DocuSign Envelope ID: 656EB070-6212-42EB-8D32-98559F56F7B5
Microsoft Testing and Adoption Framework
Program Description
Product/Technology:
Program Name:
Program Type:
Microsoft Dynamics CRM ‘5’
Dynamics CRM ‘5’ Early Adopter Program (CRM5 EAP)
Technology Adoption Program – Product Validation
This Program Description is provided pursuant to the Testing and Adoption Programs Framework Agreement or
the TAP Framework Participation Agreement (each, the “agreement”). By taking part in this program, Company
(and/or qualifying Company affiliate) agrees that its participation is subject to the terms and conditions of the
agreement. If any terms below contradict or supplement the terms of the applicable agreement or the program
description originally provided to you, the terms below will control with respect to this particular program.
Note to qualifying affiliates: Company and Microsoft must have separately granted you permission to
participate under the agreement. If your parent or other affiliated Company hasn’t provided you with a copy of
the agreement, prior to participating please contact the program’s sponsoring group identified below or your
account team to secure a copy.
PROGRAM SUMMARY, GOALS, AND VALUE PROPOSITION
The CRM5 EAP is a TAP-PV program in which potential CRM ‘5’ Customers commit to working with a Partner or
MCS representative and CRM Product Team resources to plan, design, develop, test, and implement CRM ‘5’
solutions in production prior to CRM ‘5’ RTW in case of online customers and RTM in the case of hosted and
on-premise customers. The primary goals of the CRM5 EAP include validating product quality by augmenting
and enabling Test, including feature coverage mapping, collateral gathering, and testing via actual preRTM/RTW production customer deployments.
Benefits to Companies participating in the CRM5 EAP include:
 Building competitive advantage by using new features before release
 Direct exposure to and support from the CRM product group and extended team
 Early access to code and product documentation
 Knowledge acquisition before wide availability (training events , Webcasts, training documentation)
 An opportunity to influence quality of the product
Date of this Description:
3/12/2010
Status of this Description:
Final
Program Start Date:
4/7/2010
Program End Date:
90 days after the commercial release of CRM’5’
 Jim Toland (Program Administrator)
 Murat Ozturan (Program Owner)
 [email protected]
 [email protected]
https://connect.microsoft.com/site687
Sponsoring group contact name:
Sponsoring group contact email address:
External Web Site
TECHNOLOGY SUMMARY/VALUE PROPOSITION
Microsoft Dynamics CRM is a fully integrated suite of sales, marketing, and customer service capabilities that
enable businesses to find, win, and grow customer relationships.
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DocuSign Envelope ID: 656EB070-6212-42EB-8D32-98559F56F7B5
PARTICIPANT REQUIREMENTS
Resources
Company and its designated CRM5 EAP resources are required to:
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Participate in weekly conference calls and web-casts. Primary resources need to be available for
discussions (conference calls, webcasts, etc.) during standard Redmond (Pacific Time) business hours.
Regularly install/use pre-release builds in a timely manner to generate feedback for the Product Team.
o Exercise key usage scenarios/capabilities
o Ensure time is planned for dedicated testing effort
o Validate key scenarios for customer (existing/new business processes utilizing new functionality)
Use pre-release builds of CRM ‘5’ to design and develop the business solution.
Provide on-going written and verbal feedback to Product Team contacts based on experiences with prerelease builds and queries from Product Team members.
Perform all planning, design, development, and testing that is required to ensure that the solution is
deployed in a production environment during the Beta release milestone.
Deploy a pre-release version of CRM ‘5’ in production prior to RTM/RTW.
IMPORTANT: At program start, all Participants will be supported by a variety of Microsoft resources, as is
called out in the Microsoft Commitments section of this document. Thereafter, on a monthly basis, the EAP
Program Management team (EAP PM) will evaluate the project progress and level of participation of each
Company. To ensure an adequate level of support for Companies that show the greatest potential for going
into Production by or before RTM/RTW, EAP PM may, based on the results of these monthly evaluations,
change a Company’s participation status to Limited. Limited participants will not have the support of a
Microsoft Buddy Team, relying instead on primary communications via MS Connect and participation in the
associated Newsgroups.
Form a project team, to include:
Solution Owner/Executive Sponsor:
Business Project Manager:
Technical Project Manager:
Additional representation from specific technical areas (as appropriate)
Required
Required
Required
Required
Desired
Planning Documentation:
To maximize the benefits of this program and to evaluate Company’s readiness to properly run, test, and
evaluate the CRM software, EAP PM requests that Company provide the following lists and plans.
Related software list:
Related Hardware list (i.e., planned for use by Company in this Program):
List of technology features expected to be utilized:
Architecture plan:
Testing Plan
Deployment Plan
Disaster and Recovery Plan
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Required
Required
Required
Required
Required
Required
Required
DocuSign Envelope ID: 656EB070-6212-42EB-8D32-98559F56F7B5
Testing and Deployment:
The CRM Product Team will be relying on the EAP participant feedback to ensure that the new features and
changes in CRM ‘5’ meet internal quality and functionality requirements. To that end, Company is requested
to secure the requisite infrastructure for testing/developing the builds throughout the EAP program.
Microsoft may on occasion require access to the test/development environment to view traces and other
information that may assist in troubleshooting an issue.
NOTE: Dedicated test hardware/infrastructure applies to On-Premises customers only (Online customers will
utilize Online deployment).
Have a dedicated test lab at Company site (on-premise deployments only):
Perform testing according to test plan & provide feedback
Deploy the solution and begin utilizing it in a production environment during Beta
milestone (prior to RTM/RTW)
Provide Microsoft with access to your network
Provide Microsoft with files required to run stress test, if available
Install and deploy reliability metrics tools and provide results to Microsoft
Required
Required
Required
Desired
Desired
Desired
Publicity/Customer Evidence:
In addition to obtaining product feedback, creating “customer evidence” is an extremely important aspect of
the CRM EAP. Company is asked to participate in helping Microsoft create supporting evidence in the form of
compelling quotes, press releases, and case studies, and to participate in various launch activities. The goal of
compiling this evidence is to create excitement and momentum around the product launch and to position
Company as a leader in promoting customer satisfaction.
Written Case Study – assist in development of document/story describing your
experience with the use of the technology
Required
Video Case Study – assist in development of a video version of the case study
describing your experience with use of Microsoft technologies
Desired
Press Release - collaborate with Microsoft to develop a release issued to press and
media relating to your experience with use of Microsoft technologies
Required
Press Release - Provide a quotation for a release issued to press and media relating
to your experience with use of Microsoft technologies
Required
Launch Event - participate in an official Microsoft product launch event
Desired
Testimonial Advertisement – an advertisement describing your experience with use
of Microsoft technologies
Desired
Reference Customer – speak at Microsoft events and/or with new potential
Microsoft customers about your experience with use of Microsoft technologies
Required
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DocuSign Envelope ID: 656EB070-6212-42EB-8D32-98559F56F7B5
Event/Communication/Training Participation:
Upon the official kick-off of the CRM5 EAP, Company assigned resources are required to participate in a CRM
‘5’ training event, weekly status meetings, and conference calls and to provide feedback.
Send team members to visit Microsoft and attend meetings
Attend webcast and in person training in CRM ‘5’
Attend (online) EAP Kick-Off Event
Participation in conference calls
Expected frequency of calls
Take part in working group technical discussions
Create internal distribution list for use by Microsoft
Provide Microsoft with feedback on training and readiness materials
Desired
Desired
Required
Required
Weekly
Required
Required
Required
Support Services:
To ensure that Company receives the appropriate level of support during the CRM5 EAP, Company
understands and agrees to the following.
Retain Microsoft Consulting Services (MCS) or approved Dynamics CRM ‘5’ Partner
Required
for implementation Assistance
Have or enter into a Premier Support Agreement with Microsoft
Required
MICROSOFT COMMITMENTS
Resources:
Microsoft will allocate the following resources on a remote part-time basis to help ensure the effective
program management, communication, accountability, and integrity of the program so that Company has a
positive experience during the CRM5 EAP. Specifically, the buddy’s will attend the weekly calls remotely and
participate in the triage and support of their assigned customer’s issues while in the program. This requires
that the customer utilize Microsoft Connect to submit all requests to the buddy’s via the feedback form.
NOTE: In addition to the resources listed below, Microsoft will assign a portion of an EAP PM resource to
Company as EAP Sponsor. The EAP Sponsor will also attend the weekly calls remotely and assist the buddies in
triage. The TAP sponsor is also available to respond to any EAP specific escalations.
Program Management Buddy
Development Buddy
Test Buddy
Support Buddy
Marketing Buddy
Yes
Yes
Yes
Yes
Yes
Planning Support:
To maximize the benefits of this program, the Microsoft CRM Product team wants to assist Company by
reviewing, validating, and approving the following plans.
Validate and approve architecture plan
Validate and approve test plan
Validate and approve deployment plan
Validate and approve disaster recovery plan
Yes
Yes
Yes
Yes
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DocuSign Envelope ID: 656EB070-6212-42EB-8D32-98559F56F7B5
Software Testing & Deployment Support
Microsoft will provide the following technical and support services to assist Company’s internal project team.
Provide an instance of CRM Online v5
Provide access to site for downloading the software (on-premise deployments)
Provide priority bug resolution via MS Connect feedback form
Provide support during normal business hours
Provide 24x7 support for "Production server down" situations for those customers
who go live on a supported pre-release build of CRM ‘5’ before RTM/RTW.
Provide regular reports on open bugs & status via weekly meeting
If possible reproduce Participant configuration, when required, to resolve bugs
Electronically
Electronically
Yes
Yes
Yes
Yes
Yes
Privacy Terms
At Microsoft, we are committed to protecting your privacy and privacy of your customers and third parties.
“Personal Information” or “PII” means any information that can be used to identify, contact, or locate a
person. PII includes a person’s name, address, e-mail address, phone number, fax number, financial
information, account numbers, and government-issued ID numbers. PII also includes information associated
or combined with PII (such as a personal profile, unique identifier, biometric information, or IP address).
The following items apply to the Privacy of those individuals whose names or information may appear in an
AX database being upgraded as part of this program.
Partner confirms they have current consent to access customer’s databases.
Required
Partner will not transmit any databases containing personally identifiable
information of their customers and/or of 3rd parties to Microsoft within the context
of this program.
Required
Event/Communication/Training Support:
Microsoft will participate in events and provide the following communication and training support to
Company and its designated CRM5 EAP resources.
Provide regular communication via conference calls, status meetings and email
Provide distribution list for use by participant
Provide online access to tools & information
Provide training materials
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Yes
Yes
Yes
Yes
DocuSign Envelope ID: 656EB070-6212-42EB-8D32-98559F56F7B5
ADDITIONAL TERMS AND CONDITIONS
Feedback
If your agreement does not already contain a feedback provision then, for this program only, the following will
apply:
Providing suggestions, comments, feedback, ideas, or know-how, in any form (“feedback”) is voluntary. If
Company or any Company affiliate (“feedback provider”) provides feedback to Microsoft, then the feedback
provider grants to Microsoft, without charge, the non-exclusive license under feedback provider’s owned or
controlled intellectual property rights, to make, use, modify, distribute, grant copyright and trade secret
sublicense rights to, and otherwise commercialize such feedback as part of any Microsoft offering (as defined
below). The license granted to feedback provided hereunder shall survive termination of the agreement or
any program.
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“Microsoft offering(s)” means any Microsoft product, technology, service or any of their components
and includes:
o Pre-release and commercially released versions of any Microsoft offerings (whether released for a
fee or otherwise); and
o Documentation, specification or other proposal for any Microsoft offerings.
“Intellectual property rights” means all intellectual property and proprietary rights, such as patents,
trade secrets and copyrights.
Subject only to the express licenses granted in this agreement, the feedback provider:
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Retains all right, title and interest in and to the feedback;
Reserves all rights not expressly granted; and
Limits the licenses granted under this agreement to licenses under the feedback provider’s owned or
controlled intellectual property rights in the feedback. These licenses do not extend to any technologies
that may also be necessary to make or use any offering or portion thereof that incorporates the
feedback, but are not themselves expressly part of the feedback (e.g., enabling technologies).
Feedback is not confidential even if designated as confidential by the feedback provider.
The feedback provider represents that it will not give any feedback that:
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Violates any copyright or trade secret claim or right of any third party;
It has reason to believe violates any patent claim or right of any third party; or
Is subject to an excluded license. An “excluded license” is any license requiring, as a condition of the
use, modification and/or distribution of software subject to the license, that the software and/or other
software combined and/or distributed with the software be:
o Disclosed or distributed in source code form, and is either;
 Licensed for the purpose of making derivative works; or
 Redistributable at no charge.
The disclaimer and limitations in section 9 of the agreement do not apply to a breach of the terms of this
feedback clause.
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DocuSign Envelope ID: 656EB070-6212-42EB-8D32-98559F56F7B5
Production Use Grant
Notwithstanding the provisions of the license agreement for pre-release software which accompanies the
Microsoft pre-release software provided to the Company under this Program (the “pre-release software”) and
notwithstanding the order of precedence provisions of the agreement, the Company, at its sole discretion, may
install and use the pre-release software in a live production environment, solely for Company’s internal use and
as part of Company’s participation in this Program, provided:
(a)
Microsoft has previously notified you in writing that you may begin such use of the pre-release
software; and
(b)
Company agrees to cease such use immediately upon notice from Microsoft.
Company acknowledges that the pre-release software may not perform as reliably as commercially released
software, and may contain bugs or other errors that could cause the pre-release software, any system it runs
on, and any applications running on it to malfunction or experience impaired performance. Company agrees to
take adequate precautionary measures to back-up and protect all data and otherwise prevent any harm
greater than Company is willing to bear resulting from any failure of the pre-release software. Company
hereby acknowledges and agrees that to the greatest extent permitted by law Company assumes the risk of
and is fully responsible for any and all harm that may result from use of the pre-release software in a live
production environment.
In the event that Microsoft provides bug fixes or updates to the pre-release software, or provides an updated
version of the pre-release software to Company, Company agrees to install the update and replace the prerelease software with the updated version as directed by Microsoft.
On the thirtieth (30th) day after commercial release, all rights to use the pre-release software shall cease. If
Company desires to use the commercially released version (if available), Company will need to upgrade to, and
acquire the appropriate licenses for, such commercially released version.
Company agrees not to make any representation, warranty, or promise on behalf of Microsoft or with respect
to the software or its performance.
Company agrees, at its own expense and Microsoft’s request, to defend any claim or action brought by a third
party against Microsoft, or Microsoft’s affiliates, subsidiaries, directors, officers, employees, agents or
independent contractors, to the extent it is based upon a claim concerning its use of the software in a live
operating environment (all such claims or actions being collectively referred to hereinafter as “Claims”), and
Company will indemnify and hold harmless Microsoft from and against any costs, damages and fees reasonably
incurred by Microsoft, including but not limited to fees of attorneys and other professionals, that are
attributable to any Claims. Microsoft will: (a) provide the Company reasonably prompt notice in writing of any
Claims and permit the Company, through counsel chosen by the Company, to answer and defend such Claims;
and (b) provide the entity defending such claim information, assistance and authority, at Company’s expense,
to help defend such Claims. Company will not be responsible for any settlement made by Microsoft without
the Company’s written permission, which permission will not be unreasonably withheld, delayed or
conditioned. Company will consult with Microsoft on the choice of any counsel under this Section. Company
may not settle any Claims on Microsoft’s behalf without first obtaining Microsoft’s written permission, which
permission will not be unreasonably withheld, delayed or conditioned. In the event Company and Microsoft
agree to settle any Claims, neither party will disclose the terms of such settlement without first obtaining the
other party’s written permission.
Except as expressly provided above, all other terms and conditions of the license agreement for the pre-release
software which accompanies it shall remain in full force and effect.
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DocuSign Envelope ID: 656EB070-6212-42EB-8D32-98559F56F7B5
Other Relationships
Consultants, contractors, and advisors - Company may use consultants, contractors, advisors to assist
Company in connection with this program’s activities so long as Company has entered into agreements with
them that are at least as protective of Microsoft’s rights as in the agreement and this program description.
SIGNATURE BLOCK
To agree to the terms set forth above, please sign this electronically below using the DocuSign client.
Msft$Company: ___________________________ Part$Company:____________________________
Msft$By: ________________________________
Part$By: _________________________________
Msft$Name: _____________________________
Part$Name: ______________________________
Msft$Title: ______________________________
Part$Title:
_______________________________
Msft$Date: ______________________________
Part$Date:
_______________________________
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