Customer Relationship Management

Be known for expanding relationships with customers by helping them plan their Microsoft Dynamics CRM implementations. Differentiate your business and gain access to internal-use software licenses, demo/dev accounts for Microsoft Dynamics CRM Online, and more.

This competency is scheduled for retirement. Learn more about the competency that would be the best fit for your business.

 

Microsoft products associated with this competency

 

Benefits

Silver

Gold

Receive a set of core benefits as part of your Microsoft Partner Network membership

Receive additional Microsoft Azure internal-use software licenses

Receive a discount on a business-modeling session with Tellus International (Application track only)
20% discount

30% discount

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


Receive five demo/dev accounts of Microsoft Dynamics CRM Online


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 set of core benefits as part of your Microsoft Partner Network membership

Silver
Gold
Receive additional Microsoft Azure internal-use software licenses

Silver
Gold
Receive a discount on a business-modeling session with Tellus International (Application track only)
Silver
20% discount
Gold

30% discount

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
Silver
Gold

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
Silver
Gold
Get low- and no-cost CRM training through PartnerSource
Silver

Gold
Deepen your Microsoft Dynamics expertise with specialized training through the Microsoft Dynamics Partner Academy

Silver

Gold
Drive sales as you reduce costs, through joint marketing campaigns

Silver

Gold
Access internal-use software licenses (in addition to those you receive as part of your core partner benefits) for products related to this competency

Silver

Gold
Receive five demo/dev accounts of Microsoft Dynamics CRM Online

Silver

Gold
Deepen relationships with your customers and help them plan their Microsoft Dynamics CRM implementation by becoming a provider of Deployment Planning Services - enroll now

Silver

Gold

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

Three people in total must pass one exam from each exam option.

Option 1:

Option 2:

Option 3:

And one of the three must pass the following exam:

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

If your employees or contractors pass the competency exams, you can count those exams toward attaining multiple silver competencies.

Tip: Partners can work on obtaining their customer evidence and organization profile requirements before completing the technical requirements listed above.


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 this competency.

After a reference has been approved by both your customer and Microsoft, it can be used toward earning or renewing the competency for up to two years.

Requests for a reference can be submitted through the Partner Membership Center.

Click here to see a sample customer reference email. Please note that Microsoft may not contact all of your submitted customer references, and some of these may be auto-approved by our system.

Your organization must have five unique customer references from within the previous 12 months you have provided solutions based on the products and technologies associated with this competency.

After a reference has been approved by both your customer and Microsoft, it can be used toward earning or renewing the competency for up to two years.

Requests for a reference can be submitted through the Partner Membership Center.

Click here to see a sample customer reference email. Please note that Microsoft may not contact all of your submitted customer references, and some of these may be auto-approved by our system.



Silver

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

Three people in total must pass one exam from each exam option.

Option 1:

Option 2:

Option 3:

And one of the three must pass the following exam:

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

If your employees or contractors pass the competency exams, you can count those exams toward attaining multiple silver competencies.

Tip: Partners can work on obtaining their customer evidence and organization profile requirements before completing the technical requirements listed above.


Silver

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 this competency.

After a reference has been approved by both your customer and Microsoft, it can be used toward earning or renewing the competency for up to two years.

Requests for a reference can be submitted through the Partner Membership Center.

Click here to see a sample customer reference email. Please note that Microsoft may not contact all of your submitted customer references, and some of these may be auto-approved by our system.

Gold

Your organization must have five unique customer references from within the previous 12 months you have provided solutions based on the products and technologies associated with this competency.

After a reference has been approved by both your customer and Microsoft, it can be used toward earning or renewing the competency for up to two years.

Requests for a reference can be submitted through the Partner Membership Center.

Click here to see a sample customer reference email. Please note that Microsoft may not contact all of your submitted customer references, and some of these may be auto-approved by our system.



Silver

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

Three people in total must pass one exam from each exam option.

Option 1:

Option 2:

Option 3:

And one of the three must pass the following exam:

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

If your employees or contractors pass the competency exams, you can count those exams toward attaining multiple silver competencies.

Tip: Partners can work on obtaining their customer evidence and organization profile requirements before completing the technical requirements listed above.


Silver

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 this competency.

After a reference has been approved by both your customer and Microsoft, it can be used toward earning or renewing the competency for up to two years.

Requests for a reference can be submitted through the Partner Membership Center.

Click here to see a sample customer reference email. Please note that Microsoft may not contact all of your submitted customer references, and some of these may be auto-approved by our system.

Gold

Your organization must have five unique customer references from within the previous 12 months you have provided solutions based on the products and technologies associated with this competency.

After a reference has been approved by both your customer and Microsoft, it can be used toward earning or renewing the competency for up to two years.

Requests for a reference can be submitted through the Partner Membership Center.

Click here to see a sample customer reference email. Please note that Microsoft may not contact all of your submitted customer references, and some of these may be auto-approved by our system.



Three people in total must pass at least one exam from each exam option:

Option 1:

Option 2:

Option 3:

And two of the three individuals each must each pass the following exam:

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

If your employees or contractors pass the competency exams, you can count those exams toward attaining multiple silver competencies.

Tip: Partners can work on obtaining their customer evidence and organization profile requirements before completing the technical requirements listed above.

Six people in total must pass at least one exam from each exam option:

Option 1:

Option 2:

Option 3:

And two of the six individuals each must each pass the following exam:

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

If your employees or contractors pass the competency exams, you can count those exams toward attaining multiple silver competencies.

Tip: Partners can work on obtaining their customer evidence and organization profile requirements before completing the technical requirements listed above.


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 this competency.

After a reference has been approved by both your customer and Microsoft, it can be used toward earning or renewing the competency for up to two years.

Requests for a reference can be submitted through the Partner Membership Center.

Click here to see a sample customer reference email. Please note that Microsoft may not contact all of your submitted customer references, and some of these may be auto-approved by our system.

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 this competency.

After a reference has been approved by both your customer and Microsoft, it can be used toward earning or renewing the competency for up to two years.

Requests for a reference can be submitted through the Partner Membership Center.

Click here to see a sample customer reference email. Please note that Microsoft may not contact all of your submitted customer references, and some of these may be auto-approved by our system.


Silver

Three people in total must pass at least one exam from each exam option:

Option 1:

Option 2:

Option 3:

And two of the three individuals each must each pass the following exam:

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

If your employees or contractors pass the competency exams, you can count those exams toward attaining multiple silver competencies.

Tip: Partners can work on obtaining their customer evidence and organization profile requirements before completing the technical requirements listed above.

Gold

Six people in total must pass at least one exam from each exam option:

Option 1:

Option 2:

Option 3:

And two of the six individuals each must each pass the following exam:

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

If your employees or contractors pass the competency exams, you can count those exams toward attaining multiple silver competencies.

Tip: Partners can work on obtaining their customer evidence and organization profile requirements before completing the technical requirements listed above.


Silver

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 this competency.

After a reference has been approved by both your customer and Microsoft, it can be used toward earning or renewing the competency for up to two years.

Requests for a reference can be submitted through the Partner Membership Center.

Click here to see a sample customer reference email. Please note that Microsoft may not contact all of your submitted customer references, and some of these may be auto-approved by our system.

Gold

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 this competency.

After a reference has been approved by both your customer and Microsoft, it can be used toward earning or renewing the competency for up to two years.

Requests for a reference can be submitted through the Partner Membership Center.

Click here to see a sample customer reference email. Please note that Microsoft may not contact all of your submitted customer references, and some of these may be auto-approved by our system.


Silver

Three people in total must pass at least one exam from each exam option:

Option 1:

Option 2:

Option 3:

And two of the three individuals each must each pass the following exam:

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

If your employees or contractors pass the competency exams, you can count those exams toward attaining multiple silver competencies.

Tip: Partners can work on obtaining their customer evidence and organization profile requirements before completing the technical requirements listed above.

Gold

Six people in total must pass at least one exam from each exam option:

Option 1:

Option 2:

Option 3:

And two of the six individuals each must each pass the following exam:

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

If your employees or contractors pass the competency exams, you can count those exams toward attaining multiple silver competencies.

Tip: Partners can work on obtaining their customer evidence and organization profile requirements before completing the technical requirements listed above.


Silver

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 this competency.

After a reference has been approved by both your customer and Microsoft, it can be used toward earning or renewing the competency for up to two years.

Requests for a reference can be submitted through the Partner Membership Center.

Click here to see a sample customer reference email. Please note that Microsoft may not contact all of your submitted customer references, and some of these may be auto-approved by our system.

Gold

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 this competency.

After a reference has been approved by both your customer and Microsoft, it can be used toward earning or renewing the competency for up to two years.

Requests for a reference can be submitted through the Partner Membership Center.

Click here to see a sample customer reference email. Please note that Microsoft may not contact all of your submitted customer references, and some of these may be auto-approved by our system.

Benefits

Silver

Gold

Receive a set of core benefits as part of your Microsoft Partner Network membership

Receive additional Microsoft Azure internal-use software licenses

Receive a discount on a business-modeling session with Tellus International (Application track only)
20% discount

30% discount

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


Receive five demo/dev accounts of Microsoft Dynamics CRM Online


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 set of core benefits as part of your Microsoft Partner Network membership

Silver
Gold
Receive additional Microsoft Azure internal-use software licenses

Silver
Gold
Receive a discount on a business-modeling session with Tellus International (Application track only)
Silver
20% discount
Gold

30% discount

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
Silver
Gold

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
Silver
Gold
Get low- and no-cost CRM training through PartnerSource
Silver

Gold
Deepen your Microsoft Dynamics expertise with specialized training through the Microsoft Dynamics Partner Academy

Silver

Gold
Drive sales as you reduce costs, through joint marketing campaigns

Silver

Gold
Access internal-use software licenses (in addition to those you receive as part of your core partner benefits) for products related to this competency

Silver

Gold
Receive five demo/dev accounts of Microsoft Dynamics CRM Online

Silver

Gold
Deepen relationships with your customers and help them plan their Microsoft Dynamics CRM implementation by becoming a provider of Deployment Planning Services - enroll now

Silver

Gold

Customer Relationship Management resources

Ready to go Silver or Gold?

As an admin for your organization, you can manage and track your company’s competency in the Partner Membership Center