The Certified for Microsoft Dynamics (CfMD) Process For ISVs registered for CfMD or interested in the details of the process

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1 The Certified for Microsoft Dynamics (CfMD) Process For ISVs registered for CfMD or interested in the details of the process Sean Thompson, Veritest Kevin Glew, Microsoft

2 Benefits of CfMD Offer the proof your customers need Designed for the customer s unique business and industry needs. Tested for integration with the Microsoft Dynamics products. Used and recommended by other companies. Professionally implemented and systematically supported by reputable Microsoft partners.

3 You ve always been committed to quality. Now you can prove it. Win more business by offering tested, and recommended solutions. Recruit the best reselling partners that trust your company and can drive results. Build confidence in your solution by meeting Microsoft s highest standards. Receive priority in marketing support from Microsoft.

4 Benefits of Certification for ISV Partner Exclusive Tools to Showcase Your Solution Exclusive Tools and Priority in Marketing Support: CfMD logo usage Customizable Flyer Press release template DemoMate license Free NAV add-on module Priority Ranking on Microsoft Websites: Dynamics Marketplace on Pinpoint Partner-to-Partner Connections

Upgrade and certify on the latest version Microsoft Dynamics Product Life Cycle

months ** Upgrade on new Test and certify on new Promote new CfMD Program Life

on old stops -6 0 +3 +6 +9 +12 * General Availability of new Dynamics product in

for the release on which the solution was certified, whichever comes first ***

5 Upgrade and certify on the latest version Microsoft Dynamics Product Life Cycle Beta 6 months Launch (RTM)* Partner Solution Life Cycle General Availability 12 months ** Upgrade on new Test and certify on new Promote new CfMD Program Life Cycle (have an 18 months plan*** Testing on old stops CfMD on old stops Promoting on old stops * General Availability of new Dynamics product in a certain region/country AX, NAV, GP, SL, CRM ** Or the date that support ends for the release on which the solution was certified, whichever comes first *** This is a generic, suggested timeline. Microsoft has the right to deviate from these guidelines.

6 CfMD Requirements Solution software test Customer evidences ERP/CRM Competency in Microsoft Partner Network Support capabilities Software escrow

Requirement #1: Software Test Time investment: read

2013* Microsoft Dynamics AX 2012 Microsoft Dynamics NAV

7 Requirement #1: Software Test Time investment: read testing guidelines, submit software, 15 business days after submission. Testing on the latest versions Microsoft Dynamics CRM 2013* Microsoft Dynamics AX 2012 Microsoft Dynamics NAV 2015 Microsoft Dynamics GP 2015 * For latest version please use

8 Requirement #1: Software Test 1. Test in Lionbridge Lab AX, NAV and GP Lionbridge Test it for you in their dedicated test facility supporting the latest version of Microsoft products 2. Self Test CRM and NAV You run the test using tools developed by Microsoft and its Partners Application Services Track NAV, GP, SL and CRM Utilize your Resellers Expertise and Recommendation 8

9 Requirement #1: Software Test Test in your own language German, French, Spanish, Portuguese (Portugal), Italian, Polish, Russian, Chinese (Simplified), Japanese, Korean No need to get the customer facing documents translated into English Cost: USD $500 Discount for solutions on multiple ERP platforms: Contact us to see if you qualify for a discount if you: Have shared documentation Have shared code Are submitting solutions at the same time 9

10 Requirement #2: Customer Evidences A total of 10 evidences from at least 6 customers for all solutions. Can submit the same customer for a public and one confidential option. References are accepted on latest and the previous version. Utilize existing references via MPN New: Utilize references from your Resellers customer base

11 Requirement #3: Support Capabilities Provide assurance for customers that their solution is systematically supported with knowledgeable resources Validation points: 1. Partner webpage with their Support Offerings 2. Service Level Agreement with a time to respond to support incidents 3. Support Lifecycle to guarantee how long partner will support and fix a version of their product. 4. Support Knowledge Database (Collection of previous FAQs from their Support Helpdesk) 5. Contact (Name, , & phone for support) 6. Product Roadmap indicating your commitment to support Microsoft Dynamics 11 Example:

12 Requirement #4: Software Escrow Why it is a CfMD requirement? To protect the investment of the customer now and in the future How to meet the CfMD escrow requirement? ISV partners must offer an Escrow within their license terms. Customers / reselling partners will be free to choose whether they want to take advantage of an Escrow. Customer wishing to avail of Escrow will still have confidence that they will be able to use the 3rd party software should the ISV go out of business. Featured companies:

13 Requirement #5: MPN Status ERP or CRM Competency in the Microsoft Partner Network: Silver level is required for CfMD Note: ISV Competency does not qualify for CfMD 13

Requirement #6:Microsoft Pinpoint Is both a requirement and a benefit of the CfMD program Allows prospective customers to read about your company, products and services Allows Microsoft Sales teams

14 Requirement #6:Microsoft Pinpoint Is both a requirement and a benefit of the CfMD program Allows prospective customers to read about your company, products and services Allows Microsoft Sales teams to market your products and services Search by Business Need and Industry Focus Provide a localised profile for your local market Provide additional profiles in other markets Features the CfMD logo once certification is completed CfMD solutions receive a higher priority

Time Investment and Costs From registration to

Track Upgrade from previous ERP NOTE: Upgrade

15 Time Investment and Costs From registration to final results: on average 37 days. Certification Fee US$ 3500 for ERP US$ 750 for CRM 2013 US$ 1175 for App. Track Upgrade from previous ERP NOTE: Upgrade price only applicable if all existing customer references apply US$ 3100 for ERP

16 Your Steps Toward Certified for Microsoft Dynamics Registration Testing Validating references Passed Test Next Steps: Certification Register here: You can do the software testing and the reference validation parallel Questions?

17 CfMD Validation Walkthrough Sean Thompson Certification Engineer

your product for a test Answer a questionnaire about your product Pay for your testing Enter your Supporting Evidence Choose CfMD

18 How will VeriTest begin your CfMD validation The VeriTest team works on your validation in two separate processes 1) Software test 2) Validating other four requirements Register for testing on our website here Register your company Register your product Register your product for a test Answer a questionnaire about your product Pay for your testing Enter your Supporting Evidence Choose CfMD Validation Fill in all the fields Our team are automatically notified when you add evidence Check for status updates by mail and online 18

The Software Test is just 1 of the 5 requirements I thought I

Software Solutions Test Software Escrow Support Capability Customer

ERP or CRM competency Solution listed as Tested solution in Pinpoint

19 The Software Test is just 1 of the 5 requirements I thought I achieved CfMD after completing the Software Solution Test. Software Solutions Test Software Escrow Support Capability Customer References Software Escrow ERP/CRM Competency Fulfills software test ERP or CRM competency Solution listed as Tested solution in Pinpoint Marketing benefits including use of CfMD logo Higher priority search location in Pinpoint 19

20 Evidence types Public Microsoft References When to choose this option To publically show customers who recommend your solution For customers with +250 employees Get verbal agreement Submit as many as you like! 1. Download the CRP Nomination form from the VeriTest website here 3. Send copy of the file to copying 4. List in Customer Evidences Fill in details

Evidence types Confidential Microsoft References When to choose this

Add References in your Partner Membership Centre 2.

21 Evidence types Confidential Microsoft References When to choose this option When you already have references in your Microsoft Partner Network profile Note no networking opportunity, only the reference total is visible in your Dynamics Marketplace profile 1. Add References in your Partner Membership Centre 2. Project should list solution Include Customers name Ensure reference status reads Customer Approved 3. List in Customer Evidences 21

Evidence types Confidential VeriTest References When to choose this option When you want to keep your customers data confidential Does not impact Dynamics Marketplace ranking No networking

22 Evidence types Confidential VeriTest References When to choose this option When you want to keep your customers data confidential Does not impact Dynamics Marketplace ranking No networking opportunity 1.? Enter your Customer Evidence online VeriTest check the references are valid VeriTest mail references in local languages No response after 2 weeks we mail again. No response after further 2 weeks you need to provide more references.

posted on https://customers.microsoft.com/pages/home.aspx 1.

23 Evidence types Customer Stories When to choose this option When you already have a Customer Story posted which meets criteria and is posted on 1. List in Customer Evidences Submit as many as you like but we can accept 2 max 23

Evidence types Microsoft Executive Nomination When to choose this option When you don t have enough references and have built a good relationship at

24 Evidence types Microsoft Executive Nomination When to choose this option When you don t have enough references and have built a good relationship at Microsoft Work with local Microsoft contact to get verbal agreement List as a Customer Evidence online Submit as many as you like but we can accept 2 max 24

25 Software Escrow Add your confirmation online to show that customers are offered Escrow as part of their contract terms

26 Support Capabilities Service Level Agreement with a time to respond to support incidents. Support and escalation contacts: Support contact information for customers Escalation contact (name, , and phone) for Microsoft to engage with partner in case of support escalation. Support Lifecycle to guarantee how long you will support and fix a certain version of your solution. Support Knowledge Database a collection of previous chats or FAQs

Microsoft Pinpoint Create an Application

27 Microsoft Pinpoint Create an Application Profile for your solution on Pinpoint Application profile (not Service) Include a link to your website, Demo, info or Learn More Profile for your market and locale Support latest Microsoft Dynamics version

28 Validation Summary Completing the submission online at starts the validation process (provided payment has been completed) Fill in all of the details View status and updates online We have a full paper-trail for all amendments to the online validation checklist If you need detailed information see our website or contact us at cfmd@lionbridge.com 28

29 When all 5 requirements are validated Registration Testing Validating references Passed Test Next Steps: Certification CfMD Certificate, Logo & access to benefits issued

competency (with 2 local references) Partner Service Plan Steps toward building global awareness for your solution ISV nominates

30 Share the CfMD benefits with your resellers- Authorized CfMD Reseller Status Free No software testing required Note: Your resellers are not allowed to use the CfMD logo without the Authorized CfMD Reseller status Requirements for resellers: Silver level ERP/CRM competency (with 2 local references) Partner Service Plan Steps toward building global awareness for your solution ISV nominates reseller Reseller provides data Reseller meets requirements Authorized Reseller status CfMD for Resellers tab

31 2008 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, and [list other trademarks] are trademarks of the Microsoft group of companies. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Prepared by: Algirdas Ivanavičius, Aivaras Stabingis Document Date: 05/09/2018. CfMD Process Guide

Prepared by: Algirdas Ivanavičius, Aivaras Stabingis Document Date: 05/09/2018 CfMD Process Guide Company boilerplate 1ClickFactory is a Dynamics 365 software factory Our high-quality Microsoft Dynamics