Cloud computing: Stan Freck


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NGO Connection Day - A Nonprofit Summit: learn about Cloud Computing and Microsoft's new "TownHall".

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  • What is the promise of cloud computing and how should folks in your positions think about when to apply it and when it might make sense to keep a solution on-premises? Industry is converging on the definition of cloud computing, but NISTs definition serves as a good common baseline. The definition calls out 5 characteristics of cloud computing:on-demand self-service, ubiquitous network access, location independent resource pooling, rapid elasticity, and pay per use. One key concept here is that cloud computing leads to a world in which an organization can focus on managing services rather than infrastructure. With on-premises solutions, you had to choose between building and paying for excess capacity to accommodate demand spikes or paying for the dissatisfaction that arises when you build capacity for normal operations and customers can’t access systems during peak demand. With cloud computing, you can scale up and down with demand, getting the “right capacity, at the right time.”Additionally, cloud computing business models allow organizations to better control costs, shift cost from Capex to Opex, get capacity on demand as mentioned above, and even reduce their carbon footprint as they take advantages of the economies of scale and economies of skill of cloud computing. One of the earliest adopters of MSFT cloud services is Energizer – they run their communication and collaboration stack completely on our cloud services and have for several years now. Their CIO has said that “there is no value to my organization for me to run a single server.” His point was that all the benefits of cloud computing allowed his organization to free up resources previously focused on managing infrastructure and focus more closely on their core mission. Interestingly, while there was clearly some concern internally about the change, a year after making the shift to our services, the organization saw increases in job satisfaction and alignment with the corporate mission as people were able to focus on adding business value rather than managing servers in the back office.
  • NIST also refers to 3 delivery mechanisms for cloud computing – the industry is converging on these as well. This is a slide from the Center for Digital Government showing those: Infrastructure as a Service (IaaS) – essentially vendors providing a data center as a service, where customers can buy server instances; Platform as a Service (PaaS) – development tools and environment allowing customers and ISVs to build applications that consume computing, storage, and other services in the cloud rather than relying on on-premise servers to provide those capabilities; and Software as a Service (SaaS) – software applications delivered across the internet.Let’s look at the impact of each model as you move from IaaS to SaaS …
  • Cloud computing is a new paradigm – with some referring to it as the fifth wave of computing following themainframe, client-server, the web, and Service Oriented Architecture (SOA) modelsBut that doesn’t mean it should be adopted blindly – as Carol Lawson, CIO for the California Public Utilities Commission, points out in the quote here … we should be planful about applying cloud computing and do so where it makes sense.Customers I talk too have needs and demands (or simply desires) that mean that while cloud solutions will be appealing in many cases, on-premise solutions will be with us for some time to come.
  • I structured the remainder of this deck to address the things I would want to investigate if I were in your shoes and considering taking advatage of cloud computing. I asked myself, assuming I have looked at the benefits and tradeoffs of cloud computing and decided I want to move forward, “what matters when making this decision?”I came up with 9 things I would like to understand from any vendor I planned to rely on for cloud services. The are: vision, commitment, choice, platform, scale & efficiency, security, roadmap, investment (and business model), and customer success (real large-scale, enterprise-wide, adoption, not pilots). I’ll discuss these in the slides that follow along with Microsoft’s position on each.
  • Scale and efficiency matter not only in the datacenter but in the scale of the solutions being run there as well. There is a commonly held belief tha Microsoft is the new kid on the block in cloud services, that Google and others have been at this much longer and at greater scale given their consumer services (search, gmail, etc.). But let’s examine some facts for a second …Starting back a decade and a half ago with Windows Live Hotmail and through today with Microsoft Online Services, we have a long history of running internet-scale, highly reliable services for consumers, businesses, and governments. The list may surprise you … so may the scale. Let me highlight a few:Hotmail – for 15 years, this service has provided reliable web-based email with almost half a billion active users todayWindows Update – this is one people don’t often think of, but demonstrates our delivery at incredible scale. Hundreds of millions of users both consumers and businesses use this service every day … and why don’t people think of it? Well, for one we don’t promote it and for another, it just works – when is the last time you saw a story about a security breach or a service failure for Windows Update?XBox Live – we were the leaders in this marketplace, creating the first widely accepted online gaming community with almost half a billion active users todayMicrosoft Online Services – processing over 2B emails a day and serving over a million usersComing soon! Office Web Applications which will be browser-based versions of our familiar Office products and will be available to 400M consumers immediately upon launch.In summary,We have been running cloud services for over 15 yearsWe run some of the largest services in the world (over 200 Microsoft cloud services run in the datacenters we discussed previously)We provide Service Level Agreements (SLAs) backed by financial penalties if we don’t meet our targets … we cut you a check instead of giving you a service credit for more of the same like some of our competitors
  • We believe a roadmap matter – not just having one, but letting others know what it is. What you see here may be the simplest technology roadmap I have ever presented at Microsoft. But I show it to make a couple points:Remember that as you move along the yellow arrow from the left with our multi-tenant cloud solutions to the right in a traditional on-premises solution you gain functionality and flexibility while the total cost increasesWith each ensuing wave of technology, you will see us close the gap on the functionality between the cloud-based and on-premises solutions as shown by the blue arrowAnother way to visualize this is shown on the next slide … a more traditional view of the features and functionality for one of our products – Exchange.
  • Investment matters … on a previous slide I mentioned the $2.3B we have invested to date in datacenter build out – it is also important to consider the R&D investment aimed at this space. This slide shows the R&D investments for FY09 for a variety of technology companies. What is important to also think about is what these investments are aimed at enabling.For us, the majority of the $9B+ we invest in R&D is going towards our core business – solutions for enterprises and users. We have some other investments that consume a part to be sure, but the overwhelming majority of this money is targeted at our client and server software and the service offering versions now coming to the fore … and as we move feature toward parity on that front, almost all of it can arguably be said to accrue benefit to our cloud services and the customers taking advantage of them.Looking at Google, their $2.8B is also aimed at their core business – though in their case, that business is online advertising. This business model difference is important to understand as it means each company has a different set of tradeoffs to consider and this will drive their decisions.
  • more than 40 million paying users of Microsoft Online Services, and global customers include 7 of the top 10 global energy companies, 13 of the top 20 global telecom firms, 15 of the top 20 global banks, and 16 of the top 20 global pharmaceutical companies
  • Finally, we think customer success matters – real-world, large-scale infrastructure replacement – not pilots, or press stories about procurements that never add value and reduce cost for the customer.Our BPOS service has over 1M paid seats at customers ranging from large multi-nationals like Nokia, Glaxo-Smith Kline, and Coca-Cola Enterprises to thousands of smaller organizations.The names you see here are customers that we have explicitly requested permission in order to use their names – there are many others available as case studies on our web site and thousands more who prefer not to be named.
  • CRM is available now – Online charity price is $9.99 per user/month and comes with the nonprofit solution (accelerator). On premise is available through donations and charity sales, accelerator will be available for partners shortly and can be used with on premise.  Dynamics CRM – prior to our launch of the nonprofit solution, the SW was popular with orgs as a case management tool and/or a business intelligence tool that allows United Way orgs to aggregate donor/volunteer/workplace giving donors in separate systems into a common interface. United Way InternationalUnited Way King CountyUnited Way Twin CitiesGirls, Inc.ARCCatholic CharitiesRight to Play (Canada)BPOS is available (full price) but charity pricing is not yet available publicly (because we can’t yet process discounts, and when it goes public we need to be ready to support transactions and qualifications at scale). The business desk is supporting exception requests and providing manual discounts – but the process is messy. We are telling strategic orgs (like the audience tomorrow) that they can come to us for more information if they want to get on board in advance of public announcement of charity pricing. When available, prices will be approximately $4 per user/month for BPOS-S and if they want to move ahead now, with a partner, we can help them get this pricing today.BPOS – Orgs deployed: all deal with dispersed offices/teams. BPOS is supporting collaboration, communication, and enabling orgs to deploy resources to more strategic initiatives (getting them out of the server room and into service delivery) Red Cross – SwedenConcern InternationalNetHopeSpecial Olympics – USSpecial Olympics – Europe/Eurasia Boys & Girls Clubs of America – 50% of the local offices have been using hosted exchange for years in combination with web hosting. Many are now considering BPOS
  • Most of your are probably familiar with BPOS options listed here but let’s recap:BPOS- Lite is a limited feature solution designed for 1-25 seats only so probably not too relevant to our client baseBPOS-S of course is our multi-tenant offering providing the closest pure cloud offering from MS todayAnd BPOS-D for large enterprise customers that need integration and customization or more refined security and compliance aspects.
  • Here is a high level roadmap for both Standard and Dedicated offering. As we previously mentioned, our Dedicated offering is updated less frequently in a 6-8 months cycle. The white color font gives you a sense of some of the previous updates that we have made. Some of these key features include support extranet users for SharePoint Online, Ad-hoc conferencing via OC Online and support of two factor authentication. More information about our current dedicated offering is described in our service descriptions. major updates are highlighted in the “yellow”. Our next set of major update is when we will update our services based on the next generation of our Exchange, SharePoint and Office Communications Servers code name “Wave 14”. For the Dedicated offering, new customers will be deployed using these next general server technology starting in March 2010 for Exchange and SharePoint. We will continue to deploy with OCS 2007 R2 in 2010 but will continue to add new capabilities such as OC Voice . We don’t expect all the Exchange and SharePoint 2010 capabilities to be available initially. The remaining features will be available in subsequent updates.As for Standard, the service update rhythm is much more frequent. We update that service every 6-8 weeks. We started doing this in June 2009 and some of the major updates include POP3, Outlook 2003 support and improve Mac support. Details of these feature updates can be found on our TechNet Blog. the next 90 days (Q4 2009), we plan make additional updates to our service. The key capabilities include full calendaring support for Outlook 2003. This will require client side installation of a connector software. We will continue to expand our markets and languages supported. As part of our improved Blackberry device support improvements, we plan to provide a web portal to customer administrator to manage some admin functions of their Blackberry devices without having to submit a support request. There are two important partner features that I will discuss in the next two slides. Updates of next generation server technology for Standard is not scheduled until H2 2010 for Exchange and SharePoint. We will have limited beta prior to this but the details are to be determined.
  • I won’t go into detail on the list of features here. This is an eye chart and provided mostly for your review when looking for specific features. I just want to illustrate the previous point about functionality convergence.The sum of the features on this page are those currently available in the on-premises Exchange server product. Those in the blue boxes are the features available with Exchange Online today. New features planned to be made available in the H2 2010 update are shown in the brown boxes, with the remaining features still only available on the server shown in purple boxes. As you can see convergence is happening rapidly. In fact, with the next release in this case, we will be fairly close to parity as there will be features of the on-premise product that may never make sense to move to a cloud solution.
  • This is a detail view of the features currently available with Online today, new features planned to be made available in the H2 2010 update and remaining features still only available with server only.
  • Microsoft’s services platform extends Windows to the web and, as always, Microsoft is betting its own technologies upon this extension of its platform with the Microsoft Online applications. Windows Azure is a new Windows offering at the Web tier of computing. This represents a significant extension to our family of Windows computing platforms from Windows Vista and Windows Mobile at the experience tier, Windows Server at the enterprise tier, and now Windows Azure being our Web tier offering, what you might think of as Windows in the cloud.Windows Azure is our lowest level foundation for building and deploying a high scale service, providing core capabilities such as virtualized computation, scalable storage in the form of blogs, tables and streams, and perhaps most importantly an automated service management system, a fabric controller that handles provisioning, geo-distribution, and the entire lifecycle of a cloud-based service.You can think of Windows Azure as a new service-based operating environment specifically targeted for this new cloud design point, striking the best possible balance between two seemingly opposing goals. We're betting on Azure ourselves, and as the system scales out, we'll be bringing more and more of our own key apps and key services onto Windows Azure because it will be our highest scale, highest availability, most economical, and most environmentally sensitive way of hosting services in the cloud.Microsoft also provides higher-level developer services including Live Services, Microsoft .NET Services and Microsoft SQL Services. These services, when taken together with Windows Azure itself, constitute a much larger Azure Services Platform. These higher level developer services, which you can mix and match a la carte, provide functions that as Windows developers you'll find quite valuable and familiar and useful. Dynamics CRM and SharePoint are two of our most capable and most extensible platforms for business content, collaboration, and the rapid delivery of solutions. Much more detail about these two sets of services will be disclosed in the coming months but they fill a very important role in the overall Azure Services Platform.Lastly, as always, Microsoft bets on its own platforms and with Windows Live, Office Live and the Microsoft Online applications, customers are today able to benefit from Microsoft applications delivered as services. We will go into more details on each of these layers but let’s start with Windows Azure.
  • I want to pull back now to the overall set of offerings from Microsoft and walk through that at a high level.CIOs may look at and talk about a variety of cloud solutions but the one we all come back to as the “first to go” is email. We love to talk about email in the cloud, but our strategy is much bigger and broader than just email.Underpinning all our cloud offerings is Windows Azure and the foundational services under the Azure umbrella – SQl, SharePoint, CRM, .NET, and Live. In addition to providing a platform for customers and ISVs to build internal apps, citizen facing services, or enhance transparency by simply making relevant data feeds available for anyone to pull from for mashups or other community-led use of the data, we will build our cloud services on Azure. We obviously believe in the business model for our own business as well.On top of the Azure IaaS and PaaS stack, we deliver several SaaS offerings today:Business Productivity Online Suite (BPOS)Exchange Online is part of a broader set of productivity tools – web conferencing, IM/presence, document collab, workflow, email archiving, etc. – all delivered as cloud services.Packaged LOB SolutionsThese offerings go beyond horizontal productivity apps to specialized packaged LOB solutions like xRM, constituent management, case management, economic development, field inspection, permitting & licensing, and a host of othersFull MS PlatformIn the very near future you will see an ever growing wave of cloud-enabled offerings from MS, starting with things like Office Web Apps, hosted voice over IP, hosted desktop management and eventually *everything* Microsoft builds will have both a software and services component
  • Cloud computing: Stan Freck

    1. 1. What’s Microsoft Got in the Cloud and Why Does it Matter to Nonprofits? <br />Stan Freck<br />Director, Cloud Computing<br />Microsoft US Public Sector<br />
    3. 3. What is the cloud?<br />An approach to computing that’s about getting scalable computing resources on the internet and connecting to (and from) a variety of devices and endpoints<br />
    4. 4. CLOUD 2000s & Future<br />Cloud Computing, Social Networks<br />Products>Solutions>Services<br />INTERNET Mid ‘90s<br />Browsers, Email, eCommerce, <br />Hosting, Wi-Fi, Web 2.0<br />CLIENT/SERVER Mid ‘80s<br />Distributed Computing<br />PC & APPS Early ’80s<br />Word Processor, Spreadsheets<br />DOS, GUI, Windows<br />
    5. 5. Managing Services, Not InfrastructureThe Next Logical Step in Enterprise Computing<br />On Premises – “Feast or Famine”<br />Cloud Computing – “Right Capacity, Right Time”<br />Managed costs<br />Capex/opex flexibility<br />Capacity on demand<br />Smaller carbon footprint <br />…all of which frees up your resources to focus on your mission<br />
    6. 6. SaaS<br />PaaS<br />IaaS<br />
    7. 7. “Don’t run out and do this just because it’s ‘cloud,’ and don’t run out and not do it because it’s ‘cloud.’ If the goals and objectives of your organization lead you to a cloud solution, then go with it.”<br />Carol Lawson<br />CIO California Public Utilities Commission<br />
    8. 8. Microsoft’s Vision<br />PC<br />Mobile<br />Web<br />
    9. 9. Azure, Live, Online<br />Live Services<br />Online Services<br />3rd Party<br />Apps & Solutions<br />Networks<br />Datacenters<br />Computers<br />
    10. 10. Microsoft Consumer Cloud Services<br />500M Active Windows Live IDs!<br />369M People Using Hotmail!<br />Over 3B WW Queries Each Month!<br />Over 600M Unique Users<br />14B Ads Per Month<br />Over 6M Songs In The Catalog<br />20M People On Xbox Live!<br />2B Unique Calls Per Year<br />CLOUD SERVICES<br />TV/HOME<br />PC<br />MOBILE<br />
    11. 11. Microsoft Online/Azure Cloud Services<br />CLOUD SERVICES<br />BUSINESS APPS<br />COLLABORATION<br />STORAGE<br />PLATFORM<br />IDENTITY<br />COMMUNICATIONS<br />PRODUCTIVITY<br />ON-PREMISES<br />
    12. 12. Benefits for your organization<br />Staff can focus on what they do best: mission, programs<br />Always on the latest technology<br />Enterprise-class reliability and security<br />Economies of skill and scale<br />Save money<br />
    13. 13. What Do Customers Want To Know About The Cloud?<br />CUSTOMERS ASK US:<br />Is It Secure?<br />Should We Go ‘All In’ Or Hybrid?<br />How Will We Gain Productivity?<br />Can You Help Us Comply With Regulations?<br />Will I Still Have Control?<br />Will My Legacy Apps Still Work?<br />
    14. 14. What Do Customers Want To Know About The Cloud?<br />CUSTOMERS ASK US:<br />Is It Secure?<br /><ul><li>Enable Physical & Logical Data Protection
    15. 15. Our Datacenters Are All ISO 27001 Certified
    16. 16. Leading Security Architects And Years Of Enterprise Experience</li></li></ul><li>What Do Customers Want To Know About The Cloud?<br />CUSTOMERS ASK US:<br />Should We Go ‘All In’ Or Hybrid?<br /><ul><li>You Can Go To An ‘All In’ Model
    17. 17. You Can Migrate Specific Apps (i.e. email)
    18. 18. You Can Migrate Specific Users</li></li></ul><li>What Do Customers Want To Know About The Cloud?<br />CUSTOMERS ASK US:<br />How Will We Gain Productivity?<br /><ul><li>End Users Have ‘Anywhere Access’ To Data & Applications
    19. 19. Cloud Services For End User Collaboration
    20. 20. Simplified IT Maintenance
    21. 21. Users Get Our Most Up To Date Innovation – “Evergreen” Promise</li></li></ul><li>What Do Customers Want To Know About The Cloud?<br />CUSTOMERS ASK US:<br />Can You Help Us Comply With Regulations?<br /><ul><li>We Have Experience With Government & Clients In Highly Regulated Industries
    22. 22. We Will Work To Adapt To New And Changing Regulations & Requirements To Meet Your Needs</li></li></ul><li>What Do Customers Want To Know About The Cloud?<br />CUSTOMERS ASK US:<br />Will I Still Have Control?<br /><ul><li>Customers Own & Control The Use Of Their Data
    23. 23. We DO NOT Data Mine Or Monetize Our Commercial Services Through Advertising
    24. 24. We Have A Long History Of Hosting And Provide Reliability SLAs</li></li></ul><li>What Do Customers Want To Know About The Cloud?<br />CUSTOMERS ASK US:<br />Will My Legacy Apps Still Work?<br /><ul><li>Use Your Active Directory Federation
    25. 25. Cloud Services Built With Interoperability In Mind
    26. 26. Help To Migrate Apps When Necessary</li></li></ul><li>What matters?<br />Vision matters …<br />Commitment matters …<br /> Choice matters …<br /> Platform matters …<br /> Scale & efficiency matter …<br />Security & privacy matter ...<br /> Roadmap matters …<br /> Investment matters … <br />(so does business model)<br /> Customer success matters …(Real-world, Large-scale, Enterprise-wide … not pilots)<br />20<br />
    27. 27. Scale & efficiency matter …<br />(6 years)<br />2B emails/day<br />>1M users<br />(7 years)<br />5B conf<br />mins/yr<br />Web Applications<br />(15 years)<br />450M+ <br />active users<br />(2010)<br />Avail to 400M consumers at release<br />(11 years)<br />2B queries/ mth<br />(11 years)<br />320M+ active<br />users<br />(12 years)<br />Largest non-<br />ICP/IP cloud service <br />x100M users<br />(13 years)<br />550M <br />users/mth<br />(15 years)<br />450M+ <br />active users<br />$2.3B data center investment<br />15 global data centers (135 total MW)<br />>200 of the world’s largest services, some for >15 years<br />SLAs w/ financial penalties … not more of the same if we miss<br />Smallest customers go along for the ride with the largest<br />
    28. 28. Security& privacy matter …<br />New enhancements and certifications<br />Achieved ISO27001 certification<br />Completed SAS70 Type I and II audits<br />Controls that assist with HIPAA, FERPA, and 21 CFR Part 11<br />TIC compliance<br />FIPS 140-2 compliance<br />Master Administrator feature<br />BPOS will have the following<br />FISMA certification and accreditation within 6 months<br />Two Factor Authentication<br />Encryption through RMS<br />SAS70 Type I and II Audits<br />ISO 27001<br />Trusted Internet Connection<br />FIPS 140-2<br />Coming Soon:<br />Controls that assist with:<br />FISMA<br />21 CFR Part 11<br />Two Factor Authentication<br />HIPAA<br />Encryption through RMS<br />FERPA<br />Master Administrator<br />Smallest customers go along for the ride with the largest<br />
    29. 29. Roadmap matters …<br />Online Dedicated<br />On Premise<br />Online Standard<br />Wave 2010<br />Functionality and Flexibility<br />Wave 2007<br />Total Cost<br />Smallest customers go along for the ride with the largest<br />
    30. 30. Investment matters …<br />TOTAL FY09 R&D INVESTMENT<br />FY09: $9.1B<br />$6.3B<br />$5.2B<br />SOURCE: 10K & 20K SEC Filings 12/31/08 Except Oracle 5/31/09, RIM, Sony and Nintendo 3/31/09<br />$4.9B<br />$2.8B<br />$2.8B<br />$1.1B<br />$.7B<br />$.4B<br />Microsoft<br />Sony<br />Oracle<br />Google<br />IBM<br />Cisco<br />RIM<br />Nintendo<br />Apple<br />Smallest customers go along for the ride with the largest<br />
    31. 31. Customer success matters …<br />13 of the top 20 global telecom firms use MS Online<br />48 out of 50 states use MS Online<br />16 of the top 20 global pharmaceutical companies use MS Online<br />Over 10,000 schools use Live@edu (in just six months)<br />7 of the top 10 global energy companies use MS Online<br />50% of the Fortune 500 use MS Online<br />Over 40 million paid MS Online users<br />Smallest customers go along for the ride with the largest<br />Over 500 Government entities use MS Online<br />15 of the top 20 global banks use MS Online<br />
    32. 32. Smallest customers go along for the ride with the largest<br />
    33. 33. What is available to nonprofits today?<br />
    34. 34. SOME NON-PROFIT SUCCESS STORIES<br />Kinship House, Girls Inc., CCS-Rainbow Family Services (Portland, OR)<br />
    35. 35. Microsoft Online Services<br />Enterprise class software delivered via subscription services hosted by Microsoft and sold with partners<br />Web Applications<br />Business Productivity Online Suite<br />
    36. 36. Microsoft Dynamics CRM for Nonprofits<br /><ul><li>Customized and Affordable
    37. 37. Solution pack with functionality for:
    38. 38. Donation and pledge management
    39. 39. Member and constituent management
    40. 40. Campaign management
    41. 41. Case management
    42. 42. Event management
    43. 43. Tailored dashboards and reports
    44. 44. Available within Outlook and off-line
    45. 45. Payment solution for collecting online donations</li></li></ul><li>announcing<br />
    46. 46. Microsoft TownHall<br />a new online engagement platform, hosted on Windows Azure, that organizations can use to build interactive experiences and dialogue with communities online around various topics, issues, opinions, etc. <br /><br />
    47. 47. Not just on the web… everywhere<br />Tablets<br />PC / Mac<br />Mobile<br />Web<br />Intranet<br />Social<br />Widgets for <br />3rd Party Sites<br />
    48. 48. Microsoft TownHall is<br />a cloud-hosted social experience<br />moderated forum<br />community forum<br />ideas site<br />with a built-in reputation system<br />incent users to create identity<br />users earn points and badges<br />optimized for data collection<br />
    49. 49. Microsoft TownHall software is available at nocost! <br />download at:<br />Only requirement is that it run on the Azure platform<br /> get pricing and a free trial: <br />Customize in-house or engage our partners<br /> find partners at:<br />What does it cost?<br />No servers to buy<br />No new IT staff to hire<br />No long term commitments<br />Easy to scale – use only what you need, when you need it<br />Run on it’s own website or appear as part of your existing site <br />(i.e. –<br />
    50. 50. Partners trained and ready to help<br />customized sites<br />integration into existing sites<br />turnkey SaaS offerings<br /><br />
    51. 51. How to get it – Microsoft Online Services<br />Business Productivity Online Suite (BPOS)<br />Engage experienced BPOS partner to plan migration and implementation<br />nPower<br />Microsoft Partner Network<br />Immediate needs/interest? Contact Microsoft Community Affairs to discuss<br />Dynamics CRM for Nonprofits <br />Get the Dynamics CRM and the Nonprofit Solution<br />Dynamics CRM Online for Nonprofits:<br />Need On Premise? Need more than CRM? Check out TechSoup!<br />Get Expertise from partners: Npower; Microsoft Partner Network<br />Microsoft TownHall<br />Get the code<br />Get help from partners: Synteractive, MondoRobot, Inetium, Close Tools<br />Get free Azure time (while it lasts!)<br />
    52. 52. “The system runs seven-by-twenty-four,<br />never gets sick, never goes on vacation, and we can’t replicate that.”<br />Gordon Peterson, IT Director – City of Carlsbad, CA<br />Business Productivity Online Suite Customer<br />38<br />
    53. 53. “THE BEST WAY TO PREDICT THE FUTURE IS TO CREATE IT.”<br />-Peter Drucker<br />Learn more:<br /><br /><br />
    55. 55. A Guide to Business Productivity Online Services <br />Companies of any size<br />Full featured for flexibility<br />Full IT administration and configuration<br />Rich client, web, and mobile access<br />Multiple license options<br />Individual professionals and small organizations<br />Limited features for simplicity and ease of use<br />Limited administration<br />Rich client, web, and mobile access<br />E-commerce or partner resale purchase only<br />Optimized for large enterprise<br />Full featured for flexibility<br />Full IT administration and configuration<br />Rich client, web, and mobile access<br />Integration with LOB apps<br />Individuals Small Organizations Midsize Companies Large Enterprises<br />41<br />Microsoft Confidential<br />
    56. 56. Wave 14 Investments<br />Federation<br />Server Parity<br />Active Directory<br />On-Premises Servers<br />Trusted Communities<br />Close the feature gap between server & service<br />Reliable & Scalable<br />New Features<br />Mobility & Voice<br />Unified Messaging<br />Mobile SharePoint<br />Voice Offering<br />See details on next slide<br />42<br />Microsoft Confidential<br />
    57. 57. Exchange Online<br />OC Online & Voice<br />Online Platform<br />SharePoint Online<br />Server 2010 Upgrades<br />OCS Server 2010<br />Exchange 2010<br />SharePoint 2010<br />ADFS 2.0<br />Communicator Web Access<br />Transport Rules<br />Windows Mobile Experience<br />Improved Mac Support<br />Email Record Management<br />MOSS Workflows<br />Federation<br />Improved Scalability<br />My Sites<br />Distribution Lists<br />International Expansion<br />Federated Search<br />Improved OWA<br />Mobile Companion Offering<br />Improved Admin & User Experience<br />Business Data Catalog & Web Parts<br />One Phone Number<br />Mail Tips<br />Ignore/Move Conversation<br />Excel Services<br />Intra-domain calls through OC Online<br />Conversation View<br />Simul-Ring<br />Business Intelligence<br />Voicemail Preview<br />Extranet/Anonymous Options<br />BPOS Wave 14 Feature Details<br />Dual fork to mobile<br />43<br />Microsoft Confidential<br />
    58. 58. Business Productivity Online SuiteHigh Level Roadmap<br />2008<br />2009<br />2010<br />2011<br />H2 2010<br />Standalone Unified Messaging<br />New Retention Policies<br />Additional controls<br />Projects Online<br />FAST<br />March 2010<br />Update with<br />Exchange, SharePoint Server 2010<br />Feb 2009<br />DesklessWorker<br />Blackberry Admin Portal<br />Lower Recovery Time/Point Objectives (RTO/RPO)<br />SharePoint WAN Acceleration<br />September 2009<br />SharePoint Extranet<br />Ad-hoc Conferencing<br />Desktop Sharing<br />5GB mailbox<br />250 Seats Live Meeting<br />Multiple AD support<br />Two Factor Authentication<br />BPOS-Dedicated<br />6-8 months update<br />H1 2011<br />Update with <br />Office Communication<br />Server 2010<br />March 2010<br />OC Online Voice with Unified Messaging<br />Minor Update<br />Major Update<br />Q2 2010 <br />SharePoint Online Limited Beta<br />Exchange Online Limited Beta<br />Office Web Apps Limited Beta<br />Order on Behalf Tracking<br />H2 2010<br />Update with Exchange,<br />SharePoint, OC 2010 Servers<br />Office Web Apps <br />June 2009<br />Increase mailbox attachment size<br />Outlook 2003 w/o Free Busy<br />August 2009<br />SMTP Relay<br />Exchange Journaling<br />New language in MOAC<br />BPOS-Standard<br />6-8 weeks update<br />April 2009<br />Deskless Worker<br />19 New Markets<br />OC Online <br />Blackberry Device Support<br />Q4 2009<br />Additional markets and languages<br />Improved domain management<br />Delegate Access/Send-As for Shared Mailbox<br />Outlook 2003 Connector<br />Exchange Online Usage Reporting<br />Self Service BES support<br />Partner name on Invoice (Nov 2009)<br />Delegated Admin (Dec 2009)<br />September 2009<br />Support 30K seats<br />Improve Mac Support<br />Bulk Activation<br />POP Mail Client<br />July 2009<br />Hosted Exchange migration tool<br />Increase SharePoint upload size to 250MB<br />Live Meeting Standard to 250 users<br />Quick Trial<br />Partner order on behalf<br />H1 2011<br />Update with OC conferencing and voice<br />
    59. 59. Detail Comparison<br />(Standard)<br />Client Access<br />E-mail,Calendaring<br />Contacts,Directory<br />UM, Fax<br />Security<br />Compliance/Archiving<br />Administration<br /><ul><li>Delegates (“send on behalf of”)
    60. 60. Shared mailboxes (“send as”)
    61. 61. Address rewrite
    62. 62. Server-side forwarding
    63. 63. Out of Office
    64. 64. WebReady document viewing
    65. 65. Conference rooms
    66. 66. Resource booking attendant
    67. 67. Conference room delegation
    68. 68. Tasks
    69. 69. Personal contacts
    70. 70. Shared contacts
    71. 71. Personal distribution groups
    72. 72. Shared distribution groups
    73. 73. Global address list
    74. 74. Offline address book
    75. 75. Forefront Online Protection for Exchange (AS/AV)
    76. 76. Forefront for Exchange (AV)
    77. 77. Route inbound mail on-prem for filtering
    78. 78. Safe senders
    79. 79. Blocked senders
    80. 80. Outlook 2003*, 2007, 2010
    81. 81. Outlook Anywhere
    82. 82. Autodiscover
    83. 83. Outlook Web Access
    84. 84. Custom OWA URL
    85. 85. Entourage 2004*, 2008*, WS edition
    86. 86. POP
    87. 87. Windows Mobile
    88. 88. iPhone
    89. 89. Other ActiveSync devices
    90. 90. BlackBerry Enterprise Server (add-on)
    91. 91. ActiveSync security policies
    92. 92. Remote device wipe</li></ul>[not available]<br /><ul><li>Web-based management
    93. 93. Active Directory sync
    94. 94. Bulk user activation
    95. 95. Deleted item recovery
    96. 96. Deleted mailbox recovery
    97. 97. Journal e-mail to external archive
    98. 98. Journal e-mail to EHA
    99. 99. Hosted voicemail (integration with PBX)
    100. 100. Outlook Voice Access
    101. 101. “Play on phone” button
    102. 102. Missed call notifications
    103. 103. Caller ID
    104. 104. Company auto-attendant
    105. 105. Self-service PIN reset
    106. 106. Message waiting indicator
    107. 107. Voicemail preview
    108. 108. Call answering rules
    109. 109. Protected voicemail
    110. 110. Exchange Personal Archive
    111. 111. E-Discovery or Multi-Mailbox Search
    112. 112. Message Retention (Archive and Delete Policies)
    113. 113. Message Retention (Legal Hold Policy)
    114. 114. Compliance Auditing
    115. 115. Remote PowerShell
    116. 116. Role Based Access Controls (RBAC)
    117. 117. Exchange Management Console (x-premises management)
    118. 118. Enhanced migration tools
    119. 119. No OST resync after migration
    120. 120. Offboarding tools
    121. 121. Support for orgs >50,000 users
    122. 122. Dynamic distribution groups
    123. 123. Restricted distribution groups
    124. 124. Moderated distribution groups
    125. 125. Share personal contacts
    126. 126. Contact info update (user self-service)
    127. 127. Route outbound mail on-prem for filtering
    128. 128. Multi-factor auth (smartcard, soft cert)
    129. 129. S/MIME
    130. 130. Integration with on-premises RMS (for search, pre-licensing)
    131. 131. RMS-enabled transport rules
    132. 132. Journal decryption of RMS messages
    133. 133. Outlook Protection Rules
    134. 134. Improved service and data continuity (RPO and RTO)
    135. 135. GUI for some features
    136. 136. Conversation view
    137. 137. Ignore/move conversation
    138. 138. MailTips
    139. 139. POP aggregation
    140. 140. Shared nickname cache across Outlook and OWA
    141. 141. Message tracking (user self-service)
    142. 142. Free-busy interop with on-premises
    143. 143. Free/busy sharing with other orgs
    144. 144. Share full calendar detail with other orgs
    145. 145. Publish calendar for anonymous access
    146. 146. Customize OWA login page
    147. 147. Customize ActiveSync security policies
    148. 148. Full OWA support in Firefox/Safari
    149. 149. IM and presence in OWA
    150. 150. OWA side-by-side calendar view
    151. 151. Mobile free/busy lookup
    152. 152. Mobile reply status
    153. 153. Mobile SMS sync
    154. 154. Over-the-air update for Outlook mobile</li></ul>Applications/<br />Developer<br /><ul><li>Integration with OCS voice services on-premises
    155. 155. Fax receiving
    156. 156. GUI for some features
    157. 157. Mailbox PST export by administrator
    158. 158. Provision users in multiple datacenters
    159. 159. Exchange Web Services (EWS)
    160. 160. EWS Managed API for .NET
    161. 161. SMTP relay
    162. 162. Multi-factor auth (RSA, Swivel, etc)
    163. 163. Forced TLS
    164. 164. Advanced auditing/logging
    165. 165. Public folders
    166. 166. MAPI/CDO access
    167. 167. Custom code/dlls
    168. 168. Transport agents
    169. 169. Custom OWA themes, colors, add-ins
    170. 170. BES management and reporting
    171. 171. LinkAccess (internal Sharepoint and file shares accessible via OWA and mobile)</li></ul>Online Today<br />New in H2 2010 Update<br />On-Premises Only<br />45<br />* Capability is not carried forward in Online wave 14<br />
    172. 172. 2010 Detail Comparison<br />(Standard)<br />Client Access<br />E-mail,Calendaring<br />Contacts,Directory<br />UM, Fax<br />Security<br />Compliance/Archiving<br />Administration<br /><ul><li>Delegates (“send on behalf of”)
    173. 173. Shared mailboxes (“send as”)
    174. 174. Address rewrite
    175. 175. Server-side forwarding
    176. 176. Out of Office
    177. 177. WebReady document viewing
    178. 178. Conference rooms
    179. 179. Resource booking attendant
    180. 180. Conference room delegation
    181. 181. Tasks
    182. 182. Personal contacts
    183. 183. Shared contacts
    184. 184. Personal distribution groups
    185. 185. Shared distribution groups
    186. 186. Global address list
    187. 187. Offline address book
    188. 188. Forefront Online Protection for Exchange (AS/AV)
    189. 189. Forefront for Exchange (AV)
    190. 190. Route inbound mail on-prem for filtering
    191. 191. Safe senders
    192. 192. Blocked senders
    193. 193. Outlook 2003*, 2007, 2010
    194. 194. Outlook Anywhere
    195. 195. Autodiscover
    196. 196. Outlook Web Access
    197. 197. Custom OWA URL
    198. 198. Entourage 2004*, 2008*, WS edition
    199. 199. POP
    200. 200. Windows Mobile
    201. 201. iPhone
    202. 202. Other ActiveSync devices
    203. 203. BlackBerry Enterprise Server (add-on)
    204. 204. ActiveSync security policies
    205. 205. Remote device wipe</li></ul>[not available]<br /><ul><li>Web-based management
    206. 206. Active Directory sync
    207. 207. Bulk user activation
    208. 208. Deleted item recovery
    209. 209. Deleted mailbox recovery
    210. 210. Journal e-mail to external archive
    211. 211. Journal e-mail to EHA
    212. 212. Hosted voicemail (integration with PBX)
    213. 213. Outlook Voice Access
    214. 214. “Play on phone” button
    215. 215. Missed call notifications
    216. 216. Caller ID
    217. 217. Company auto-attendant
    218. 218. Self-service PIN reset
    219. 219. Message waiting indicator
    220. 220. Voicemail preview
    221. 221. Call answering rules
    222. 222. Protected voicemail
    223. 223. Exchange Personal Archive
    224. 224. E-Discovery or Multi-Mailbox Search
    225. 225. Message Retention (Archive and Delete Policies)
    226. 226. Message Retention (Legal Hold Policy)
    227. 227. Compliance Auditing
    228. 228. Remote PowerShell
    229. 229. Role Based Access Controls (RBAC)
    230. 230. Exchange Management Console (x-premises management)
    231. 231. Enhanced migration tools
    232. 232. No OST resync after migration
    233. 233. Offboarding tools
    234. 234. Support for orgs >50,000 users
    235. 235. Dynamic distribution groups
    236. 236. Restricted distribution groups
    237. 237. Moderated distribution groups
    238. 238. Share personal contacts
    239. 239. Contact info update (user self-service)
    240. 240. Route outbound mail on-prem for filtering
    241. 241. Multi-factor auth (smartcard, soft cert)
    242. 242. S/MIME
    243. 243. Integration with on-premises RMS (for search, pre-licensing)
    244. 244. RMS-enabled transport rules
    245. 245. Journal decryption of RMS messages
    246. 246. Outlook Protection Rules
    247. 247. Improved service and data continuity (RPO and RTO)
    248. 248. GUI for some features
    249. 249. Conversation view
    250. 250. Ignore/move conversation
    251. 251. MailTips
    252. 252. POP aggregation
    253. 253. Shared nickname cache across Outlook and OWA
    254. 254. Message tracking (user self-service)
    255. 255. Free-busy interop with on-premises
    256. 256. Free/busy sharing with other orgs
    257. 257. Share full calendar detail with other orgs
    258. 258. Publish calendar for anonymous access
    259. 259. Customize OWA login page
    260. 260. Customize ActiveSync security policies
    261. 261. Full OWA support in Firefox/Safari
    262. 262. IM and presence in OWA
    263. 263. OWA side-by-side calendar view
    264. 264. Mobile free/busy lookup
    265. 265. Mobile reply status
    266. 266. Mobile SMS sync
    267. 267. Over-the-air update for Outlook mobile</li></ul>Applications/Developer<br /><ul><li>Integration with OCS voice services on-premises
    268. 268. Fax receiving
    269. 269. GUI for some features
    270. 270. Mailbox PST export by administrator
    271. 271. Provision users in multiple datacenters
    272. 272. Exchange Web Services (EWS)
    273. 273. EWS Managed API for .NET
    274. 274. SMTP relay
    275. 275. Multi-factor auth (RSA, Swivel, etc)
    276. 276. Forced TLS
    277. 277. Advanced auditing/logging
    278. 278. Public folders
    279. 279. MAPI/CDO access
    280. 280. Custom code/dlls
    281. 281. Transport agents
    282. 282. Custom OWA themes, colors, add-ins
    283. 283. BES management and reporting
    284. 284. LinkAccess (internal Sharepoint and file shares accessible via OWA and mobile)</li></ul>Online Today<br />New in H2 2010 Update<br />On-Premises Only<br />* Capability is not carried forward in Online wave 14<br />
    285. 285. (Standard)<br />2010 Detail Comparison<br />IM/P<br />Conferencing<br />Voice<br />Client<br />Federation /Security<br />Administration<br />Archiving/<br />compliance<br /><ul><li>IM archiving in EHA
    286. 286. Meeting content archiving ?
    287. 287. Multi-party IM & Presence
    288. 288. Address Book Search / DLX
    289. 289. File Transfer*
    290. 290. 1:1 Audio and Video*
    291. 291. Office Integration – IM/Presence
    292. 292. Exchange Integration – Calendar
    293. 293. Sharepoint Integration – IM/Presence
    294. 294. Power Shell Cmdlets for user provisioning
    295. 295. Power Shell cmdlets for Server config management
    296. 296. Client Version Check
    297. 297. DB export and import
    298. 298. Backup/restore
    299. 299. CDR for internal uses
    300. 300. Synthetic Transactions and GetHealth Web Service
    301. 301. Live Meeting Standard
    302. 302. Office Communicator (OC W13R2)
    303. 303. Basic calls : OC-OC, OC-PSTN, PSTN-OC
    304. 304. Call transfer
    305. 305. Call hold
    306. 306. Call forwarding
    307. 307. Simultaneous ringing
    308. 308. Mobile companion -Integration with mobile carrier
    309. 309. Delegation
    310. 310. Team calling
    311. 311. Voice mail via Exchange Online UM
    312. 312. IM & media encryption
    313. 313. IM filtering
    314. 314. Co-existence with Exchange/SP on-premises
    315. 315. Conferencing through OC client
    316. 316. OC Audio, video & web conferencing
    317. 317. Escalation from IM
    318. 318. Desktop sharing
    319. 319. Applications sharing
    320. 320. PPT upload
    321. 321. Whiteboard
    322. 322. Annotations
    323. 323. Sharing from Office apps
    324. 324. Lobby
    325. 325. Easy join from outlook reminder
    326. 326. Recording and playback
    327. 327. Integration with ACP providers for PSTN audio conf *
    328. 328. Simple join URL
    329. 329. OC 14 Rich Client
    330. 330. Reach Client - Silverlight (IM & conferencing)
    331. 331. Attendee OC client
    332. 332. Communicator Mobile (WM7)
    333. 333. 3rd party compliance solutions
    334. 334. Split domain support (OCO/OCS on-prem)
    335. 335. PIC w/ WLive
    336. 336. Federation with on-prem OCS
    337. 337. Federation with other OCO tenants
    338. 338. Anti-virus scanning for meeting content and file transfers
    339. 339. OC 2007 R2
    340. 340. CoMo on WM6
    341. 341. Firewall traversal for files and A/V
    342. 342. Live ID
    343. 343. MSODS provisioning
    344. 344. Presence with Pictures
    345. 345. IP deskphone
    346. 346. Response groups
    347. 347. E-911 via OC
    348. 348. Branch office appliance
    349. 349. Call admission control
    350. 350. Analog devices
    351. 351. Common area phones
    352. 352. Call park
    353. 353. Private line
    354. 354. Multitenant aware PS cmdlets for fedration including user mgmt for split domain
    355. 355. Multi-tenant aware Power shell commandlets for conf/collab
    356. 356. Provisioning cmdlets for ACP provisioning
    357. 357. Provsioningcmdlets for MC provisioning
    358. 358. Better troubleshooting </li></ul>Applications/<br />Developer<br /><ul><li>Integration with on-premise video conferencing systems
    359. 359. PSTN audio conferencing on OCS MCUs
    360. 360. 3-4 Pilots (OC APIs)
    361. 361. BigFin UI for user provisioning
    362. 362. BigFivn UI for policy management
    363. 363. Detailed health and toplolgy based status
    364. 364. Support post 14 deployment
    365. 365. Communicator Automations API only
    366. 366. Server-side APIs</li></ul>Note: OC Online W14 delivered in 2 phases (H2 2010, H1 2011)<br />* Not available in OCS on-prem<br />Online Today<br />New in W14<br />On-Premises Only<br />
    367. 367. 2010 Detail Comparison<br />(Standard)<br />Sites<br />Communities<br />Content<br />Search<br />Insights<br />Composites<br />Service Specific<br /><ul><li>Multiple Site Collections per customer
    368. 368. Manage Site Collection Features and quota
    369. 369. Off-boarding of customer data
    370. 370. Integrated business intelligence dashboards
    371. 371. Key performance indicators
    372. 372. Filter web parts
    373. 373. Integrated flexible spreadsheet publishing
    374. 374. Share manage and control spreadsheets
    375. 375. Web-based business intelligence using excel services
    376. 376. Data connection libraries
    377. 377. Business data web parts
    378. 378. Business data actions
    379. 379. Report center
    380. 380. Visio Integration
    381. 381. Web Analytics
    382. 382. People and groups lists
    383. 383. Calendars
    384. 384. Email Integration
    385. 385. Task Coordination
    386. 386. Surveys
    387. 387. Document Collaboration
    388. 388. Issue Tracking
    389. 389. Templates (SODA)
    390. 390. Document Information Panel
    391. 391. Document Action Bar
    392. 392. Retention and Auditing policies
    393. 393. Navigation controls
    394. 394. Content publishing
    395. 395. Page Layouts
    396. 396. RSS Content Syndication
    397. 397. Privacy & security
    398. 398. Audience Targeting
    399. 399. Site and document aggregation
    400. 400. Site Manager
    401. 401. Mobile Device Support
    402. 402. SharePoint sites and Documents Roll up web parts
    403. 403. Integration with SharePoint designer (except site backup and restore)
    404. 404. Search in a single site collection
    405. 405. Forms libraries
    406. 406. Custom non-code workflows
    407. 407. Centralized forms management and control
    408. 408. Design once development model
    409. 409. Form import wizard
    410. 410. Integrated deployment model for no-code forms
    411. 411. Compatibility Checker
    412. 412. Enterprise content sources
    413. 413. Cross site-collection search
    414. 414. Admin & Management
    415. 415. Indexing Controls
    416. 416. Business Date Search (via Federated Query)
    417. 417. Phonetic Search
    418. 418. People search
    419. 419. Vanity domains for non-SSL sites only
    420. 420. Tenant admin across site collections
    421. 421. Better control of FQDNs
    422. 422. Managed path site collections
    423. 423. Standard and Enterprise USL
    424. 424. Improved Content authoring
    425. 425. Slide Libraries
    426. 426. Document Management Site Templates
    427. 427. Standard Enterprise and Publishing Site templates
    428. 428. Policies, auditing and compliance
    429. 429. Improved Records Repository
    430. 430. Legal Holds
    431. 431. Metadata and taxonomy
    432. 432. Content Organizer
    433. 433. Metadata driven Navigation
    434. 434. Document IDs
    435. 435. Document Sets
    436. 436. Standard Site templates
    437. 437. Improved Wikis and Blogs
    438. 438. Social Networking Web part
    439. 439. Real time presence and communication
    440. 440. Tagging
    441. 441. Rating
    442. 442. Note Board
    443. 443. Tag Cloud
    444. 444. Activity Feed
    445. 445. Standard Meeting Site Templates
    446. 446. SharePoint WorkSpace
    447. 447. Improved My Sites
    448. 448. Improved Forms Technology
    449. 449. Improved Workflows
    450. 450. Business Document Workflow Support
    451. 451. Partial trusted workflow actions
    452. 452. Browser based forms
    453. 453. Improved BDC (Read/Write)
    454. 454. External Lists
    455. 455. Access Services
    456. 456. Improved SPD
    457. 457. Business Data Search (via Indexing)
    458. 458. FAST
    459. 459. Defining new custom content sources
    460. 460. Crawling BDC Data
    461. 461. Relevance Features
    462. 462. Did you mean?
    463. 463. Query Recommendation
    464. 464. Configure crawled file type
    465. 465. Authoritative pages
    466. 466. Portal Site Templates
    467. 467. Site Directory
    468. 468. Colleagues and membership web parts
    469. 469. User Profiles import
    470. 470. Extranet Access
    471. 471. Anonymous Access
    472. 472. Large Scale Internet Sites
    473. 473. Multi-lingual user interface
    474. 474. New UX
    475. 475. Cross Browser Support (Safari, IE, FF)
    476. 476. Office CY2010 Client integration</li></ul>Other<br /><ul><li>Performance Point Services
    477. 477. Project Online
    478. 478. Access Services
    479. 479. Custom Installed InfoPath form templates
    480. 480. Mail enabled lists
    481. 481. Email content as records
    482. 482. Integration with Microsoft information rights management (IRM)
    483. 483. Site variations
    484. 484. Content staging and deployment
    485. 485. Configure Information Management
    486. 486. Configure blocked file type
    487. 487. Self service site creation
    488. 488. Custom Managed Paths
    489. 489. Roll up usage Analytics</li></ul>Online Today<br />New in W14<br />On-Premises Only<br /><ul><li>Capacity increase: 10 GB for each subscribing
    490. 490. company and 250 MB per user. </li></li></ul><li>Introducing Azure™<br />An internet-scale cloud services platform hosted in Microsoft data centers, which provides an operating system and a set of developer services that can be used individually or together.<br />Azure™Services Platform <br />49<br />
    491. 491. A set of building blocks for handling user data and application resources, and extensible components to build rich social applications and consumer experiences<br />Development Platform<br />Uniform way for programming Live Services from any platform, language, application or device<br /><ul><li>Exposes RESTful programming model for live resources
    492. 492. Protocol based – open standards usage: HTTP, XML, ATOM, RSS
    493. 493. Resource Model: unified model across Live
    494. 494. Symmetric client/cloud programming model
    495. 495. CRUD/Query, triggers and SPROC based interaction model
    496. 496. Libraries: Rich client libraries (.NET, Silverlight, JavaSript etc.)</li></ul>50<br />
    497. 497. Set of highly scalable, developer-oriented services that provide key building blocks required by many cloud-based and cloud-aware applications<br />Service Bus<br />Exchange messages between loosely coupled, composite applications<br /><ul><li>Connectivity to on-premises applications; secure, federated firewall-friendly messaging;
    498. 498. Federated namespace – shared, hierarchical, Internet-accessible URL
    499. 499. Service registry – publish service endpoints, lightweight, hierarchical, RSS-based discovery
    500. 500. Relay and connectivity – unicast/multicast datagram distribution, bidirectional sockets, request-response messaging, pull-mode message delivery, Web service intermediary, WS-*/SOAP, REST</li></ul>Workflow Service<br />Model and execute business logic and service interactions<br /><ul><li>Reliable and scalable cloud runtime environment for user-defined declarative workflows
    501. 501. Extends Windows Workflow Foundation (.NET 3.5) to the cloud
    502. 502. Activities optimized for sending, receiving, and manipulating HTTP and Service Bus messages
    503. 503. Deploy, manage and track running workflow instances using tools and APIs</li></ul>51<br />
    504. 504. Highly scalable and Internet-facing distributed database services in the cloud for storing structured and unstructured data, and processing relational queries<br />SQL Data Services<br />Internet-facing database built on SQL Server relational database<br /><ul><li>Data storage – blobs, flexible, structured, birth to archival, multiple consistency levels
    505. 505. Data Processing – filters, aggregates, user-defined logic, online-offline indexing
    506. 506. Data Delivery – network proximity aware, locate closest static-content copies, spanning trees for live-content, failure resiliency</li></ul>52<br />
    507. 507. Enabling Innovative New Service PossibilitiesA Few Examples<br />* Requires Deskless Worker SKU<br />
    508. 508. NGO CRM SOLUTION OVERVIEW<br />
    509. 509. Extensibility<br />Declarative customizations (no code, just point and click)<br />Accelerators for Microsoft Dynamics CRM (available free of charge)<br />Event Management Accelerator<br />E-Service Accelerator<br />Portal Integration Accelerator<br />Extended Sales Forecasting<br />Windows Azure for complex scenarios requiring .NET code<br />
    510. 510. Integration with Outlook<br />There is seamless integration with Outlook 2007 – users only need to have one interface to learn and interact with!<br />Outlook Tip:You can go “offline”, simply by clicking the “Go Offline” button. You can continue to work without an internet connection, and your data will be synchronized when you get connected again!<br />
    511. 511. Member & Constituent Management<br />Track related –<br /> - Multiple Addresses<br /> - Activities - phone calls, emails, letters, service activities, appointments, etc.<br /> - Relationships – employee/employer, board member of, family<br /> - Pledges and donations<br /> - Cases<br /> - Orders, Invoices<br /> - Contracts<br />….and more<br />Terminology Tip:<br /> - A Member may be an organization or a household<br /> - A Constituent is an individual<br />
    512. 512. DonationManagement<br />Donations may be related to a Constituent, Member, Pledge, Program and/or a Campaign.<br />Workflow suggestion: When a donation is recorded, you may choose to run a “workflow” that automatically sends the donor a “thank-you” email with data from the record, and notifies appropriate staff of the transaction based on the amount.<br />
    513. 513. Pledge Management<br />Pledges are promises of donations and may be set up to receive multiple payments over time.<br />Workflow suggestion: When a pledge is recorded, you may choose to run a “workflow” that automatically creates a task assigned to a specific staff member to send a special thank you/reminder depending upon the pledged amount.<br />
    514. 514. Membership Management<br />Memberships can be linked with a Constituent, a Member (organization or household), or both. These records have a begin and an end date, and may have associated benefits, donations and other activities.<br />Benefit Tip: When a membership is recorded, you may choose to assign a default benefit such as “member promotion on web site” either by using an automated or on-demand workflow. These are often benefits that are not acknowledged but require resources to fulfill.<br />
    515. 515. Benefits Management<br />Benefits can include inventoried items such as cups or t-shirts, or they may be services or subscriptions that a member can access. You can track what benefits have been “fulfilled”, what the costs are.<br />Activities Tip: Be sure to record conversations or emails with the constituent, especially the positive comments that may be useful in communications with funders or future members. Copy your communications coordinator so they can link back to the specific situation.<br />
    516. 516. Campaign Management<br />Campaigns are a collection of planning and communication efforts and may represent a fund drive, an event or a simply a direct mail solicitation. Track responses to campaign efforts – RSVP’s to events, donations prompted by a solicitation email, etc. to know what is working and what is not…<br />Campaign Management Tip: Create a “campaign template” with pre-defined planning tasks and activities that you can use over and over again to save time.<br />
    517. 517. Event Management<br />The Event Management capabilities within Dynamics CRM are extensive – track responses to invitations, attendees, sessions, sponsors, speakers, vendors, team members (staff, contracted help, and volunteers), donations associated with the event, and so much more.<br />Event Management Tip: Track all of your costs for an event including costs for printed materials, speakers, and other activities as they are planned to be able to determine your return on investment for each event.<br />
    518. 518. Contract & Services Management<br />Service Management can take the form of Service Activities, Cases, Contracts or Orders for products and/or services. The flexibility of the service management components provide a way to capture your services, associated notes and documents, and the resources required to provide them - staff, facilities, equipment, and products.<br />Contract & Service Management Tip: All of the appointments, tasks, emails and other activities can be integrated with Outlook 2007 – so you only have one calendar to look at!<br />
    519. 519. And more…<br /><ul><li>Role based security provides administrators to manage access in a granular or high-level manner depending on your business model and data security requirements.
    520. 520. Communicate with staff using “announcements” that are displayed in the user’s default work place.
    521. 521. Users can manage their work “queues” – assigned and in progress
    522. 522. Easily create “views” and reports that provide users and managers the information they need.
    523. 523. Capture inquiries on your web site, and integrate in other ways
    524. 524. Manage the schedules of staff based upon their work hours and availability
    525. 525. Track Facilities and Equipment, and their related service and maintenance
    526. 526. Create a library of Knowledge Base articles for your staff, volunteers, board and other users
    527. 527. Create Word or email templates to merge your data into and save time</li></ul>And more…<br />
    528. 528. Roadmap matters …<br />COMING SOON<br />Internal apps<br />Constituent services<br />Data feeds/ mashups<br />Office<br />Voice<br />Management<br />Everything<br />Foundational Services <br />Business Productivity Online Suite<br />Packaged LOB<br />Solutions<br />Custom LOB Apps<br />Full MS Platform<br />Microsoft Dynamics CRM Services<br />Microsoft SharePoint Services<br />
    529. 529. Some Non-PROFIT SUCCESS STORIES<br />
    530. 530. CASA Philadelphia(Court Appointed Special Advocates for Children)<br />Before<br />After<br />Using free webmail system; Very poor (“awful”) external-facing and internal customer experience<br />No integrated calendar or calendar sharing<br />Very few collaboration tools in use, concerns around protection of sensitive personal/legal information<br />Microsoft Exchange + Outlook (and Outlook Web Access!) provides an “enterprise-class” e-mail experience<br />Exchange allows them to now share calendars, scheduling, conference facilities, etc.<br />SharePoint allows sharing documents; ability to collaborate, store, access, and print directly in the tool<br />Elevated professionalism of org internally and to external constituents.<br />
    531. 531. Before<br />After<br />Were using a hosted Exchange solution from another vendor prior to BPOS implementation. Very expensive and servers were down often<br />No comprehensive collaboration solution; security concerns around providing unauthorized users access to file shares, etc. <br />Hodge-podge of web conferencing and sharing tools<br />Exchange Online (part of BPOS suite) brought costs down and improved reliabilty greatly (99.9% uptime)<br />Now using SharePoint extensively to support remote users and other constituents who should not have access to internal file servers<br />LiveMeeting Online: using for project status meetings with remote staff and consultants. “Love it!”<br />
    532. 532. Before<br />After<br />Inconsistent internal e-mail (employee preferences)<br />Local SharePoint deployment for cross-agency resource / information sharing*<br />Inconsistent remote access to (mission-) critical e-mail infrastructure<br />Exchange Online now powering e-mail addresses<br />SharePoint Online will ensure more robust cross-agency collaboration platform*<br />Outlook Web Access reliable and available during critical time (post-Haiti earthquake)<br />
    533. 533. Kinship House, Girls Inc., CCS-Rainbow Family Services (Portland, OR)<br />Before<br />Antiquated, abandoned data systems including older FM Pro databases, Excel spreadsheets and mental lists<br />Could not run reports reliably or accurately<br />Fragmented data systems – staff needed easy access to their data<br />Could not effectively manage relationships <br />No ability to extend systems to capture new types of data, could not access data remotely, or at all in some cases because it was housed on an older workstation<br />After<br />Implemented Dynamics CRM Online for Nonprofits. <br />Minimal customization and implementation needed<br />What would have been a 6-8 month project with other systems took less than 1 month<br />Integrated and centralized data, flexible and reliable reporting.<br />Remote and networked access to data, flexible data structure, work flows automated to increase productivity and ensure effective management of relationships<br />
    534. 534. Before<br />Using custom Access, Excel and DB II applications to track membership<br />Need to roll up reports to Arc National<br />Organizational goal to gain 360 view of membership and donors<br />After<br />Dynamics CRM for Nonprofits in CRM On Premise<br />Existing network infrastructure ready to accept CRM Dynamics server<br />Configured donor, member and event management per client requirements<br />Solution deployed and in use in less than 1 month<br />