Microsoft Dynamics CRM – An opportunity for ISVs.

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Microsoft Dynamics CRM – An opportunity for ISV’s

Transcript of Microsoft Dynamics CRM – An opportunity for ISVs.

Page 1: Microsoft Dynamics CRM – An opportunity for ISVs.

Microsoft Dynamics CRM – An opportunity for ISV’s

Page 2: Microsoft Dynamics CRM – An opportunity for ISVs.

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

Page 3: Microsoft Dynamics CRM – An opportunity for ISVs.

Introducing The Solution…

Combine Outlook

with

An easy to use CRM Solution

…Microsoft CRM

Katie Hasbargen
SILVERFOX - Final build should say - Introducing the solution...Microsoft CRM I have also sent three new screen shots numbered 1-3 that need to be included instead of the existing screen shots.
Page 4: Microsoft Dynamics CRM – An opportunity for ISVs.

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.

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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.

Page 6: Microsoft Dynamics CRM – An opportunity for ISVs.

Outlook ClientOutlook Client

Web ClientWeb Client

Pocket PCPocket PC

Office ApplicationsOffice Applications

BlackberryBlackberry

PalmPalm

Microsoft CRM | Works The Way You Do

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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

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Why Microsoft CRM ?

Page 9: Microsoft Dynamics CRM – An opportunity for ISVs.

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

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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

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Microsoft CRM | Driving the partner ecosystem

TriVentureTM

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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

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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

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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

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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

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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.

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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

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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