Dynamics CRM Update Direct Customer Connection Program

Dynamics CRM Update Direct Customer Connection Program – March ‘ 07 Jason Nash Product Solutions Marketing Manager

Agenda • 09: 30 • 09: 40 Welcome Introduction - Jason Nash Dynamics Update – Jason Nash – News From Convergence 2007 • 10. 45 • 11. 00 – – – Coffee Productivity Increase – Alex Brown CRM Analytics Foundations Virtual Earth Integration Share. Point Dashboards • 12. 00 • 12. 30 • 13: 00 Top 5 support issues with CRM Question & Answers – All Event close

People Ready Business Role Tailored des

Strongest Lineup Ever Wave 1 Delivered

You Asked, We Listened Make it easier to pursue new opportunities Support how my people really work Use the Web to forge richer relationships

People and Process Role Tailored Experiences Office Business Applications Dynamics ERP “All the information is at my fingertips. ” “I spend all day in Outlook. ” “It looks like it was designed for me. “ Composite Immersive Made for Me

Made for Me Streamlined user experience modeled after Office and Vista Designed around specific roles, teams, and processes No more “one size fits all” Built-in search, reporting, and BI for confident decision making Built-in collaboration and workflow

Convergence 2007 & 2008 Convergence 2007 Copenhagen, Denmark The Bella Center October 23 -25, 2007 Convergence 2008 Orlando, Florida Orange County Convention Center March 11 -14, 2008 Watch www. msconvergence. com for more details.

SURE STEP Microsoft Dynamics Sure Step Implementation Methodology

UK Microsoft Dynamics Practice • • Under-pin growth in UMM and Enterprise Support you to secure customer/project success Focus on Dynamics AX and CRM Leverage MCS’ world-class consulting services • Team comprising – – Senior CRM and ERP professionals Experience of enterprise and complex solutions Deep technical and functional expertise Passionate about successful project delivery

What is Sure Step? Sure Step Methodology + Sure Step Tools Sure Step Migration Tool for Microsoft Dynamics AX Sure Step Rapid Configuration Tool for Microsoft Dynamics AX Sure Step Rapid Implementation Methodology for Microsoft Dynamics NAV Sure Step Data Migration Pack for Microsoft Dynamics CRM More Sure Step Tools coming soon!

Value of Sure Step Drives Customer Satisfaction Enables Teamwork and Partnership Project expectations properly set Customers receive high-quality services Offers a consistent approach Includes standard tools and templates Helps Drive Productivity Provides predictability and repeatability Integrates project management discipline

Vision • Repeatable, consistent methodology • Flexible, customizable framework with product-specific components • Integrated Project Management – ie Project Management Institute (PMI) Intended Results… • Help increase channel productivity and profitability • Help Increase implementation success rates enabling: – Higher Customer Satisfaction – Lower Total Cost of Ownership (TCO) – Reduced Risk

In Scope • What’s included in the Early Adopter Program build of the Implementation Methodology: – – – – Offerings Phases – six primary phases plus Optimization and Upgrade Roles Project Management Disciplines and Processes Cross Phase Processes Microsoft Dynamics™ CRM product-specific content Product and Project Type filtering Tools, templates and documents • What will be added to the Version 1. 0 build of the Implementation Methodology: – Product-specific content for Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics NAV and Microsoft Dynamics SL – Additional tools, templates and documents – Additional content based on Early Adopter Program feedback

Phases and Deliverables

Dynamics Live Making the most of the Web

Dynamics Live

DEMO Customer. Source

Key Features – Documentation Access technical information and documentation

Key Features – Solution Finder Search for Solutions from Partners or ISVs

Key Features - Newsgroups Participate in newsgroup discussions

Unlimited Access to Online Training E-Learning Training Materials and Local Functionality 22 Training Material Extensions Learning Plans

Microsoft Dynamics Live

Microsoft CRM is HOT! • • Over 100% Growth in FY 06 Over 50, 000 Seat Adds in Q 4 Partner Revenue Up 150%+ Explosive Enterprise Growth CRM Mobile client and WAP 170% + growth in Q 1 FY‘ 07 5 X Increase in Press Coverage Tremendous Stack Pull-Thru & Value Add ££ “The Next Billion Dollar Business For Microsoft”

Microsoft CRM: 12 -Month Roadmap As of September 12, 2006 H 2 2006 New connectors to SEBL, Biz. Talk Re-release of GP Connector incl. International English SBS R 2 Compatibility Release H 1 2007 Early partner TAP program for Titan Office 2007 & Windows Vista Compatibility Release New connector for Dynamics AX New connector for Dynamics NAV Expanded partner TAP program Customer beta program RTM of Titan for on-premise and Saa. S models (Tier 1 languages) CRM Live partner TAP CRM Live customer beta CRM Live in production Further language releases throughout 2 H 2007

CRM Next “Titan” Roadmap

Caveats • • • This is a view into our investment areas Dates and capabilities are subject to change Screen shots are prototypes only Disclaimer This presentation contains preliminary information that may be changed substantially prior to final commercial release of the software described herein. The information contained in this presentation represents the current view of Microsoft Corporation on the issues discussed as of the date of the presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of the presentation. This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this presentation. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this information does not give you any license to these patents, trademarks, copyrights, or other intellectual property. © 2006 Microsoft Corporation. All rights reserved.

Titan investments Intelligent and easy business solutions that enable extraordinary customer experiences Next-generation CRM system Unified Microsoft Office experience Enhanced business application platform Enhance client and business process synergy Global CRM expansion Customer and Partner innovation Enhanced features for multi-national organizations Fulfill key customer and partner requests

Next-generation CRM Enhanced business application platform Enhanced system architecture • Run one or many CRM deployments from a single server • Accelerate adoption across teams, departments and divisions • Efficient hosting architecture for our service providers Increased performance and scalability • Decouple platform, workflow and reporting servers for scale-out scenarios • Support for 64 -bit application and database servers Increase deployment “choice” for customers • Deploy industry-leading CRM server offering • Deploy “specialized” hosted CRM through our network of service providers • Use code-based “relocation” tools to move across alternatives Confidential – Microsoft Corporation Microsoft CRM “Titan” • Establish efficiencies in your enterprise system deployment • Scale-up and scale-out for large deployments • Increased lifecycle from trial to organizational system adoption

Next-generation CRM Multi-tenant system architecture Organization-wide Centralized CRM system Enterprise “IT Hosting” Support multiple team, department and divisional deployments from a central server location Example: ACME, Inc Corporate Divisions By geography and product line Work Teams Small collaboration groups Example: ACME European Operations Example: ACME Account Team Work Departments Line of business functions Example: ACME Customer Service

Unified Microsoft Office experience Enhanced client and business process synergy Enhanced end-user experience • Native CRM toolbar across all Microsoft Office applications • Ribbon-style add-in for 2007 Microsoft Office System • Enhanced letters and mail-merge Revolutionary system workflow • New web-based workflow system • Native Windows Workflow Foundation orchestration and monitoring Enriched reporting and dashboards • Enhanced data visualization • Out-of-the-box dashboard reporting • Default sales, service and marketing KPI’s Confidential – Microsoft Corporation Microsoft CRM “Titan” • Specialized Microsoft Office experience for sales, service and marketing professionals • Robust process automation across end-user applications • Simplified report creation and sharing

Unified Microsoft Office experience Enhanced client and business process synergy Windows Workflow Foundation Common workflow and process management system across Microsoft Office and Microsoft CRM

Global CRM Expansion Enhanced features for multi-national organizations Multi-language user interface (MUI) • Personalized language settings for each system user • Language settings within web, client and reporting interfaces • New languages deployed through MUI-pack Multi-currency sales transactions • Report sales pipeline and activities across multiple currencies • Create schedule-based currency conversions to reflect up-to-date exchange rates Regional and locale-based customization • Data object and form-based translation settings • Ability to import and export system-based translations per language Confidential – Microsoft Corporation Microsoft CRM “Titan” • Enhanced support for global CRM business initiatives • Accurate forecasts and sales revenues around the globe • Personalized system settings across your global operations

Global CRM Expansion Enhanced features for multi-national organizations Multiple language user interface (MUI) Deploy multiple language deployments from a central application server

Customer and Partner Innovation Enhanced features for multi-national organizations Data lifecycle management • Simplified tools for data import and de-dupe • Conversion tools an templates from competitive CRM systems • Environment portability tools from partner hosted to onpremise server Next-generation client experiences • Windows Vista clarity and connections • 2007 Office System “light-up” solutions • Sleek and streamlined interface with IE 7 Enhanced application & platform customization • Many: Many relationships across standard and custom objects • Web-service based platform callouts • Offline system SDK Confidential – Microsoft Corporation Microsoft CRM “Titan” • Lifecycle system adoption • Enhance user adoption with nextgeneration information and insight • Build world-class solutions for your customers

Business Intelligence Proclarity Desktop Professional, OLAP and decomposition trees

Business Intelligence Value of Data Query and Reporting Microsoft CRM Data Sales Marke ting Serv ice Custo m Reports SQL Pivot tables Context and Relevance Analysis Slice and Dice KPI’s Data Mining and Visualization Predictions Classifications Uncovering hidden track Insight/ Foresight Knowledge Info Microsoft CRM Business Environment Investment in Business Intelligence