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Microsoft Certified Software Advisor

Microsoft CRM Certified Software Advisor Fee Overview

The Microsoft CRM Certified Software Advisor (CSA) fee initiative is designed to give solution providers an opportunity to earn supplemental revenue when they assist end customers with their software selection and implementation of Microsoft Business Solutions CRM.

Microsoft CRM-certified solution providers who are involved in the presale software assessment and recommendation for a customer and are the primary post sale Microsoft CRM implementation services partner for that customer will be eligible to earn Microsoft CRM Certified Software Advisor fees- up to 30% of their customer�s order of CRM Licenses and Software Assurance.

To sign up to be eligible to receive CSA fees, please first review the CSA Program guide.

View the guide in: English, Brazilian Portuguese, Danish, Dutch, �French, German, Italian, Russian, or Spanish.

Once you review the guide you may also review a reference only version of the CSA Agreement and Authorization.

View the agreement in: English, Brazilian Portuguese, Danish, Dutch, �French , German, Italian, Russian or Spanish.

When you are ready to begin the Microsoft CRM CSA sign up process, please go to the following link:


Microsoft CRM offers a great opportunity for Microsoft partners that are looking to:

�           Increase revenue potential. Microsoft CRM offers software advisor fees through the Certified Software Advisor initiative. Partners can also capitalize on the pull-through revenue opportunity for Microsoft infrastructure products.

�           Invest in a high growth opportunity. According to AMR Research, the CRM market forecast for 2005 is almost $38 billion*. Additionally, the small and mid-market space is a largely untapped and fragmented market with no clear market leader�over 80% of these companies are estimated to be without a CRM solution today. Microsoft is investing tremendous resources in this space. It's time for you, as a Microsoft partner, to get a share in high-growth business opportunity.

�           Diversify and expand your business. Microsoft CRM is a great fit if you're already selling Microsoft infrastructure or business solutions, including Microsoft Office. CRM provides a compelling business reason to upgrade/install the latest infrastructure products, including Windows and Office. Additionally, if you are currently an Exchange, SQL or SBS partner, you may have the necessary skills to install the Microsoft CRM infrastructure requirements. If you're currently a CRM service provider, Microsoft CRM is a great new product to add to your current CRM offerings.

*AMR Research, 2001.

Eligibility for the Microsoft CRM Certified Software Advisor fee on any Microsoft CRM customer order in volume licensing has four principle requirements:

�           The partner organization needs to be Microsoft CRM-certified (pass required exams).

�           The partner organization must have been involved in the pre sale software assessment and recommendation process with the customer.

�           The partner organization must be the primary post sale CRM implementation services partner for that customer.

�           The partner organization is currently a member of the Microsoft Partner Program at the Registered, Certified, or Gold level, or plans to join the program later in 2004 at this level.

Training and Certification


Microsoft offers training to partners wishing to gain further expertise with Microsoft CRM. Classroom training is available worldwide through Microsoft Certified Partners for Learning Solutions (CPLS). To find a class, visit: http://www.microsoft.com/Learning/training/find/FindCourse.mspx

Microsoft Partners worldwide may order Microsoft CRM courseware by visiting: http://members.microsoft.com/certpartner/training/moc/order.aspx

Partners worldwide can take advantage of online training opportunities by visiting the Microsoft Business Solutions training site at:



Partners can meet their Microsoft CRM-certification requirements by having two employees who between them have passed the three CRM-specific exams that demonstrate Microsoft CRM expertise. Select any one of the exams below to review an exam preparation guide that will help guide you through a successful certification process.�

Microsoft CRM Applications Professional

Microsoft CRM Installation & Configuration

Microsoft CRM Customization

These exams are available worldwide through VUE testing centers. Additional availability of exams through other vendors will be announced at a later date. The website for VUE testing centers is:


Once the customer�s Microsoft CRM order has been placed, partners will need to take the following steps to claim their CRM Certified Software Advisor fees. �

1.        As a Microsoft CRM Certified partner, you will go to the following web site after the customer�s order has been placed.


2.        As a service to your customer, register the end user customer software so that you can obtain the registration keys required to access and implement the software.

3.        Confirm that that your company provided pre-sales needs assessment and software recommendation services to the end user customer and has been retained by the customer as the primary post sale implementation partner for the CRM licenses on which fees are being claimed.

4.        If you have been paid for a pre sale assessment by the end user customer, or if this is a government customer, confirm that your company disclosed to the customer that you may be earning CRM CSA fees from Microsoft.

5.        Agree that Microsoft is authorized to confirm items 3 and 4 above with the end user customer.

Microsoft CRM CSA step by step sign up instructions and fee claims

Read this documentation to understand what is required during the CSA sign up and fee claim process.

Frequently asked questions

Want to know more about the CSA sign up process or fee claims? Click here to access frequently asked questions.

CSA Fee Schedule and quarterly fee targets ( Information available to existing CSAs only )

Access a tool that will help you calculate potential CSA fees on any order of Microsoft CRM. �Additionally, Microsoft CRM CSAs who meet a specified quarterly CSA fee target can earn higher CSA fees.

CRM CSA Parent-Affiliate Form �����

Take advantage of multiple sites participating in the Microsoft CRM CSA initiative by submitting the CSA Parent-Affiliate Association form. �CSA Partners can now aggregate fees earned to more easily reach the targets for higher CSA fees.

Category: Advisor

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