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ACCELERATORS
Reuben Krippner
Senior Product Manager
FOR MICROSOFT DYNAMICS CRM
Functional Overview and Positioning
What Are Accelerators?
Add-on modules that deliver extended
capability to Microsoft Dynamics CRM 4.0
Each Accelerator May Consist of:
Accelerators: Customer and Partner Value
• Realize the benefits of CRM as a solution platform
• Deliver the killer demo or POC and shorten the
sales cycle
• 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 – reinforce their investment in Software
Assurance
Accelerators for Microsoft Dynamics CRM
• Analytics
• eService
• Event Management
• Enterprise Search
• Sales Methodologies
• Extended Sales Forecasting
• CRM Notifications
• Business Productivity
Analytics
• Extended BI for Microsoft Dynamics CRM 4.0
• Delivers sales, service and operations dashboards
WHAT IS IT?
• View rich scorecards through
SSRS, SharePoint and PerformancePoint Server
• Browse pre-built OLAP cubes for deeper analysis
ALLOWS USERS TO
• Drive business insights to generate new
services revenue
• Deliver that compelling BI demo
• Use as tie-breaker in competitive situations
PARTNER BENEFITS
Screenshot slide(s)
Screenshot slide(s)
DEMO
Analytics Accelerator
Business Productivity
• Collection of time-saving productivity
customizations for Microsoft Dynamics CRM 4.0
WHAT IS IT?
• Conduct business data auditing
• Sales, Service and Marketing workflows
ALLOWS USERS TO
• Deliver customer value quickly with these time-
saving and innovative customizations
PARTNER BENEFITS
Enterprise Search
• Rapidly configure portal views of Microsoft
Dynamics CRM data within SharePoint (MOSS)
• Expose this data to MOSS enterprise search
WHAT IS IT?
• Use one central unstructured search to find
e-mails, documents, web content, and now
Microsoft Dynamics CRM data!
ALLOWS USERS TO
• Drive new services revenue through enterprise
search solutions
• Configure audience-specific SharePoint portals
with CRM data
PARTNER BENEFITS
DEMO
Enterprise Search Accelerator
CRM Notifications
• Newsfeeds that allow users to subscribe to CRM
“events” relevant to their job role
WHAT IS IT?
• 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
ALLOWS USERS TO
• Drive a role-tailored subscription experience for
your customers
PARTNER BENEFITS
DEMO
CRM Notifications Accelerator
Extended Sales Forecasting
• Enriched forecasting mechanism for
Microsoft Dynamics CRM 4.0
WHAT IS IT?
• Quickly classify pipeline as High, Low or Commit
• Track budget for nominated periods
• Generate forecast reports
ALLOWS USERS TO
• Deliver flexible yet SIMPLE sales forecasting
for your customers
PARTNER BENEFITS
DEMO
Extended Sales Forecasting Accelerator
Event Management
•Functionality to plan, execute, and review events
WHAT IS IT?
• Plan venues, presenters, sessions, sponsors and
event capacity
• Send invitations, automate web registrations,
waitlists and track event attendance
ALLOWS USERS TO
• Broaden the Microsoft Dynamics CRM offering
with event management functionality
PARTNER BENEFITS
DEMO
Event Management Accelerator
eService
• A configurable self-service portal for enhanced
customer service through Microsoft Dynamics
CRM 4.0
WHAT IS IT?
• Edit their profile
• View, raise, close and re-open cases
• Search the Knowledge Base
• Schedule services
ALLOWS USERS TO
• Open Microsoft Dynamics CRM 4.0 as a
multi-channel solution
PARTNER BENEFITS
DEMO
eService Accelerator
• Accelerators for Microsoft Dynamics CRM 4.0 are
released at no cost.
• 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.
Accelerators: Pricing and Licensing
Accelerators: Download and Localization
• All Accelerators will be available from Codeplex, and linked to
from various websites such as Pinpoint – exact download
locations will communicated.
• Localization strategy is being finalized but MINIMUM
commitment is 5 languages (German, Dutch, French, Italian,
Danish) for the following accelerators:
– Analytics
– eService
– Event Management
– Extended Sales Forecasting
– CRM Notifications
• Non-English versions will be released before the end of
CY2008
Accelerators: Collateral
Full Bill of Materials 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 YOU!

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Accelerators crm overview

  • 1. ACCELERATORS Reuben Krippner Senior Product Manager FOR MICROSOFT DYNAMICS CRM Functional Overview and Positioning
  • 2. What Are Accelerators? Add-on modules that deliver extended capability to Microsoft Dynamics CRM 4.0
  • 3. Each Accelerator May Consist of:
  • 4. Accelerators: Customer and Partner Value • Realize the benefits of CRM as a solution platform • Deliver the killer demo or POC and shorten the sales cycle • 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 – reinforce their investment in Software Assurance
  • 5. Accelerators for Microsoft Dynamics CRM • Analytics • eService • Event Management • Enterprise Search • Sales Methodologies • Extended Sales Forecasting • CRM Notifications • Business Productivity
  • 6. Analytics • Extended BI for Microsoft Dynamics CRM 4.0 • Delivers sales, service and operations dashboards WHAT IS IT? • View rich scorecards through SSRS, SharePoint and PerformancePoint Server • Browse pre-built OLAP cubes for deeper analysis ALLOWS USERS TO • Drive business insights to generate new services revenue • Deliver that compelling BI demo • Use as tie-breaker in competitive situations PARTNER BENEFITS
  • 10. Business Productivity • Collection of time-saving productivity customizations for Microsoft Dynamics CRM 4.0 WHAT IS IT? • Conduct business data auditing • Sales, Service and Marketing workflows ALLOWS USERS TO • Deliver customer value quickly with these time- saving and innovative customizations PARTNER BENEFITS
  • 11. Enterprise Search • Rapidly configure portal views of Microsoft Dynamics CRM data within SharePoint (MOSS) • Expose this data to MOSS enterprise search WHAT IS IT? • Use one central unstructured search to find e-mails, documents, web content, and now Microsoft Dynamics CRM data! ALLOWS USERS TO • Drive new services revenue through enterprise search solutions • Configure audience-specific SharePoint portals with CRM data PARTNER BENEFITS
  • 13. CRM Notifications • Newsfeeds that allow users to subscribe to CRM “events” relevant to their job role WHAT IS IT? • 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 ALLOWS USERS TO • Drive a role-tailored subscription experience for your customers PARTNER BENEFITS
  • 15. Extended Sales Forecasting • Enriched forecasting mechanism for Microsoft Dynamics CRM 4.0 WHAT IS IT? • Quickly classify pipeline as High, Low or Commit • Track budget for nominated periods • Generate forecast reports ALLOWS USERS TO • Deliver flexible yet SIMPLE sales forecasting for your customers PARTNER BENEFITS
  • 17. Event Management •Functionality to plan, execute, and review events WHAT IS IT? • Plan venues, presenters, sessions, sponsors and event capacity • Send invitations, automate web registrations, waitlists and track event attendance ALLOWS USERS TO • Broaden the Microsoft Dynamics CRM offering with event management functionality PARTNER BENEFITS
  • 19. eService • A configurable self-service portal for enhanced customer service through Microsoft Dynamics CRM 4.0 WHAT IS IT? • Edit their profile • View, raise, close and re-open cases • Search the Knowledge Base • Schedule services ALLOWS USERS TO • Open Microsoft Dynamics CRM 4.0 as a multi-channel solution PARTNER BENEFITS
  • 21. • Accelerators for Microsoft Dynamics CRM 4.0 are released at no cost. • 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. Accelerators: Pricing and Licensing
  • 22. Accelerators: Download and Localization • All Accelerators will be available from Codeplex, and linked to from various websites such as Pinpoint – exact download locations will communicated. • Localization strategy is being finalized but MINIMUM commitment is 5 languages (German, Dutch, French, Italian, Danish) for the following accelerators: – Analytics – eService – Event Management – Extended Sales Forecasting – CRM Notifications • Non-English versions will be released before the end of CY2008
  • 23. Accelerators: Collateral Full Bill of Materials 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