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Microsoft Dynamics CRM 4.0

Microsoft Dynamics CRM 4.0. Licensing & Pricing. December 2009. Contents. Licensing Models & Structure Language & Program Availability Sales Channels Pricing License Keys Product Registration Upgrade & Migration Path Downgrade Rights Media Fulfillment

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Microsoft Dynamics CRM 4.0

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  1. Microsoft Dynamics CRM 4.0 Licensing & Pricing December 2009

  2. Contents Licensing Models & Structure Language & Program Availability Sales Channels Pricing License Keys Product Registration Upgrade & Migration Path Downgrade Rights Media Fulfillment Software Assurance & Enhancement Plans More Information – Links

  3. Dynamics CRM 4.0 Licensing Models Volume Licensing BRL/DPL On-Premise Partner Based S+S CRM Online CRM Online SPLA Service Provider Licensing Agreement

  4. Dynamics CRM 4.0 Servers On-Premise * Workgroup Server is ONLY available in Volume Licensing Programs – See Availability section for more information ** Step Ups are not available in Open Volume or Open Business Programs • Workgroup Server* • Same feature set as Microsoft Dynamics CRM 4.0 Professional Server. • Includes and supports a maximum of 5 Users. • Step-Up** to Microsoft Dynamics CRM 4.0 Professional Server is available.  • Professional Server • Rich feature set with no licensing based scalability limit • Single tenant deployment • Step Up** to Microsoft Dynamics CRM 4.0 Enterprise Server is available • Enterprise Server • Rich feature set with no licensing based scalability limit • Multi-tenant deployments

  5. User CALs and Device CALs On-Premise User CAL Device CAL Same CALs for both Professional Server and Enterprise Server With user CALs, each user may use multiple client interfaces (incl. mobile devices) With device CALs, each device may be shared by multiple users over time (as in a call center) User and device CALs may be mixed in a deployment Customers upgrading from CRM 3.0 can choose to convert from User CAL to Device CAL at time of SA renewal

  6. Licensing Overview On-Premise Device CAL User CAL External Connector External Connector External Parties External Parties Server 1 Server 2

  7. Full CALs and Limited-Use CALS On-Premise • With full CALs, each user has full read-write access to all capabilities • With limited-use CALs, a user has read-only access, e.g., for reports • Full and limited-use CALs may be mixed within an environment • Move from a Limited CAL to a Full CAL via an “Additive CAL” (step up) read/write Full CAL Limited CAL read-only

  8. Full, Limited & Full Use Additive CALs On-Premise • Limited CAL • Read-only access, e.g., for reports • Full and Limited CALs may be mixed in an environment • Full Use Additive CAL • Write-access functionality • Purchased to supplement a Limited CAL with write functionality • CAL • Full read-write access functionality • Combines Limited CAL and Full Use Additive CAL for full use capability

  9. Multiplexing On-Premise Multiplexing or “Pooling” is use of hardware and/or software that reduces the number of devices or users that directly access or use the software on a particular server A CAL is required for accessing the multiplexing or “pooling” software or hardware front end A CAL is not required for data extracted and made available in static format with no direct links (e.g. printed reports, PDF-files etc.)

  10. External Connectors (EC’s) On-Premise • Available for • Professional Server • Enterprise Server • Access License only – no additional software/licenses included • Extends access to external users (e.g. Partners, Customers, Suppliers) • Scenarios* • Create new activities in CRM, such as a case via a portal • Update information in CRM, such as contact information via a portal • Fill orders, or update case status via a portal *Access via Dynamics CRM Client technology requires a CAL

  11. Full, Limited & Full Use Additive EC’s On-Premise *Access via Dynamics CRM Client technology requires a CAL • Limited External Connector • External user read-only access • Full Use Additive External Connector • External user write-access • Purchased to supplement a Limited External Connector with write functionality • External Connector • External user full read-write access

  12. Service Provider Licensing (SPLA) Partner Based S+S • Enables Services Providers to offer hosted CRM to their customers • Service Providers receive commercial use rights & hold licenses • End customers may use Microsoft software through Service Provider’s SPLA licenses • User access is granted via Subscriber Access License (SAL) • Microsoft Dynamics CRM SAL • No separate server license necessary • A SAL is required for each unique user in any given month • Subscribers may use any device to access server software • Service Providers can "scale out" - deploying servers as needed • Minimal start-up costs - pay based on monthly subscribers • Microsoft Dynamics CRM enables external user access • No SAL required for external users if Microsoft Dynamics CRM 4.0 Client for Microsoft Office Outlook/Web Client software is not used • Partners must be: • Certified Partner in MSPP or • Registered Microsoft Hosting Program Partner

  13. CRM Online (US & Canada Only) CRM Online • Software-as-a-service on a per user subscription based model • Microsoft Dynamics CRM Online Professional Edition • 5 Gigabytes of storage, a 12 month commitment, and offline Synchronization • Microsoft Dynamics CRM Online Storage Add-on • 1 Gigabyte of incremental storage (up to 50 GB) per organization • Microsoft Dynamics™ CRM Online • Try It FREE For 30 Days

  14. CRM Online Licensing Overview On-Demand

  15. Availability - Languages • Arabic • Brazilian Portuguese • Chinese - Simplified • Chinese - Traditional • Chinese – Traditional (Hong Kong) • Czech • Danish • Dutch • English • Finnish • French • German • Greek • Hebrew • Hungarian • Italian • Japanese • Korean • Norwegian • Polish • Portuguese • Russian • Spanish • Swedish • Turkish • Available/orderable for Customers worldwide beginning January 1, 2008. • Downloads available at: http://www.microsoft.com/downloads • Languages available as “Base Languages” and MUI language packs. • See more about language use rights in the Product List: http://www.microsoftvolumelicensing.com/userights/PL.aspx • Microsoft Dynamics CRM Online – English only (North America & Canada)

  16. Availability – Microsoft Partner Program and MAPS • Microsoft Dynamics CRM 4.0 Workgroup included Microsoft Action Packs (MAPS) beginning April 2008 • Partners who need additional CALs for Pro or Enterprise may purchase them through normal channels with normal pricing • Microsoft Partners may download Microsoft Dynamics CRM 4.0 software from the MSDN Subscriber Downloads site or from the Microsoft Downloads center: http://www.microsoft.com/downloads/Search.aspx?displaylang=en

  17. Availability - MSDN (Developer Licenses) On-Premise • Microsoft Dynamics CRM 4.0 • Available via MSDN Subscriber Download Center • Media is not included in monthly subscription kits • Covered by MSDN licensing and used for development, test, design and demonstration purposes only • Microsoft Certified/Gold partners • Receive MSDN Product Key in Welcome kit and subsequent Partner kit deliveries • MSDN Product Key • Unlocks 10 users only • Bypasses the registration process • Note! TRIAL and Time Limited versions do not convert to the MSDN version by applying commercial license key • See the MSDN website for more information: http://msdn2.microsoft.com/en-us/default.aspx • MSDN Licensing FAQs: http://msdn.microsoft.com/en-us/subscriptions/aa948864.aspx

  18. Availability – Trials and Time-Limited Versions On-Premise * Microsoft Dynamics CRM 4.0 Workgroup Server is not offered on the Dynamics Price List/ Business Ready Licensing. • Trials/Time-Limited versions are available for all editions: • Workgroup Server* = 5 users maximum • Professional & Enterprise Servers = License keys ≤ 100,000 Users • Time limited to 90 days • Trial License Keys are posted on the Trial download site: http://www.microsoft.com/downloads/Search.aspx?displaylang=en • Convert to full version by applying commercial license key in License Manager • NOTE: Trials/Time-Limited Versions do not convert to BRL or MSDN versions by applying commercial license key • For evaluations exceeding 90 days • Microsoft Dynamics CRM 4.0 Server/CALs should be purchased via normal channels

  19. Availability – Trial/Time Limited Version Conversion Summary Chart On-Premise

  20. Sales Channels • Purchases can occur through various channels • The following may vary depending on the channel licensing model: • Part Number Availability • Software Assurance or Enhancement Plan (BRL) • Customer Support Provider

  21. Sales Channels – Channel Program Summary License Agreement Key: A=Academic C=Corporate G=Government LG=Local Government NS=Non-Specific TOS= Terms of Service ** Only available in Europe, Middle East and Asia (EMEA).

  22. Sales Channels – Academic • Microsoft Dynamics CRM 4.0 will be offered at a discounted rate to qualifying academic institutions via the following programs: • Campus & School Agreement (Except: Workgroup Server) • Academic Select (Except: Workgroup Server) • Academic Open • Microsoft Business Solutions Academic Alliance (Except: Workgroup Server) • CRM Online • SPLA • ISV Royalty Agreement • Learn more at www.microsoft.com/education/howtobuy.mspx

  23. Sales Channels - System Builder Channel • Microsoft Dynamics CRM will no longer be offered in the System Builder channel • Microsoft Dynamics CRM 3.0 Small Business Edition will be removed from the System Builder channel as of July 2008 Pricelist • Customers purchasing Microsoft Dynamics CRM SBE 3.0 through this date should be made aware they will not be able to purchase Software Assurance on this product

  24. Sales Channels – Microsoft Dynamics CRM Online A new Channel for Microsoft Dynamics CRM 4.0! Open Access in North America (US & Canada) began April 2008 Visit: http://crm.dynamics.com/Default.aspx

  25. Pricing Summary: On-Premise (US Dollars) Prices shown in table below are Estimated Retail Pricing ranges in U.S. dollars for On-Premise software through Volume Licensing for the License plus one year of Software Assurance. Actual pricing and availability of Estimated Retail Pricing may vary by licensing program, geography, and Software Assurance term, in compliance with applicable local pricing policies.

  26. Pricing Summary: On-Demand Microsoft Dynamics CRM Online (US Dollars) The commitment level, storage offerings and synchronization capabilities are as follows:

  27. License Keys • Volume Licensing • License keys are embedded in download files and physical media (DVD) • License Keys are: • Not printed on the media or packaging! • Not posted on MVLS/VLSC! • Customers will not need to enter a license key • Except for customers who begin with a Trial or Time limited license • These customers will need to apply a license key obtained from the DVD/Media kit or download. • They may locate the License Key file on the media or in the download in this file: • \server\i386\license.txt or \server\amd64\license.txt - depending on whether 32 / 64 bit • They must enter commercial License Key into the License Manager to avoid re-install • Business Ready Licensing • Customers may obtain their License Keys in VOICE

  28. License Keys – Where to locate them * Pre-pidded = License Key is embedded

  29. Product Registration **BRL customers will already have registered their Microsoft Dynamics ERP products and will not be asked to register again. • One-time Customer registration required within 30 days and built into setup • Internet connection required • Product is disabled if not registered within 30 days & may be re-enabled after registration • Registration is required when a license key is obtained from these channels: • Volume Licensing • MSPP Gold and Gold Certified Partners • Microsoft Action Pack (MAPS) • System Builder Channel • Trial, MSDN, Technet, ISV Royalty, SPLA, and BRL** do not require registration • Add-on CALs do not require registration

  30. Upgrade & Migration Path: Volume LicensingDynamics CRM 3.0 Customers with Software Assurance On-Premise Microsoft Dynamics CRM 4.0 Professional Edition 1 Named User CAL or 1 Device CAL for each 3.0 SBE CAL Microsoft Dynamics CRM 3.0 Small Business Edition 1 Professional Server 1 Named User CAL OR 1 Server • SA at renewal will be calculated based on • Microsoft Dynamics CRM 4.0 list prices. Microsoft Dynamics CRM 4.0 Workgroup Edition 1 Workgroup Server (Including 5 Users)

  31. Upgrade & Migration Path: Volume LicensingDynamics CRM 3.0 Customers with Software Assurance On-Premise Microsoft Dynamics CRM 3.0 Professional Edition Microsoft Dynamics CRM 4.0 1 Named User CAL 1 Named User CAL or 1 Device CAL 1 Server 1 Professional Server or 2 Enterprise Servers * 1 External Connector 1 External Connector * SA at renewal will be calculated based on CRM 4.0 list prices. The Product Group is aiming to enable this upgrade offer circa July 2008. Eligibility: If Customer has SA, and possesses CRM 3.0 Professional licenses as of December 31, 2007, they are entitled to receive up to 2 Enterprise licenses instead of one CRM Professional 4.0 license for each Dynamics CRM 3.0 Professional license they possess.

  32. Upgrade & Migration Path: BRL/DPLDynamics CRM 3.0 Customers with Enhancement Plan On-Premise Microsoft Dynamics CRM 3.0 Professional Edition Microsoft Dynamics CRM 4.0 1 Named User CAL 1 Named User CAL or 1 Device CAL 1 Server 1 Professional Server* 1 External Connector 1 External Connector • BREP renewal will be calculated based on • Microsoft Dynamics CRM 4.0 list prices. *Customers may choose to ‘step up’ to the Microsoft Dynamics CRM 4.0 Enterprise Server edition by paying the difference in price between the Microsoft Dynamics Professional and Enterprise Server editions. Partners should contact their PAM for details.

  33. Upgrade & Migration Path Microsoft Dynamics CRM 3.0 FPP Customers On-Premise • Microsoft Dynamics CRM no longer in the FPP Channel as of January 1, 2008 • Notifications were emailed & posted to FPP Distributor/Reseller partners in October 2007 • Microsoft Dynamics CRM 4.0 Upgrade*: • Registered FPP 3.0 SBE/Pro customers • Will receive Microsoft Dynamics CRM 4.0 Professional Server • Will be proactively contacted circa June 2008 • Based on SSWS registration data, • ROCs will contact and deliver instructions re: media & license keys to these Customers* Microsoft Dynamics CRM 3.0 SBE/Pro FPP Customer Maintenance : • Registered Users entitled to one year of Maintenance from date of their registration • Will continue to receive Maintenance until expiration • SA for Microsoft Dynamics CRM 3.0 SBE/Pro FPP Customers: • Purchase SA within 90 days of Maintenance expiration • Purchase Microsoft Dynamics CRM 4.0 Servers/CALs through Volume Licensing * Eligibility: Microsoft Dynamics CRM FPP SBE/Pro Customers registered after January 1, 2007 on the Self Service Web Site.

  34. Upgrade & Migration Path: FPP CustomersDynamics CRM 3.0 Customers on Maintenance On-Premise Microsoft Dynamics CRM 3.0 Small Business Edition or Professional Edition Microsoft Dynamics CRM 4.0 Professional Edition 1 Named User CAL 1 Named User CAL or 1 Device CAL 1 Server 1 Professional Server 1 External Connector (N/A to SBE) 1 External Connector Eligibility: If Customer has registered their Microsoft Dynamics CRM 3.0 SBE or Professional licenses purchased between January 1, 2007 and June 30, 2008 on the Self Service web site, they are entitled to receive one CRM Professional 4.0 license for each Dynamics CRM 3.0 FPP SBE or Professional license they possess.

  35. Upgrade & Migration Path Microsoft Dynamics CRM 1.2 Customers On-Premise Microsoft Dynamics 1.2 Customers: • Must upgrade to Microsoft Dynamics CRM 3.0 before upgrading to Microsoft Dynamics CRM 4.0 editions. • There is no technical direct upgrade path from Microsoft Dynamics CRM 1.2 to Microsoft Dynamics CRM 4.0. The licensing upgrade path for Microsoft Dynamics CRM 1.2 Users to Microsoft Dynamics CRM 3.0; and from Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0 is as follows:

  36. Downgrade RightsMicrosoft Dynamics CRM 3.0 Customers On-Premise Microsoft Dynamics CRM 3.0 SBE customers with SA may: • Purchase Dynamics CRM 4.0 Workgroup Server and use downgrade rights • With Workgroup to SBE license downgrade, Customers must also purchase five (5) Microsoft Dynamics CRM ‘full’ CALs (as users are inclusive with Workgroup). • Purchase additional Dynamics CRM 4.0 ‘full’ CALs • CRM 3.0 Media is available via eOpen or from Distributors/LARs Microsoft Dynamics CRM 3.0 Professional customers with SA or BREP may: • Purchase Dynamics CRM 4.0 Professional/Enterprise Server(s) and use downgrade rights • Purchase Dynamics CRM 4.0 ‘full’ CALs • CRM 3.0 media is available via MVLS/VLSC for VL Customers and from PartnerSource for BRL/DPL License Keys: • Are located on the physical Microsoft Dynamics CRM 3.0 media packaging • Download only customers (tax considerations) may request license keys from the Product Group (via an escalation) and/or may contact their Regional Operations Center for assistance with this process.

  37. Downgrade Rights Microsoft Dynamics CRM 1.2 Customers On-Premise • Microsoft Dynamics CRM 1.2 customers with SA may: • Purchase Microsoft Dynamics CRM 4.0 ‘full’ CALs • Purchase Microsoft Dynamics CRM 4.0 Professional Server licenses • Using the physical media they already possess, install any additional Server(s) • Via Microsoft Dynamics CRM 4.0 downgrade rights;& Microsoft Dynamics CRM 3.0 downgrade rights, continue to use Microsoft Dynamics CRM 1.2. • No physical media will be available/orderable for Microsoft Dynamics CRM 1.2 Customers. • Microsoft Dynamics CRM 1.2 License Keys! • Microsoft Dynamics CRM 1.2 customer’s will need to obtain license keys for additional CAL purchases: • Using the “CRM 1.2 Additional Users” form - available on explore.ms/Programs/Forms • Customers should contact their Regional Operations Center for assistance

  38. Media Fulfillment - Customers in Open On-Premise • Get access to Microsoft Dynamics CRM 4.0 with current Software Assurance • Download Dynamics CRM 4.0 with 90-day license keys (until physical media is obtained) • Order media kit (DVDs) from their Reseller (a nominal fee may apply for media kit) • Authorization and Enrollment numbers needed when ordering • Download from MVLS/VLSC • OpenLicense customers: • May only order physical media or download products for which they are licensed • eOpen is a site for Open Customers where they may: • Create and retain personalized views of their Open License purchases • Review their license agreement and Product Use Rights • Update their license contacts information • View their worldwide Open License purchases • Find and download software available under their License agreements • Access their Volume License Product Keys to install software (for other Microsoft products) • eOpen: https://eopen.microsoft.com/EN/default.asp

  39. Media Fulfillment – Customers in Open Value, Select or EA On-Premise • Get access to Microsoft Dynamics CRM 4.0 with current Software Assurance • Download Dynamics CRM 4.0 with 90-day license keys (until physical media is obtained) • Receive media kit (DVDs) from MVLS/VLSC (Must order the Comprehensive Kit) • Download from MVLS/VLSC • Open Value customers: • Can view and download only products for which are already licensed • May order physical media through their Reseller • Select, EA, and CA/SA customers: • May download all editions of Microsoft Dynamics CRM • May order physical media for nominal fee from their LAR, or for CA/SA customers, from their Reseller • MVLS/VLSC is a site that provides tools for Open Value, Select, Enterprise, and CA/SA customers to: • View agreements, licenses, orders, and volume license keys (for other Microsoft products) • Download software from the Media Subscription Kits and Software Assurance or MSDN Benefit Kits • Manage and invite users to manage licensing using MVLS MVLS/VLSC:https://licensing.microsoft.com/eLicense/L1033/Default.asp

  40. Software Assurance/Enhancement Plan Benefits On-Premise *New! Beginning December 1, 2007 this benefit has increased from 2 incidents to incidents to 6!

  41. Microsoft Dynamics CRM Online Support Benefits On-Premise Support is included as part of the monthly subscription fee to Microsoft Dynamics CRM Online.  The key benefits of the plan are listed below.  

  42. Links for More Information Microsoft Dynamics CRM www.microsoft.com/crm Microsoft Download Center http://www.microsoft.com/downloads/Search.aspx?displaylang=en Licensing www.microsoft.com/licensing Software Assurance http://www.microsoft.com/licensing/sa/default.mspx Contact a Specialist www.microsoft.com/licensing/contact/default.mspx Software Support http://support.microsoft.com/ph/12976 Service Plans/Support http://www.microsoft.com/dynamics/crm/support/default.mspx Deluxe Support Services https://mbs.microsoft.com/customersource/serviceplans/customerserviceplans/deluxe_support_services.htm Microsoft Product Support Lifecycle information http://support.microsoft.com/?LN=en-us&scid=gp%3B%5Bln%5D%3Blifecycle&x=13&y=12 CustomerSource https://mbs.microsoft.com/customersource/ MVLS/VLSC https://licensing.microsoft.com/eLicense/L1033/Default.asp eOpen https://eopen.microsoft.com/EN/default.asp

  43. Thank you!

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