Microsoft Dynamics CRM 3.0 Technical Decision Maker Presentation

1. Microsoft Dynamics CRM 3.0Technical Decision Maker Presentation [Speaker Name] [Title] [Organization]

2. AgendaToday’s Discussion • Your road to CRM success • Microsoft CRM 3.0 overview • System architecture and components • Demonstration • Discussion

3. Manage relationships easier Stay connected with customers Automate repetitive work tasks Flexible design & implementation Extend with service orientation Adapt easily to changing needs Work within existing infrastructure Easy to manage and maintain Integrate across sites, platforms & systems Your road to CRM successMicrosoft offers an easier way Ensure End-user adoption Ensure End-user adoption Adapt Easily Adapt Easily Integrate Powerfully Integrate Powerfully

4. Works the WayYou Do Works the WayYour Business Does Works the WayTechnology Should Microsoft CRMSuccessful deployment and implementation Native Outlook Experience Easy Adaptability Build, Deploy & Extend

5. “The 3.0 version of Microsoft Dynamics CRM tightly marries Office and CRM functionality… it’s virtuallyimpossible to separate one from the other.” - Bruce Richardson, AMR Research Works the WayYou Do Work within everyday applications Reduce user learning curve Increase adoption and usage + Microsoft CRMEmpowering end-users through familiar tools & technology

6. “Microsoft CRM 3.0 gives us the flexibility to create exactly the business processes and data fields we need in our system on a real-time basis.” - Sandy Clifford, IT Director, United Way Works the WayYour Business Does Adapts to each unique business Easy configuration and customization Rapid implementation Microsoft CRMAdapt to meet the needs of your business

7. Works the WayTechnology Should Microsoft CRMEasy to deploy, manage and maintain “Microsoft CRM runs on Windows Server 2003 and SQL Server- platforms and applications we’re already familiar with and use in our business today.” - Greg Hughes, Director, Security & IT, Corillian Corporation Familiar business platform Safe and secure Powerful extensibility

8. Microsoft CRMSystem architecture components • Foundation services • Data services • Platform services • Business Designer • Application • Presentation

9. Business Units Teams Users Accounts Contacts Opportunities Entities Relations Schemas Objects Forms Views Processes System Architecture Presentation Application Custom Apps Sales Marketing Service Business Designer Import / Export XML Custom Forms Business Hierarchy Security Roles System Settings Custom Entities Custom Workflow Web Services Platform Services Reporting Services Data Services E-mail Services Workflow Services Security Services Integration Services Data Services CRM DB Metadata Foundation

10. Efficient Operations Connected Systems Integrate Easily Low TCO Service- Orientated Architecture Reliable Infrastructure Safe and Secure Foundation Common Engineering Criteria 2005

11. High availability for enterprise applications Key security and performance features Focus on self manageability and optimization Integration with Visual Studio and .NET Native XML technology Interoperability via Web Services Integrate and Transform Data Analyze, Store and Mine Data Report and Interact with Data Data Services Comprehensive, Integrated data platform

12. Secure data across users and teams Integrate information across applications and devices Centralized management and diagnostics Platform services Powerful business platform

13. Rapid and powerful customization Modify core application objects, forms and workflows Design custom objects, forms and workflows Instant reporting views and web services Platform services Dynamic business designer

14. Sales Force Automation Service management, scheduling & dispatch Rich marketing management New and unique applications Application Complete CRM suite and more…

15. Natural extension to Microsoft Office Adaptive form navigation and information delivery Personalized for each user according to job role Presentation Productive, role-based application

16. Microsoft CRM 3.0 Introduction & Overview

17. Microsoft CRM for Outlook • Native client for Sales, Service and Marketing • Application toolbar • E-mail, Contact, Calendar and Task linking • Outlook Synchronization engine • Microsoft CRM Desktop Client for Microsoft Office Outlook • Microsoft CRM Laptop Client for Microsoft Office Outlook Customer Management • Account Management • Contact Management • Lead Management • Customer relationships Activity management • Task activities • Phone cal activities • Fax activities • E-mail activities • Appointments • Service appointments • Campaign responses Sales Management • Opportunity management • Sales process management • Quote management • Order management • Invoice management • Territory management • Quota management • Product catalog • Discounting • Sales literature • Opportunity roles • Competitor management Service Management • Case tracking • Queues and routing • Escalations • Service contracts • Integrated knowledge base • Service appointment calendar • Service scheduling engine Marketing Management • Campaign planning • Campaign management • Marketing list management • Quick campaigns • Campaign response management • Customer privacy Application Customization • Customize and rename objects • Customize CRM activities • Create new custom entities • Forms, views and schemas • Client-side events & scripting • IFRAME controls Workflow • Automate business processes • Activity workflow • Custom entity workflow • Extensible conditions and actions • Web service implementation Integration • Pervasive web services • System Sitemap.xml • ISV.config • Platform “pre” and “post” event triggers • Microsoft Dynamics GP 9.0 Reporting and Analysis • Contextual report generation • SQL Server Reporting Services • Dynamic Microsoft Excel integration • Secure reporting data views • SharePoint Web parts and dashboard Architecture • Service-Oriented Architecture • Automatic e-mail routing (Microsoft Exchange Server) • Windows Active Directory authentication • Clustered SQL Server databases (Active / Passive) • Support for hub & spoke deployment Other • Role-based application security • Strongly-typed development model • CRM Mobile with GPRS synchronization • Data Migration Framework • Additional Microsoft Office integrations Editions • Microsoft CRM Professional • Microsoft CRM Small Business Edition • Hosted offerings available through certified partners Designed for Small Business • Simplified setup • Configuration wizard • Fax server integration • Business Contact Manager migration • Automatic client installation • Health monitor integration • Simplified maintenance

18. Microsoft CRM…In Summary • Provides your users with a familiar, productive system for managing customers • Adapts easily to meet your key business needs • Integrates seamlessly with your existing applications and systems • Is the safe bet for your business application needs.