Microsoft Dynamics CRM – An opportunity for ISVs.
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Transcript of Microsoft Dynamics CRM – An opportunity for ISVs.
Microsoft Dynamics CRM – An opportunity for ISV’s
23 years business 23 years business applications applications experienceexperience
Established 9,251 Established 9,251 partner ecosystempartner ecosystem
275,000 275,000 customers customers worldwideworldwide
MBS re-branded MBS re-branded as Microsoft as Microsoft DynamicsDynamics
Introducing The Solution…
Combine Outlook
with
An easy to use CRM Solution
…Microsoft CRM
Microsoft CRM | At A Glance
• Over 7,000 customers• Over 180,000 users • Over 1,500 partners• Full suite of marketing,
sales, and service• Native Office experience• Web services architecture• Fast, flexible, & affordable
• Available in 22 languages*
Microsoft CRMMicrosoft CRMCustomer Growth Customer Growth
WorldwideWorldwide
FY 03 FY 04 FY 05
+100%
+100%
* Version 3.0 through mid-2006
Information current as of October 2005.
Works the Way Your Business Does
• Easily adapts to each company’s needs• Powerful workflow and analytics
Works the Way Technology Should
• Fast to deploy & easy to manage• Powerful Web services architecture
Works the Way You Do• Native Office & Outlook experience
• Full range of mobile solutions
Sales Service
Marketing
Microsoft CRM | The Next Wave
A complete CRM suite that leverages
the power and productivity of the Microsoft platform.
Outlook ClientOutlook Client
Web ClientWeb Client
Pocket PCPocket PC
Office ApplicationsOffice Applications
BlackberryBlackberry
PalmPalm
Microsoft CRM | Works The Way You Do
Example Features in Microsoft CRM 3.0
Works The Way Works The Way You DoYou Do
Works The Way Works The Way Your Business Your Business
DoesDoes
Works The Way Works The Way Technology Technology
ShouldShould
Native Outlook Experience
Live Excel Integration
Quick Campaign Wizard
Adaptive Form Navigation
Service Scheduling & Dispatch
Centralized relationships
Ad-hoc Query & Analysis
Integrated Knowledge Management
Fax Integration
BCM Migration
Dynamic Business Design
Adaptive Workflow Engine
Activity Customization
SQL Server Reporting Services
Role-based navigation
Dynamic Web Services
Dynamic Web & Page Layout
SharePoint Integration
Express setup for Small Businesses
Consultant-in-a-box
Environment Diagnostics Wizard
Enhanced Outlook Synchronization
Optimized Offline Synchronization
Pervasive System Security
Service Oriented Architecture
Increased Developer Productivity
Enhanced Exchange Integration
Increased performance & reliability
Windows Small Business Server 2003
Automatic Outlook Client Installation
Small Business Edition Only
Why Microsoft CRM ?
Changing Dynamics of the ISV Landscape is Forcing ISVs to Make Strategic Choices Market Trends• Consolidation amongst mid-market business application vendors
through acquisitions and ISVs going out of business• Vendors of business applications are challenged to stay profitable• Customers are demanding enhanced performance, scalability,
adaptability and integration capabilities from their IT systems• Customers require vendors to have a long term product technical
vision • Vertical solutions are driving sales and create more economic
value for customers
ISVs are faced with the following options• To build applications in house • To build on existing horizontal applications and add the
vertical IP
Microsoft CRMMicrosoft CRM
Configure workflowto fit business processes
Extend object modelwith new entities
Integrate toexternal data and
applications
Add new reportsand analytics
Build dashboardsand custom apps
in Sharepoint
Build packagedvertical solutions
Offer packagedimplementation svcs
Offer hosted versionsof Microsoft CRM
Built on Microsoft .NETBuilt on Microsoft .NET
Microsoft CRM | Limitless Opportunities
Microsoft CRM | Driving the partner ecosystem
TriVentureTM
IndustryIndustry
StructurStructuree
SizeSize
MidmarkMidmarketet
EnterprisEnterpriseeSmallSmall CorporatCorporat
ee
Centralized Centralized “Hub”“Hub”
Distributed Distributed ““Hub and Hub and Spoke”Spoke”
(HQ)(HQ)
Microsoft CRM | Segmenting the market
Opportunity for ISV’s
• ISVs are faced with a choice– To build applications in house – To build on existing horizontal applications and add the vertical IP
• The Vertical opportunity is real• We have technical and market resources to help you
– Richard Bevan [email protected]– Yvonne McGarry, Marketing Manager– Mark Gullick, PTS– Online resources (see examples later)
• We have the licensing models to support your business model – ISV Royalty program for ISV to embed Microsoft CRM– Volume licence program
• CSA addendum to MSPP • CRM specialisation within MBS competency
– Software Provider Licence Agreement (SPLA) for hosting
Microsoft CRMArchitecture
Data Access ComponentsQueryPlansO/R
QueryBuilder / QP
Business Logic
Web Interface Components
Users
Reporting
WebForms
ASP.NET
UI Components
SRS
Integration Services
Data Access PlatformADO.NET
Data
Web Services
Server Machine
Online Client
Metadata
Business Entity Components
SD
K
Client
Secured V
iews
Form Programming Model
ISV Code
ISV Script/Customization
Customization Tools
Workflo
w R
ules
ISV
Plug-in code
Workflo
w S
ervices
Security S
ervicesISV Callout
Code
Exte
nsib
ility P
oin
ts
Opportunity for ISV’s
• ISVs are faced with a choice– To build applications in house – To build on existing horizontal applications and add the vertical IP
• The Vertical opportunity is real• We have technical and market resources to help you
– Richard Bevan [email protected]– Yvonne McGarry, Marketing Manager– Mark Gullick, PTS– Online resources (see examples later)
• We have the licensing models to support your business model – ISV Royalty program for ISV to embed Microsoft CRM– Volume licence program
• CSA addendum to MSPP • CRM specialisation within MBS competency
– Software Provider Licence Agreement (SPLA) for hosting
Try it out in your business • 90 day free trial license
• NFR licenses for partners
Want to discuss further?• Contact [email protected]
Check it out for yourself• http://mscrm.demoservers.com/
Sales Service
Marketing
Microsoft CRM | The Next Steps
A complete CRM suite that leverages
the power and productivity of the Microsoft platform.
Resource GuideResource Comments
Microsoft Partner Program web site
START HERE!
•Part of Microsoft Partner Program web site•Key resource for all MS CRM partners•Provides access to latest sales tools, partner resources, links to other useful sites
Microsoft Partner Source web site
•Partner portal for MBS partners•Provides access to technical documents, FAQs, newsgroups
Microsoft Partner Learning Center
•Provides access to hands-on-labs•Provides access to training resources based on partner level and trainee role
Microsoft Partner Marketing Center
•Enables partner-branded campaigns
CRM Software Advisor Program
•Provides information on the CRM SA program
Resource Guide…Contd.Resource CommentsMicrosoft Training sitesInstructor Led TrainingE-Learning
•Get information on MS CRM 3.0 related courses
Customer registration/fee claim site
•Partners can register their customers to activate CustomerSource account and Software Assurance benefits for their customer
•Partners can make claim to Software Advisor fees once they have registered their customer
Microsoft US Partner Readiness Site
•Provides access to key resources for partner readiness. Available to partners in the USA.
Microsoft Corporate Web Site – CRM Section
•Provides latest information on CRM 3.0•Provides customer value proposition, messaging, customer-facing materials