1. FEATURED OPPORTUNITY: Office 365 Move to Office 365 to help you build more profitable customer relationships through better customer insights and more engaging communications. Customer Profile Businesses that need tools and services to help them gain customer insights, strengthen customer connections, collaborate more effectively, and establish a more professional image and online presence. Cross-sell Opportunities Sell into Business Anywhere with Collaboration and Establishing a Professional Presence Business Intelligence Get the insights you need, quickly and easily Collaboration Work better together, internally and externally Mobile Communications & Conferencing Connect regularly from anywhere to build ongoing relationships Establishing a Professional Presence Make a great impression and win business CONVERSATION STARTERS What business intelligence tools do you use to get insights into your customers and your business? What kind of improvements would you like to see to your current methods of tracking and reporting on business critical data? How do you update partners and customers on important information and topics of interest? How do you collaborate on creating and reviewing documents internally? What types of activities do you use to build and maintain successful, long-term business relationships with your customers? What do your employees need to be able to do with their mobile devices? How do you currently manage your online presence to make sure you’re presenting a consistent brand image? TOP BUSINESS NEEDS Analyze and report on data quickly and easily Understand customer needs and behavior better Track data from multiple sources, internal and external Keep customers and partners up to date Easily create compelling, polished sales and marketing materials Connect with customers frequently from anywhere Gather relevant information about customers to personalize interactions One mobile device that meets all my business needs Easily build and maintain a professional online presence SOLUTIONS Gather data from multiple sources to get the complete picture. Quickly access data from internal and external data sources and bring it all together with a few clicks in Excel. (Office 365) Create rich, interactive data visualizations to better understand your business and your customers. (Office 365 and Microsoft Dynamics CRM) Accelerate data processing and analysis with detailed analysis tools and integrated data visualization features. (Office 365) Share data and insights with your team by publishing data and reports in the cloud with Power BI Sites. (Office 365) Communicate with customers and partners with private community sites that let you build deeper connections and keep everyone up to date. (Yammer) Collaborate more easily and efficiently. Make sure everyone stays on the same page with the ability to easily sync, store, and share in real time. (OneDrive for Business, Yammer) Work together to create compelling, polished materials. Use familiar Office tools with your team to quickly build and deliver high quality proposals, brochures, and presentation. (Office 365) Easily connect with customers on a regular basis from anywhere to build and strengthen ongoing sales relationships. (Office 365) Gather relevant information about customers to better inform and personalize interactions (Microsoft Dynamics CRM) Engage customers with versatile, modern devices that make the right impression and let you be productive from anywhere. (Windows 8.1. Pro) Manage your online brand using Office 365 to build a full and complete online presence, including a website and email domain, along with the tools to keep them up and running. (Office 365) Microsoft Dynamics Microsoft Confidential: FOR MICROSOFT AND MICROSOFT PARTNER USE ONLY

2. I’m concerned about cloud security. Microsoft cloud provides a fully managed and monitored infrastructure Data is backed up in multiple geographies, with a full range of security measures like patch management, security monitoring, and encryption Protection and security measures compare favorably with the typical on-premises firewall protection deployed by many small and midsize organizations. We’re looking at Google docs – why would I use O365? Decades of Microsoft development. with thousands of feature refinements based on usability testing and user feedback Google Docs lacks Office 365 features such as tracking document changes, editing images, formatting text columns, and a grammar checker Much of Google’s business model is focused on using your business data to sell advertising. Microsoft is committed to using customers’ information only to deliver and improve services and not for ads My people want iPads – why Windows devices? All the convenience and mobility of a tablet with the power and productivity of a PC A unique choice of innovative device types, from smartphones to tablets to 2-in-1s, touch-enabled laptops and convertibles Extensive choice of hardware brands to choose from Great balance of choice and manageability. More easily and securely managed than iPad Seamless integration with your current infrastructure Note to Partner: make sure you are familiar with the wide range of devices that are available https://www.msdccn.com/en- us/FeaturedDeviceshttps://www.msdccn.com/en- us/FeaturedDevices Using Windows XP and Office 2003 is fine. As of April 8, 2014, there are no new security updates, non- security hot fixes, free or paid assisted support option or online technical content updates. Running non-supported software may expose your company to potential security threats and compliance risks, and limit your IT investment ROI. HANDLE OBJECTIONS http://www.microsoft.com/business/modern-biz/http://www.microsoft.com/business/modern-biz/ | https://readytogo.microsoft.com | http://www.microsoft.com/licensing/ | https://mspartner.microsoft.com/ | http://www.whymicrosoft.comhttps://readytogo.microsoft.comhttp://www.microsoft.com/licensing/https://mspartner.microsoft.com/http://www.whymicrosoft.com RESOURCES Microsoft Confidential: FOR MICROSOFT AND MICROSOFT PARTNER USE ONLY PRODUCTWHY UPGRADEPARTNER PROMOTIONS Microsoft Dynamics CRM Make more informed business decisions by understanding your customers Capture customer data and incorporate it into reports and dashboards in Excel with just a few clicks. Out-of-the-box dashboards and reports let you get customer insights quickly N/A Office 365 Get better, faster data insights using Excel Easily create rich. interactive dashboards and reports with Excel Power View Share data with others using Power BI Sites Stay connected to customers from anywhere using Lync Quickly build and easily maintain your company’s online presence Renew to the Cloud (Through 31 Jul 2015) 20% off Office 365 ProPlus; 15% off E3 For current Office on-prem Annuity (Open L+SA, OV, OVS) renewing into OV or OVS Office 365 Add-On program (Through 30 Jun 2015) Discount varies depending on other products licensed Target existing Open Value (Org-wide only) and OVS customers not at renewal Power BI Launch & discount (Through 31 Jan 2015) 33% off standalone Power BI for new or existing Office ProPlus (Office 365 or on-prem) 40% off E-3 Windows 8.1 Pro Wide range of versatile devices let you be productive from anywhere Sleek, modern form factors make a great impression Present wirelessly using Miracast Easy migration path from Windows XP and Windows 7 Upgrade to Windows 8.1 Pro (Through 31 Dec 2014) 15% on-price-list promotion Can only be used through an Open License agreement and requires an underlying qualified OS Min. 5 licenses; max. 249 licenses TouchWins: www.oemincentives.com for detailswww.oemincentives.com Partners: Drive Windows 8 Pro Touch Devices, attach Office 365 and earn extra $. (Through 31 Dec 2014) OEM Windows Device Offers, Intel Channel Incentives Yammer Discuss opportunities and contacts in real-time with Yammer embedded in Microsoft Dynamics CRM Private community sites strengthen connections to customers and partners N/A