Microsoft Dynamics Partner Community Blog

Microsoft Dynamics Partner Events, Information and Tips

  • Microsoft Dynamics Partner Community Blog

    Microsoft Dynamics CRM Launches New “Cloud CRM for Less” Offer


    The Cloud CRM for Less promotion provides new Microsoft Dynamics CRM Online customers in the US and Canada with an incentive payment of $150 per seat, direct to the customer.

    REDMOND, Wash. — Aug. 29, 2011 — Microsoft Corp. today announced a new "Cloud CRM for Less" offer that helps customers of Oracle, Inc. and SAP switch to the familiar, intelligent and connected experiences delivered by Microsoft Dynamics CRM Online. Building on the momentum of the global launch of Microsoft’s online CRM service in the first half of 2011, Microsoft is extending $150 (U.S.) cash per user seat (minimum of 50 seats per organization) to up to 500 user seats for each eligible customer. This offer provides an opportunity for dramatic cost savings and helps customers realize the benefits from using software and online services that work the way people and organizations work.

    Microsoft Dynamics CRM Online helps people be more productive while giving them the insight necessary to gain a competitive edge in an ever-changing world of business. This promotion is available between now and March 31, 2012.

    More information about Microsoft Dynamics CRM customers that have switched from, as well as information on how to sign up for a free 30-day trial of Microsoft Dynamics CRM Online, is available at The Microsoft Dynamics CRM team can be followed on Twitter at @MSDynamicsCRM and #MSDYNCRM.

    To access the complete press release, visit the Microsoft News Center.

    For complete details regarding the promotion, including offer Terms and Conditions, visit the Cloud CRM for Less website.

    UPDATE 8/30/2011 - Find partner resources including campaign FAQ, customer facing slide, and Microsoft Dynamics CRM Online vs. value comparison on PartnerSource.


  • Microsoft Dynamics Partner Community Blog

    New FY12 Offers Available for New & Existing Microsoft Dynamics ERP Customers


    Over the last two years, we’ve worked closely with many of you to launch game changing offers that have proven to aggressively increase our presence in the market place and revenue with great results for both Microsoft and Microsoft Dynamics partners.

    Based on extensive partner feedback, we are now pleased to announce two new game-changing offers that seek to aggressively reinvigorate ERP new business growth (Give me 5 Offer) and enable partners to drive additional license revenue by unlocking the power of Business Ready Licensing (BRL) to their Module Based Licensing (MBL) existing customers (LMT Offer). Additionally, Microsoft is also launching a substantial partner incentive to ensure we are rewarding partners for driving results. 

    Please refer to PartnerSource links below for full details and the complete terms and conditions for each of the offers, however, below are a few quick details and actions you can take right away.

    New Customer Volume ERP FY12 SMB Offer – ‘Give Me 5’

    What’s the Offer?

    • Five Users for $3000 (Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft Dynamics SL; Advanced Management or Business Essentials)
    • Available October 3, 2011 – June 22, 2012
    • Standard 1-yr BREP required (at 5-user list price)
    • For new customers not having previously licensed a Microsoft Dynamics ERP product
    • Once per customer
    • Additional details on this offer may be found on PartnerSource

    What’s New with this Offer?

    • Available for 9 months, which will enable partners to leverage the offer in marketing activities
    • Substantial partner incentive available to reward partners for driving volume in SMB

    Why this Offer?

    • Reinvigorate ERP new business growth and drive partner productivity
    • 3for$1 and Buy 1 Get 3 proved aggressive offers drive market share
    • Partner feedback themes:
      • Consistency across products
      • Offer Simplicity
      • Help partners compete in every deal and close deals quickly
      • Make offers available longer to give partners a chance to integrate them into their activities

    What’s the Partner Incentive?

    • Substantial incentive for partners to drive SMB Volume results
    • Available based on qualifying customer adds first licensed October 3, 2011 – June 22, 2012
    • Paid by end of August 2012 in form of a rebate check based on qualifying SMB customer adds:
      • 20-29 Adds: $25K
      • 30-39 Adds: $35K
      • 40-49 Adds: $45K
      • 50+ Adds: $60K
    • To help us drive results in time for midyear, there is also a FY12 Q2 Kicker Rebate: $5K for partners who drive 10+ qualifying customer adds with the offer during FY12 Q2 (December 2011) as long as those partners also get to 20+ qualifying customer adds by the end of the campaign term.

    Please see the full details for the offer and the partner incentive on PartnerSource.

    Existing Customer Volume ERP FY12 Offer – ‘LMT Offer’

    What’s the Offer

    • MBL transition to BRL for discounted License Model Transition (LMT) fees (Microsoft Dynamics GP,  Microsoft Dynamics SL, Microsoft Dynamics NAV):
      • $500 per user (no minimum) 
      • $25K maximum  <200 users
      • >200 users - contact your Partner Account Manager (PAM)
    • Valid October 1, 2011 – December 22, 2011
    • Some limitations apply; please see the full offer details on PartnerSource.

    Why this Offer?

    • Will greatly increase % of customers on Business Ready Licensing
    • Remove the LMT $10k minimum barrier for smaller customers & cost for customers with high user counts
    • Invigorate ERP existing customer license growth, drive partner and customer engagement

    Partner Benefits

    • Existing customer (EC) license growth will count towards all up Microsoft Partner Network license targets
    • Services revenue
    • Customers who do an LMT tend to spend more in subsequent years following leading to stickier and more satisfied customers

    Top Things Partners Can Do Right Away:

    1. Learn more about the offers by reviewing the PartnerSource links and by checking out the Give Me 5 and Grow Your Business customer sites (Note: Customer sites updated by 10/7/2011); Additional communications around the LMT offer from the EC Partner Update will be sent commencing October 3 with details on EC webcasts, customer communications and collateral.
    2. Connect with stalled prospects. Proactively reach out to your list of prospects who have put off buying decisions.  Offers this significant may be the compelling event that gets them over the edge.
    3. Include the offers in your marketing activities and consider new marketing activities. Be sure to integrate the offers into all of your communication mediums to help stir up excitement, including your social media channels. A Partner Offer Marketing Guide will be available in PartnerSource by October 12.
    4. Attend the October Road to Repeatability Rally Group, which will focus on offers & marketing.
    5. Attend Interactive MicroSessions (IMS) being held in October.

    NOTE: When placing orders made under these offers, be sure to include the appropriate Promo Code in the Notes field for tracking:

    • For the FY12 ERP SMB Offer – ‘Give Me 5’, use Promo Code 1577
    • For the LMT Offer, user Promo Code 1575

    To Promote the Offers We’re Also Doing The Following:

    • Creating a customer-facing offer launch portal (for Give Me 5)
    • Incorporating the offers into our social media channels
    • Driving aggressive to-customer/to-prospect demand gen
    • Ensure offers appear at every point of connection with relevant and prospects & customers
    • Working to ensure launch of offers Worldwide to build even more momentum

    We’re extremely excited about our opportunity here and want to help you take full advantage of these promotions to increase profitability and deliver value to your customers. 

    As always, if there is anything we can do to assist you, or should have any questions please don’t hesitate to reach out.  Your Microsoft representatives will be following up with you in the next day or two to discuss in more detail and how you can best leverage the offer to grow your business.

    Thank you!

    Kristi Hofer
    National Microsoft Dynamics ERP Channel Manager
    U.S. Microsoft Dynamics

  • Microsoft Dynamics Partner Community Blog

    Microsoft Dynamics Not for Profit Rally Group: Kick Off Call


    We've already started industry focused Rally Groups for the following areas:  Distribution, Manufacturing, Retail, and Financial Services. Next week, on November 10, 2010 at 10:00 AM PST, we kick off our first Rally Group call dedicated to Not for Profit. If you are a partner with an existing Microsoft Dynamics practice focused on the Not for Profit industry, then you should find high value in this new Rally Group.

    Executives at all sizes of charities and associations are looking for a better, more flexible, easier to use, and more integrated solutions. Critical solutions include financials, CRM/xRM, and SharePoint as well as industry specific cloud offerings that will help them reduce operational expenses. There are 1.8 million IRS-recognized NFP organizations (per GuideStar). While many Microsoft Dynamics resellers have a small fraction of this number, there is not a unified message to the NFP industry that will help us gain momentum in brand awareness and help Nonprofits find resellers (you) who are knowledge experts in the industry.

    As a result, a Microsoft Not-for-Profit (NFP) Rally Group was created to bring together thousands of association, membership organization, trade group, and non-government organization (NGO) Microsoft Dynamics customers with leading Microsoft technology partners and others in the community who specialize in this vertical market. The Rally Group was built to showcase your programs, events, and solution offers that help NFPs achieve their mission with ease.

    By attending the kick off call led by Lisa Malone, Industry Market Development Manager, you will learn more about the nonprofit landscape and market opportunity as well as where to target your marketing and sales efforts to compete strongly and win new business. We welcome all ERP and CRM partners who have experience and focus on this industry.

    Target Audience

    This web seminar is intended for United States-based, Not for Profit Microsoft partners that focus on Microsoft Dynamics solutions and are members of the Sales Professional Community as Sales Account Executives (SAEs), Customer Sales Managers (CSMs) or Sales Managers.

    Not a part of the Sales Professional Community? Sign up or learn more about this free community today.

    To register for this web seminar visit the Partner Learning Center.


  • Microsoft Dynamics Partner Community Blog

    Microsoft Dynamics Sure Step 2010 Content Pack 2 Released


    Microsoft Dynamics Sure Step is a key component of the Microsoft Dynamics experience for customers and partners. Several Microsoft team members and partners are involved in the development process of Sure Step to create a consistent, scalable implementation methodology for Microsoft partners to use during Microsoft Dynamics implementations.

    Having consistent processes in place is a huge plus for partners, especially if you are having to increase the workloads for your consulting resources given the economic conditions of the last couple of years.

    The second update to Microsoft Dynamics Sure Step 2010 was released on Friday, April 22, 2011. This update touches on four primary areas of content:

    Microsoft Dynamics CRM 2011, including information for Microsoft Dynamics CRM Online. This content update has an additional focus on rapid deployment of Microsoft Dynamics CRM Online as well as diagnostic tools from the Business Value Planning Services (BVPS) team. New material has been added for the Customer Care Accelerator as well.

    Retail Industry-specific content for Microsoft Dynamics AX, with a special emphasis on the retail industry business value chain and architectural considerations for a Retail industry implementation.

    RoleTailoring for Microsoft Dynamics NAV, providing step by step instructions in determining and establishing user profiles and role centers. Also included is a role oriented view of all Microsoft Dynamics ERP solutions.

    Project Management Library updates to bring the Sure Step project management guidance into closer alignment with Project Management Body of Knowledge (PMBOK) standards as advocated by the Project Management Institute (PMI). Additional work was completed to bring the Sure Step library guidance in line with typical steps followed in Microsoft Dynamics implementations

    If you are not familiar with Sure Step, now is a great opportunity to learn more about this project management and implementation methodology.

    Download and install Microsoft Dynamics Sure Step 2010 today!


  • Microsoft Dynamics Partner Community Blog

    Microsoft Dynamics Partner Support Response Times & Revised Support Hours for Spring/Summer 2011


    The Microsoft Dynamics support and services teams have passed along this important news impacting both partners and customers.

    Microsoft is continually improving how we deliver and address our partner support. Beginning July 1, 2011, partners who engage Microsoft technical support for Microsoft Dynamics products will experience improvements in how we handle support.

    Partner satisfaction is our number one priority within Microsoft. This document should address many questions and concerns Microsoft Dynamics partners may have.

    As part of the Partner Strategy Announcement with the new Partner Service Plan offerings, we mentioned that support response times would also be changing to a severity based response model. Microsoft support will strive to reach the response time goal based on the severity of the Service Request, as well as the Partner Service Plan, as outlined in the benefits summary of the Microsoft Dynamics Partner Service Plans.

    Visit PartnerSource for more information.

    Also, support hours are revised for spring and summer 2011 in North America. Complete details are found on PartnerSource.


  • Microsoft Dynamics Partner Community Blog

    Microsoft Dynamics Partner Talent Strategy & Talent Acquisition Web Series


    A few years back I spent a considerable amount of time focused on designing and managing various partner resourcing programs and offers to assist partners with their ability to recruit, hire, train and retain talent. So, it makes me extremely excited to see the availability of a refreshed set of resources concentrated on talent management.

    Industry research and practical experience show that finding, hiring, and retaining top talent are keys to your company’s success. The cost of making a great hire may seem high, but the cost of making a poor hire or no hire at all is even higher.

    Leveraging best practices and applying practical tools can turn need-driven reaction into an effective talent acquisition process. And in turn, streamline the time, dollars, and resources it takes to turn the talent you acquire into tangible value for your company.

    Recognizing the real-time challenges you face in running a competitive consulting practice, Microsoft has created a suite of business-specific tools and resources to facilitate your talent acquisition process.

    Visit PartnerSource to navigate through the variety of resources built on these key stages to effective talent acquisition:

    • Planning
    • Sourcing
    • Attracting
    • Maintaining
    • Onboarding

    Microsoft Dynamics wants to help you make the most of this new talent acquisition framework and resources. Starting in March, you can take advantage of an interactive, six-part webinar series—available live and on-demand—which will give you a thorough introduction to the framework, direct access to subject matter experts to answer your unique questions, and hands-on experience with some key resources and tools.

    The series of trainings kick off on March 17, and conclude in late April. Topics include:

    • Riding the Shifting Tide: Using Current Market Trends to Your Hiring Advantage
    • Your People are Your Success: Meeting Business Goals with a Great People Strategy
    • One Size Does Not Fit All: Identifying the People You Want and the Right Tools to Find Them (part 1 of 2)
    • Driving in the Fast-lane: Using the Internet to Find the People You Want (part 2 of 2)
    • If You Brand It They Will Come: Being an Employer of Choice for Top Performer
    • Keeping 'Em Warm and In the Door: Ensuring Your Top Choices Choose to Work for Your Company--and Stay

    Navigate to PartnerSource to register for these upcoming events, and good luck in your pursuit of the best and brightest talent!


  • Microsoft Dynamics Partner Community Blog

    Microsoft Dynamics Management Reporter


    Microsoft Dynamics Management Reporter will be launching later this year alongside Microsoft Dynamics GP 2010. The resources included on PartnerSource have been designed to give you the information you need to communicate with your prospects and customers about this exciting new product from Microsoft Dynamics.

    We have dedicated a page on PartnerSource as your one stop shop for all information related to the upcoming release of Management Reporter for Microsoft Dynamics ERP. On this page you will find sales, marketing and technical content to help you prepare for the launch of Management Reporter later this year. Check the ‘Additional Resources’ section for tools that are currently available. Additional materials will be posted regularly so check back often.

    The launch of Management Reporter represents a key milestone in delivering upon our performance management vision. Management Reporter will act as a replacement for Microsoft FRx, and will provide the foundation upon which future budgeting and planning functionality will be built. Management Reporter retains many elements of our popular FRx product and will be built on a completely updated architecture which will provide an unprecedented level of scalability and reliability. There are many resources available on this site that will allow our partners to learn about Management Reporter well in advance of its launch later this year.

    Also, take time to listen to our Invigoration Station Radio Show interview with Jill Carter from February 2010 as she explains Management Reporter.


  • Microsoft Dynamics Partner Community Blog

    Prepare Demo Hardware for Dynamics GP 2010 Technical Demo Toolkits/Virtual Machines


    This morning we kick off the Microsoft Dynamics GP 2010 Sales Presales Readiness Roadshow in Chicago, IL. This one-day class will provide tips and tricks for Microsoft Dynamics GP 2010 customer conversations, and help you build the right marketing messages. This class is designed to help you better position and sell Microsoft Dynamics GP 2010 and provide customers and prospects details on the product strengths.

    The roadshow takes the rest of the week off then continues next week in 9 additional cities, and continues throughout the month of March.

    Also, the Microsoft Dynamics GP team has released some guidance around hardware requirements for demonstration resources:

    A new Microsoft Dynamics GP 2010 Beta Technical Demonstration Toolkit\Virtual Machine\VPC will be provided in February for partners, including multiple virtual machines to accommodate the new technical requirements associated with the introduction of Microsoft Office SharePoint Server 2010 (which will be 64-Bit only.)

    This means you will want to make sure you and your partners are prepared to demonstrate the full feature list of Microsoft Dynamics GP 2010 for existing and prospective customers!

    With this exciting new release, there will be a NEED to upgrade your demonstration hardware (i.e. laptops - if you have not already done so) to 64-Bit hardware (NOTE: Microsoft Office SharePoint Server 2010 will only run on 64 - Bit hardware.)

    Visit PartnerSource, for complete hardware specifications.


  • Microsoft Dynamics Partner Community Blog

    Microsoft Announces the Availability of Management Reporter for Microsoft Dynamics ERP


    When we initially announced that FRx would be replaced by Management Reporter, I know many of you had questions. Today, we are announcing the general availability of Management Reporter for Microsoft Dynamics ERP. I'll include some great resources for you below to help you with any questions.

    REDMOND, Wash. — May 25, 2010 — Microsoft Corp. today announced the general availability of Management Reporter for Microsoft Dynamics ERP, a powerful corporate performance management solution, which provides real-time financial reporting for midsize businesses looking to achieve greater visibility across their organizations. Management Reporter, formerly codenamed Management Reporter 2.0, will act as the replacement for Microsoft FRx, a comprehensive financial reporting and analysis application available to Microsoft Dynamics ERP customers.

    To view the complete press release visit Microsoft News Center.

    Also, you'll find a variety of Management Reporter resources on PartnerSource, and you can watch a quick overview video of Management Report on YouTube.


  • Microsoft Dynamics Partner Community Blog

    New Support Home Page and Product Solution Centers


    I know many of you have challenges finding the proper resources, and content on PartnerSource. Well, we are trying to solve those challenges by creating regional and country specific PartnerSource pages, such as PartnerSource North America. I'm excited to announce that we have now included a new Technical Support home page within the North American site.

    Microsoft is continually improving how we deliver and address our customer and partner support. Now, partners who engage Microsoft technical support for Microsoft Dynamics products will experience improvements in how we handle support for our partners.

    Customer and partner satisfaction is our number one priority within Microsoft.  We prepare this document to address any questions and concerns Microsoft Dynamics partners and their customers may have.

    What exactly is changing? 
    Microsoft would like to introduce to you our new Product Solution Centers for each Microsoft Dynamics product line – Microsoft Dynamics AX, Microsoft Dynamics SL, Microsoft Dynamics GP, Microsoft Dynamics NAV, and Microsoft Dynamics CRM. These Product Solution Centers were designed to help you easily find resources and answers. With the introduction of the new Support Home Page, the ‘Utilize the Benefits’ page will be removed. The links on the existing “Utilize the Benefits’ page, which include Knowledgebase, Online Technical Communities, Technical Advisory Services, and Technical Sales Assistance will still be provided on the new Product Solution Centers. Another improvement will be the Get Help Now link you will find in the top right corner to create support incidents. This will be easy to find, consistent on all pages, and will take you directly to the page to create a support incident.

    Why should I use this page?
    This page will be your one stop shop for finding quick and easy solutions to your issues. Each Solution Center page contains the product support news and information, quick links, hot topics, community, most viewed KB articles, hotfixes/update roll-ups/service packs, and documentation.  The pages will be managed by our Microsoft Technical Support teams to ensure they have information that is directly influenced by you and the engineers that listen to your questions every day.

    Who to contact if I have questions about these future changes:
    For partners, please contact

    Also, feel free to connect with me regarding any additional PartnerSource navigation issues you continue to run into. I'm always happy to help out!


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