Microsoft Dynamics Partner Community Blog

Microsoft Dynamics Partner Events, Information and Tips

  • Microsoft Dynamics Partner Community Blog

    Microsoft Dynamics Sure Step 2012 Launched


    Our development team shares this update regarding the continuous updates delivered to the Microsoft Dynamics Sure Step methodology. I continue to hear nothing but great comments about the latest content and services provided in this methodology whenever I casually bump into a Sure Step developer on the Microsoft Fargo Campus. As mentioned via the PartnerSource announcement:

    We are excited to announce the availability of Sure Step 2012! The primary focus is guidance for the Microsoft Dynamics AX 2012 release and new content for Microsoft Dynamics CRM 2011 On-premises and Online. Updated content includes:

    • Accelerated Proof of Concept with CRM Online service – Provides scripts, demos, Delivery Guide, and related content for building a quick proof of concept or demo for a customer using the CRM Online 30-day trial. This supports rapid requirements definition and solution decision-making. Find this in the Decision Accelerator offering.
    • Upgrade to Microsoft Dynamics AX 2012 – tools and templates to support the Upgrade project type, reflecting an Microsoft Dynamics AX 2009 to Microsoft Dynamics AX 2012 upgrade scenario.
    • Microsoft Dynamics AX 2012 Implementation tools and templates are updated to reflect an Microsoft Dynamics AX 2012 implementation scenario, including Fit/Gap analysis worksheet, estimator tool, requirements questionnaire, security configuration requirements template, and other valuable templates.
    • Microsoft Dynamics CRM 2011 Updates – new CRM artifacts including Microsoft Dynamics CRM 2011 Upgrade Assessment, Database Sizing Tool, and Design Best Practices.
    • Sure Step Optimization Offering – These services have been repackaged across all products to represent either discrete stand-alone services such as Developer Workshop or bundled services available to customers, such as Architecture Review, Project Governance and Delivery Review, and Upgrade Review.

    Download Sure Step 2012 or use the Sure Step Online version for the latest tools, templates, and content. Find complete details on PartnerSource.


  • Microsoft Dynamics Partner Community Blog

    Microsoft Dynamics AX 2012 Demo Tools and Materials Now Available


    The tools and resources to help you throughout the presales and sales process associated with the upcoming release of Microsoft Dynamics AX 2012 keep coming!

    On this PartnerSource page you’ll find demo tools and materials which you can use to help familiarize yourself with the new application functionality and enhancements available in the Microsoft Dynamics AX 2012 release. The materials include videos, demo scripts, virtual machine image, documentation, and much more.


  • Microsoft Dynamics Partner Community Blog

    Microsoft Dynamics AX and NAV BREP Policy Change for North America


    For partners selling and implementing Microsoft Dynamics AX and/or Microsoft Dynamics NAV in the United States and Canada, we made an announcement on PartnerSource earlier this week that I wanted to make sure that you take some time to read, and understand how it impacts your business.

    The Business Ready Enhancement Plan (BREP) is currently required for most Microsoft Dynamics products when customers make additional license purchases. This policy has not been in effect for Microsoft Dynamics AX or Microsoft Dynamics NAV customers. Beginning June 1, 2010, Microsoft Dynamics NAV and Microsoft Dynamics AX (Module Based Licensing and Business Ready Licensing) customers will need to be enrolled in the Business Ready Enhancement Plan in order to make additional license purchases, such as additional modules and users. This policy change drives consistency across our customer base, and will help us provide additional value to our customers through innovative upgrades and updates.

    Visit PartnerSource for additional information including presentations and customer ready letters.

    To assist with the transition to the new BREP requirements, we have also announced a limited time Microsoft Dynamics AX and Microsoft Dynamics NAV Lapsed Reenrollment Offer.

    Now is the time to for Microsoft Dynamics AX and Microsoft Dynamics NAV customers re-enroll in a Business Ready Enhancement Plan.

    Customers who are lapsed from their Business Ready Enhancement plan have an excellent opportunity to get back on plan and Save on Reenrollment. If a customer re-enrolls in the Business Ready Enhancement Plan (BREP) with a 3-year commitment, they will receive ½ off their back pay and will not be charged any re-enrollment fees.

    Additional terms and conditions are including on PartnerSource.


  • Microsoft Dynamics Partner Community Blog

    Microsoft Dynamics CRM in Leaders Quadrant of Gartner's 2013 SFA Magic Quadrant


    Both Microsoft Dynamics CRM and Microsoft Dynamics CRM Online are designated as Leaders in the Sales Force Automation industry per the latest Gartner Magic Quadrant for SFA report.

    Microsoft is pleased with this ranking and pleased with the analysts’ validation of the strong momentum and increasing enterprise credibility of Microsoft Dynamics CRM Online. As the report indicates, customers are choosing Microsoft Dynamics CRM for its low TCO, the ability to leverage the powerful Microsoft technology stack including BI, Outlook and SharePoint, and its flexible hybrid deployment model.

    Microsoft’s vision is to provide a CRM solution that delivers an unbeatable combination of best-in-class usability, process excellence and agility. With the upcoming Microsoft Dynamics CRM 2013 release, complemented with the Yammer, Netbreeze and Marketing Pilot integration and the “Leo” release, Microsoft is confident that we will move forward even further on the next iterations of this report very quickly and, more importantly, deliver continued unparalleled value to our customers.

  • Microsoft Dynamics Partner Community Blog

    Industry Online Courseware Series


    Microsoft Dynamics is thrilled to announce the launch of its Industry Online Courseware series! This new training offering intends to help you clarify the Microsoft Dynamics value proposition in light of industry specific business challenges and opportunities. 

    More Information

  • Microsoft Dynamics Partner Community Blog

    On-Demand Microsoft Dynamics CRM 2013 Readiness Offerings


    Quick links to On-Demand Microsoft Dynamics CRM 2013 Readiness Offerings:


    Microsoft Dynamics CRM Customer Service: Getting Ready to Sell

    Microsoft Dynamics CRM Customer Service: Unified Service Desk

    Microsoft Dynamics CRM Customer Service: Parature Overview

    Microsoft Dynamics Customer Service: Case Management for Email & Social Channels

    Microsoft Dynamics Customer Service: Entitlements & Service Level Agreements (SLA)

    Microsoft Dynamics Customer Service: Overview Part 1

    Microsoft Dynamics Customer Service: Overview Part 2

    Microsoft Dynamics Marketing: Getting Ready to Sell

    Microsoft Dynamics Marketing: Smarter Insights

    Microsoft Dynamics Marketing Deep Dive: An Open Marketing Platform

    Microsoft Dynamics Marketing Deep Dive: How to Position & Sell

  • Microsoft Dynamics Partner Community Blog

    Kati Unplugged: Help Customers Ask the Right ERP Questions—and Everyone Benefits


    Countdown to the Cloud banner

    A Blog Series for Microsoft Dynamics Partners by Kati Hvidtfeldt, US Microsoft Dynamics ERP Cloud Lead.

    Kati color 2004In business the customer is always right—right? Well, yes and no. It’s the partner’s role to help make sure customers are asking the right questions when evaluating ERP solutions, vendors, and cloud vs. on-premises deployment options. It’s not just about the sale, it’s about growing your business by helping customers meet their core business needs.

    In this week’s post we feature ERP Senior Product Marketing Manager Pam Misialek’s perspective on the things businesses should think about when they are evaluating ERP solutions. Pam is a 17-year ERP veteran who has worked in ERP across the board from development, support, and training to consulting with partners on how to remedy failed implementations.

    This is part of the content Pam presented in her recent webinar, “ERP Evaluation Guide: How to reduce the stress and risk of your ERP evaluation process,” from the new Microsoft Dynamics ERP series for SMBs.


    Studies show that 60-70% of ERP implementations fail. In my career I’ve worked with a lot of customers to reduce their stress around ERP, and to help pull in the right resources to get escalated situations back on track.

    Partners can play a critical role in ensuring their customers understand the key factors and best practices that make the other 30-40% successful.

    · The #1 factor—Trust: Customers need to trust that the people on the team implementing the solution understand the business and have the ability to execute. It’s not about basing decisions on the reputation of the company or trust in the sales person. It’s about meeting the project manager and the individuals that will be doing the work. Partners need to take the time to earn the customer’s trust for a successful implementation.

    · Data migration strategy: Customers always want their data migrated. It’s the partner’s job to help them determine at what level. Migrating data can introduce risk and higher costs. Does your customer really need 10 years of data, or is it better to migrate master records, bring in beginning balances, and leave historical data in the legacy system?

    · Customization: Excessive customization is another cause of failed ERP implementations. It’s easy for customers to fall into the “Pimp My Ride” frame of mind, and you can help customers differentiate they customizations they want from what they need. Remind customers that maintenance and cost increase (and ROI decreases) with the level of customization. If a high level of customization is required, customize in smaller chunks through a phased approach.

    · Complexity: Most companies restructure their charts of accounts when they change ERP systems. Work with customers to make sure they’re not making them too complex. Complex charts can add steps to the process, take more time, or require more people them make it work. Consult with customers on chart of accounts best practices and keep key performance metrics top of mind.

    · Dig past the pretty charts: Today’s ERP systems have a lot to offer and demos are full of shiny objects. Help each customer cut to the chase and understand which features are most important to make the needed business change. By helping customers consider how deployment options and specific features can tangibly impact their specific business processes you guide them to the right decision for a successful implementation.

    The failure rate of ERP implementations is much higher than it should be. By working closely with customers before they make decisions about ERP solutions and deployment options, you’ll be in a position to make every implementation smooth and successful.


    To view Pam Misialek’s full on-demand webinar, “ERP Evaluation Guide: How to reduce the stress and risk of your ERP evaluation process,” register here.

    To learn more about how to incorporate cloud-based solutions into your business plans visit the Microsoft Dynamics Countdown to the Cloud page on PartnerSource. Go to for resources that demonstrate to customers how Microsoft Dynamics ERP cloud, hybrid and on-premise solutions can benefit their businesses.

  • Microsoft Dynamics Partner Community Blog

    Microsoft Dynamics CRM 2011 Virtual Machine Now Available


    The Microsoft Dynamics CRM 2011 Virtual Machine (VM) is now available for partner consumption. Accelerate Your CRM Demos with SharePoint, Portals, Scenarios and more!

    This VM is intended to address three main objectives:

    • Accelerate customer-facing demonstrations by providing baseline infrastructure, enhanced data, and rich scenarios.
    • Reach markets where the Microsoft Dynamics CRM Online service is not offered today and provide an effective alternative for demonstrations.
    • Enable development and testing of Microsoft Dynamics CRM 2011 demos and solutions in an offline environments where an internet connection is not readily available.

    Access the VM on PartnerSource today!


  • Microsoft Dynamics Partner Community Blog

    Microsoft Dynamics Sure Step Online Content Updates – June 2013


    Our Microsoft Dynamics R&D Team is pleased to announce that we have released a set of updated implementation content for Microsoft Dynamics Sure Step Online.

    To highlight, content updates were made available for the following solutions:

    • Microsoft Dynamics NAV 2013 – streamlined the offering by pointing to more online resources; added the new RapidStart guide for Microsoft Dynamics NAV
    • Microsoft Dynamics GP 2013 with a focus on the new Web Client, including access to an implementation guide for the GP 2013 Web Client
    • Management Reporter for Microsoft Dynamics – a dedicated Functional Requirements Document along with links to numerous implementation assist tools and videos
    • Connector for Microsoft Dynamics – dedicated page describing the tool and providing access to online tools to support implementations
    • Microsoft Dynamics AX 2012 – updated the business process flow Visio files to reflect AX 2012

    The content covers a broad set of solutions and took the collaboration of many product teams to gather, edit and review the final submissions.

    For more information please visit PartnerSource.


  • Microsoft Dynamics Partner Community Blog

    How to Sell Microsoft Dynamics CRM 2011 Web Seminar Series


    The online and on-premises products are now in market, and we want to ensure you are prepared to effectively sell Microsoft Dynamics CRM 2011.

    The objectives of this course are to teach participants how to position and sell Microsoft Dynamics CRM 2011 in various business and competitive scenarios. The content is covered in two 2 hour segments.

    All MPN Sales Accreditation exam questions related to Selling Microsoft Dynamics 2011 are addressed in this course. This course also provides a review of key Microsoft Solution Selling Process (MSSP) terms and concepts but should not be considered a replacement for attending that course.

    How to Sell Microsoft Dynamics CRM 2011 (Part 1 of 2) Web Seminar

    February 28, 2011 at 9:00 A.M. PST

    Part 1 of this course covers the following topics:

    • What are the key customer pain points that can be addressed by Microsoft Dynamics CRM 2011
    • What customer roles and decision makers generally experience these pains
    • What are the key benefits that Microsoft Dynamics CRM 2011 delivers to an organization
    • How to position Microsoft Dynamics CRM relative to the competition
    • What are the Microsoft Dynamics CRM Industry Opportunities

    How to Sell Microsoft Dynamics CRM 2011 (Part 2 of 2) Web Seminar

    March 1, 2011 at 9:00 A.M. PST

    Part 2 of this course covers the following topics:

    • What are the different deployment options for Microsoft Dynamics 2011
    • Quick Review of Microsoft Dynamics Licensing and Pricing (available in detail elsewhere in another On Demand Course)
    • Applying MSSP to selling Microsoft Dynamics CRM 2011 and how your process will be different depending on the deployment option (Cloud vs On Premise)
    • Why CRM projects still fail and how you can help your customers avoid failure

    Register today on the Partner Learning Center!


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