Customer Relationship Management competency
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Customer Relationship Management


A valuable option
Not ready for a competency? Learn about the resources and benefits in the new Action Pack.

Showcase your skills to partners and customers—and differentiate your capabilities in delivering Microsoft Dynamics business management solutions.
To help you invest in your future, this competency fee has been reduced to [%promosilverprice%] [%currency%] for silver and [%promogoldprice%] [%currency%] for gold.
  • A set of core benefits is provided to all partners each time they enroll or renew their membership in the Microsoft Partner Network. Visit the core benefit and requirements page to see the complete list. Review the following table for a list of benefits and requirements specific to this competency.

    Benefits Silver Gold
    Make early adoption easier with quick access to registration keys and media for internal-use Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics NAV, or Microsoft Dynamics SL software
    Use the Microsoft Partner Economic Model to help you estimate profit and loss for new customer relationship management (CRM) business opportunities related to:
    • Microsoft Cloud Solutions
    • Microsoft SharePoint Server
    Get low- and no-cost CRM training through PartnerSource
    Deepen your Microsoft Dynamics expertise with specialized training through the Microsoft Dynamics Partner Academy
    Drive sales as you reduce costs, through joint marketing campaigns
    Access internal-use software licenses (in addition to those you receive as part of your core partner benefits) for products related to this competency
    Deepen relationships with your customers and help them plan their Microsoft Dynamics CRM implementation by becoming a provider of Deployment Planning Services - Enroll now
    Receive a discount on a business modeling session with Tellus International (Application track only) 20% discount 30% discount
    Receive five demo/dev accounts of Microsoft Dynamics CRM Online
    Requirements
    Silver Gold
    1. 1. Pass technical assessments, exams, and certifications
      • Value-Added Reseller track

        Three individuals collectively must pass all of the following (all individuals must pass at least one exam):
        • Exam MB2-703: Microsoft Dynamics CRM 2013 Customization and Configuration

          OR
        • Exam MB2-707: Microsoft Dynamics CRM Customization and Configuration
        • Exam MB2-700: Microsoft Dynamics CRM 2013 Applications

          OR
        • Exam MB2-704: Microsoft Dynamics CRM Application
        • Exam MB2-702: Microsoft Dynamics CRM 2013 Installation and Deployment

          OR
        • Exam MB2-708: Microsoft Dynamics CRM Installation

          OR
        • Exam MB2-706: Microsoft Dynamics CRM Online Deployment

        Two individuals each must pass the following exam:
        • Exam MB5-705: Managing Microsoft Dynamics Implementations
    2. 2. Pass business assessments
      • One individual must pass the following assessment:
        • Sales Specialist Assessment for Microsoft Dynamics CRM 2013


        One individual must pass the following exam:
        • Presales Technical Specialist Assessment for Microsoft Dynamics CRM 2013


        Independent Software Vendor track
        • Your organization must deliver a product or application that has passed the competency test for Microsoft Dynamics CRM 2015

        Use Microsoft Platform Ready to find more details about application tests.

        Three individuals collectively must pass all of the following exams (all individuals must pass at least one exam):
        • Exam MB2-703: Microsoft Dynamics CRM 2013 Customization and Configuration

          OR
        • Exam MB2-707: Microsoft Dynamics CRM Customization and Configuration
        • Exam MB2-700: Microsoft Dynamics CRM 2013 Applications

          OR
        • Exam MB2-704: Microsoft Dynamics CRM Application
        • Exam MB2-702: Microsoft Dynamics CRM 2013 Installation and Deployment

          OR
        • Exam MB2-708: Microsoft Dynamics CRM Installation

          OR
        • Exam MB2-706: Microsoft Dynamics CRM Online Deployment


        One individual must pass the following:
        • Exam MB5-705: Managing Microsoft Dynamics Implementations
    3. 3. Complete your organization’s profile
      • Your Microsoft Partner Network account administrator must provide pertinent information about your organization.
    4. 4. Provide customer evidence
      • Your organization must have three unique customer references that feature how, within the previous 12 months, you have provided solutions based on the products and technologies associated with the Microsoft Dynamics CRM competency. After a reference has been approved by your customer and by Microsoft, it can be used toward earning or renewing a competency for up to two years. Review a sample customer reference email that can be used for customer references for this competency.
    5. 5. Meet a revenue goal
      • Microsoft Partner Network members with a silver competency must meet a minimum revenue or seat-count goal based on your market and track. Revenue and seats sold for CRM Online and CRM on-premises will count towards your competency requirements.

        Value-Added Reseller track
        • Market A: Minimum annual count of 150 seats or US$100,000
        • Markets B and C: Minimum annual count of 75 seats or US$50,000

        Independent Software Vendor track
        • Market A: US$400,000 total annual gross revenue
        • Markets B and C: US$200,000 total annual gross revenue

        For more details about market A, B, and C designations, refer to the Microsoft Partner Network Country Revenue Groupings document. Note that country groupings are the same for silver or gold competencies.
    6. 6. Pay the silver competency fee
      • To complete your enrollment in the competency, you must pay the silver competency fee. The fee is due one time per year—no matter how many competencies your organization earns. The fee varies by location. According to the URL that you are currently visiting, your fee would be [%silverprice%] [%currency%], not including applicable local taxes and fees. This fee will also be presented to you during the enrollment process. Your actual fee will be based on the physical location of your company.
     
    Requirements
    Silver Gold
    1. 1. Pass a qualifying exam or certification, or test your application
      • Value-Added Reseller track

        Six unique individuals collectively must pass all of the following exams (all individuals must pass at least one exam):
        • Exam MB2-703: Microsoft Dynamics CRM 2013 Customization and Configuration

          OR

          Exam MB2-707: Microsoft Dynamics CRM Customization and Configuration

        • Exam MB2-700: Microsoft Dynamics CRM 2013 Applications

          OR

          Exam MB2-704: Microsoft Dynamics CRM Application

        • Exam MB2-702: Microsoft Dynamics CRM 2013 Installation and Deployment

          OR
        • Exam MB2-708: Microsoft Dynamics CRM Installation

          OR

          Exam MB2-706: Microsoft Dynamics CRM Online Deployment

        Three individuals each must pass the following exam:
        • Exam MB5-705: Managing Microsoft Dynamics Implementations

        Use Microsoft partner learning paths to find details about related exams, assessments, and readiness.

    2. 2. Pass business assessments
      • Two individuals must pass the following assessment:
        • Sales Specialist Assessment for Microsoft Dynamics CRM 2013

        One individual must pass the following assessment:
        • Presales Technical Specialist Assessment for Microsoft Dynamics CRM 2013

        Independent Software Vendor track

        Your organization must deliver a product or application that has passed the competency test for Microsoft Dynamics CRM 2015

        Six unique individuals collectively must pass all of the following exams (all individuals must pass at least one exam):
        • Exam MB2-703: Microsoft Dynamics CRM 2013 Customization and Configuration

          OR

          Exam MB2-707: Microsoft Dynamics CRM Customization and Configuration

        • Exam MB2-700: Microsoft Dynamics CRM 2013 Applications

          OR

          Exam MB2-704: Microsoft Dynamics CRM Application

        • Exam MB2-702: Microsoft Dynamics CRM 2013 Installation and Deployment

          OR

          Exam MB2-708: Microsoft Dynamics CRM Installation

          OR

          Exam MB2-706: Microsoft Dynamics CRM Online Deployment

        One individual must pass the following exam:
        • Exam MB5-705: Managing Microsoft Dynamics Implementations

    3. 3. Complete your organization’s profile
      • Your Microsoft Partner Network account administrator must provide pertinent information about your organization.
    4. 4. Provide customer evidence
      • Your organization must have five unique customer references that feature how, within the previous 12 months, you have provided solutions based on the products and technologies associated with the Microsoft Dynamics CRM competency. After a reference has been approved by your customer and by Microsoft, it can be used toward earning or renewing a competency for up to two years. Review a sample customer reference email that can be used for customer references for this competency.
    5. 5. Gather customer feedback
    6. 6. Meet a revenue goal
      • Microsoft Partner Network members with a gold competency must meet a minimum revenue or seat-count goal based on your market and track. Revenue and seats sold for CRM Online and CRM on-premises will count towards your competency requirements.

        Value-Added Reseller track
        • Market A: Minimum annual count of 300 seats or US$200,000
        • Market B and C: Minimum annual count of 150 seats or US$100,000

        Independent Software Vendor track
        • Market A: US$750,000 total annual gross revenue
        • Market B and C: US$400,000 total annual gross revenue

        For more details about market A, B, and C designations, refer to the Microsoft Partner Network Country Revenue Groupings document. Note that country groupings are the same for silver or gold competencies.
    7. 7. Gold competency fee
      • To complete your enrollment in the competency, you must pay the gold competency fee. The fee is due one time per year—no matter how many competencies your company earns. According to the URL that you are currently visiting, your fee would be [%goldprice%] [%currency%], not including applicable local taxes and fees. This fee will also be presented to you during the enrollment process. Your actual fee will be based on the physical location of your company.

        Partners who attain a gold competency after they have already attained that silver competency, can upgrade that year to gold for no additional cost (unless a partner is within the last 90-day renewal period, in which case the full gold competency membership fee is due).