microsoft dynamics 365 for financials … · including social media posts, email copy, banner ads,...

Microsoft Dynamics 365 for Financials Thru-Partner Kit Guidance Document

About This Guide

Marketing has transformed. Prospects have taken control of the purchasing process, venturing further down the sales funnel without ever speaking to a sales representative. They go online to create and validate their vendor shortlist—typically without assistance. The marketing assets summarized in this guide will help support the digital marketing transformation needed to win in this evolving customer-driven world. As you plan for your own launch of Microsoft Dynamics 365 for Financials, refer to this document for guidance on how to amplify your marketing efforts.

This guide provides an overview of the marketing resources available to Microsoft Dynamics, Office 365, and other partners who are interested in marketing and selling Dynamics 365 for Financials. We’ve designed these assets to help you generate leads and drive sales. You’ll find these marketing assets target both Office 365 users and non-Office 365 users. When engaging existing Office 365 users, we recommend that you highlight the value of seamless integration between Dynamics 365 and Office 365 applications.

01Dynamics 365 for Financials

Dynamics 365 for Financials

INTRODUCTION

About Microsoft Dynamics for Financials

Solution Overview

Microsoft Dynamics 365 for Financials (previously in public preview as Project “Madeira”) is a comprehensive business management solution for small and medium-size businesses (SMBs) that have outgrown their basic accounting software. From day one, this new application makes ordering, selling, invoicing, and reporting easier and faster. Dynamics 365 for Financials is deeply integrated with Office 365 and includes built-in intelligence, so it’s easy to use and helps users make better business decisions.

Target Audience

Microsoft Dynamics 365 for Financials targets SMBs with 10-250 employees that have outgrown their basic accounting software. These businesses have operated with multiple standalone tools and systems that are difficult to connect to each other and integrate with new technologies. Many will be users of QuickBooks or other entry-level accounting software, while others will be replacing legacy ERP systems. Primary decision makers are business owners and CEO/CFOs. However, IT directors, end users, and accountants play an active role in recommending solutions to the primary decision maker. Their pain points build over time with the inability to handle increased inventory and transactions, lack of integration with other line-of-business systems, and reporting limitations. SMBs using on-premises solutions also feel pain around scalability, mobility, and cloud.

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As a Microsoft partner, you know firsthand the different stages of the prospect journey. We have identified three key steps along this journey, and created marketing materials that align with these steps to address prospects’ needs and goals. From recognizing chronic business issues (opportunities), to guiding prospects’ research of technology solutions, to their final product evaluations, leverage this content as applicable. Consider how you can personalize the core value proposition (messaging) to address your direct knowledge of individual prospects’ needs.

Align Marketing Resources to the Prospect Journey


Prospect acknowledges that they have a technology pain point

eBooks

Web banners

Social media

Demand generation emails

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Landing page

Product videos

Product demos

Product trial

Product capabilities guide

Search engine marketing (SEM)

Search engine optimization (SEO)

Public relations

Social media

Event (online or in-person)

Industry-specific information

Nurture programs

White papers

Blogs

Tele-Sales

Customer references

Nurture emails

Pricing guide

Pitch deck

Battle cards

Compete assets

Prospect begins researching solutions that meet their needs

Prospect identifies and evaluates potential solutions

Prospect Journey

Microsoft Assets

Other Partner Marketing Investments

LEARN AWARENESS EVALUATE

Thru-Partner Bill of Materials Included in the Microsoft Dynamics 365 for Financials Thru-Partner Demand Generation Kit is a combination of customer-facing resources, including social media posts, email copy, banner ads, a landing page outline, and other supporting marketing content such as product videos, as well as capabilities, pricing, and tele-sales guides. You can find the Microsoft developed content on the Microsoft Partner Network (MPN) Dynamics 365 for Financials campaign page. In addition to the summary of Microsoft provided content below, we have also included a list of marketing tactics and content that partners should consider in your digital marketing activities.

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https://partner.microsoft.com/en-us/marketing/campaigns#/microsoft-dynamics-365-for-financials



CHAPTER 1

Awareness

eBook

This eBook helps business owners understand the benefits of a cloud-based, comprehensive business management solution, and know what questions to ask when evaluating their options. Use this eBook or create your own as an offer or call-to-action (CTA) on your web pages or within your nurture emails to help SMBs understand that replacing their accounting software is easier and more affordable than they may think.

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CHAPTER 1

Awareness

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Web Banners

This series of online banners addresses known customer pain points and offers Microsoft Dynamics 365 for Financials as a solution to connect, align, and grow their business. Banner Messaging Examples

Option 1 Headline: Outgrowing QuickBooks? Copy: Connect your financials, sales, service, and inventory like never before.

Option 2 Headline: Tired of disconnected systems? Copy: Deploy one solution to manage your financials, sales, service, and inventory.

Option 3 Headline: Think a new business solution is too risky?Copy: Change doesn’t have to get in the way of your day-to-day.

Option 4 Headline: Frustrated with insufficient financial reports? Copy: Get reports when and where you need them.

Social Media Posts

Social posts have been developed specifically for Twitter, LinkedIn, and Facebook, focusing on the main benefits of Dynamics 365 for Financials. Leverage these sample posts to get you started. Consider adding additional posts that focus on your target audience, unique value prop, and partner-specific calls to action. Twitter Post Examples

Option 1 Connect people and processes like never before. Make ordering, selling, invoicing, and reporting easier and faster. (Add partner specific hashtags)

Option 2 Turn multiple disconnected systems into a single solution. Manage your financials, sales, inventory, and operations like never before.


CHAPTER 1

Awareness

Partner XYZ @PartnerXYZ

Connect people and processes like never before. Make ordering, selling, invoicing and reporting easier and faster

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LinkedIn Post Examples

Option 1 Connect people and processes like never before. Make ordering, selling, invoicing, and reporting easier and faster. See how easy it is to set up customers or vendors, create quotes, and process orders without leaving your inbox.

Option 2 Turn multiple disconnected systems into a single solution. Manage your financials, sales, inventory, and operations like never before using familiar Office tools like Outlook, Word, and Excel in the cloud.


CHAPTER 1

Awareness

Partner XYZ Shared:

Connect people and processes like never before. Make ordering, selling, invoicing, and reporting easier and faster. See how easy it is to set up customers or vendors, create quotes, and process orders without leaving your inbox.

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Facebook Post Examples

Option 1 Connect people and processes like never before. Make ordering, selling, invoicing, and reporting easier and faster. See how easy it is to set up customers or vendors, create quotes, and process orders without leaving your inbox.

Option 2 Turn multiple disconnected systems into a single solution. Manage your financials, sales, inventory, and operations like never before using familiar Office tools like Outlook, Word, and Excel in the cloud.


CHAPTER 1

Awareness

Partner XYZ shared:

Connect people and processes like never before. Make ordering, selling, invoicing and reporting easier and faster. See how easy it is to set up customers or vendors, create quotes, and process orders without leaving your inbox.

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Demand Generation Emails

We’ve developed a sample demand gen email as well as a nurture email series (for both Office 365 users and non-Office 365 users) that you can adapt with your own calls to action to connect with customers during their information gathering and product evaluations.


CHAPTER 1

Awareness

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Landing Page

Create a landing page that communicates the value proposition of Dynamics 365 for Financials tailored to your audience and to drive lead generation. Leverage the provided sample copy, incorporating your unique positioning, calls to action, and branding. Consider including the marketing videos and product capabilities guides found on the next page as supporting content on your landing page. In addition, make sure to require and capture prospect data like name, phone number, and email address before granting access to high-value content. This will enable nurture marketing and support lead generation.


CHAPTER 2

Learn

Partner Logo

Try now

Try now

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Product Videos Leverage the following product videos within your social media

engagement, on your website or landing page, and in your

follow-up nurture activities.

Dynamics 365 for Financials OverviewQuoting, Invoicing, and PaymentPurchasing and Inventory ManagementReporting and Analytics

Product Capabilities Guide

This document provides an overview of Dynamics 365 for Financials capabilities. Use this guide on your website or landing page and within your nurture activities to inform prospects of the features and capabilities of the solution.


CHAPTER 2

Learn

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Nurture Emails

It is important to nurture your prospects after they become a lead and continue to evaluate Dynamics 365 for Financials. Stay in contact and nurture leads using the sample nurture emails provided or use them as guidance as your create your own.

Included are two sets of nurture track emails, consisting of three emails targeted to two unique audiences. One series speaks to Office 365 users, and the other series addresses non-Office 365 users. Use these as follow-up emails to prospects that respond to the calls to action on your landing page or website.


CHAPTER 3

Evaluate

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Battle Card

This battle card provides an overview of SMB target audience and their common pain points, elevator pitch, capabilities, high-level competitive differentiation, and FAQs.


CHAPTER 3

Evaluate

Other Microsoft Assets

Ready and enable your sales team with the supporting battle card, pitch deck, pricing overview, and compete assets.

Pitch Deck

A high-level overview presentation of Microsoft Dynamics 365 for Financials. Use this presentation to pitch the value of Microsoft Dynamics 365 for Financials to prospects and how the application helps SMBs connect their people and processes, make smarter decisions, and fuel business growth.

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CHAPTER 3

Evaluate

Pricing Guide

Pricing guide is a quick reference document to understand pricing and licensing for Microsoft Dynamics 365 for Financials. Please refer to the Microsoft Dynamics 365 for Business Edition pricing and licensing guide for additional information on different plans as well as purchase paths for new and existing customers.

Compete Assets

These assets provide guidance and resources to compete against NetSuite in the SMB space using Microsoft’s differentiated value proposition. Use these assets to formulate the best compete strategy for your accounts, and find the resources to help you along the way.

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Summary

Evolving your digital marketing

As you begin marketing Microsoft Dynamics 365 for Financials to potential customers, it is important to establish an always-on digital marketing presence that attracts your target audience, engages prospects with relevant content, effectively converts prospects to opportunities using high-value calls to action, and efficiently passes qualified leads to your sales team. Marketing automation and analytics tools as well as a CRM solution are critical to measuring, managing, and optimizing your prospect journey. Leverage the Smart Partner Marketing portal for insight on digital marketing tips and tricks.

Smart Partner Marketing Portal

Bookmark the Dynamics 365 for Financials partner marketing campaign page Microsoft will be adding and updating content on an ongoing

basis to help support your marketing efforts, so be sure to check

back for new resources.

Dynamics 365 for Financials Partner Marketing Content

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http://smartpartnermarketing.microsoft.com/


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