1. Dynamics Lead Referral Program Advanced Partner Deck

2. Program Change Notification effective June 12 2015 The Microsoft Dynamics Lead Referral Program will be terminated on 09/10/15. We will no longer accept new partners into the Referral Program after 07/12/15; 30 days after this notification in compliance with section (m) of the Microsoft Dynamics Lead Referral Agreement. Microsoft will pay Referral Fees for qualified leads accepted by Microsoft prior to the Referral Program termination date (09/10/15) and closed within one year of Microsoft’s acceptance, per section (b)(8) of the Agreement. All active referral partners (partners who have provided Lead Information within the last 24 months) have been sent separate notifications.

3. Completing the Transformation – Lead Referral Program Increase lead flow potential Drive leads to the right partners who have the ability to sell and deploy Allow partners to be compensated for referrals that lead to new customer sales Provide incentive for Microsoft partners to refer customers Marketing Service Bureau Industry Focused Investments With-Partner Vertical Marketing Lead Referral Program Goal: Build the pipeline

4. Lead Referral Program Rules * If lead results in transaction. Fee % applied to full value of deferred payments & paid upfront. Paid on initial License and “Maintenance” transaction only. Subsequent renewals or transactions not included. ** One-time signature required (12-month term with auto-renewal†). Partner remain active in MPN. - Microsoft reserves the right to distribute leads to Managed SPA/CSA partners at its sole discretion. Compensate referring partners for new leads Compensate referring partners for new leads Increase lead opportunities for Solution-selling Dynamics Partners Increase lead opportunities for Solution-selling Dynamics Partners Eligibility Partners: Members of MPN Products : AX, NAV, GP, SL, C5, CRM on- premises, CRM Online, POS/RMS Programs : BRL, VL (except for SPLA) Regions : Worldwide Requirements Fees 5% of billed revenue*5% of billed revenue* Capped at $20kCapped at $20k Cannot receive SPA Discount or CSA Fee & Referral Fee for same transactionCannot receive SPA Discount or CSA Fee & Referral Fee for same transaction Transaction Size Referral Fee $1,000$50 $10,000$500 $20,000$1,000 $50,000$2,500 $200,000$10,000 $400,000$20,000 $1,000,000$20,000 Partners must agree to terms of Referral Agreement** Partners must agree to terms of Referral Agreement ** Only new opportunities acceptedOnly new opportunities accepted Referrals must be submitted prior to transaction taking placeReferrals must be submitted prior to transaction taking place Transaction must be completed prior to paymentTransaction must be completed prior to payment First referral received & accepted gets priorityFirst referral received & accepted gets priority Lead Submission Via online tool, including access to lead(s) status & reporting

5. Lead Referral Program Process Referral Partner ImplementationPartner Customer Lead Management System Microsoft Referral System Customer Order placed by transaction Partner, and is matched with referral 11 33 22 Partner enrolls Partner refers leads to Microsoft Microsoft qualifies lead; Implementation Partners recommended to customer Referral entered into Microsoft systems 44 55 5% fee sent to Referring Partner

6. Enroll in Referral Program Ensure active status in MPNMPN Receive confirmation email Access Referral page on PartnerSourceReferral page Fill out your Referral profile & Banking informationReferral profile & Banking information Read and Complete the Referral Agreement; type Name to accept terms Referral Agreement

7. Lead Submission: Step 1 Log on to PartnerSource and access the submission tool PartnerSource enables: Submissions of Leads Receipt of change of Lead status updates Access to Lead reporting 24/7

8. Lead Submission: Step 2 PartnerSource – Enter Lead Contact Details Your own organizational details are pre-populated Accurate and relevant customer contact details increase chances of success

9. Lead Submission: Step 3 & 4 PartnerSource – Enter Lead Opportunity Details Acknowledgement Customer consent required Customer acknowledgment that partner may receive finder’s fee required Information provided helps offer lead to right solution-selling partner Product(s) that lead may be interested in must be indicated Size of opportunity critical Public Sector not eligible for fees

10. Lead Status Reporting Lead status available 24/7 via PartnerSource Saved* Accepted or Rejected Closed Cancelled** Paid Deleted *If a lead is Saved but not submitted within 30 days, it will then be moved to Deleted **Unless matched with a transaction, Leads expire after 12 months

11. Next Steps Programmatic billing allows partners to focus resources on adding new customers and growing their business instead of managing the renewal process Opportunity to earn money by submitting leads to Microsoft Builds pipeline for Microsoft Dynamics’ managed partners Opportunity to earn money by submitting leads to Microsoft Builds pipeline for Microsoft Dynamics’ managed partners Key Takeaway Partners: Become a part of the Microsoft Partner NetworkMicrosoft Partner Network Agree to the terms of the Microsoft Dynamics Lead Referral AgreementMicrosoft Dynamics Lead Referral Agreement Submit leads to the Microsoft Dynamics Referral ProgramMicrosoft Dynamics Referral Program Partners: Become a part of the Microsoft Partner NetworkMicrosoft Partner Network Agree to the terms of the Microsoft Dynamics Lead Referral AgreementMicrosoft Dynamics Lead Referral Agreement Submit leads to the Microsoft Dynamics Referral ProgramMicrosoft Dynamics Referral Program Next Steps Contact us – mbsrefer@microsoft.com Have Questions?

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