Microsoft Dynamics Partner Community Blog

Microsoft Dynamics Partner Events, Information and Tips

  • 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

    Microsoft Dynamics Sure Step Online Launched


    Having a consistent implementation framework is a huge part of your ongoing relationship as a trusted advisor to your customers and prospects. Our Microsoft Dynamics development team is happy to announce the availability of Microsoft Dynamics Sure Step Online!

    The development team states two of the biggest benefits of this release include the ability to introduce new content or update existing content real-time, and the ability to point users to a specific guidance page or template, which will eliminate the need for them to download the whole methodology to locate the specific content/guidance.

    Microsoft Dynamics Sure Step is a standard implementation methodology and collection of tools, templates, and best practices to use in all phases of a Microsoft Dynamics customer engagement. Microsoft Dynamics Sure Step also provides many process flow diagrams that visually illustrate each phase of the implementation.

    To view the latest guidance and content available online without downloading and installing the client use Microsoft Dynamics Sure Step Online. This is a great way to access and share content quickly from anywhere in multiple languages.

    Microsoft Dynamics Sure Step can help partners increase their productivity through an enhanced customer engagement methodology. This includes an improved set of best practices and extendable templates that support collaboration with other partners, provide more project predictability, and improve customers’ satisfaction with their Microsoft Dynamics solutions.

    Visit PartnerSource for complete details.


  • Microsoft Dynamics Partner Community Blog

    Announcing General Availability for Microsoft Dynamics SL 2011


    The Microsoft Dynamics SL product marketing team passes along this exciting news regarding the latest release of Microsoft Dynamics SL.

    We are thrilled to bring you the exciting news that as of April 1st 2011, Microsoft Dynamics SL 2011 is ready for purchase! In addition, starting on Monday, April 4th 2011 it will be posted to PartnerSource for download. Jeff Wallis, Microsoft Dynamics Product Unit Manager, and his team have been hard at work so it’s very fitting that he is featured below to share his enthusiasm for the rich functionality delivered in this new release. We also are seeing great momentum as we head into the launch activities and in particular Partner Events on our launch map.

    Keep driving hard and let’s make this a fantastic year for Microsoft Dynamics SL 2011!

    A few thoughts from Jeff Wallis:

    Every now and then a new software release feels more significant than others. Microsoft Dynamics SL 2011 is one of those releases. The SL R&D and Product Management teams set out to break new ground by enhancing the development process to significantly improve the customer and partner experience, product value, and overall end user enthusiasm. This is the first release in which members of our customer and partner Advisory Board not only contributed to detailed feature requirements, but also participated in prototype reviews and spec reviews from Milestone 0 through Milestone 4. Thirteen Advisory Board committees applied their in-depth knowledge of use case scenarios, pain points and vertical requirements, and then influenced designs and implementation throughout the life-cycle. It amounts to a huge, uncompensated contribution on their part which will greatly benefit the entire Microsoft Dynamics SL Community. As a result of this unprecedented collaboration, Microsoft Dynamics SL 2011 will launch with more customer and partner excitement and anticipation than any of us can remember.

    Why the excitement over Microsoft Dynamics SL 2011? It delivers significant, tangible value for new and existing customers. From a whole new user experience using MBS common controls to a new, game-changing Quick Query solution, to document/image attachments at the record level, and a new web services framework based on WCF. From delivering everything a Project Manager needs to perform his/her work at the job site to a dramatically improved and time-saving multi-company experience, as well as key improvements in managing project inventory and Sales Orders. From a new integration with Microsoft Project Server 2010 to new tools that enable accounting personnel to quickly and confidently reverse or copy GL transactions. Every one of these features was prioritized and shaped by the Microsoft Dynamics SL Advisory Board and Microsoft Dynamics SL User Group. They feel like it’s their release.

    We will officially launch Microsoft Dynamics SL 2011 during the SL General Session at Convergence 2011 on Monday, April 11th 2011.

    We are thrilled to bring you this new release!


  • Microsoft Dynamics Partner Community Blog

    DIG Program Details for Microsoft Dynamics CRM


    Looking to earn additional service dollars as you work on Microsoft Dynamics CRM customer opportunities? Then the DIG program may be for you!

    The Microsoft Dynamics CRM team is thrilled to announce that we are now offering up to $3500 in services dollars to you as part of the Microsoft DIG Program!

    "What is DIG?" you ask …

    DIG is an innovative sales and marketing program for partners that helps drive pipeline and create deal velocity. The DIG acronym stands for Deployment + IO Assessments = Goldmine for customers, partners and Microsoft. The core concept of DIG is to provide funding support for partners through various stages along the sales cycle, including customer assessments and Proof of Concepts (POC) or Needs Analysis Workshops (NAW).

    Because of the huge success of this program with our platform partners, we have created an offer for our managed Dynamics CRM partners to cover not only Microsoft licensing opportunity, but partner services opportunities as well!

    For more details about this program including a detailed FAQ, and upcoming training opportunities, visit PartnerSource.


  • Microsoft Dynamics Partner Community Blog

    Microsoft Dynamics Lead Referral Program - Earn up to $20,000 per Opportunity Resulting in a Transaction


    The Microsoft Dynamics Lead Referral fee program helps you earn supplemental revenue, when you submit opportunities that result in Microsoft Dynamics CRM, Microsoft Dynamics ERP, and Microsoft Dynamics POS and Microsoft Dynamics RMS transactions. Learn how you can help your customers across a variety of industries connect with the Microsoft Dynamics partners who can deliver specialized solutions that can address their unique challenges.

    Enroll in the Microsoft Dynamics Lead Referral Program

    About the Microsoft Dynamics Lead Referral Program

    The Microsoft Dynamics Lead Referral program does more than help you earn revenue—it helps you ensure your role as a trusted advisor to your customers. If your expertise does not extend to selling Microsoft Dynamics solutions, you can pass leads for those opportunities to Microsoft. Microsoft distributes those leads to Microsoft Dynamics partners with the appropriate expertise based on their profiles. And if the opportunity results in a transaction, you earn a referral fee of 5 percent of the amount Microsoft invoices—and show your customers that you are looking after their best interests.

    How to Become Eligible for Referral Fees

    Joining the Microsoft Dynamics Lead Referral program is easy. To be eligible for fees, your organization must meet the following conditions:

    • Enroll in the Microsoft Partner Network.
    • Sign the Microsoft Dynamics Lead Referral agreement.
    • Submit relevant, high-quality, new lead information (before a transaction takes place).
    • The opportunity must be new and not known to Microsoft when you submit it.
    • If more than one submission is received for the same opportunity, the first eligible submission gets priority for the referral fee.


    • You cannot receive fees from the Microsoft Dynamics Lead Referral program and earn Solution Provider Agreement (SPA) discounts or Software Advisor fees for the same opportunity.
    • Opportunities in the public sector are not eligible for Microsoft Dynamics Lead Referral fees.

    How to Submit Your Leads

    To submit your lead to Microsoft:

    1. Go to the Microsoft Dynamics Lead Referral website.
    2. Enter the requested information about the prospective customer and the Microsoft Dynamics opportunity. Some of the fields are mandatory; others are optional. The higher the quality of the information submitted, the more likely it is that a Microsoft Dynamics solution selling partner will pursue the opportunity, and that your organization will earn the referral fee.
    3. After you have submitted the requested information through the online tool, you will receive a confirmation and a referral ID, which enables you to track the status of your submission at any time.
    4. If a transaction occurs within 12 months of the submission date, Microsoft will notify you after the fee payment has been submitted to your bank account.

    Additional Resources

    Microsoft Dynamics Lead Referral Program Frequently Asked Questions (FAQ)

    Maximize your opportunity as a Microsoft Dynamics Lead Referral partner. Find valuable, step-by-step guidance about processes and how to claim fees, along with answers to other frequently asked questions. Read the FAQ.

    Microsoft Dynamics Lead Referral Agreement

    Prior to beginning the sign-up process, you can review a reference-only version of the Microsoft Dynamics Lead Referral agreement. (Scroll to the bottom of the page to view the agreement in several different languages.)


  • Microsoft Dynamics Partner Community Blog

    Microsoft Dynamics CRM 2011 Pricing & Licensing Guide – February 2012 Edition


    The February 2012 edition of Microsoft Dynamics CRM 2011 pricing & licensing guide is now available. The document includes guidance on following topics:

    • SPLA licensing model
    • Revised cancellation policy for Web Self-Service program
    • Activity feeds related licensing use rights
    • Enhanced CAL and SAL use rights matrix
    • Program / Channel summary

    This Guide provides an overview of the licensing structure and options for Microsoft Dynamics CRM 2011. Topics covered include Server editions, Client access licenses and external connector licenses, program availability, sales channels, pricing, and Microsoft Dynamics CRM 2011 upgrade paths, Microsoft Dynamics CRM Online subscription licenses and programs, Software Assurance, Subscriber access licenses, and other important information that will help address Customer queries related to Microsoft Dynamics CRM 2011 licensing.

    Download the current guide from the Microsoft Dynamics CRM Price Sheets area on PartnerSource.


  • Microsoft Dynamics Partner Community Blog

    Microsoft Dynamics CRM Pricing and Licensing Guide Overview Presentation


    We've recently published update guidance through this Microsoft Dynamics CRM 2011 On-premise and SPLA pricing and licensing overview presention.

    Visit PartnerSource to download the materials.


  • Microsoft Dynamics Partner Community Blog

    MSSP Sales Accelerator now available on PartnerSource


    Cool news for Microsoft partners using Microsoft Dynamics CRM to manage your sales process as we have recently announced the availability of the Microsoft Solution Selling Process Accelerator...

    The Microsoft Dynamics Partner Readiness Team is pleased to announce the release of the Microsoft Solution Selling Process Accelerator on PartnerSource! This free tool is the first key milestone of the Partner Business Systems initiative and aligns with the Microsoft Dynamics Partner Readiness Strategy of providing partners with subsidized advanced training, guidance and systems to set a trajectory for profitable growth.

    The MSSP Sales Accelerator helps partners leverage Microsoft Dynamics CRM to drive revenue and grow their business by standardizing the sales team’s processes to drive opportunities through the pipeline more effectively and efficiently. To further enhance the sales experience, we are also pleased to announce a special Access Hoover’s offer to the MSSP Sales Accelerator early adopters.

    The MSSP Sales Accelerator is built on a proven sales methodology that helps partners:

    • Customize Microsoft Dynamics CRM 4.0 to optimize the Microsoft Dynamics selling process.
    • Increase the sales team’s efficiency by providing exit criteria, tools and links at your fingertips, and guidance for each sales stage.
    • Ease of sales pipeline management by providing the sales force with a common terminology.
    • Realize seamless integration with the "Your Business Solution Roadmap" tool.



    As you know, Partner Business Systems is owned, delivered and supported by QBT, a Microsoft Gold-Certified partner. For the last 24 months, Microsoft and QBT have worked to jointly develop and promote Partner Business Systems and to help deliver this solution to customers like you.

    What is changing?

    From August 1, 2012, QBT has assumed full ownership of development, promotion, implementation and support for Partner Business Systems. Additionally, Microsoft has retired PBS Basic and the MSSP Accelerator for Partner Business Systems which were previously available on PartnerSource. 

    Why are you changing?

    As the owner of Partner Business Systems, QBT is best placed to directly own the relationship with customers. By streamlining the promotional engines and ensuring all components of the solution are available via QBT, we will help to ensure high quality customer service.

    We are using PBS Basic. What should I do?

    PBS Basic will no longer be available from Microsoft. However, you can contact QBT via their website:

    How will I get Support?

    As an existing customer, you will continue to receive the same great service you have come to expect from Tony Banks and his team at QBT. You can contact the support team via the QBT website.



  • Microsoft Dynamics Partner Community Blog

    Microsoft Dynamics ERP Pricing and Licensing Light User Announcement


    Passing along an important update regarding new changes to our Microsoft Dynamics ERP pricing and licensing that you definitely need to ensure you are up to speed on. As a Microsoft Dynamics partner you should take a fair amount of time reviewing and understanding everything listed below.

    Effective September 1, 2010, Microsoft is introducing three lighter access license rights to help our customers more affordably extend their Microsoft Dynamics ERP to more people within their organization.

    Microsoft is committed to helping our customers get more out of their Microsoft Dynamics ERP solution by enhancing their ability to easily extend the reach of their solution to virtually everyone within their organization. We are restructuring our Microsoft Dynamics® Client for Microsoft Office® (DCO) offering as a suite providing customers who have people with lighter needs the power of choice. Customers have new licensing options when accessing their Microsoft Dynamics ERP solution by means other than the rich client. These options are available whether deploying a web-based experience or taking full advantage of the great interoperability with Microsoft Office® and Microsoft SharePoint.

    Starting September 1, 2010, Business Ready Licensing customers have access to three new licensing rights: The Microsoft Dynamics® Light User (DCO rebranded), the Microsoft Dynamics® Employees Self Service User, and the Microsoft Dynamics® Limited Device CAL. The Microsoft Dynamics® Light User and the Microsoft Dynamics® Employees Self Service User (but not the Limited Device CAL) will also become available to Microsoft Services Provider License Agreement (SPLA) customers on October 1, 2010.

    For additional resources, visit the: Extending Your Microsoft Dynamics ERP Solution – Microsoft Dynamics ERP Pricing and Licensing News page on PartnerSource.

    To learn more, you have the opportunity to attend a training session on Wednesday, September 8, 2010 at 8:00am Pacific. If you're unable to attend the live event, it will be recorded for on demand viewing.


  • Microsoft Dynamics Partner Community Blog

    New Microsoft Dynamics AX 2012 Technical and non-Technical Learning Plans Now Available


    The momentum for Microsoft Dynamics AX 2012 continues to build. Over the next next several months a variety of resources will roll out as we head toward August 2011. Keep in touch with the latest insights by following the Inside Microsoft Dynamics AX blog.

    We are pleased to announce the availability of new role-based learning plans for Microsoft Dynamics AX 2012. The role tailored learning plans are designed to provide readiness guidance to partners on how to prepare according to their role in the sale and implementation of a Microsoft Dynamics AX 2012 solution.

    The learning plans are grouped according to expertise levels and by role:

    Non-Technical Roles

    • Leader
    • Marketing Specialist
    • Sales Specialist
    • Presales Specialist
    • Project Manager

    Technical Roles

    • Consultant
      • Application
      • Technology
    • Application Developer
    • Solution Architect

    Access the Microsoft Dynamics AX 2012 role-tailored learning plans on PartnerSource. Also, we are pleased to offer a web seminar series highlighting the new features in Microsoft Dynamics AX 2012.

    Make sure to visit the Microsoft Dynamics AX 2012 partner launch portal for ongoing updates and resources.


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