April 2013. NOTE: Sign in with Office 365 ID.

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Presentation transcript:

April 2013

NOTE: Sign in with Office 365 ID

Select ‘Microsoft Dynamics CRM Online Trial’ Optional Select ‘Include Authorization for Delegated Administrator’ This will allow you access to the customer's account with full administrative capabilities (except purchasing licenses). It will allow you to assist in setting up the client’s account.

This URL can be copied and used in web content syndication – such as for 30-day trial banners or on other web properties NOTE: Click Finish after copying link. Copy and paste the composed and URL into an and send. Your company partner ID will be embedded into the code proving you with Partner of Record as soon as the account is activated.

DaySubject LineToCC 1Attention: has added you to their trial subscriptionPartnerCustomer 1Get started with your Microsoft Dynamics CRM Online TrialCustomerPartner 2Day 2 - Getting started with your evaluation of Microsoft Dynamics CRM OnlineCustomer 3Day 3 - Personalize your Microsoft Dynamics CRM Online systemCustomer 5Day 5 - Make informed decisions and gain efficiency with Microsoft Dynamics CRM OnlineCustomer 15Day 15 - Evaluate your progress with Microsoft Dynamics CRM OnlineCustomer 23Your Microsoft Dynamics CRM Online Trial is about to expire – buy today!Customer 25Day 25 - Only FIVE days left: Convert to a full subscription of Microsoft Dynamics CRM OnlineCustomerPartner 29Your Microsoft Dynamics CRM Online Trial is about to expire – buy today!CustomerPartner 30Attention: Your Microsoft Dynamics CRM Online Trial has expiredCustomerPartner

To Partner; CC Customer To Customer; CC Partner

 To Customer Only To: Subject:Day 2 - Getting started with your evaluation of Microsoft Dynamics CRM Online Date:Fri, 1 Mar :15: Getting started with your evaluation of Microsoft Dynamics CRM Online Organization Name: Thank you for your interest in Microsoft Dynamics CRM Online and for taking the time to subscribe to the 30 day trial. Today, we’d like to introduce you to several resources to help get your evaluation off to a good start. To become familiar with Microsoft Dynamics CRM Online and to begin exploring the benefits it can deliver to your organization, we suggest you first watch these short videos for an overview of the service: - Microsoft Dynamics CRM Online overview video Organizeand track your activities Account basics Understanding contacts Getting started with leads Winning sales with opportunities Customer Login Subscribe Find a Partner Resource Center Contact Us Follow Us: 28 Days Remaining

 To Customer Only Personalize your Microsoft Dynamics CRM Online system Customer Login Subscribe Find a Partner Resource Center Contact Us Follow Us: To: Subject:Day 3 - Personalize your Microsoft Dynamics CRM Online system Date:Sat, 2 Mar :16: Days Remaining Organization Name: Welcome to Day 3 of your Microsoft Dynamics CRM Online 30 day trial! We hope our “Getting Started” yesterday has helped your evaluation of Microsoft Dynamics CRM Online get off to a great start. Once you understand the basics, you’re ready to take the next steps to personalize your experience with Microsoft Dynamics CRM Online. The videos below provide a brief look at two very can personalize Microsoft Dynamics CRM Online to meet the needs of important ways you your organization.

 To Customer Only To: Subject:Day 5 - Make informed decisions and gain efficiency with Microsoft Dynamics CRM Online Date: Mon, 4 Mar :17: Make informed decisions and gain efficiency with Microsoft Dynamics CRM Online Organization Name: Welcome to Day 5 of your Microsoft Dynamics CRM Online 30 day trial! Thank you again for taking the time to evaluate Microsoft Dynamics CRM Online. We hope the information in our first two s has helped you gain a solid understanding of the service so you can begin to personalize Microsoft Dynamics CRM Online to meet your specific needs. Today, we'd like to introduce new videos to help you better understand the powerful analytical and automation capabilities of Microsoft Dynamics CRM Online: Customer Login Subscribe Find a Partner Resource Center Contact Us Follow Us: 25 Days Remaining

 To Customer Only To: Subject:Day Evaluate your progress with Microsoft Dynamics CRM Online Date: Thu, 14 Mar :15: Evaluate your progress with Microsoft Dynamics CRM Online - - Customer Login Subscribe Find a Partner Resource Center Contact Us Follow Us: Organization Name: Welcome to Day 15 of your Microsoft Dynamics CRM Online 30 day trial! Congratulations! You are now halfway through your 30 day trial of Microsoft Dynamics CRM Online. We hope that your efforts so far have provided you with an understanding of how Microsoft Dynamics CRM Online can help your organization manage customers effectively and economically. At this point in your trial period, may we suggest you take a few minutes to assess the progress of your evaluation? In our previous communications, we have recommended several areas to explore to enhance your 30 day trial of Microsoft Dynamics CRM Online. So far, have you … 15 Days Remaining

 To Customer; CC Partner Attention: Your Microsoft Dynamics CRM Online Trial expires soon.Buy today! |View this in your browser In 7 day(s) your Microsoft Dynamics CRM Online Trial expires From: To: Subject: Your Microsoft Dynamics CRM Online Trial is about to expire - buy today! Date: Fri, 22 Mar :04: CC:

 To Customer Only To: Subject:Day Only FIVE days left: Convert to a full subscription of Microsoft Dynamics CRM Date: Sun, 24 Mar :14: Only FIVE days left: Convert to a full subscription of Microsoft Dynamics CRM Online Customer Login Subscribe Find a Partner Resource Center Contact Us Follow Us: 5 Days Remaining Organization Name: Welcome to Day 25 of your Microsoft Dynamics CRM Online 30 day trial! Thank you for taking the time to evaluate Microsoft Dynamics CRM Online. We hope your experience continues to prove how Microsoft efficiently. In just five days, your 30 day trial of Microsoft Dynamics CRM Online will expire. We want to ensure that all the data you have entered, the processes you have automated, and customizations you have made are not lost at the end of the trial period. This is a great time to convert your trial into a paid subscription. To get pricing information and payment opt ions and to activate your subscription, please click here

 To Customer; CC Partner In 1 day(s) your Microsoft Dynamics CRM Online Trial expires Attention: Your Microsoft Dynamics CRM Online Trial expires soon.Buy today! |View this in your browser From: To: Subject: Your Microsoft Dynamics CRM Online Trial is about to expire - buy today! Date: Thu, 28 Mar :04: CC:

 To Customer; CC Partner Your Microsoft Dynamics CRM Online Trial has expired.Buy today. |View this in your browser Your Microsoft Dynamics CRM Online Trial has expired From: To: Subject: Attention: Your Microsoft Dynamics CRM Online Trial has expired Date: Fri, 29 Mar :04: CC:

Select ‘Microsoft Dynamics CRM Online’ and choose the number of licenses the customer requested. Optional Select ‘Include Authorization for Delegated Administrator’ This will allow you access to the customer's account with full administrative capabilities (except purchasing licenses). It will allow you to assist in setting up the client’s account.

Copy and paste the composed and URL into an and send. Your company partner ID will be embedded into the code proving you with Partner of Record as soon as the account is activated. NOTE: Click Finish after copying link