Transcript CRM ACCELERATORS

ACCELERATORS FOR MICROSOFT DYNAMICS CRM
Functional Overview and Positioning
Hayley Bass
Technology Specialist - CRM
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:
Data
Workflow
BI
Source Code
Documentation
• Entities, Forms, Views
• Workflow configurations
• Business intelligence (e.g. custom
reports)
• Full source code samples (strictly
adhering to SDK guidelines)
• Installation, operation, localization,
and extending the solution
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
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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 4.0
Delivers sales, service and
operations dashboards
ALLOWS
USERS TO
View rich scorecards through
SSRS, SharePoint and
PerformancePoint Server
Browse pre-built OLAP cubes for
deeper analysis
BENEFITS
Drive business insights to
generate new services revenue
Instant visibility on key CRM
Information
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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 auditing
Sales, Service and Marketing
workflows
BENEFITS
Deliver 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 NonCRM information together
Configure 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
BENEFITS
Drive 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
customers
Deploy 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 Commit
Track budget for nominated periods
Generate forecast reports
BENEFITS
Deliver 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 capacity
Send 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 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
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 you!
[email protected]