Microsoft Dynamics Planning Services 4/22/2018 Microsoft Dynamics Planning Services Migrating to Microsoft Dynamics 365 PARTNER ENGAGEMENT OVERVIEW © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this 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 provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Contents Document Purpose Sections Engagement Overview 4/22/2018 Document Purpose The goal of this document is to provide the engagement consultant with an overview of the required deliverables for the Planning Services engagement Migrating to Microsoft Dynamics 365 in the cloud, implementing Dynamics 365 for Sales, Marketing, Customer Service or Field Service (previous CRM workloads). The engagement is offered in 5, 10 and 15-day sponsored lengths, which build on each other. This document describes the steps, resources and requirements of each engagement. The engagement lengths represent the minimum time needed to deliver the required deliverables for each engagement and the Planning Services paid days a Partner can expect when delivering specific deliverables. Sections Engagement Overview Engagement requirements, customization and exceptions Execution detailed guidance Tools & Resources Planning Services Requirements © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this 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 provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Migrating to Microsoft Dynamics 365 4/22/2018 Migrating to Microsoft Dynamics 365 Engagement Overview, Requirements & Supporting Resources Voucher Length 5 days 10 days 15 days Required Activity Migration path assessment Business, gap and data assessment to determine best migration path Conference room Proof-of Concept Phase Functional Proof of Concept Phase (activating and migrating 1 process in Dynamics 365) Pre-engagement Questionnaire  Business assessment & Dynamics 365 vision workshop High level gap analysis High level data migration assessment Conference room PoC for one template process in demo environment, NO data migration Demo environment & demo data, no migration* Functional PoC for one template process in customer’s cloud domain, limited data migration Functional environment & limited data migration* Required Customer Deliverables Assessment report and migration path recommendations, including business, gap & data migration assessment summary Conference Room PoC & Summary Report Functional PoC & Summary Report © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this 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 provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Engagement Goals Assess business needs and requirements as well as current environment suitability for cloud and to what extent Assess the optional migration scenarios and recommend one that will best suit customer’s - business requirements, challenges and limitations Feasibility, difficulty and time required for upgrade & migrate scenario vs. ripe & migrate scenario Develop a migration framework using one process, engaging required stakeholders on business and IT teams to Determine best migration scenario (such as upgrade & migrate or rip & replace) to meet business, budget and technical requirements Plan data migration and anticipate needs Go over high-level functional gaps & technical considerations as part of gap analysis to current version Demonstrate benefits and features of Microsoft Dynamics 365 & current on premise version with conference/functional PoC Implement one process with limited number of users in activated customer cloud Record migration framework executed for future planning/implementation of additional processes users

Migrating to Microsoft Dynamics 365 4/22/2018 About the Engagement Migrating to Microsoft Dynamics 365 helps customers who are considering moving their CRM (Dynamics or not) solution to the cloud (fully or hybrid) or debating how to go about updating their Microsoft Dynamics 365 solution. It helps them assess the fit of the online solution for their business requirements, analyze the functional gaps of their environment, identify the best migration path, and experience the solution through a PoC that can be used as a data migration template for future planning. The Planning Services engagement enables customers to put their IT investment to work, drive productivity, and improve business agility. It works with customers to identify the right path to get the most out of the latest Microsoft Dynamics 365 version, while planning a smooth data migration and closing the gaps between their current solutions and business objectives and vision. Envision and Assessment Fit Gap & Data Migration Assessment Proof of Concept Assess customer business process requirements and current environment. Deliver envisioning workshop to discuss the benefits of the current version, considerations for online migration, and recommended migration path. Preform functional fit gap analysis to assess the degree of fit of out-of-the-box functionalities to customer business needs, vision and assess data requirements and “what it will take” to migrate customer data to CRMOL. Develop a PoC for one process to showcase how implemented functionalities meet customer requirements Demonstrates recommended migration path and how it can be use as a template for extended migration. and how © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this 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 provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Eligible Customers and Potential Scenarios 4/22/2018 Customers are eligible for this engagement if: They have sufficient Planning Services Days as part of their on-premises Microsoft Dynamics 365 Software Assurance benefits, or if they have sufficient days from the SA benefits purchased for other products. Participating customers of the 15-day engagement will be required to purchase and activate some (at least 10) Microsoft Dynamics 365 licenses. Customer scenarios below represent ideal targets for this engagement : Has a non-current version of Microsoft Dynamics 365 on premises, especially one that is out of support (Support Lifecycle end dates). This customer is a good candidate for rip & replace planning. Has a recent version of Microsoft Dynamics 365 and considers an upgrade to current version. For this customer consider during the engagement assesses if upgrading their on- premises install versus migrating to Online will be more suitable. On most current Microsoft Dynamics 365 version and considers migration to the cloud (or hybrid). The engagement uses one process as a template to plan and assess migration, so that the customer can understand what it will take to migrate to the cloud. Has a competing solution or no CRM solution implemented, but has other Microsoft products with SA, especially those of the productivity suite. The engagement can showcase the envisioned solution, compatibility scenarios with the productivity suite, as well as the benefits of the Microsoft cloud platform. Customers who doubt the value of SA benefits and are not interested in renewals. List out link to out of support © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this 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 provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Microsoft Dynamics 365 Migration with an Upgrade Path Data migration Microsoft Dynamics 365 Microsoft Dynamics CRM 4.0 Microsoft Dynamics CRM 2011 Microsoft Dynamics CRM 2013 Microsoft Dynamics CRM 2015 Assessment Choosing upgrade/rip-replace path PoC Upgrade/ Migration implementation

Engagement Requirements & Customization Options 4/22/2018 Engagement Requirements & Customization Options This document outlines the steps for a typical Microsoft Dynamics 365 implementation assessment process. The tools and resources reflect tested Microsoft best practices. We understand that not all customers are the same. The intent of the engagement is to assist customers with their migration planning. In order to best address the needs of your customers, please feel free to customize the engagement in the following ways: Choose the engagement length and deliverables that best fit your customer needs and their eligibility for Planning Services days. Though, using Planning Services days requires delivery of an engagement that meets the length chosen on the customer voucher and the required deliverables associated with engagement of this length, as listed in this document, at the minimum. If you need to execute a longer engagement in order to deliver the required deliverables, you or the customer may choose to cover any additional costs and fees that are not covered by Planning Services days reserved on the customer voucher (such as planning integration with Office 365 and productivity apps). For example, if a 5 days engagement voucher is reserved for you, you must deliver at least 5 services days, the envisioning and discovery workshop, a business and data migration assessments, and a high level fit gap analysis for one process. Proof of Concept – Microsoft best practices show that engagements that include a PoC enjoy greater success, as they better showcase the benefits of the solution to the customer and create additional service opportunities for you. We suggest you include a functional PoC in 10 days engagement if - Your customer environment is not complex, does not have significant number of processes or significant number of users. You have identified a process that is of great value to the customer, and its complexity allows you to implement and migrate to Microsoft Dynamics 365 as part of PoC during a 10 days engagement © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this 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 provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Engagement Requirements & Customization Options Cont’ 4/22/2018 Engagement Requirements & Customization Options Cont’ You may be able to include a functional PoC in 10 days engagement by - Implementing a simplified PoC, which demonstrates customer gaps, but does not requires any custom code Suggest a longer engagement to the customer, which includes a PoC that is partially covered by Planning Services days (up to 15 days, if the customer is eligible). The excess may then be settled out-of-pocket by the customer, by you as a pre-sale effort, or by a combination of both. Customize the assessment – Edit the Pre-Engagement Questionnaire to more accurately address your customer’s unique challenges. Customize the engagement documents or use your own if they are aligned with the engagement steps. Regardless of the templates you use, the documentation you deliver to the customer must be attached to the Planning Service Completion Report and must cover engagement finding and results similar to what is listed in the template deliverable of the engagement. Please remember: The engagement lengths represent the minimum time needed to deliver the required deliverables for each engagement and maximum paid Planning Services days a Partner can expect against the specific deliverables. Questions about permissible customizations and exceptions? Email SAPSSUP@microsoft.com © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this 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 provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Business processes assessment phase Required activities & deliverables for any voucher of 5 days or more Required Activities Pre-engagement Questionnaire Ask the customer to complete the questionnaire in detail. Based on the customer response, plan the envisioning workshop, conduct an initial high-level assessment of the current business goals and environment, and identify: General need of the customer for a business solution, and processes that can benefit from Migrating to Dynamics 365. System’s challenges, gaps, and limitations that might be solved with Online implementation. Workshop Once you have reviewed the completed questionnaire and identified high level considerations for a CRM solution, schedule a workshop with the customer that includes: An overview of the advantages of Dynamics 365; Bringing attention to relevant new features and functionalities of Microsoft Dynamics 365 (especially ones that might replace custom code), and; Discussing considerations surrounding cloud versus on-premises implementation. In addition, Further explore how implementing Microsoft Dynamics 365 can meet the functional requirements for their processes, and how they can benefit the most from such a solution. Define a vision for a cloud-based CRM solution and discuss considerations and requirements as they relate to the customer environment; gather more information for a functional fit gap analysis. Discuss with the customer how Migrating to Microsoft Dynamics 365 can meet the functional requirements of their processes, and how they can benefit the most from such a solution versus an on- premises upgrade path. Collect feedback on the customer’s concerns, preferences, and requirements. Prioritize business processes that best exemplify the benefits of the solutions, but of a complexity that you can accommodate during the engagement you plan to deliver. Conclude the workshop with an envisioning session. Discuss a suggested migration path, its benefits, and what it will take to implement the suggested solution. Record in a report findings from the workshop, such as customer goals, challenges, solution concept and functionalities, next steps, etc. Business challenges and goals, review important business processes and ensure that they can be supported by Microsoft Dynamics 365 High level functional, business and integration requirements to ensure they can be met. Builds confidence in the proposed Solution before proceeding with the more costly implementation phases

Discussion Points and Questions Suggested Topics for Business Assessment and Envisioning Workshop Understanding of market and business landscape – what their industry and competitors are doing How customer can benefit from a CRM solution How the customer can benefit from Dynamics 365 Organization cloud “philosophy” and it incline to put applications and data in the cloud Current cloud usage – what’s in the cloud already Mobility needs and mobile employees IT budgetary issues and other IT challenges such as – ROI, upgrade schedule and resources, nimbleness, hardware ownership Crisis management and disaster recovery best practices Industry-specific security and compliance requirements for the customer BDMs and TDMs’ adversity to the cloud Employee inclusion: Need to include the buy-ins of more than just the front-line employees, also consult the wider user base such as customer service representatives and salespeople Need to identify and tackle end-user problems from LOB/Office integration and other adoption challenges Considerations for CRM cloud provider Why trust the Microsoft cloud, and how Dynamics 365 harnesses the position of Microsoft Cloud? Additional relevant topic you identify after reviewing the customer questionnaire

Fit gap analysis phase Required activities & deliverables for any voucher of 5 days or more Required Activities (in addition to the activities included on the Assessment Phase) The objective of the Fit-Gap assessment is to determine the Microsoft Dynamics solution’s degree of fit to the business requirements of a chosen business process. It should also help to determine the most suitable implementation path considering required configuration and customization for the process. This assessment should consider the functional gaps of the out-of–the-box features and functionalities of Microsoft Dynamics 365 (data collection can be done during workshop or additional meetings with relevant stakeholders). Required tasks: Analysis of the legacy systems, review of business and IT requirements, and identify any new requirements. Validate the degree of fit between the customer’s requirements and Microsoft Dynamics 365. Validate the Online solution’s degree of fit and limitations in regard to the customer’s business requirements and goals. Identify risk areas where proposed solution does not map to the requirements. Work out acceptable compromises and devise a potential implementation strategy. Identify one customer business process, which will serve as an example for testing your suggested migration path and create a fit-gap assessment report. Produce an assessment report summarizing the degree of functional fit of the suggested solution, including - A review of “as-is” and “to-be” process-flow fits and gaps, with an emphasis on the gaps. Validation of the “degree of fit” of Microsoft Dynamics 365 to certain business requirements. Review of critical gaps, and explore alternatives that solves them.

Discussion Questions & Considerations Fit-Gap Analysis and Deployment/Migration Path Introduce the new features and functionalities in CRM 2015. Explain there is no better time than now to get on board Discuss and document as many of the customer’s functional requirements as possible Review the customer’s high-level functional requirements against Microsoft Dynamics 365 modules and functionality, and identify any resulting critical or non- critical issues. Review the customer’s high-level integration requirements. Determine if the integration can be achieved through A standard or out-of-the-box integration Configuring a Microsoft Dynamics 365 integration approach Using plug-ins Another supported integration approach Deployment options: Single or multi- tenant considerations Make the customer aware of the business benefits of implementing Dynamics 365, including estimates of return on investment (ROI), total cost of ownership (TCO), and expected payback periods for the planned implementation. Discuss benefits/limitation of CPS model vs. Microsoft Direct

High Level Migration Assessment Required activities & deliverables for any voucher of 5 days or more Required Activities (in addition to the activities included on the assessment phase AND the fit-gap analysis phase) The objective of the high-level Data Migration Assessment is to further discuss with the customer the benefits, ROI, and limitations of the different implementation options, as well as what it will take to migrate the customer’s CRM solution to the cloud. To complete your assessment: Present to the customer comparison of the different implementation options Discuss with the customer data migration requirements; specifically, migration to cloud requirements and limitations Identify potential gaps of customer’s environment. Consider the best approach to a smooth migration and data security Compare the different efforts of migrating data to the cloud: rip and replace path vs. on-premises. Also compare the as-a-service models: Implementing Dynamics 365 (as SaaS) vs. Implementing it on Azure (IaaS or PaaS) Analyze the costs associated with each option and the potential ROI of migration path If your findings suggest that the best path for the customer is to first go through on premise upgrade, discuss with the customer (depending on PS days eligibility) switching to Upgrading Microsoft Dynamics 365 Planning Services Engagement instead of completing the online one. Deliver a Data Assessment Summary report as part of the overall Assessment Phase report, which provides an overview of the suggested implementation of Microsoft Dynamics 365 and migration path. Also discusses how the proposed solution meets the customer’s needs, gives the customer budgetary guidance, and recommend next step.

Discussion Questions & Considerations Migration Assessment Data sizing and requirements, number of components, entities records, processes and workflows Suitability of different implementation options for data requirements: Saas (Dynamics 365), PaaS (CRM on Azure hosted by third-party provider), or IaaS (CRM on Azure) (learn more) Availability and benefits of migration tools and methods What can be exported/imported and how Data hierarchy and relationships Data types Data Feature Capability Differences: Aggregate Limit – user accessibility and BI requirements Data Size Requirements – storage limitations Data Load Requirements Industry-specific Compliance Requirements Data at Rest Requirements External Integrations – integration requirements for external tools from the Dynamics 365 Service and the authentication necessary to access this data is possible. Operational limitations Identity Federation and Services Directory Synchronization Support considerations

Dynamics 365 Implementation Options ….and Areas of Considerations On Premises Storage Servers Networking O/S Middleware Virtualization Data Applications Runtime Infrastructure (IAAS) Storage Servers Networking O/S Middleware Virtualization Data Applications Runtime Platform (PAAS) Storage Servers Networking O/S Middleware Virtualization Applications Runtime Data Software (SAAS) Storage Servers Networking O/S Middleware Virtualization Applications Runtime Data Managed by: Customer Microsoft Microsoft Dynamics 365 Microsoft Dynamics 365

Cloud Solution Partner Overview 4/22/2018 Cloud Solution Partner Overview Offer packaged and directly managed cloud solutions to customers Microsoft Infrastructure & Updates Service Notifications/Updates Provides, Secures & Manages global datacenters, HW/SW, networking, application Certifies & ensures compliance for customers Customer Selects CSP Purchases services and support solutions from CSP Receives customized solutions and dedicated ongoing support CSP Provision Subscription & Join Tenant New User Onboarding Nurture & Retain Billing & Support Integrates Dynamics 365 with Office365 & Azure Assist in major upgrades Trusted Advisor Learn more - CRM Online Path-to-Partnership   © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this 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 provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Assessment Report required components Minimum requirements against a voucher of 5 days Use the provided Assessment Report Template to summarize your finding and recommendations from: the business assessment the envisioning & discovery workshop the functional fit-gap analysis the data migration assessment Include also your recommended implementation and migration path, their benefits and limitations. Specifically, the Assessment Report should include: Assessment of the customer’s vision, business requirements, current environment and its challenges Summary report of the fit-gap analysis including the degree of fit of relevant feature and functionalities, as well as the degree of fit cloud vs. on premise vs. hybrid implementation Summary report of the Data Migration analysis, including discussing your recommendations and expected ROI Recommend migration or upgrade path and project roadmap Outline a template approach to migrating customer’s processes referring to the one process chosen for the assessment Describe required engagement next steps. Prioritize processes for PoC. If necessary, encourage the customer to consider an Upgrading to Microsoft Dynamics 365 Engagement or Azure implementation* Highlight any risk factors or technical issues that the implementation plan must account for. Deliver a closing presentation to the customers discussing your report. The report is a required deliverable you must attach to the Planning Services Completion Report *Azure Planning Services are available as well and the customer might benefit from delivery of one of the Azure Planning Services Offering (AZDPS) as part of the process of planning their Dynamics 365 implementation. Partner can only deliver the Azure engagements if they meet the competency requirements of AZDPS offering, CRM and Dynamics 365 competencies do NOT meet these requirements.

Benefit Showcase (PoC) phase Required activities & deliverables for a voucher of 10 or 15 days Required Activities (in addition to the activates included on the assessment phase AND the fit-gap analysis phase AND architecture design review phase) Proof of Concept The objective of a Proof of Concept is to demonstrate what it takes to migrate a process to Microsoft Dynamics 365., PoC also showcases the benefits of online implementation and validates the suitability of an online migration path for the customer. During PoC, create a recommended template approach, which can potentially be used to migrating other processes or as guidance in future planning. The partner will implement a PoC and migrate one identified processes to Microsoft Dynamics 365, highlighting relevant functionalities that exemplify the solution’s benefits, and driving solution acceptance as a result. For 10 days engagements, a conference PoC is required. You must implement in a demo environment an actual process of the customer, creating demo data and records. This implementation uses your Microsoft Dynamics 365 demo environment or a trial version, no licenses/seats need be activated, and no real data is migrated. Critical processes should be used in a conference PoC in order to demonstrate how customer’s requirements for a functional migration can be met with the suggested solution. For 15 days engagements, a functional PoC is required. You will migrate an actual process, along with 1,000 to 2,000 of the customer’s records, to the customer’s Microsoft Dynamics 365 environment. You will activate at least 10 licenses/seats purchased by the customer. Develop a PoC Finding Report, deliver a closing presentation to the customers discussing your report. The report is a required deliverable you must attach to the Planning Services Completion Report PoC Report Requirements Record the following in the PoC Findings Report: PoC implementation considerations chosen scenarios and processes implementation steps intended usage benefits you showed case the customer PoC results, findings, feedback and challenges next steps

Suggested Scenarios for PoC Consider highlighting these Microsoft Dynamics 365 Scenarios More here

4/22/2018 Resources © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this 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 provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Tools & Resources Business Assessment Gap Analysis 4/22/2018 Tools & Resources Business Assessment Envisioning and Discovery Workshop Deck The Infographic and AC for deploying CRM in the Cloud by IDC (can be found on PartnerSource*) Forrester Microsoft Dynamics 365 TEI Research (slides included in the workshop deck and other content can be found on PartnerSource*) Gap Analysis Deploying and administering Microsoft Dynamics 365 and Microsoft Dynamics CRM 2015 Workshop slides discussing deployment options comparison Migration Assessment ​​​​​Microsoft Dynamics 365 Onboarding Success Center​​ Migrate Your Existing Data to Microsoft Dynamics 365 General Microsoft Dynamics 365 Team Blog Microsoft Dynamics CRM 2015 Release Preview Guide Integration Guide: Microsoft Dynamics 365 and Office 365 Planning Services Partner Eligibility Requirements *PartnerSource requires valid credential in order to access the content. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this 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 provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Additional information for Partners Worldwide Partner Conference 2015 4/22/2018 3:27 PM Additional information for Partners Path-To-Partnership CRM Online Path-to-Partnership   Cloud SureStep Cloud SureStep - Build your business Competencies Competency - Cloud CRM Competency - CRM GTM (certified CRM partners) Microsoft Dynamics CRM Sales and Marketing Materials for Partners GTM (all partners) Sales Productivity Microsoft Dynamics Sales Productivity GTM Materials ModernBiz I Connect with Customers ModernBiz I Connect with Customers GTM Materials Dynamics 365 Microsoft Dynamics CRM 2015 Update checklist Microsoft Dynamics 2015 Custom Code Validation Tool Restructuring the global Inside Sales platform for Microsoft The journey to a new sales experience with Microsoft Dynamics 365 Microsoft creates a new sales experience with Microsoft Dynamics CRM at the core Creating personal views and using Advanced Find in Microsoft Dynamics 365 Manage activities in Microsoft Dynamics 365 Microsoft IT Streamlines Disparate Sales Data into an Easy-to-Use Windows 8.1 Experience Microsoft IT Improves Sales Productivity by Integrating Disparate Sales Applications © 2015 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Planning Services PROGRAM REQUIREMENTS 4/22/2018 Planning Services PROGRAM REQUIREMENTS © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this 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 provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Program Requirements Partner organizations must: 4/22/2018 Program Requirements Partner organizations must: Gold competency in Customer Relationship Management (CRM); or Silver or gold competency in Cloud Customer Relationship Management Become an approved provider of Dynamics Deployment Planning Services (DYDPS) See more detailed requirements here Microsoft Dynamics 365 customers should: Have Software Assurance points available to use for Planning Services Interested in implementing Microsoft Dynamics 365 in the near future or extend existing implementation broader in the organization (engagement cannot include improvement of existing implementation or performance assessment) Enable the partner to access relevant data for project success © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this 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 provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.