

Microsoft CRM “Titan”Microsoft CRM “Titan”Multi-language user interface (MUI)Multi-language user interface (MUI)•Personalized language settings for each system user•Language settings within web, client and reporting interfaces•New languages deployed through MUI-pack

Multi-currency sales transactionsMulti-currency sales transactions•Report sales pipeline and activities across multiple currencies•Create schedule-based currency conversions to reflect up-to-date exchange rates

Regional and locale-based Regional and locale-based customizationcustomization•Data object and form-based translation settings•Ability to import and export system-based translations per language

Global CRM ExpansionGlobal CRM ExpansionEnhanced features for multi-national organizationsEnhanced features for multi-national organizations

Multiple Multiple language user language user interface interface (MUI)(MUI)

Deploy multiple Deploy multiple language language deployments deployments from a central from a central application application serverserver

General Addresses Business Calendar

Available Languages

Default Client Language

Default language: English (U.S.)

Business Languages

Installed language packs: Enabled languages:

CzechDanishDutchEnglish (U.S.)English (Canada)English (U.K.)FrenchFrench (Canada)GermanGerman (Austria)German (Switzerland)

Add>>

<<Remove

English (U.S.)English (Canada)French (Canada)

Customer and Partner InnovationCustomer and Partner InnovationEnhanced features for multi-national organizationsEnhanced features for multi-national organizations

•Lifecycle system adoption

•Build world-class solutions for your customers

•Enhance user adoption with next-generation information and insight

Confidential – Microsoft CorporationConfidential – Microsoft Corporation

Microsoft CRM “Titan”Microsoft CRM “Titan”Data lifecycle managementData lifecycle management•Simplified tools for data import and de-dupe•Conversion tools an templates from competitive CRM systems•Environment portability tools from partner hosted to on-premise server

Next-generation client experiencesNext-generation client experiences•Windows Vista clarity and connections•2007 Office System “light-up” solutions•Sleek and streamlined interface with IE 7

Enhanced application & platform Enhanced application & platform customizationcustomization•Many:Many relationships across standard and custom objects•Web-service based platform callouts •Offline system SDK

Proclarity Desktop Professional,Proclarity Desktop Professional,

OLAP and decomposition treesOLAP and decomposition trees

Business Intelligence

Business IntelligenceBusiness IntelligenceV

alu

e o

f D

ata

Val

ue

of

Dat

a

Investment in Business IntelligenceInvestment in Business Intelligence

InfoInfo

KnowledgeKnowledge

Insight/Insight/ForesightForesight

AnalysisAnalysisSlice and DiceSlice and DiceKPI’sKPI’s

Context Context and Relevanceand Relevance

PredictionsPredictionsClassificationsClassificationsUncovering Uncovering hidden trackhidden track

Data Mining Data Mining and Visualizationand Visualization

Query Query andandReportingReporting

ReportsReportsSQLSQLPivot tablesPivot tables

MarketingMarketing

ServiceService

CustomCustom

SalesSales

Microsoft CRM Microsoft CRM DataData

Microsoft CRM Business EnvironmentMicrosoft CRM Business Environment