Microsoft Dynamics Customer Advocate Nomination Form

* Indicates required field

Customer Information

Microsoft Opportunity ID (REQUIRED FOR MSFT)*:
VOICE ID (REQUIRED FOR PARTNERS)*:
Customer Organization Name: *
Country of Customer Organization: *
Company Description & URL:
Industry: *
Industry SIC (if known):
Number of Employees: *
Multi-Site: * Y/N
Microsoft Consulting Services engaged: * Y/N

Customer Contact Information (both TDM & BDM recommended)

Name: *
Title: *
Phone: *
Email: *
Mailing Address: *
Special Contact Comments
Additional Contact
Name:
Title:
Phone:
Email:
Special Contact Comments

Partner Information

Partner Organization Name: *
Contact Name: *
Contact Title: *
Email Address: *
Phone: *

Primary Solution Information

Primary Dynamics Product: * / Microsoft Dynamics AX 2012
Release Version: # of User Lic: Hosted Y/N:
Microsoft Dynamics AX for Retail
Microsoft Dynamics CRM 2013
# of User Lic: Partner Hosted Y/N:
Microsoft Dynamics CRM Online 2013
# of User Lic:
Microsoft Dynamics Marketing
# of User Lic:
Microsoft Dynamics GP / NAV / SL
Solution: Version: # of User Lic: Hosted Y/N:
Other Dynamics
Solution: # of User Lic: Hosted Y/N:
Go Live Date:
Deployment Status: *
Global Implementation: Y/N? / Development Implementation Deployed > 6 months
Deployed < 6 months
If yes, which countries?
Previous Product Used: *
Salesforce.com
SAP
Oracle
Siebel
JD Edwards
Sage
Deltek
Epicor
Other / Product name:
Product name:
Product name:
Product name:
Product name:
Product name:
Product name:
Product name:
Product name:
Competitive Win Against: *
Salesforce.com
SAP
Oracle
Siebel
JD Edwards
Sage
Deltek
Epicor
Other / Product name:
Product name:
Product name:
Product name:
Product name:
Product name:
Product name:
Product name:
Product name:
Business Challenge: *
Solution Description: *
Benefits and/or Supporting Metrics: *
ERP Modules or CRM Workloads Used: *
ISV Solutions: (if used)
Integrations: (connections to Microsoft and other products)
Secondary Dynamics Product: / Microsoft Dynamics AX
Release Version: # of User Lic: Hosted Y/N:
Microsoft Dynamics AX for Retail
Microsoft Dynamics CRM
Version: # of User Lic: Partner Hosted Y/N:
Microsoft Dynamics CRM Online
# of User Lic:
Microsoft Dynamics Marketing
# of User Lic:
Microsoft Dynamics GP / NAV / SL
Solution: Version: # of User Lic: Hosted Y/N:
Other Dynamics
Solution: # of User Lic: Hosted Y/N:

Additional Microsoft Supporting Solutions – “One Microsoft”

Please check all boxes that apply
Microsoft Azure / SQL Server
Office 365 / Lync
Power BI / Yammer
Devices – Windows Mobile / Microsoft SharePoint
Devices - Surface / Other (please list)
Devices – Other

Customer Advocate Activities*

Please indicate the Customer Advocate Activities you (the customer) would be willing to participate in with Microsoft. Prior to engaging the customer in a reference activity, you will be contacted to confirm approval and be REQUIRED to sign any additional RELEASE forms for the activity. Completing this section does not guarantee that any of the activities will happen.

Logo Use / Name Drop
Advertisement / Marketing Reference / Quotes
Analyst Interview / Onsite Visit with Potential Customer
Written Content/Customer Story / Press Activity
Customer-to-Customer call / Video Testimonial
Event Speaking Opportunities / Webcast
New Win Press Release

* I certify that I have communicated with the customer regarding any nominations for potential activities.

(Y/N)* I have approval from Partner for initial Customer engagement.

(Y/N)* Customer engagement requires ongoing Partner approval (for future activity requests)

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Microsoft Dynamics Customer Advocate Nomination Form

Please EMAIL this completed form along with any additional supporting materials to .

Thank you for taking the time to submit this information. Microsoft takes great pride in demonstrating customer success, showcasing examples of companies who are realizing business and information technology benefits by using Microsoft solutions.

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