Microsoft Dynamics Preview Programs TAP into Dynamics CRM Preview Programs Jim Doran Senior PM Lead, Preview Programs Microsoft Dynamics CRM Release Management

@CRMUG What is a Preview Program? Preview Program Types Beta vs First Acecss Keys to Preview Participant Success Microsoft Dynamics Fall 2014 Preview Programs Next Steps – Call to Action Agenda

@CRMUG What is a Preview Program? A pre-release product evaluation/adoption program run by Microsoft product teams to: o Gather in-depth, actionable customer feedback to improve products and services. o Drive adoption. The CRM Preview Team manages Preview Programs for all CRM properties.

@CRMUG Preview Program Types Phased functional training (recorded), documents, support, and hands on access Fully installable on-premises build for test/evaluation only; no production processing Participants expected to review Airlift recordings and documentation and optionally to submit feedback Beta Large scale (1000+), self-service, light expectations Early functional training, documents, support, and hands on access 1:1 online instances/on-premises bits for test/evaluation only; no production processing Participants expected to attend Airlift, review docs, submit timely feedback, and support any troubleshooting asks from engineering team Private Beta Medium scale (~500), medium service level, and medium expectations Marquee customers (and their Partners/ISVs) committed to going live prior to GA Private Beta + Engineering team buddies assigned to each Participants expected to go live during First Access, provide deep testing/input, and participate in customer evidence efforts First Access Small scale (20-30), high service level (Buddies) and high expectations

@CRMUG Beta vs First Access Beta ProgramsFirst Access Programs Customer Core Objective Partner with Microsoft R&D Teams for a deep understanding of the technology, provide feedback to influence the final product, and develop/deploy early on MS technology. Adopt emerging technology early to gain strategic business advantage and leverage Microsoft PR activities. Microsoft Core Objective Product Readiness : Gain deep-dive feedback, early and throughout the development cycle, to ensure new features/functionality address marketplace needs. Launch Readiness: Accelerate adoption of Microsoft technologies and develop public references to support marketing efforts. Customer Benefits 1)Partner with Microsoft R&D teams for a deep understanding of the technology. 2)Engagements can start with the planning phase, providing the opportunity to contribute deep feedback to influence the final product (i.e., impact features and validate quality) 3)Earliest access to Microsoft technology; gain a strategic business advantage by testing and deploying early 4)Leverage Microsoft support resources throughout the project 5)Leverage Microsoft Public Relations opportunities (optional) Highest commitment/return for both Microsoft and participant 1)Engagements start early to deploy or develop on Microsoft technology, gaining strategic business advantage 2)Opportunity to engage with Microsoft Consulting or other implementation partners to assist in project 3)Participate in Microsoft public relations activities 4)Provide feedback integral to improving overall product quality 5)Requires strong commitment by both Microsoft and participant AlphaBeta 1Beta 2RCRTM First Access Beta

@CRMUG Keys to Preview Participant Success Clearly define project goals Allocate sufficient time and resources Manage the project througho ut Use pre- release software to test relevant scenarios Provide deep feedback An effective Preview participant understands that the level of return gained by participation is directly related to the level of effort and involvement invested.

@CRMUG Microsoft Dynamics Fall 2014 Preview Programs Microsoft Dynamics CRM “Vega” Microsoft Dynamics Marketing “Electra” Microsoft Social Listening “Hydra” Products/Services External validation prior to release Channel readiness Customer evidence Objectives Beta = Customers, MVPs, Partners, Microsoft Reps Private Beta = Key customers, MVPs, hand selected Partners and ISVs, key Microsoft Reps First Access = Subset of key Private Beta customers and their partners, plus Canary Group Participants English, French, Japanese, Hebrew, German, Dutch, Spanish, Chinese (PRC simplified) Languages

@CRMUG  Feedback – 468 total (417 CRM + 51 MDM) feedback items for Fall 2014 Previews to date; on par with Leo and Orion  Over 110 fixes thus far in Vega from Preview  First Access Program – 50 CRM Online orgs “moved and upgraded” to Vega Beta Refresh (34 Participants)  Preview instances – 574 Vega Beta Refresh orgs created (LIs #49185, #49317, #49366, #49432, #49505, #49567, #49688)  Service update - All Vega Beta Refresh instances patched this week; NA today, EMEA and APAC later this week Fall 2014 Preview Summary – Vega Preview overview, as of 11/11/14

@CRMUG Fall 2014 Preview Summary – Electra Participant Overview and download counts  328 single-use Electra Preview promo codes distributed Electra Airlift Session Downloads (as of 11/11/14) Electra Airlift Session Downloads (as of 11/11/14) File NameTotal Integrated Sales and Marketing256 Marketing253 Extensibility, Integration and APIs249 Service Updates249 Marketing Resource Management245 MDM Documentation243 More Marketing and AB Testing243 Integrated Social242 Electra Airlift Event Kick Off241 Campaign Management240 Electra Release Overview162

@CRMUG Next steps – Call to Action

@CRMUG Contact the CRM Preview Team at

@CRMUG