Microsoft Dynamics Partner Community Blog

Microsoft Dynamics Partner Events, Information and Tips

June, 2010

  • Microsoft Dynamics Partner Community Blog

    Challenged with Effectively Tracking Your Marketing Results?


    My colleague, Sarah Anderson, has been working with a couple of partners to develop some training to enable you to use Microsoft Dynamics CRM as an internal marketing tool. Attend these web seminars to gain insight into best practices from your own peers.

    If you’re a marketer in a Microsoft partner organization (which includes Microsoft Dynamics, platform partners, and ISVs) but you’re not using Microsoft Dynamics CRM to enter, track and report on marketing campaigns, you’re probably not maximizing the “influence” that marketing can have in your organization and on your job (after all, your manager is looking for ROI, right?).

    Join us for this two-part web seminar series designed to introduce marketers in Microsoft partner organizations to the power of CRM.

    In this series you’ll actually learn how to setup a campaign, how to import and export a list, how to produce reports, and much more! You’ll even download a workbook that will serve as a reference guide to setting up your own campaigns. Many partners have asked for helpful step-by-step instructions to using Microsoft Dynamics CRM to tracking marketing results. Here’s your chance to learn how from someone who has experienced the “trial and error” for you!

    Event Title

    Date and Time

    Effectively Track Your Marketing Campaigns and Results Using Microsoft Dynamics CRM - Introduction to the Marketing Module of Microsoft Dynamics CRM

    1. Why use the marketing function of CRM – the importance of measurement, tracking results and demonstrating ROI.

    2. Laying the ground work for CRM.

    3. Campaign Management (enter a campaign, create a view, complete side bar functions such as Information, Planning Tasks, Campaign Activities, Workflow, Target Products, Sales Literature, Target Marketing List, etc.)

    4. Download a Workbook with step-by-step instructions of the key tasks demonstrated during the webinar.

    Thursday, June 10, 2010

    11:00 AM PDT

    Effectively Track Your Marketing Campaigns and Results Using Microsoft Dynamics CRM - Detailed Campaign Management

    1. List Management – how to import and export a list.

    2. Lead Management – how to enter a Lead, learning the difference between an Account and a Lead.

    3. Reporting functions – pulling data from CRM, campaign performance reports, and predefined reports.

    4. Download a Workbook with step-by-step instructions of the key tasks demonstrated during the webinar.

    Tuesday, June 15, 2010

    11:00 AM PDT

    Click on the the links above to register for these upcoming events on the Microsoft Partner Learning Center.

  • Microsoft Dynamics Partner Community Blog

    Virtual Convergence 2010 Now Available


    If you missed out on some of the sessions and keynote while you were at Converence in Atlanta a couple months ago, then don't worry. Virtual Convergence 2010 is now online, and ready for you to access all of the rich content!

    Virtual Convergence
    Virtual Convergence is now live! This is your online resource for all post-conference materials. Keynote presentations, general sessions and concurrent sessions will all be available for viewing online in Microsoft Silverlight, so that you can revisit sessions or view them for the first time.  In addition, in case you missed any of the sponsors or exhibitors in the Convergence Expo, all of their contact information and downloadable content will be available within Virtual Convergence.
    To access Virtual Convergence click here and log on with your Windows Live ID (if you do not have a Windows Live ID you can create one here). Please contact Virtual Convergence Help to resolve any access issues.
    Concurrent Session Microsoft PowerPoint Presentations Available
    To locate PowerPoint presentations from Convergence concurrent sessions, you can find them via the Schedule Builder tool here (you will need to log-in using the username & password you created during the registration process, or your Windows Live ID).

    SAVE THE DATE! Mark your calendars now for Convergence 2011, April 12-15, 2011 in Atlanta, Georgia.

    Be sure to access the Convergence website year-round for event updates, registration alerts and the latest information as soon as it is announced.

    Thanks again for your commitment to Microsoft!


  • Microsoft Dynamics Partner Community Blog

    Provide Insight into your Sure Step-based Project and Win an X-BOX!


    Here's a survey that as a Microsoft Dynamics partner, you may not want to pass up! The contest ends on July 6, 2010. The contest has been extended to September 7, 2010.

    In April 2010, AMR Research and Microsoft launched the Partner Sure Step Benchmarking Program. This program is part of Microsoft’s commitment to providing partners with leading solutions and services that help address Microsoft Dynamics implementation needs.

    Receiving your input on your experiences with Sure Step is a necessary and vital part of this process. In partnership with AMR Research, an independent third-party research company we have contracted to perform this study, we want to ensure we are doing everything we can to make sure Sure Step is meeting your needs.

    As a highly valued Sure Step user, we are inviting you to spend approximately 20 minutes completing this survey in order to share specific feedback about business and technical aspects associated with Sure Step. We encourage and welcome your open and honest feedback. Please note that you will remain anonymous.

    As a thank-you for taking the time to complete this survey, once you have completed your survey you will have the ability to download for free an AMR Research Report that offers valuable insights into current trends in the ERP and Enterprise Software space. You will also be entered into a drawing to win one of four X-BOX’s (chances of winning are approximately 1 in 20).

    Vist PartnerSource to access the survey, and view the Official Drawing Rules.


  • Microsoft Dynamics Partner Community Blog

    Second Shot FY10 - Free Exam Retake Reminder


    Just a quick reminder to take advantage of the Second Shot campaign for you certification needs before it expires. This is especially important as we head into the certification changes associated with the Microsoft Partner Network for Microsoft Dynamics in October 2010. You must obtain your exam voucher code, schedule an exam, pay for your exam, and take both the first exam, and (if necessary) your Second Shot retake exam by June 30, 2010.

    Easy steps to get your second chance.

    1. Register for a voucher on
    2. Use your Second Shot voucher number and schedule and pay for your initial exam.
    3. Take the exam.
    4. If you do not pass, return to the Prometric test center and use the same voucher number for your free retake exam.

    Visit, the Second Shot website to register and for addtional information, including the detailed FAQs about the offer.

    Of course I'm hopeful for everyone to pass an exam on their first attempt, but it's always helpful to have the Second Shot if you need a retake. Good luck!


  • Microsoft Dynamics Partner Community Blog

    Hurry! – the Three Users for a Buck Offer is about to expire (June 25th)


    My fellow Microsoftie, Brent Combest - US ERP Channel Manager, wanted to share this important information regarding the Microsoft Dynamics GP 3 Users for $1 Promotion that is expiring soon on June 25, 2010. I hope many Microsoft Dynamics GP partners have taken advantage of this offer to hopefully reinvigorate some of your stagnant sales opportunities!

    The last couple of months have been great for Microsoft Dynamics GP. We’ve seen a tremendous amount of activity in the market. To see proof of this, you don’t have to look any further than the Microsoft Dynamics GP 2010 launch and the 4900+ people who attended! These events demonstrated the excitement that lies in the market place today and the unbelievable potential to go out and gain market share – not to mention the services revenue available to your business.

    Over the past couple of months this excitement has translated into a strong uptick in customer adds which has largely been driven by the Three Users for a Buck Offer. With the upcoming expiration of what has been the most lucrative offer run in recent memory – I wanted to take a moment to remind you that it will only be valid through close of business on Friday, June 25 (click here for offer details available on PartnerSource).

    Hopefully the offer has been a great aide to your business in generating a set of net new customers and a stream of services revenue. With the all of the activity that’s been generated around the Microsoft Dynamics GP 2010 launch and this offer, let’s make sure we’re capitalizing on this rare opportunity to bring in a wave of revenue to your business.

    Lastly, with the chaos that June brings, I also want to stress the importance of getting orders in sooner rather than later. With an offer as rich as this one, I expect June 25 to be a busy day, so if you have any questions pertaining to orders prior to that day, let us know as soon as possible so we can remove any barriers that may arise.


    You can direct your prospects to the Microsoft Dynamics GP 2010 launch site for promotion details. Also, don't forgot to review all active promotions on PartnerSource as you close out FY10!


  • Microsoft Dynamics Partner Community Blog

    Microsoft Dynamics at WPC - More Details!


    I wanted to expand on the WPC 2010 blog posted on May 26, 2010 by including some more highlights related to Microsoft Dynamics at WPC I recently received from our corporate team. Linda Charge, Senior Marketing Manager, passed along this note...

    We are thrilled to welcome you to WPC 2010 and would like to highlight the Microsoft Dynamics line up waiting for you Washington, D.C.

    Business solutions are top of mind for organizations looking to reduce costs, improve operational inefficiencies and improve productivity. When it comes to delivering value needed to drive business forward Microsoft Dynamics partners are the best in the business – delivering innovative ERP and CRM Solutions based on the Microsoft Dynamics product line. The Microsoft Dynamics channel is currently undergoing an exciting transformation with significant investments toward helping partners be more successful in addressing a $60B market opportunity.

    Microsoft Dynamics has an outstanding program waiting for you:

    Two keynote presentations delivered by Doug Kennedy, Kirill Tatarinov, and Michael Park. Our executives will review our collective performance and provide key insights from last year.

    Microsoft Dynamics Breakout Sessions focus on effective sales and marketing, specific business strategies and market insights related to Microsoft Dynamics ERP and CRM solutions. Get details about the Microsoft Dynamics Sessions taking place on Monday and Tuesday at the Grand Hyatt and the additional sessions offering business value all week in the Walter E. Washington Convention Center. Check out the Session Scheduler at Digital WPC (need to be logged in with your Live ID to access).

    Microsoft Dynamics Hands on Labs 18 labs will provide hands-on experience with ERP and CRM solutions.

    Expo Hall Come by the Microsoft Dynamics Booth to gain exclusive access to the latest Microsoft Dynamics ERP product strategies, roadmaps, and demos. Explore Microsoft Dynamics CRM, including exciting opportunities around xRM. Ask questions about the Microsoft Partner Network, find out about new resources, incentives, systems and tools, and enhanced support and services available that can accelerate partner success.

    Microsoft Dynamics Lounge connects Microsoft Dynamics partners and Microsoft employees in an unstructured environment.

    With a few weeks to go, we will continue to upload new sessions into the session scheduler on Digital WPC so check back often to be sure you have all valuable keynotes, sessions, our Microsoft Dynamics booth and our Hands on Labs and in your event plans.

    We look forward to seeing you at WPC 2010 in Washington, D.C.

    The Microsoft Dynamics team

    Don't forgot to review the entire schedule of events so you can customize your conference attendance.

    Is WPC in your plans this year? Feel free to reply with your reasons for attending or not.


  • Microsoft Dynamics Partner Community Blog

    Policy Change Reminder for Microsoft Dynamics AX and Microsoft Dynamics NAV


    Here's a quick reminder of the recent changes we made to the Microsoft Dynamics AX and Microsoft Dynamics NAV enhancement plan requirements.

    Enrollment in an enhancement plan is essential for customers to have access to the support and training they need as they purchase new functionality and users to expand their business. Beginning June 1, 2010, Microsoft began requiring all Microsoft Dynamics NAV and Microsoft Dynamics AX (Module Based Licensing and Business Ready Licensing) customers to be enrolled in the Business Ready Enhancement Plan when making additional license purchases, such as additional modules and users.

    This policy, which is consistent with our other Microsoft Dynamics products, allows us to extend additional value to our customers through innovative upgrades and updates. Remaining on a Business Ready Enhancement Plan is the right decision for customers to help them drive greater business value to their organization, leading to greater customer satisfaction over time.

    Actions for partners:

    • Continue to leverage the policy change in your renewal efforts to encourage at-risk customers to stay on plan.
    • Continue to remind customers who are already on a plan, but may be unaware of the change, that enrollment in a plan is a "must" to ensure they have access to the support and training they need as their business grows and expands.

    If you have questions or concerns, please send them to

    Visit PartnerSource to view the original policy change announcement.


  • Microsoft Dynamics Partner Community Blog

    Dynamic Business Week


    Today, we are kicking off Dynamic Business Week, a five-day event hosted by the Microsoft Dynamics CRM team. The event consists of a series of interactive online discussions, led by Microsoft executives and CRM industry experts that cover topics ranging from Social CRM, Sales Performance Management, Marketing Management and Customer Service operations. As attendees are watching the pre-recorded sessions, they have an opportunity to network with select speakers as well as one another using both the interactive event platform and through social media like Twitter, using the #dynbizweek hash tag.

    The goals for this event are to help:

    • Decision makers understand and act upon emerging business trends and,
    • Drive awareness for Microsoft as a thought leader in the CRM industry.

    Presenters include, but are not limited to Paul Greenberg/ZDNet, Mike Ehrenberg/Microsoft Distinguished Engineer, Josh Greenberg/Enterprise Applications Consulting, and Scott Albro/ A complete list of speakers and presentation schedule is located on the Dynamics Business Week website.


    • As appropriate, we recommend you invite your key customers and prospects to attend the event as well as all relevant individuals within you own partner organization.
    • Use the #dynbizweek hash tag to tweet about the event on your Twitter feeds.


  • Microsoft Dynamics Partner Community Blog

    Help Us Improve PartnerSource


    As you may know, I have a strong passion for improving the user experience for partners navigating PartnerSource on a regular basis. A few weeks back, I mentioned the changes to our Support pages and how we are continuing to make improvements. Now, it's your turn to provide us with additional feedback. The Microsoft Dynamics corporate team passed along this information...

    In response to partner feedback and an ongoing effort to improve our online experience, we will be conducting usability studies with Microsoft Dynamics partners. This is your chance to give us your feedback on the current redesign, and tell us where there might be pain points today, or what you would like to see in the future. The usability studies we are conducting will take place during the Worldwide Partner Conference (WPC) in Washington DC.

    The individual studies will last approximately 60 minutes. Each individual that qualifies to participate in the study will be compensated $150.00 in the form of a check to cover your time. Please note, you will only need to attend one session. You WILL NOT need to be there all day.

    To participate in the usability studies you must:

    1. Be an active Microsoft Dynamics Partner
    2. Have an active Windows Live ID
    3. Are a current user of PartnerSource.

    To Sign Up:

    To sign up for a one hour usability session please contact Kendall Granecki at After she receives your email she will contact you via email or phone, to work with you to reserve an available time.

    Thank you for your time and consideration in helping us with this study we look forward to seeing you at WPC in Washington, DC!

    Thank You,

    The Microsoft Dynamics Community Team

    If you are attending WPC, don't miss out on this opportunity to assist with the future designs of PartnerSource!


  • Microsoft Dynamics Partner Community Blog

    President Bill Clinton Headlines WPC as Guest Speaker


    As announced yesterday, President Bill Clinton, Founder of the William J. Clinton Foundation and 42nd President of the United States, is the official WPC 2010 guest speaker presenting "Embracing our Common Humanity" on Wednesday, July 14. Additional information passed along by the WPC team...

    WPC 2010 Keynote Guest Speaker Bill Clinton: "Embracing our Common Humanity"

    During the Microsoft Worldwide Partner Conference 2010, over 10,000 Microsoft partners and employees will convene in Washington, D.C. to hear from Microsoft key executives and presidents, as well as brainstorm innovative solutions in the IT sector to boost global economy and connectivity. This year, they will have the unique opportunity to be inspired by President Bill Clinton.

    President Bill Clinton served the United States of America for eight years during a time of unprecedented prosperity and change. Now, President Clinton is a powerful voice for progress as he shares his unique insights and observations with audiences around the world. President Clinton’s public speeches describe the challenge of globalization, emphasize our growing interdependence, and point the way toward a common future based on shared goals and values.

    President Clinton’s Foundation:

    The William J. Clinton Foundation was founded by President Bill Clinton with the mission to strengthen the capacity of people in the United States and throughout the world to meet the challenges of global interdependence. Today the Foundation works around the world to improve lives through several initiatives:

    • The Clinton HIV/AIDS Initiative (now the Clinton Health Access Initiative, a separate nonprofit organization) is helping 2 million people living with HIV/AIDS access lifesaving drugs.
    • The Clinton Climate Initiative, the Clinton Hunter Development Initiative, and the Clinton Giustra Sustainable Growth Initiative -- are applying a business-oriented approach worldwide to fight climate change and develop sustainable economic growth in Africa and Latin America.
    • The Clinton Global Initiative brings together global leaders to devise and implement innovative solutions to some of the world’s most pressing issues.
    • In the U.S., the Foundation is working to combat the alarming rise in childhood obesity through the Alliance for a Healthier Generation, and is helping individuals and families succeed and small businesses grow.

    We are very excited to welcome you and President Bill Clinton to WPC 2010 in July.

    We look forward to seeing you there.


    Microsoft Worldwide Partner Conference 2010 Team

    This year's conference is selling out fast. Be sure to visit Digital WPC to register today!


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