1. dynamicpartnerconnections.com Customizing CRM for Packaged Solutions Host: Joe Carroll Program Director Dynamic Partner Connections “Dynamics CRM Consulting Expert” webinar series Speaker: Robert Hess Director of Development Services Beringer Associates, Inc.

2. Dynamic Partner Connections’ Mission To improve the success of Microsoft Dynamics partners through the community

3. Beringer – Background Proven Deployment Strategy Project Planning & Management On Premise or Cloud Vertical Focus Wholesale Distribution Supply Chain CPG

4. Beringer – Practice Overview

5. CRM Solutions Used to manage and migrate customizations between CRM Systems

6. Unmanaged Solutions Groups of unmanaged customizations, and can be viewed as the source code for CRM customizations.

7. Managed Solutions Managed solutions are installed on top of the system solution, and are designated for ISV’s to deliver their content without overwriting any other solutions. Managed solutions can also be layered on top of other managed solutions, and can interact with each other when properly configured.

8. Unmanaged Solutions Demonstration April 13 th Visit my Blog for a walk thru: http://www.beringer.net/beringerblog/dep loying-intellectual-property-crm-managed- solution-part-1 http://www.beringer.net/beringerblog/dep loying-intellectual-property-crm-managed- solution-part-1

9. Managed Solutions Demonstration May 11 th Visit my Blog for a walk thru: http://www.beringer.net/beringerblog/dep loying-intellectual-property-crm-managed- solution-part-2 http://www.beringer.net/beringerblog/dep loying-intellectual-property-crm-managed- solution-part-2

10. CRM for Distribution & Data Sync Cloud

11. CRM solution that is built on the Microsoft Dynamics CRM platform, tailored for Wholesale Distributors Data Sync Cloud – Out of the Box integration to ERP Platforms All of the standard functionality for Sales, Marketing & Customer Service/Support plus functionality built specifically for distributors: Sales Call & Expense Tracking Customer Profitability Analysis Cost to Serve Vendor Relationship Management Sales History Analysis Pipeline/Forecasting/Quotation Follow Up Targeted Marketing Website Integration Mobile Capabilities Dashboards and Reports

12. Data Sync Cloud – CRM for Distribution Integration Engine Cloud Based Data Subscription Model Available for Microsoft CRM on premise or in the cloud Near Real Time - Synchronizes information to CRM from your ERP Platform EpircorMicrosoft CRM for Distribution DataSyncCloud Service

13.  Accounts: Customers, Ship to’s, Vendors & Suppliers Name, Ship & Bill address, contact info, sales rep & credit status Customer Notes Pricing Libraries Contacts  Sub Accounts: Name, Ship address, contact info & linked to parent account  Orders & Invoices: Order - Invoice – PO number, delivery instructions, dates, ship address, sales rep & linked to parent account  Order & Invoice Details: Description, price & quantities  Sales History: Sales, Costs, Profit & Margin grouped by Month, Year & Last Year to Date. Linked to parent account  Quotes – Full quote detail  Products/Inventory: Description, price, codes, groups & quantities  Components & Assemblies CRM For Distribution/DataSyncCloud Integration Points

14. QUESTIONS? Use question menu or raise your hand