ACCELERATORS

Project-CRM 4.0 by KMS

FOR MICROSOFT DYNAMICS CRM

What Are Accelerators?

Add-on modules that deliver extended capability to Microsoft Dynamics CRM 4.0

Accelerators for Microsoft Dynamics CRM

• Analytics• eService• Event Management• Enterprise Search• Sales Methodologies• Extended Sales Forecasting• CRM Notifications• Business Productivity

Analytics

• Extended BI for Microsoft Dynamics CRM 4.0• Delivers sales, service and operations

dashboards

WHAT IS IT?

• View rich scorecards through SSRS, SharePoint and PerformancePoint Server

• Browse pre-built OLAP cubes for deeper analysis

ALLOWS USERS TO

Screenshot slide(s)

Screenshot slide(s)

Business Productivity

• Collection of time-saving productivity customizations for Microsoft Dynamics CRM 4.0

WHAT IS IT?

• Conduct business data auditing• Sales, Service and Marketing workflows

ALLOWS USERS TO

Enterprise Search

• Rapidly configure portal views of Microsoft Dynamics CRM data within SharePoint (MOSS)

• Expose this data to MOSS enterprise search

WHAT IS IT?

• Use one central unstructured search to find e-mails, documents, web content, and now Microsoft Dynamics CRM data!

ALLOWS USERS TO

CRM Notifications

• Newsfeeds that allow users to subscribe to CRM “events” relevant to their job role

WHAT IS IT?

• Choose how they receive information (e.g., Outlook 2007, Vista Gadgets or IE) about topics they care about such as new leads, trouble tickets for key accounts

ALLOWS USERS TO

Extended Sales Forecasting

• Enriched forecasting mechanism for Microsoft Dynamics CRM 4.0

WHAT IS IT?

• Quickly classify pipeline as High, Low or Commit

• Track budget for nominated periods• Generate forecast reports

ALLOWS USERS TO

Event Management

•Functionality to plan, execute, and review events

WHAT IS IT?

• Plan venues, presenters, sessions, sponsors and event capacity

• Send invitations, automate web registrations, waitlists and track event attendance

ALLOWS USERS TO

eService

• A configurable self-service portal for enhanced customer service through Microsoft Dynamics CRM 4.0

WHAT IS IT?

• Edit their profile• View, raise, close and re-open cases• Search the Knowledge Base• Schedule services

ALLOWS USERS TO

• Accelerators for Microsoft Dynamics CRM 4.0 are released at no cost.

• Review the licensing implications for each one (e.g. if you implement the portals then you will require an external connector license). Documentation will be provided with each accelerator discussing specific licensing requirements.

Accelerators: Pricing and Licensing

THANK YOU!