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Microsoft CRM Tools Guide (Excel)

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					Microsoft CRM Tools

                    Item                Owner          Audience   Abstract                                           Link
Authorization & Training
                   eTraining Site                      Partner                                                       Training Link
Logos
                   Microsoft CRM Logo   Erin Allrich   Internal                                                      CRM Logo
Case Studies
                                                                  iQ NetSolutions, a fast-growing provider of
                                                                  telecommunications software, sought a customer
                                                                  relationship management solution that could help
                                                                  boost sales, tie together its sales and service
                                                                  departments, and increase the Westborough,
                                                                  Mass.-based company’s competitive edge.
                                                                  Microsoft CRM provides all those benefits and
         Customer IQNet                 Norma Smith    Prospect   more.                                            IQNet Case Studies


                                                                  For more than half a century, McBride Electric
                                                                  has provided a wide range of electrical services
                                                                  to customers across six states. To better track
                                                                  vital customer information and help both its in-
                                                                  house and remote employees continue to deliver
                                                                  high-quality customer service, McBride Electric
                                                                  implemented Microsoft CRM, a centralized
                   McBride Electric     Norma Smith    Prospect   customer relationship management solution.         McBride Electric Case Studies


                                                                  Maximum Impact, Inc. provides values-based
                                                                  leadership training to a wide range of clients.
                                                                  With the company’s revenue and client base
                                                                  expected to increase dramatically in the next few
                                                                  years, the time had come for Maximum Impact to
                                                                  replace its previous customer relationship
                                                                  management system. It chose Microsoft® CRM,
                                                                  which is paying off with easier administration,
                                                                  increased access to information, and greater
                   Maximum Impact       Norma Smith    Prospect   employee satisfaction.                            Maximum Impact Case Studies
                                                         UCS Forest Group is a North American
                                                         distributor of specialty forest products, such as
                                                         hardwood lumber, specialty sheet goods,
                                                         plywoods, and imported lumber. These products
                                                         are used to make cabinets, flooring, furniture,
                                                         stairs, doors, and moldings. Based in
                                                         Mississauga, Ontario, Canada, with divisions in
                                                         Canada and the U.S., UCS Forest Group has
          UCS Forest Group      Norma Smith   Prospect   approximately 120 employees.                        UCS Forest Group Case Studies


                                                         Elite Flooring & Design, an Atlanta-based flooring
                                                         provider, sought a customer relationship
                                                         management solution that, when combined with
                                                         other initiatives, could help the company provide
                                                         high levels of customer service and set itself
                                                         apart in the highly competitive flooring industry.
          Elite Flooring        Norma Smith   Prospect   Elite found its solution in Microsoft CRM.         Elite Case Studies


                                                         If you've ever received multiple sales calls from
                                                         different representatives of the same company,
                                                         you can understand one of the main reasons why
                                                         Jeff Merten was eager to implement Microsoft
          AFLAC                 Norma Smith   Prospect   CRM in his AFLAC sales region.                    Aflac Case Study


                                                         To compete effectively in a jam-packed sports
                                                         and entertainment environment, the NBA's
                                                         Seattle SuperSonics sought a customer
                                                         relationship management solution that could help
                                                         the team leverage the power of their brand, put
                                                         people in the seats, and ensure a positive
                                                         experience that keeps fans coming back. The
          Seattle SuperSonics   Norma Smith   Prospect   team found that solution in Microsoft® CRM.      Super Sonics Case Studies


Partner

                                                         Strong product knowledge, a wide customer
                                                         target base, and executive strategy briefings help
                                                         Microsoft® Business Solutions reselling partner,
          SureBridge            Norma Smith   Partner    Surebridge, close Microsoft CRM deals.             Surebridge Partn Case Study
                                                                            Through their enthusiasm and the strategic use
                                                                            of .events,. the InterDyn Business Microvar team
                                                                            has captured more than 20 new Microsoft            Interdyn Business Microvar Partner Case
                    Interdyn Business Microvar   Norma Smith    Partner     Business Solutions CRM customers.                  Study
Competitive Files
                                                 Global PM                  Competitive overview of Saleslogix and Microsoft
                    Saleslogix                   Team           Partner     Business Solutions CRM.                            Saleslogix Competitive Information
                                                 Global PM                  Competitive overview of Salesforce.com and
                    Salesforce.com               Team           Partner     Microsoft Business Solutions CRM.                  Salesforce.com Competitive Info
                                                 Global PM                  Competitive overview of Goldmine and Microsoft
                    Goldmine                     Team           Partner     Business Solutions CRM.                            Goldmine Competitive Information
                                                 Global PM                  View this file for an overview of the CRM
                    Competitive Matrix           Team           Partner     competitive landscape.                             CRM Competitive Matrix
Customer Videos

                                                                            Maximum Impact, Inc. provides values-based
                                                                            leadership training to a wide range of clients.
                                                                            With the company’s revenue and client base
                                                                            expected to increase dramatically in the next few
                                                                            years, the time had come for Maximum Impact to
                                                                            replace its previous customer relationship
                                                                            management system. It chose Microsoft® CRM,
                                                                            which is paying off with easier administration,
                                                                Prospect,   increased access to information, and greater
                    Maximum Impact               Erin Allrich   Partner     employee satisfaction.                            Maximum Video Link
                                                                                      Professional sports teams operate in an affinity
                                                                                      market, which means that people typically buy
                                                                                      tickets based on two factors: team performance
                                                                                      and ticket price. Due to this synergy, tracking
                                                                                      leads and forecasting sales results are integral to
                                                                                      adjusting the cost of tickets or conducting a
                                                                                      marketing push. So when the National Football
                                                                                      League’s Jacksonville Jaguars realized its sales,
                                                                                      marketing and customer service departments
                                                                                      were not following up on customer service calls
                                                                                      and spending too much time forecasting ticket
                                                                                      sales, the organization knew it had to find a
                                                                                      system capable of handling its unique needs.
                                                                          Prospect,   The Jacksonville Jaguars selected Microsoft
                  Jaguars                                  Erin Allrich   Partner     CRM.                                                Jaguars Video Link
                                                                                      iQ NetSolutions, a fast-growing provider of
                                                                                      telecommunications software, sought a customer
                                                                                      relationship management solution that could help
                                                                                      boost sales, tie together its sales and service
                                                                                      departments, and increase the Westborough,
                                                                                      Mass.-based company’s competitive edge.
                                                                          Prospect,   Microsoft CRM provides all those benefits and
                  IQNet                                    Erin Allrich   Partner     more.                                            IQNet Video Link
Data Migration Framework

                  Microsoft CRM Data Migration Framework   Parul Manek    Partner                                                       Data Migration Framework
Demo Scripts
                                                                                      Show your CRM prospects a good high level
                                                                                      Microsoft CRM demo or simply familiarize
                  Microsoft CRM Demo Script- Adventure                                yourself with the product, by using this demo
                  Works                                    Erin Allrich   Partner     script.                                           Adventure Works Overview Script
                                                                                      View the demo script that was used in the
                                                                                      keynote sessions of the Microsoft CRM 18 city
                  Microsoft CRM Overview Demo Script       Erin Allrich   Partner     launch event.                                     Overview Demo Script Link
                                                                                      This script was used at the Microsoft CRM launch
                                                                                      events to give attendees a quick look at the
                                                                                      benefits Microsoft CRM Sales can offer their
                  Microsof CRM Sales Demo Script           Erin Allrich   Partner     organization!                                    Sales Demo Script Link
                                                                                This script was used at the Microsoft CRM launch
                                                                                events to give attendees a quick look at the
                                                                                benefits Microsoft CRM Customer Service can
              Microsoft CRM Customer Service Script   Erin Allrich   Partner    offer their organization!                        Customer Service Demo Script Link


Fact Sheets
                                                                                Increase sales success, deliver superior
                                                                                customer service, and make informed, agile
                                                                                business decisions with Microsoft® CRM.
                                                                                Accessible from Microsoft Outlook® and the
                                                                                Web, Microsoft CRM is easy to use, customize,
                                                                                and maintain, integrates with other business
                                                                                systems, and scales to grow along with your
              Microsoft CRM Overview                  Erin Allrich   Prospect   business.                                            Overview Fact Sheet Link



                                                                                Accessible from Microsoft Outlook and the Web,
                                                                                Microsoft CRM Sales helps sales people manage
                                                                                leads and opportunities, measure and forecast
                                                                                sales activity, efficiently track customer
                                                                                communications, and automate stages in the
                                                                                sales process—ensuring a shorter cycle, higher
              Microsoft CRM Sales                     Erin Allrich   Prospect   close rates, and improved customer retention.  Sales Fact Sheet Link


                                                                                Offer superior customer service and increase
                                                                                capacity to handle requests, without adding
                                                                                employees. Microsoft® CRM Customer Service
                                                                                helps your service representatives track
                                                                                customer requests, manage support issues from
                                                                                initial contact through successful resolution, and
                                                                                provide customers with the consistent, efficient
              Microsoft CRM Customer Service          Erin Allrich   Prospect   service that ensures satisfaction.                   Customer Service Fact Sheet Link


                                                                                Microsoft CRM enables easy efficient
                                                                                customizations that maximize productivity and
                                                                                minimize maintenance and up grade costs. This
                                                                                full color, Microsoft CRM Customization fact
                                                                                sheet is a one page glossy that includes key
              Microsoft CRM Customization             Erin Allrich   Prospect   messages, screen shots and feature lists.            Customization Fact Sheet Link
                                                                           View this great new sales tool designed to give
                                                                           prospects a quick overview of how the Microsoft
                                                                           Customer Relationship Management solution can
                                                                           help them increase sales and improve This great
                                                                           sales tool is designed to give prospects a quick
                                                                           overview of the Microsoft Customer Relationship
                                                                           Management solution’s robust integration
                                                                           benefits. This full color, Microsoft CRM
                                                                           Integration fact sheet is a one page glossy that
                                                                           includes key messages, screen shots and feature
                   Microsoft CRM Integration   Erin Allrich     Prospect   lists.                                           Integration Fact Sheet Link
FAQ's
                                                                           Review the most common asked questions on
                                                                           Microsoft CRM and equip yourself with the
                   Partner FAQ                 Erin Allrich     Partner    correct answers using this file.                     CRM FAQ Link

                                                                           Review the most common asked techinical
                                               Jason Hunt/                 questions on Microsoft CRM and equip yourself
                   Technical Hard Q&A          Bill Patterson   Internal   with the correct answers using this file.            Technical FAQ Link


                                                                           To meet customer demand, Microsoft Business
                                                                           Solutions has revised its product development
                                                                           agenda and accelerated the general availability of
                                                                           Microsoft Business Solutions CRM release 1.2 to
                                                                           partners and customers. In addition, Microsoft
                                                                           Business Solutions will begin offering both
                                                                           Microsoft CRM Standard and Professional
                                               Katie                                        s
                                                                           through Microsoft’ Volume Licensing programs in
                   Microsoft CRM 1.2 FAQ       Hasbargen        Partner    Q4 CY03. Review this document to learn more.       1.2 FAQ Link
Implementation Toolkit
                                                                           The purpose of a defined methodology for
                                                                           implementing Microsoft Business Solutions CRM
                                                                           (Microsoft CRM) is to assist partners in providing
                                                                           quality implementations that are consistent,
                                                                           repeatable, and highly successful. The
                                                                           Implementation Toolkit uses the methodology as
                                                                           a framework and integrates the tools and
                                                                           reference material in an easy-to-use Web
                   Implementation Toolkit      Cindy Krepky     Partner    interface.                                           ITK Link
Import/ Export Workflow Wizard
                                                                                       The Microsoft CRM Import/Export Wizards are
                                                                                       designed to import and export workflow data
                                                                                       (Rules, Rule Templates, Sales Processes, and
                                                                                       Sales Process Templates) from one CRM
                                                                                       deployment to another, or as a backup. This
                                                                                       release also includes a sales process template
                                                                                       based on Solution Selling by Sales Performance
                   Import/ Export Workflow Tool              John Song       Partner   International, Inc.                                  Import/Export Link
Integration Message Viewer Tool

                                                                                       Microsoft® CRM Integration Message Viewer
                                                                                       (Public Preview) is a tool that you can use to view
                                                                                       information about the state of messages
                                                                                       exchanged between Microsoft Business Solutions
                                                                                       CRM and Microsoft Business Solutions - Great
                                                                                       Plains. The Message Viewer tool works in
                   Integration Message Viewer Tool                           Partner   conjunction with the Microsoft CRM.                 Integration Message Viewer
ISV information

                                                                                       This file contains a list of Microsoft Business
                                                                                       Solutions ISV partner solutions. These products
                                                                                       are currently integrated (Generally Available) or
                                                                                       will be integrated (In Development) to Microsoft
                                                                                       CRM. You will find this file easy to navigate with
                                                             Jane Olson/               the solutions organized by industry/
                   ISV Doc                                   Kris Benson     Partner   functionalities.                                     ISV Link
Job Aids
                                                                                       View the many Microsoft CRM Job aids available
                                                                                       to you, including:Anxiety Creation Questions,
                                                                                       Interest Creating Statements, Key Players List,
                                                                                       Pain Chain Work Sheets, Situation Questions,
                   Anxiety Creation Questions                Kristin Fleek   Partner   and much more.                                       Microsoft CRM Job Aids
                   Interest Creating Statements              Kristin Fleek   Partner                                                        Microsoft CRM Job Aids
                   Key Players List                          Kristin Fleek   Partner                                                        Microsoft CRM Job Aids
                   Pain Chain Work Sheet                     Kristin Fleek   Partner                                                        Microsoft CRM Job Aids
                   Evaluation Plan                           Kristin Fleek   Partner                                                        Microsoft CRM Job Aids
                   Potential Sponsor Letter                  Kristin Fleek   Partner                                                        Microsoft CRM Job Aids
                   Pain Chain Sheet (Missing profitability
                   Targets)                                  Kristin Fleek   Partner                                                        Microsoft CRM Job Aids
                Pain Chain Sheet (Time and Cost to
                Support Business Units)                     Kristin Fleek   Partner                                                     Microsoft CRM Job Aids
                Pain Chain Sheet (Declining Customer
                Satisfaction)                               Kristin Fleek   Partner                                                     Microsoft CRM Job Aids

                Pain Chain Sheet (Declining Market Share)   Kristin Fleek   Partner                                                     Microsoft CRM Job Aids
                Pain Chain Sheet (Unable to Forecast
                Accurately)                                 Kristin Fleek   Partner                                                     Microsoft CRM Job Aids

                Pain Chain Sheet (Missing Sales Targets)    Kristin Fleek   Partner                                                     Microsoft CRM Job Aids
                Situation Questions                         Kristin Fleek   Partner                                                     Microsoft CRM Job Aids
                Power Sponsor Letter                        Kristin Fleek   Partner                                                     Microsoft CRM Job Aids
                Success Criteria                            Kristin Fleek   Partner                                                     Microsoft CRM Job Aids
                Interest Creating Letter                    Kristin Fleek   Partner                                                     Microsoft CRM Job Aids
                Job Aids ppt. Presentation                  Kristin Fleek   Partner                                                     Microsoft CRM Job Aids


Marketing CD
                                                                                       Order the Microsoft CRM Marketing CD that
                                                                                       contains fact sheets, overview brochures, case
                                                                                       studies, automated demos, white papers,
                Microsoft CRM Marketing CD                  Erin Allrich    Prospect   customer videos and more.                        Order through MBS Orders
Positioning
                                                                                       This guide will share the Microsoft CRM
                                                                                       positioning statements as well as
                Microsoft CRM Positioning Guide             Erin`Allrich    Partner    problem/solutions scenarios.                     Positioning Link
                                                                                       View this file to see a side by side feature
                                                                                       comparison of the standard and professional
                Standard vs. Professional feature                                      versions of Microsoft CRM Sales and Microsoft
                comparison                                  Erin Allrich    Partner    CRM Customer Service.                            Standard vs. Professional comparison
                                                                                       Microsoft CRM possible product combinations
                CRM Possible Product Combinations           Erin Allrich    Partner    within a deployment.                             Possible CRM Product Combinations
Presentations
                Slide Library                               Erin Allrich    Partner                                                     Slide Library Link
                Educational Microsoft CRM Presentation      Erin Allrich    Partner                                                     Educational Link

                                                                                       The Microsoft CRM Event In a Box a la carte
                                                                                       toolkit is designed to enable partners to plan and
                Event in a Box                                              Partner    execute their own Microsoft CRM seminar events. Event in a Box Link
                                                                                      Start building your CRM customized demos and
                                                                                      presentations with Microsoft Business Solutions
                                                                                      CRM demo workshop material from the Canadian
                                                                                      CRM partner update meetings, including
                   Canadian Demo Workshop Material                         Partner    presentation material products.                 Demo Workshop Material
Pricing and Licensing
                                                            Christy
                                                            Spokely and               View the Microsoft CRM Volume Licensing and
                   Microsoft CRM Pricing Transition Guide   Jana Reinke    Partner    Software Assurance program guide.                   Pricing Transition Guide
                                                                                      View the renewal licensing business guide for
                   Microsoft CRM Business Renewal Guide     Julie Jonasson Partner    existing Microsoft CRM customers.                   Business Renewal Guide

                                                                                      View the reference guide for transitioning the
                   Microsoft CRM Channel Program Guide                                Microsoft CRM channel program to Volume
                   (MBS)                                    Pricing Team   Partner    Licensing for (Microsoft CRM Certified Partners).   CRM Channel Program Guide (MBS)
                                                                                      View the reference guide for transitioning the
                   Microsoft CRM Channel Program Guide                                Microsoft CRM channel program to Volume
                   (MS)                                     Pricing Team   Partner    Licensing for (Microsoft Partners).                 CRM Channel Program Guide (MS)
                   Microsoft CRM Volume Licensing Price
                   Guide                                    Pricing Team   Partner    Microsoft CRM Volume Licensing Pricing.             CRM Volume Licensing Pricing

                   Microsoft CRM into Volume Licensing                                Introduction of Microsoft CRM in Volume
                   internal/ external announcement          Pricing Team   Partner    Licensing- Internal and External Announcements      VL internal/ external announcements



Product Road Map
                   Microsoft CRM Product Roadmap            Holly Holt     Internal                                                       Coming
Project Guides

                                                                                      The Microsoft CRM Project Guides complement
                                                                                      the Microsoft CRM product documentation and
                                                                                      Microsoft CRM Implementation Toolkit by
                                                                                      providing specific project role information. There
                                                                                      are guides for the Business Decision Maker,
                                                                                      Project Management staff, Sales and Marketing
                                                                                      staff, Customer training and Technical staff along
                                                            Global PM                 with Microsoft® Project templates for each
                   Sales                                    Team           Partner    project subject.                                   Sales Project Guide
                                                                                   The Microsoft CRM Project Guides complement
                                                                                   the Microsoft CRM product documentation and
                                                                                   Microsoft CRM Implementation Toolkit by
                                                                                   providing specific project role information. There
                                                                                   are guides for the Business Decision Maker,
                                                                                   Project Management staff, Sales and Marketing
                                                                                   staff, Customer training and Technical staff along
                                                            Global PM              with Microsoft® Project templates for each
                     Customer Service                       Team         Partner   project subject.                                   Customer Service Project Guide


                                                                                   The Microsoft CRM Project Guides complement
                                                                                   the Microsoft CRM product documentation and
                                                                                   Microsoft CRM Implementation Toolkit by
                                                                                   providing specific project role information. There
                                                                                   are guides for the Business Decision Maker,
                                                                                   Project Management staff, Sales and Marketing
                                                                                   staff, Customer training and Technical staff along
                                                            Global PM              with Microsoft® Project templates for each
                     Customizing                            Team         Partner   project subject.                                   Customizing Project Guide


                                                                                   The Microsoft CRM Project Guides complement
                                                                                   the Microsoft CRM product documentation and
                                                                                   Microsoft CRM Implementation Toolkit by
                                                                                   providing specific project role information. There
                                                                                   are guides for the Business Decision Maker,
                                                                                   Project Management staff, Sales and Marketing
                                                                                   staff, Customer training and Technical staff along
                                                            Global PM              with Microsoft® Project templates for each
                     Reporting                              Team         Partner   project subject.                                   Reporting Project Guide
Qualification Tool

                                                                                   The Microsoft CRM prospect questionnaire is
                                                                                   designed to be leveraged by Microsoft Business
                                                                                   Partners as a guide of example key areas that
                                                                                   normally should be discussed. This questionnaire
                                                                                   could also be leveraged by those leveraging
                                                                                   solution selling 9 box methodology – these would
                     Microsoft CRM Prospect Questionnaire                Partner   be used in the R2 and C2 rows                    Questionnaire Link
Requirement Doc.
                                                                                   View this file to see the Microsoft CRM Hardware
                     Hardware Requirements                  Jason Hunt   Partner   recommendations.                                 Hardware Link
                                                                                            View this file to see the Microsoft CRM Software
                   Software Requirements                        Jason Hunt       Partner    reccomendations.                                   Software Link


                                                                                            Hp and Microsoft have worked together to
                                                                                            develop a preliminary sample sizing of Microsoft
                                                                                            CRM V1.0.This document outlines the MSCRM
                                                                                            components and provides a tested out of the box
                                                                                            configuration thatwas able to comfortably support
                                                                                            200 Microsoft CRM users. The testing was
                   HP ProLiant - Microsoft Business Solutions                               completed running HpProLiant servers and
                   CRM Sizing Guide                             Bill Patterson   Partner    testing tools provided by Microsoft.              Sizing Guide
Reviewer's Guide
                                                                                                                                               Hard copies available through MBS
                   Microsoft CRM Reviewer's Guide               Norma Smith      PR                                                            Orders
ROI

                                                                                            iQ NetSolutions used Microsoft CRM to improve
                                                                                            sales and partner management and has greatly
                                                                                            increased the productivity of its sales and service
                                                                                            staff. Rapid implementation and minimal training
                                                                                 Partner,   requirements have been key to achieving a
                   ROI Case Study                               Norma Smith      prospect   positive return on investment.                      ROI Case Study


                                                                                            Organizations can use Microsoft CRM to improve
                                                                                            the performance of sales and customer service
                                                                                            teams and to simplify the management of those
                                                                                            teams. Because of its relatively low cost and its
                                                                                            tight integration with Microsoft Outlook, Microsoft
                                                                Global PM        Partner,   CRM will appeal most businesses that hope to
                   Microsoft CRM ROI Report                     Team             prospect   deploy an inexpensive, user-friendly solution.      ROI Report


                                                                                            This workbook has been developed specifically to
                                                                                            evaluate the value of Microsoft Customer
                                                                                            Relationship Management. It is designed to be
                                                                                            used with the associated Nucleus Research
                                                                                            report to help you build a business case and
                                                                Global PM        Partner,   support your technology decision by evaluating
                   Microsoft CRM ROI Tool                       Team             prospect   the real impact to your corporation's bottom line. ROI Tool
SDK
                                                                                          The Microsoft CRM SDK contains a wealth of
                                                                                          resources, including sample code, designed to
                                                                                          help you build powerful vertical applications using
                                                                                          the Microsoft CRM platform, as well as an
                                                                                          introduction to the Microsoft CRM architecture
                    Solution Developer Kit                      Dev            Partner    and its key components.                             SDK Link
Series Brochure

                                                                                          The Microsoft CRM Soluiton Brochure is a great
                                                                                          new sales tools designed to give prospects an
                                                                                          overview of how the Microsoft CRM solution can
                                                                                          help them increase sales and improve customer
                    Microsoft CRM Solution Brochure             Erin Allrich   Prospect   service.                                             Solution Brochure Link
Solutions and Marketing Resource Guide

                                                                                          The Microsoft CRM Soltuion and Marketing
                                                                                          reference guide provides comprehensive
                                                                                          information on the solution's design, customer
                                                                                          scenarios, benefits, features and functionality,
                                                                                          architecture and technical information, as well as
                                                                                          how businesses can use Microsoft CRM to build
                    Solutions and Marketing Resource Guide      Norma Smith    Partner    more profitable customer relationships.              Sales and Marketing Link
Target Market Kit
                    Target Market File                          Erin Allrich   Internal
Tips and Tricks

                                                                                          As your business evolves, you might find you
                                                                                          need to track data that is not currently tracked in
                                                                                          your implementation of Microsoft Business
                                                                                          Solutions CRM. Microsoft CRM is designed to
                                                                                          make it easy to add fields, remove unused fields,
                                                                               Partner/   and modify existing forms and fields to meet your
                    Making Post Deployment Customizations       Cindy Krepke   Customer   business needs.                                     CRM Tips and Tricks

                                                                                          The Microsoft CRM email templates are HTML
                                                                               Partner/   and browser-based. Find out requirements that
                    Placing a Graphic into an E-mail Template   Cindy Krepke   Customer   must be met to include a graphic in a template.      CRM Tips and Tricks
                                                                              If you often work or collaborate with other people,
                                                                              for example you have an assistant who sends
                                                                              product information to customers or an associate
                                                                              who handles your accounts while you are out of
                                                                              town, you will find that they need access to your
                                                                              customer information to get addresses or contact
                                                                              names. And, as your business grows, you will
                                                                              find that they also need access to a history of all
                                                                              the activities that have occurred and the ability to
                                                                              update this log with the activities they initiate or
            Using Security Roles and Sharing                      Partner/    handle in your absence or in accordance with
            Information                            Cindy Krepke   Customer    your directions.                                     CRM Tips and Tricks
Web Demos

                                                                  Prospect,   View this self-running Web demo for a quick
            Microsoft CRM Overview Web Clip        Erin Allrich   Partner     glimpse of Microsoft CRM's product highlights.      Overview Demo Link


                                                                              View this self-running Web demo clip for a quick
                                                                              glimpse of how Microsoft CRM Sales helps your
                                                                              sales team work without limits from both
                                                                              Microsoft Outlook and the Web with access to
                                                                              complete customer and product information,
                                                                              powerful reporting capabilities, and customizable
                                                                  Prospect,   workflow processes for managing all stages of
            Microsoft CRM Sales Web Clip           Erin Allrich   Partner     the sales cycle.                                    Sales Demo Link

                                                                              View this self-running Web demo to see how
                                                                              Microsoft CRM Customer Service helps
                                                                  Prospect,   employees deliver superior service, reduce
            Microsoft CRM Cust. Service Web Clip   Erin Allrich   Partner     support costs, and improve customer retention.      Customer Service Link
                                                                              View this demo and Microsoft CRM's integration
                                                                              with Outlook in either self-running or click through
                                                                              form. This also has a continuous running feature
                                                                  Prospect,   for trade shows and once through for one on one
            Outlook Integration Web Demo           Erin Allrich   Partner     sales!                                               Outlook Integration Link
                                                                              View this demo that looks at the productivity of
                                                                              Microsoft CRM in either self-running or click
                                                                              through form. This also has a continuous running
                                                                  Prospect,   feature for trade shows and once through for one
            Productivity Web Demo                  Erin Allrich   Partner     on one situations!                               Productivity Link
White Papers

                                                     This paper outlines the functionality and design of
                                                     features that enable Microsoft® Business
                                                     Solutions CRM to integrate with other Microsoft
                                                     Business Solutions applications, as well as with
                                                     third-party applications. This functionality helps
                                                     businesses synchronize data across disparate
                              Global PM   Partner/   systems and customize how this data is
               Integration    Team        Prospect   synchronized.                                       Integration Link



                                                     Powered by Microsoft .NET technology,
                                                     Microsoft® Business Solutions CRM is driven by
                                                     customer and financial data. Businesses with
                                                     existing information systems can take full
                                                     advantage of Microsoft CRM by leveraging the
                                                     data stored in both front-end and back-end
                                                     systems so that it is accessible to Microsoft
                                                     CRM. This paper describes a framework for
                                                     migrating that data, including how to approach
                              Global PM   Partner/   data migration, what to expect from each step of    Microsoft® CRM Product Architecture
               Architecture   Team        Prospect   the process, and which tools to use at each step.   White Paper



                                                     Powered by Microsoft .NET technology,
                                                     Microsoft® Business Solutions CRM is driven by
                                                     customer and financial data. Businesses with
                                                     existing information systems can take full
                                                     advantage of Microsoft CRM by leveraging the
                                                     data stored in both front-end and back-end
                                                     systems so that it is accessible to Microsoft
                                                     CRM. This paper describes a framework for
                                                     migrating that data, including how to approach
                              Global PM   Partner/   data migration, what to expect from each step of    Microsoft® CRM Data Migration
               Migration      Team        Prospect   the process, and which tools to use at each step.   Framework White Paper
                                       This paper describes how Microsoft® Business
                                       Solutions CRM provides a wealth of opportunities
                                       for solution providers and system integrators to
                                       create a highly customized and integrated
                                       application. Because it is easy to deploy,
                Global PM   Partner/   customize, integrate, and extend, Microsoft CRM Microsoft CRM Customization White
Customization   Team        Prospect   helps to meet the needs of businesses.           Paper

				
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