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Microsoft Dynamics CRM Accelerators

Accelerate your business with Microsoft Dynamics CRM                                                   Expand the capabilities of
                                                                                                       Microsoft Dynamics CRM
Accelerate expanded business scenarios and return on investment without the costs typically
associated with custom development and software acquisitions by using Microsoft
                                                                                                       with accelerators for:
Dynamics© CRM Accelerators. Streamlined deployment and seamless integration with                       Analytics
Microsoft Dynamics CRM help you get up and running quickly–and without adding undue
                                                                                                       eService
complexity to your IT environment. For organizations that want further customization, CRM
Accelerators include full source code and are developed in accordance with the standards set           Event Management
out in the Microsoft Dynamics CRM Software Developer Kit (SDK).                                        Enterprise Search
                                                                                                       Sales Methodology
                                                                                                       Extended Sales Forecasting
                                                                                                       CRM Notifications
                                                                                                       Workforce Productivity




With solutions across marketing, sales, and service, CRM Accelerators help you meet
changing business needs while leaving the way open for future growth and change



Microsoft Dynamics CRM Accelerators broaden the value of
Microsoft Dynamics CRM by seamlessly providing additional
features and capabilities at no extra cost

ABOUT MICROSOFT DYNAMICS CRM
Microsoft Dynamics CRM is a full customer relationship management (CRM) suite with
marketing, sales, and service capabilities that are fast, familiar, and flexible, helping businesses
of all sizes to find, win, and grow profitable customer relationships. Delivered through a
network of channel partners providing specialized services, Microsoft Dynamics CRM works
with familiar Microsoft® products to streamline processes across an entire business.
“With CRM Accelerators,      Accelerate your productivity and your business insight with
   customers can now easily
                                 Microsoft Dynamics CRM
          add advanced CRM
functionality that integrates    IMPROVE VISIBILITY INTO CUSTOMER DATA
        with other Microsoft     Gain a 360-degree view of your customers
                                 and build stronger relationships with every
  products that they already     interaction by using the power of your CRM
 own and know how to use         data. The Analytics CRM Accelerator for
     such as SharePoint, SQL     Microsoft Dynamics CRM provides companies
                                 with a full-featured analytics platform that
Reporting Services, Outlook      spans marketing, sales, and customer service,
 and Excel. This gives us the    helping people to improve customer
            ability to provide   satisfaction, gain customer loyalty, and
       enhancements to our       increase profitability with every interaction.
                                 End-user reporting tools and desktop data
customers via solutions that     visualization help to ensure that your people  Use data analysis and visualization tools to give end
     are high on functionality   have access to relevant, timely data, so they  users superior access to information such as sales
   and low on cost and time      can make better-informed decisions faster      forecasts, revenue, and performance data
                                 and improve the bottom line.
      needed to implement.”
                                 The Analytics CRM Accelerator includes:
                 JACK BENDER          Sales, service, and operations dashboards
             CRM Team Leader,         Microsoft Office PerformancePoint® Server 2007 scorecards
               ePartners, Inc.        Additional ready-to-use CRM reports
                                      Key performance indicator (KPI) monitoring and predictive analytics

                                 IMPROVE CUSTOMER SELF-SERVICE
                                 Improve customer satisfaction and loyalty by
                                 giving customers the option to help
                                 themselves through the Web. The Microsoft
                                 Dynamics CRM eService Accelerator helps you
                                 provide a multi-channel service experience
                                 through a self-service Web portal that is easy
                                 to set up and maintain. Enable customers to
                                 find help fast, chat with a service
                                 representative, search for answers, and
                                 schedule services through the Web 24 hours a
                                 day, seven days a week. And because eService
                                 is native to Microsoft Dynamics CRM, all your
                                 valuable customer information is kept in one
                                 place.
                                 The eService CRM Accelerator includes:
                                      Quick self-service portal setup
                                                                             Empower customers to help themselves through a
                                      Knowledge base search                 self-service Web portal that is easy to manage
                                      Service scheduling
                                      Customer profile, case, and data management
ACHIEVE EVENT EXCELLENCE
Improve event management and execution                                                                   Accelerate your people
while maximizing your return on investment.                                                              with new and
The Microsoft Dynamics CRM Event                                                                         enhanced capabilities
Management Accelerator helps you improve
response rates and achieve excellence in                                                                 Accelerate your business
event hosting with an event management
solution that keeps all your important                                                                   with solutions that
information in one place. Automate event                                                                 meet your needs
management tasks, capture information
accurately, and make it easy for people to                                                               Accelerate your
sign up through the Web so that you can
                                                                                                         environment
improve response rates and keep costs under
                                                 Make it easy for people to sign up for events through   with rapid deployment and
control. Because event data is stored in the     the Web while you capture customer data for better
same database as your Microsoft Dynamics         planning and analysis                                   seamless integration
CRM data, tracking, reporting, and planning
future events becomes easier, so you can
continue to improve over time.
The Event Management CRM Accelerator includes:
     Simple event creation and management
     Easy Web-based event registration
     Logistical tools and attendance tracking
     Data capture for lead tracking and planning


FIND MICROSOFT DYNAMICS CRM DATA THROUGH SHAREPOINT
Find, view, and act on CRM data more easily
across the enterprise using the Web-based
search tools in Microsoft Office SharePoint®
Server 2007. The Microsoft Dynamics CRM
Enterprise Search Accelerator puts your CRM
data and information alongside other
enterprise search results, helping to make
your people more efficient and fostering re-
use of your valuable CRM data. End users can
view and edit CRM data through the Web
without having to switch to another
application. Consistent security policies are
maintained, ensuring that only people with    Put your CRM data alongside other enterprise sources
                                              of data so that people can find the information they
appropriate permissions are allowed to view need to do their jobs better
or edit CRM data.
The Enterprise Search CRM Accelerator includes:
     The ability to find and view CRM entities through Office SharePoint Server search
     The ability to edit CRM data through Office SharePoint Server
     Full CRM data security model integration
Microsoft Dynamics CRM                                                   OPTIMIZE YOUR SALES METHODOLOGY
                                                                                   Achieve a more holistic approach to sales with sales
              Accelerators include                                                 methodology solutions from leading vendors. The Microsoft
                                                                                   Dynamics CRM Sales Methodology Accelerator provides the
                           Custom data models                                      tools and guidance you need to benefit from industry leaders
                                                                                   Miller Heiman, SPI Solution Selling, and Target Account Selling
                              Business workflows                                   (TAS). Close Microsoft Dynamics CRM integration makes it easy
                                                                                   to get started using these solutions right away.

                         Analytics components                                      MONITOR AND MANAGE THE SALES PIPELINE
                                                                                   Improve the efficiency and performance of your sales
                                      Full source code                             organization with intuitive tools that make it simpler to
                                                                                   monitor and manage the sales pipeline. The Microsoft
            Guidance & documentation                                               Dynamics CRM Extended Sales Forecasting Accelerator enables
                                                                                   your sales people to view and classify opportunities more easily
                                                                                   and to better track sales targets, budgets, and pipeline
                              No-cost downloads                                    performance against sales forecasts.

                          No maintenance fees                                      STAY INFORMED WITH CRM NOTIFICATIONS
                                                                                   Help your people stay engaged and work more productively
                                Flexibility to evolve                              with updates about business events that affect their job. The
                                                                                   Microsoft Dynamics CRM Notifications Accelerator lets people
                                with your business                                 subscribe to relevant CRM events, giving them greater visibility
                                                                                   and control over how they do their job. Subscribers can
                 Seamless integration with                                         consume notifications in the way that makes sense to them,
                 Microsoft Dynamics CRM                                            through Microsoft Office Outlook® 2007, a Web portal, a
                                                                                   Windows Vista® Gadget, or custom news reader.

                                                                                   IMPROVE YOUR WORKFORCE PRODUCTIVITY
                                                                                   Enhance business productivity across your sales, marketing,
                                                                                   and service organizations with tools, processes, and reports
                                                                                   that help people do their jobs better. The Microsoft Dynamics
                                                                                   CRM Workforce Productivity Accelerator provides targeted
                                                                                   productivity solutions that are quick and easy to deploy.
                                                                                   The Workforce Productivity CRM Accelerator includes:
                                                                                        Sales process automation
                                                                                        Business data auditing
                                                                                        Customer reference program
                          To download                                                   Complaints management
               Microsoft Dynamics CRM
                  Accelerators, visit the                                          Accelerate your Business
              CRM Accelerator Web site:                                            Accelerate your business with flexible solutions that fit your business today while you plan and
                                                                                   grow for tomorrow. The CRM Accelerators provide you with customizations that expand the
     http://www.codeplex.com/crmaccelerators
                                                                                   capabilities of your Microsoft Dynamics CRM implementation without the time and expense of
                                                                                   custom development or additional software acquisitions.



http://www.microsoft.com/dynamics/crm
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT.
© 2008 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, Outlook, PerformancePoint, SharePoint, and Windows Vista are trademarks of the
Microsoft group of companies.

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Microsoft Dynamics CRM - Accelerators brochure

  • 1. Microsoft Dynamics CRM Accelerators Accelerate your business with Microsoft Dynamics CRM Expand the capabilities of Microsoft Dynamics CRM Accelerate expanded business scenarios and return on investment without the costs typically associated with custom development and software acquisitions by using Microsoft with accelerators for: Dynamics© CRM Accelerators. Streamlined deployment and seamless integration with Analytics Microsoft Dynamics CRM help you get up and running quickly–and without adding undue eService complexity to your IT environment. For organizations that want further customization, CRM Accelerators include full source code and are developed in accordance with the standards set Event Management out in the Microsoft Dynamics CRM Software Developer Kit (SDK). Enterprise Search Sales Methodology Extended Sales Forecasting CRM Notifications Workforce Productivity With solutions across marketing, sales, and service, CRM Accelerators help you meet changing business needs while leaving the way open for future growth and change Microsoft Dynamics CRM Accelerators broaden the value of Microsoft Dynamics CRM by seamlessly providing additional features and capabilities at no extra cost ABOUT MICROSOFT DYNAMICS CRM Microsoft Dynamics CRM is a full customer relationship management (CRM) suite with marketing, sales, and service capabilities that are fast, familiar, and flexible, helping businesses of all sizes to find, win, and grow profitable customer relationships. Delivered through a network of channel partners providing specialized services, Microsoft Dynamics CRM works with familiar Microsoft® products to streamline processes across an entire business.
  • 2. “With CRM Accelerators, Accelerate your productivity and your business insight with customers can now easily Microsoft Dynamics CRM add advanced CRM functionality that integrates IMPROVE VISIBILITY INTO CUSTOMER DATA with other Microsoft Gain a 360-degree view of your customers and build stronger relationships with every products that they already interaction by using the power of your CRM own and know how to use data. The Analytics CRM Accelerator for such as SharePoint, SQL Microsoft Dynamics CRM provides companies with a full-featured analytics platform that Reporting Services, Outlook spans marketing, sales, and customer service, and Excel. This gives us the helping people to improve customer ability to provide satisfaction, gain customer loyalty, and enhancements to our increase profitability with every interaction. End-user reporting tools and desktop data customers via solutions that visualization help to ensure that your people Use data analysis and visualization tools to give end are high on functionality have access to relevant, timely data, so they users superior access to information such as sales and low on cost and time can make better-informed decisions faster forecasts, revenue, and performance data and improve the bottom line. needed to implement.” The Analytics CRM Accelerator includes: JACK BENDER  Sales, service, and operations dashboards CRM Team Leader,  Microsoft Office PerformancePoint® Server 2007 scorecards ePartners, Inc.  Additional ready-to-use CRM reports  Key performance indicator (KPI) monitoring and predictive analytics IMPROVE CUSTOMER SELF-SERVICE Improve customer satisfaction and loyalty by giving customers the option to help themselves through the Web. The Microsoft Dynamics CRM eService Accelerator helps you provide a multi-channel service experience through a self-service Web portal that is easy to set up and maintain. Enable customers to find help fast, chat with a service representative, search for answers, and schedule services through the Web 24 hours a day, seven days a week. And because eService is native to Microsoft Dynamics CRM, all your valuable customer information is kept in one place. The eService CRM Accelerator includes:  Quick self-service portal setup Empower customers to help themselves through a  Knowledge base search self-service Web portal that is easy to manage  Service scheduling  Customer profile, case, and data management
  • 3. ACHIEVE EVENT EXCELLENCE Improve event management and execution Accelerate your people while maximizing your return on investment. with new and The Microsoft Dynamics CRM Event enhanced capabilities Management Accelerator helps you improve response rates and achieve excellence in Accelerate your business event hosting with an event management solution that keeps all your important with solutions that information in one place. Automate event meet your needs management tasks, capture information accurately, and make it easy for people to Accelerate your sign up through the Web so that you can environment improve response rates and keep costs under Make it easy for people to sign up for events through with rapid deployment and control. Because event data is stored in the the Web while you capture customer data for better same database as your Microsoft Dynamics planning and analysis seamless integration CRM data, tracking, reporting, and planning future events becomes easier, so you can continue to improve over time. The Event Management CRM Accelerator includes:  Simple event creation and management  Easy Web-based event registration  Logistical tools and attendance tracking  Data capture for lead tracking and planning FIND MICROSOFT DYNAMICS CRM DATA THROUGH SHAREPOINT Find, view, and act on CRM data more easily across the enterprise using the Web-based search tools in Microsoft Office SharePoint® Server 2007. The Microsoft Dynamics CRM Enterprise Search Accelerator puts your CRM data and information alongside other enterprise search results, helping to make your people more efficient and fostering re- use of your valuable CRM data. End users can view and edit CRM data through the Web without having to switch to another application. Consistent security policies are maintained, ensuring that only people with Put your CRM data alongside other enterprise sources of data so that people can find the information they appropriate permissions are allowed to view need to do their jobs better or edit CRM data. The Enterprise Search CRM Accelerator includes:  The ability to find and view CRM entities through Office SharePoint Server search  The ability to edit CRM data through Office SharePoint Server  Full CRM data security model integration
  • 4. Microsoft Dynamics CRM OPTIMIZE YOUR SALES METHODOLOGY Achieve a more holistic approach to sales with sales Accelerators include methodology solutions from leading vendors. The Microsoft Dynamics CRM Sales Methodology Accelerator provides the Custom data models tools and guidance you need to benefit from industry leaders Miller Heiman, SPI Solution Selling, and Target Account Selling Business workflows (TAS). Close Microsoft Dynamics CRM integration makes it easy to get started using these solutions right away. Analytics components MONITOR AND MANAGE THE SALES PIPELINE Improve the efficiency and performance of your sales Full source code organization with intuitive tools that make it simpler to monitor and manage the sales pipeline. The Microsoft Guidance & documentation Dynamics CRM Extended Sales Forecasting Accelerator enables your sales people to view and classify opportunities more easily and to better track sales targets, budgets, and pipeline No-cost downloads performance against sales forecasts. No maintenance fees STAY INFORMED WITH CRM NOTIFICATIONS Help your people stay engaged and work more productively Flexibility to evolve with updates about business events that affect their job. The Microsoft Dynamics CRM Notifications Accelerator lets people with your business subscribe to relevant CRM events, giving them greater visibility and control over how they do their job. Subscribers can Seamless integration with consume notifications in the way that makes sense to them, Microsoft Dynamics CRM through Microsoft Office Outlook® 2007, a Web portal, a Windows Vista® Gadget, or custom news reader. IMPROVE YOUR WORKFORCE PRODUCTIVITY Enhance business productivity across your sales, marketing, and service organizations with tools, processes, and reports that help people do their jobs better. The Microsoft Dynamics CRM Workforce Productivity Accelerator provides targeted productivity solutions that are quick and easy to deploy. The Workforce Productivity CRM Accelerator includes:  Sales process automation  Business data auditing  Customer reference program To download  Complaints management Microsoft Dynamics CRM Accelerators, visit the Accelerate your Business CRM Accelerator Web site: Accelerate your business with flexible solutions that fit your business today while you plan and grow for tomorrow. The CRM Accelerators provide you with customizations that expand the http://www.codeplex.com/crmaccelerators capabilities of your Microsoft Dynamics CRM implementation without the time and expense of custom development or additional software acquisitions. http://www.microsoft.com/dynamics/crm MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. © 2008 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, Outlook, PerformancePoint, SharePoint, and Windows Vista are trademarks of the Microsoft group of companies.