Cloud Customer Relationship Management

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Check your competency status

View your competency status to stay on track of all your active and in-progress competencies.

 

Microsoft products associated with this competency

 

Benefits

Silver

Gold

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

Access Microsoft Visual Studio 2015 Enterprise with MSDN subscriptions (includes Xamarin – Mobile Application Development Platform) internal-use software licenses. For additional internal-use rights benefits, please refer to the competency benefits table. 5 licenses
25 licenses
Access Microsoft Dynamics CRM Online Pro (user subscriptions) internal-use software licenses. For additional internal-use benefits, please refer to the competency benefits table. 20 licenses
40 licenses
Access Microsoft Dynamics CRM Online (non-production instances) internal-use software licenses. For additional internal-use benefits, please refer to the competency benefits table.
10 licenses
25 licenses
Access Windows 10 Enterprise internal-use software licenses. For additional internal-use rights benefits, please refer to the competency benefits table. 10 licenses
50 licenses
Unlimited Signature Cloud Support
Premium priority Microsoft Referrals placement
Eligibility for the Microsoft Dynamics CRM Online Services Advisor Incentive. Learn more about incentives.
Deepen relationships with your customers and help them plan their migration to Microsoft Dynamics CRM Online by becoming a provider of Deployment Planning Services – enroll now
Concierge engagement to help maximize MPN benefits

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

Silver
Gold
Access Microsoft Visual Studio 2015 Enterprise with MSDN subscriptions (includes Xamarin – Mobile Application Development Platform) internal-use software licenses. For additional internal-use rights benefits, please refer to the competency benefits table.
Silver 5 licenses
Gold 25 licenses
Access Microsoft Dynamics CRM Online Pro (user subscriptions) internal-use software licenses. For additional internal-use benefits, please refer to the competency benefits table.
Silver 20 licenses
Gold 40 licenses
Access Microsoft Dynamics CRM Online (non-production instances) internal-use software licenses. For additional internal-use benefits, please refer to the competency benefits table.
Silver 10 licenses
Gold 25 licenses
Access Windows 10 Enterprise internal-use software licenses. For additional internal-use rights benefits, please refer to the competency benefits table.
Silver 10 licenses
Gold 50 licenses
Unlimited Signature Cloud Support
Silver
Gold
Premium priority Microsoft Referrals placement
Silver
Gold
Eligibility for the Microsoft Dynamics CRM Online Services Advisor Incentive. Learn more about incentives.
Silver
Gold
Deepen relationships with your customers and help them plan their migration to Microsoft Dynamics CRM Online by becoming a provider of Deployment Planning Services – enroll now
Silver
Gold
Concierge engagement to help maximize MPN benefits
Silver
Gold

Silver

Complete the following five steps to earn the Silver Cloud Customer Relationship Management competency.

1. Meet the performance requirements

Developed markets:

  • Partner must have a minimum of $100,000 of new revenue* within the last 12 months.

Developing markets:

  • Partner must have a minimum of $50,000 of new revenue* within the last 12 months.

* Includes Dynamics 365 new billed license revenue within the last 12 months, all purchase types excluding recurring revenue. See the list of eligible Dynamics solutions.

Review the country list of developed and developing markets.

To qualify, you will need to be associated as the Microsoft Dynamics Delegated Administrator, Transacting Partner, or Digital Partner of Record. Get more information.

2. Pass the exams

Two people must pass the exam requirements:

One person must pass one of the following exam:

And, the same person must pass one of the following exams:

Another person must pass one of the following exams:

Exams passed prior to their retirement date continue to qualify for the competency.

Training content for the exams and certifications can be found on Partner University Learning Paths.

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.

3. Provide customer evidence

Your organization must have three customer references from within the previous 12 months from customers whom 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.

4. Complete your organization’s profile

Your account administrator must provide specific information about your organization through the Partner Membership Center.

5. Pay the competency fee

The fee is due one time per year—no matter how many competencies your organization earns. The fee varies by location. Pay the fee through the Partner Membership Center.

According to the URL that you are currently visiting, your fee would be $1,530, 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.

Gold

Complete the following five steps to earn the Gold Cloud Customer Relationship Management Competency.

1. Meet the performance requirements

Developed markets:

  • Partner must have a minimum of $300,000 of new revenue* within the last 12 months.

Developing markets:

  • Partner must have a minimum of $150,000 of new revenue* within the last 12 months.

*Includes Dynamics 365 new billed license revenue within the last 12 months, all purchase types excluding recurring revenue. See the list of eligible Dynamics solutions.

Review the country list of developed and developing markets.

To qualify, you will need to be associated as the Microsoft Dynamics Delegated Administrator, Transacting Partner, or Digital Partner of Record. Get more information.

2. Pass the exams

Four people must pass the exam requirements:

Two people must each pass one of the following exam:

And, the same two people each must pass one of the following exams:

The other two people each must pass one of the following exams:

Exams passed prior to their retirement date continue to qualify for the competency.

Training content for the exams and certifications can be found on Partner University Learning Paths.

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

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

3. Provide customer evidence

Your organization must have five customer references from within the previous 12 months from customers whom 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.

4. Complete your organization’s profile

Your account administrator must provide specific information about your organization through the Partner Membership Center.

5. Pay the competency fee

The fee is due one time per year—no matter how many competencies your organization earns. The fee varies by location. Pay the fee through the Partner Membership Center.

According to the URL that you are currently visiting, your fee would be $3,940, 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.

Note: Partners who attain a gold competency after they have already attained a 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).

Silver

Complete the following six steps to earn the Silver Cloud Customer Relationship Management Competency.

1. Meet the performance requirements

You must have trained 200 individuals.

2. Pass the exams

You must have two Microsoft Certified Trainers (MCTs) who must complete the following:

One of the two people must pass one exam from focus 1 and one exam from focus 2:

Focus 1:

Focus 2:

The other person must pass one of the following exams:

Training content for the exams and certifications can be found on Partner University Learning Paths.

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.

3. Submit your application

Partners new to the Learning Option must complete the business application template, and submit for approval by following instructions in the document.

4. Provide customer evidence

Your organization must have three customer references from within the previous 12 months from customers whom 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.

5. Complete your organization’s profile

Your account administrator must provide specific information about your organization through the Partner Membership Center.

6. Pay the competency fee

The fee is due one time per year—no matter how many competencies your organization earns. The fee varies by location. Pay the fee through the Partner Membership Center.

According to the URL that you are currently visiting, your fee would be $1,530, 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.

Gold

Complete the following six steps to earn the Gold Cloud Customer Relationship Management Competency.

1. Meet the performance requirements

You must have trained 5,000 individuals and have generated US$500,000 revenue. Convert this performance requirement into your local currency.

2. Pass the exams

You must have four Microsoft Certified Trainers (MCTs) who must complete the following:

Two of the four people must pass one exam from focus 1 and one exam from focus 2:

Focus 1:

Focus 2:

The other two of the four people must pass one of the following exams:

Training content for the exams and certifications can be found on Partner University Learning Paths.

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

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

3. Submit your business plan

Your organization must provide a Microsoft approved Annual Gold Partner Business Plan.

*Microsoft Official Learning Product purchases made through Courseware Marketplace as defined in the KPI Guide.

4. Provide customer evidence

Your organization must have five customer references from within the previous 12 months from customers whom 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.

5. Complete your organization’s profile

Your account administrator must provide specific information about your organization through the Partner Membership Center.

6. Pay the competency fee

The fee is due one time per year—no matter how many competencies your organization earns. The fee varies by location. Pay the fee through the Partner Membership Center.

According to the URL that you are currently visiting, your fee would be $3,940, 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.

Note: Partners who attain a gold competency after they have already attained a 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).

Silver

Complete the following five steps to earn the Silver Cloud Customer Relationship Management competency.

1. Meet the performance requirements

Developed markets:

  • Partner must have a minimum of $100,000 of new revenue* within the last 12 months.

Developing markets:

  • Partner must have a minimum of $50,000 of new revenue* within the last 12 months.

* Includes Dynamics 365 new billed license revenue within the last 12 months, all purchase types excluding recurring revenue. See the list of eligible Dynamics solutions.

Review the country list of developed and developing markets.

To qualify, you will need to be associated as the Microsoft Dynamics Delegated Administrator, Transacting Partner, or Digital Partner of Record. Get more information.

2. Pass the exams

Two people must pass the exam requirements:

One person must pass one of the following exam:

And, the same person must pass one of the following exams:

Another person must pass one of the following exams:

Exams passed prior to their retirement date continue to qualify for the competency.

Training content for the exams and certifications can be found on Partner University Learning Paths.

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.

3. Provide customer evidence

Your organization must have three customer references from within the previous 12 months from customers whom 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.

4. Complete your organization’s profile

Your account administrator must provide specific information about your organization through the Partner Membership Center.

5. Pay the competency fee

The fee is due one time per year—no matter how many competencies your organization earns. The fee varies by location. Pay the fee through the Partner Membership Center.

According to the URL that you are currently visiting, your fee would be $1,530, 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.

Gold

Complete the following five steps to earn the Gold Cloud Customer Relationship Management Competency.

1. Meet the performance requirements

Developed markets:

  • Partner must have a minimum of $300,000 of new revenue* within the last 12 months.

Developing markets:

  • Partner must have a minimum of $150,000 of new revenue* within the last 12 months.

*Includes Dynamics 365 new billed license revenue within the last 12 months, all purchase types excluding recurring revenue. See the list of eligible Dynamics solutions.

Review the country list of developed and developing markets.

To qualify, you will need to be associated as the Microsoft Dynamics Delegated Administrator, Transacting Partner, or Digital Partner of Record. Get more information.

2. Pass the exams

Four people must pass the exam requirements:

Two people must each pass one of the following exam:

And, the same two people each must pass one of the following exams:

The other two people each must pass one of the following exams:

Exams passed prior to their retirement date continue to qualify for the competency.

Training content for the exams and certifications can be found on Partner University Learning Paths.

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

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

3. Provide customer evidence

Your organization must have five customer references from within the previous 12 months from customers whom 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.

4. Complete your organization’s profile

Your account administrator must provide specific information about your organization through the Partner Membership Center.

5. Pay the competency fee

The fee is due one time per year—no matter how many competencies your organization earns. The fee varies by location. Pay the fee through the Partner Membership Center.

According to the URL that you are currently visiting, your fee would be $3,940, 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.

Note: Partners who attain a gold competency after they have already attained a 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).

Silver

Complete the following six steps to earn the Silver Cloud Customer Relationship Management Competency.

1. Meet the performance requirements

You must have trained 200 individuals.

2. Pass the exams

You must have two Microsoft Certified Trainers (MCTs) who must complete the following:

One of the two people must pass one exam from focus 1 and one exam from focus 2:

Focus 1:

Focus 2:

The other person must pass one of the following exams:

Training content for the exams and certifications can be found on Partner University Learning Paths.

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.

3. Submit your application

Partners new to the Learning Option must complete the business application template, and submit for approval by following instructions in the document.

4. Provide customer evidence

Your organization must have three customer references from within the previous 12 months from customers whom 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.

5. Complete your organization’s profile

Your account administrator must provide specific information about your organization through the Partner Membership Center.

6. Pay the competency fee

The fee is due one time per year—no matter how many competencies your organization earns. The fee varies by location. Pay the fee through the Partner Membership Center.

According to the URL that you are currently visiting, your fee would be $1,530, 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.

Gold

Complete the following six steps to earn the Gold Cloud Customer Relationship Management Competency.

1. Meet the performance requirements

You must have trained 5,000 individuals and have generated US$500,000 revenue. Convert this performance requirement into your local currency.

2. Pass the exams

You must have four Microsoft Certified Trainers (MCTs) who must complete the following:

Two of the four people must pass one exam from focus 1 and one exam from focus 2:

Focus 1:

Focus 2:

The other two of the four people must pass one of the following exams:

Training content for the exams and certifications can be found on Partner University Learning Paths.

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

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

3. Submit your business plan

Your organization must provide a Microsoft approved Annual Gold Partner Business Plan.

*Microsoft Official Learning Product purchases made through Courseware Marketplace as defined in the KPI Guide.

4. Provide customer evidence

Your organization must have five customer references from within the previous 12 months from customers whom 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.

5. Complete your organization’s profile

Your account administrator must provide specific information about your organization through the Partner Membership Center.

6. Pay the competency fee

The fee is due one time per year—no matter how many competencies your organization earns. The fee varies by location. Pay the fee through the Partner Membership Center.

According to the URL that you are currently visiting, your fee would be $3,940, 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.

Note: Partners who attain a gold competency after they have already attained a 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).

Benefits

Silver

Gold

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

Access Microsoft Visual Studio 2015 Enterprise with MSDN subscriptions (includes Xamarin – Mobile Application Development Platform) internal-use software licenses. For additional internal-use rights benefits, please refer to the competency benefits table. 5 licenses
25 licenses
Access Microsoft Dynamics CRM Online Pro (user subscriptions) internal-use software licenses. For additional internal-use benefits, please refer to the competency benefits table. 20 licenses
40 licenses
Access Microsoft Dynamics CRM Online (non-production instances) internal-use software licenses. For additional internal-use benefits, please refer to the competency benefits table.
10 licenses
25 licenses
Access Windows 10 Enterprise internal-use software licenses. For additional internal-use rights benefits, please refer to the competency benefits table. 10 licenses
50 licenses
Unlimited Signature Cloud Support
Premium priority Microsoft Referrals placement
Eligibility for the Microsoft Dynamics CRM Online Services Advisor Incentive. Learn more about incentives.
Deepen relationships with your customers and help them plan their migration to Microsoft Dynamics CRM Online by becoming a provider of Deployment Planning Services – enroll now
Concierge engagement to help maximize MPN benefits

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

Silver
Gold
Access Microsoft Visual Studio 2015 Enterprise with MSDN subscriptions (includes Xamarin – Mobile Application Development Platform) internal-use software licenses. For additional internal-use rights benefits, please refer to the competency benefits table.
Silver 5 licenses
Gold 25 licenses
Access Microsoft Dynamics CRM Online Pro (user subscriptions) internal-use software licenses. For additional internal-use benefits, please refer to the competency benefits table.
Silver 20 licenses
Gold 40 licenses
Access Microsoft Dynamics CRM Online (non-production instances) internal-use software licenses. For additional internal-use benefits, please refer to the competency benefits table.
Silver 10 licenses
Gold 25 licenses
Access Windows 10 Enterprise internal-use software licenses. For additional internal-use rights benefits, please refer to the competency benefits table.
Silver 10 licenses
Gold 50 licenses
Unlimited Signature Cloud Support
Silver
Gold
Premium priority Microsoft Referrals placement
Silver
Gold
Eligibility for the Microsoft Dynamics CRM Online Services Advisor Incentive. Learn more about incentives.
Silver
Gold
Deepen relationships with your customers and help them plan their migration to Microsoft Dynamics CRM Online by becoming a provider of Deployment Planning Services – enroll now
Silver
Gold
Concierge engagement to help maximize MPN benefits
Silver
Gold

Cloud 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