Introduction of Patrick Cook - New Area Sales Manager for Dynamics (patrickc@microsoft.com)
Intro
- 60% of users workday spent looking for and retrieving data
- GP 10 is a Technology release. Rewriting the app to take advantage of .NET, MOSS, etc.
- GP 11 will be a feature release. Over 500 new features planned for GP 11.
Dynamics GP 10 Overview
- Workflow
- Users of workflow do not have to be GP users
- When installed, adds workflow options directly into the GP client
- User 1 enters PO into GP and submits for approval
- User 2 is not a GP user, but authorized to approve PO's.
- User2 receives an email from the workflow process. She can edit the task, which pulls up an approval form published by MOSS.
- Approve
- Reject
- Delegate
- Request Change
- Cancel
- Passes the task on up the line. User 3 loads MOSS and pulls up his workflow site. Opens the task and provides final approval.
- Purchasing
- A/P
- GL
- AR
- Quote
- Credit Limit Override
- Workflow can have logic requirements for only when something matches your requirement (only over a $$ amount, etc.)
- Built on Windows Workflow Foundation
- Additional workflow can be written using .NET
- Excel Reports
- Live connections (2 way?) to Dynamics GP
- Uses Office Data Connection (ODC) to connect
- Launch
- Administration
- Other Reports
- Excel Reports
- Not yet able to publish the resulting report out to Excel Services on MOSS (known issue under development)
- Can be published if using Analysis Services
- Build an analysis cube that contains the information
- Build an Excel spreadsheet that links to the analysis cube
- Publish the excel doc into Excel Services
- Add the Excel Web Access web part to the page where you want the data displayed
- Action Panes and lists
- Similar to ribbon in Office
- Context sensitive action toolbar
- Allow the user to process transactions (put a group of customers on hold)
Microsoft Office Sharepoint Server (MOSS)
- Excel Services
- Publish Excel spreadsheets in a web page (no excel required on the desktop)
Dynamics CRM Preview
- Scheduled release date Jan-Mar
- Major changes
- Switching to Windows Workflow Foundation
- Multi-Tenancy - Multiple copies of CRM on same server
- Better language support / currency for multi-national companies
- 3 Deployment options
- On premises
- CRM Live - Hosted at Microsoft
- 1-2 users, don't want to buy equipment to host internally
- Partner Hosted
- Multi-Currency
- Any customizations written within the SDK should port fine from 3.0 - 4.0
- All functions (except some administrative) can be run within Outlook
- Sales
- Leads, Opportunities, Contacts and Accounts
- Customization demo - Predictive Lead Rating powered by Analysis Services (Solution Accelerator)
- Service
- Satisfaction scorecard demo using Performance Point Server
- Marketing
Partner Briefing
- Introductions
- Brad Rosen new Microsoft Partner Community Manager
- Chet Kloss - Acting General Manager, Sales Manager, Depth Area Sales Manager (ASM)
- Liz Siver - Market Development ASM
- Patrick Cooks - Dynamics ASM
- Dan Kocon - PAM KY / TN
- Jeff Lowe Dynamics PAM for KY / TN
- Bryan Huddleston - IW SS KY / TN
- Mike McKinley ERP SEM KY / TN
- Lynne Sternesky - Platform ASR KY / TN
- Todd Smith - Dynamics ASR KY / TN
- Patric Cook ASM for Dynamics
- Sarah Knutson ASM Dynamics NEW
- ???? ASM Dynamics EXISTING
- Growth
- #1 Growth for MBS ERP - North Central
- #2 NY Metro
- #3 Midwest
- #4 Southwest
- #5 Northwest
- #6 Heartland
- #7 South Central
- Product Release path
- Silverlight
- Office Comm server 2007
- Windows Server 2008
- Visual Studio 2008
- SQL Server 2008
- MS Heartland Priorities
- Server Launch
- Unified Communications
- Collaboration
- Dynamics CRM
- Partner Readiness Events (Core IO)
- Partner to Partner
- Of Large Customers, those with Dynamics have largest revenue per organization. (316 of 2500 customers)
- Unified Communications (UC) great growth over 5 years. (Office of 2010)
- Ed Blackman moving to new role. Need new ERP SEM for Ohio
- Heartland - ERP highest revenue opportunity ($23 million 2007 / $26m in 2008)
- Collaboration biggest gap - $19m 2007 with projected of $23m in 2008
- "remove obstacles to success" goal for maximizing partner relationships
- Brett Wolf - PAM for platform. Based in CIN
- Dynamic IT
- Unified and virtualized
- more flexible
- strengthen business continuity
- able to scale
- Process-led / model driven
- service enabled
- user focused
- Unified and virtualized
- Infrastructure Optimization
- Basic
- uncoordinated, manual infrastructure
- no policies for security or compliance
- don't know health of services
- no way to share information
- hard to control environments
- reactive to security threats
- high touch deployments of software, patches and services
- uncoordinated, manual infrastructure
- Standardized
- managed infrastructure / limited automation
- AD used to manage resources, security
- basic standards and policies not fully implemented
- deployment of patches / desktop svcs provided with medium touch
- inventory of hw and sw assets managed
- managed infrastructure / limited automation
- Rationalized
- managed and consolidated infastructure with max automation
- security proactive
- zero-touch deployment
- minimal desktop images and low-touch mgt
- hw and sw inventory managed with license optimization
- strict policies on usage and security
- managed and consolidated infastructure with max automation
- Dynamic
- fully automated management, dynamic resource usage, business linked SLAs
- costs fully controlled
- users/ data; servers / desktop fully integrated
- high level of features for mobile users
- fully automated processes, integrated into technology
- able to measure investments in tech
- self-provisioning software and quarantine systems automate processes
- fully automated management, dynamic resource usage, business linked SLAs
- Basic
- Components of Core Infrastructure
- Identity and Access Management
- Desktop, Server and Device Management
- Security and Networking
- Data Protection and Recovery
- IT and Security Process
Business Productivity Infrastructure Optimization
- TerryS@microsoft.com
- Thursday November 29th training day
- November 6th - session on selling Unified Communications (UC)
- Capabilities
- UC
- integrating email, faxes and voicemail
- presence information for co-workers
- Collaboration
- basic = file sharing
- dynamics = federation (sharing outside org),
- Enterprise Content Management
- basic = forms and templates that have to be manually entered
- dynamic = combining data sources across the enterprise
- Enterprise Search
- basic = static websites, static information
- dynamic = single search across multiple data sources,
- Business Intelligence
- basic = running paper reports
- dynamic = published reporting, with dynamics filters running against live data
- UC
- BI - Improve Business Insight
- Integrate disparate business systems
- data mining and reporting
- LOB data and XML / WS / RSS
- analysis
- Native excel support for SQL Server analysis svcs
- Integrate with office apps
- Business data catalog
- empower descisions
- BI portal with integrated search
- server based excel spreadsheets and calculations
- flexible kpi's
- Integrate disparate business systems
- Enterprise Search
- connect to wide information sources
- Business data catalog - add LOB systems to search
- identify people with knowledge and experience
- people search results grouped by social distance
- auto-populated personal profiles
- my-site portals
- manage and security search solutions
- relevence tuning using authoritative sites
- out-of the box reporting and analytics
- customizable query-time security trimming
- All tied to desktop experience with Vista / Office 2007
- connect to wide information sources
Links
https://partner.microsoft.com/us/40047046 - Central Region Partner Awards
- VAR open growth
- small business transformation
- compete to win
- partnering to succeed
- marketing excellence
- customer experience
- GM award
Heartland Area Partner Newsletter - hlapc@microsoft.com
https://partner.microsoft.com/40013533 - Central region monthly call information
https://partner.microsoft.com/us/heartland - Heartland Region Home Page
crrenew@microsoft.com - get list of all Open renewals among customer base.
www.microsoftincentives.com - current incentive list
www.microsoftfinancing.com - SmartPay Financing
www.playsmarterit.com - finance and win an smart car
www.microsoft.com/sam - software asset management
www.drivesam.com - free coffee and get your license statement
gregg.mccrabb@microsoft.com - SAM engagement manager
Action / Additional Notes
- Get the non-timebombing VPC for CRM from Chad
- Check out Enterprise CAL (eCal)
- Check out benefits of federating (IM, presence information, calendar viewing) with ms counterparts
- Exchange 2007 for Live Comm / Unified Comm
