1. ACCELERATORS FOR MICROSOFT DYNAMICS CRM Hayley Bass Technology Specialist - CRM Functional Overview and Positioning

2. 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

3. Each Accelerator May Consist Of: Entities, Forms, Views Data Workflow configurations Workflow 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

4. 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

5. Accelerators for Microsoft Dynamics CRM Analytics eService Event Management Enterprise Search Sales Methodologies Extended Sales Forecasting CRM Notifications Business Productivity

6. Analytics BENEFITS Drive business insights to generate new services revenue Instant visibility on key CRM Information ALLOWS USERS TO View rich scorecards through SSRS, SharePoint and PerformancePoint Server Browse pre-built OLAP cubes for deeper analysis

7. Screenshot slide(s)

11. Business Productivity WHAT IS IT? Collection of time-saving productivity customisations for Microsoft Dynamics CRM 4.0 ALLOWS USERS TO Conduct business data auditing Sales, Service and Marketing workflows BENEFITS Deliver customer value quickly with these time-saving and innovative customisations

12. 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 together Configure audience-specific SharePoint portals with CRM data

13. 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 BENEFITS Drive a role-tailored subscription experience for your customers

14. DEMO CRM Notifications Accelerator

15. 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 customers Deploy the Microsoft Solution Selling Process (MSSP) internally

16. 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 Commit Track budget for nominated periods Generate forecast reports BENEFITS Deliver flexible yet SIMPLE sales forecasting for your customers

17. DEMO Extended Sales Forecasting Accelerator

18. Event Management WHAT IS IT? Functionality to plan, execute, and review events ALLOWS USERS TO Plan venues, presenters, sessions, sponsors and event capacity Send invitations, automate web registrations, waitlists and track event attendance BENEFITS Broaden the Microsoft Dynamics CRM offering with event management functionality

19. DEMO Event Management Accelerator

20. eService WHAT IS IT? A configurable self-service portal for enhanced customer service through Microsoft Dynamics CRM 4.0 ALLOWS USERS TO Edit their profile View, raise, close and re-open cases Search the Knowledge Base Schedule services BENEFITS Open Microsoft Dynamics CRM 4.0 as a multi-channel solution

21. DEMO eService Accelerator

22. 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

23. 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!

24. 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

25. 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

26. Thank you! haybass@microsoft.com