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

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

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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

DEMO

CRM Notifications Accelerator

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

DEMO

Extended Sales Forecasting Accelerator

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

DEMO

Event Management Accelerator

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

DEMO

eService Accelerator

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]