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Microsoft Dynamics CRM 3.0 Pricing & Licensing

Microsoft Dynamics CRM 3.0 Pricing & Licensing. Timelines SKU Design & Pricing External Connector Key Channels Academic Licensing SPLA System Builder. Upgrading to 3.0 Continuing to Buy 1.2 Keys & Registration Financing Partner Licensing Software Assurance Benefits. Agenda.

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Microsoft Dynamics CRM 3.0 Pricing & Licensing

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  1. Microsoft Dynamics CRM 3.0 Pricing & Licensing

  2. Timelines SKU Design & Pricing External Connector Key Channels Academic Licensing SPLA System Builder Upgrading to 3.0 Continuing to Buy 1.2 Keys & Registration Financing Partner Licensing Software Assurance Benefits Agenda

  3. Availability • Microsoft CRM 3.0 was made available and orderable on pricelists beginning December 1, 2005 in English • All Microsoft CRM 1.2 prices have were changed on December 1 to map to the relevant 3.0 SKU • Available via MSDN Subscriber Download Site • Included in “Action Packs” in Q1 2006 • Trial Versions available in Q1 CY2006 ** General Availability dates for localized software versions are based on current RTM projections and are subject to change.

  4. Microsoft CRM Licensing Structure • Microsoft CRM 3.0 has 2 editions • Professional Edition • Small Business Edition • User CALs • Every internal user who accesses Microsoft CRM requires a CAL – Client Access License • There is no concept of “light” access or read only. Any internal user access to Microsoft CRM requires a CAL • Server Licenses • Every server that is running Microsoft CRM requires a server license • Software Assurance at 25%/year of license is included with Microsoft CRM in customer facing Volume Licensing programs. • Professional and Small Business Editions cannot be mixed

  5. External Connector (EC) • A new license that enables customers to affordably extend CRM to their external users, such as their customers and partners • Allows access for an unlimited number of external userson a per server basis • Example: If three servers are used to support external access,three external connector licenses are required • Alternative is for every external user to acquire a CAL • Only available for Microsoft CRM 3.0 Professional • “External Users” means users that are not either your or your affiliates’ employees, or your affiliates’ contractors or agents

  6. External Connector Access Scenarios • Customer Scenarios • Create new activities in Microsoft CRM, such as a case • Update information in Microsoft CRM, such as contact information • Partner Scenarios • Fill orders, or update case status: Independent contractors who install DSL service Example: two external access servers requires two connector licenses Customer’s Intranet Domain External Users Server for customers CRM Internet Server for partners

  7. External Connector • Users who are not eligible to use the External Connector, regardless of degree of use: • All internal users • External users acting in an internal capacity • External users who use Microsoft CRM Outlook or Web client • Microsoft CRM External Connector is a license • It is not a product, so customers will need to build a portal or use an ISV solution • It does not include licensing for any other Microsoft products. If external scenarios integrate with Microsoft SQL Server, SharePoint Portal Server, or Windows Server, external connectors are also required for those products

  8. Microsoft CRM Professional Edition • All Microsoft CRM features with no licensing based scalability limit • Optional External Connector license for external customer & partner scenarios Professional Server $3,092per server* External Connector $21,951per server* Professional CAL $1,544per user* * Prices shown are recommended retail pricing ranges in Australian dollars inc. GST through Volume Licensing for license plus two years of Software Assurance. Actual pricing may vary by licensing program, geography, and Software Assurance term. FPP pricing also available. Please contact a local distributor or authorised reseller of Microsoft CRM for exact pricing.

  9. Microsoft CRM Small Business Edition • Designed for Windows Small Business Server 2003 Premium Edition (SBS) • Required to install on SBS • Follows SBS limits of 1 server and up to 75 user maximum • All Microsoft CRM features plus unique small business only features • Wizard driven install <10 clicks • Configuration “Consultant in a Box” • Business Contact Manager Migration • SBS Management Tools integration • SBS Fax Service integration CRM Small Business Edition (SBE) $927/server* SBS CRM SBE CAL $772per user* * Prices shown are recommended retail pricing ranges in Australian dollars inc. GST through Volume Licensing for license plus two years of Software Assurance. Actual pricing may vary by licensing program, geography, and Software Assurance term. FPP pricing also available. Please contact a local distributor or authorised reseller of Microsoft CRM for exact pricing.

  10. Sales Channels • Microsoft CRM 3.0 can be acquired through various channels • The following may vary by channel: • Microsoft CRM 3.0 SKU & Pricing • Software Assurance or Maintenance • Customer Support Provider • Program Term • New channels for CRM 3.0 • SPLA enables thru partner hosting • OEM available to system builders

  11. Sales Channels

  12. Academic Licensing • Microsoft CRM 3.0 will be offered at a discounted rate to qualifying academic institutions via the following programs: • Campus & School Agreement (CRM is NEW in this program) • Academic Select • Academic Open • SPLA • ISV Royalty Agreement • Learn more at www.microsoft.com/education/howtobuy.mspx

  13. Service Provider Licensing Agreement (SPLA) • Microsoft offers customers a choice of whether they want Microsoft CRM on premise or hosted • Service Provider License Agreement (SPLA) is the Volume Licensing program for companies that provide MS software as part of a service for a fee • Examples: Service Providers, ISVs hosting their applications, VARs expanding their business • Monthly billing model means no upfront commitment to MS • Can scale up and scale down as much as needed • Can offer free 30 day trials to end customers

  14. Licensing Via SPLA • Microsoft CRM will be licensed through the SPLA on a Per User basis only • Referred to as a Subscriber Access License (SAL) • Monthly price from MS to service provider • No server license required • Pricelist availability beginning Jan 1, 2006 via SPLA • Reporting requirements • Submit monthly usage reports to MS for preceding month’s usage. The service provider will then be invoiced for the licenses reported. • No minimum monthly license requirement. Zero license reports required if no usage.

  15. SPLA • SPLA enrollment requirements are minimal • Enroll in the Microsoft Partner Program as a Registered Member as well as enroll in the Microsoft Windows Web Hoster Program (both are free!) OR • Enroll in the Microsoft Partner Program as a Certified Partner • Microsoft reserves the right to terminate an agreement after six consequent months of zero license usage reports. • Learn about the SPLA program and find the latest information on Microsoft CRM in SPLA at: • www.microsoft.com/serviceproviders/licensing/default.mspx • Technical guidance will be made available online

  16. Microsoft CRM 3.0 and System Builder Channel • System Builders are a breadth channel of partners that build generic servers and PCs • System Builders acquire product through Authorised Distributors WW • The System Builder owns the customer relationship and support obligations • Microsoft CRM 3.0 Small Business Edition can be pre-installed on SBS • SBS Premium is sold by many system builders • If you sell to small businesses, this is a new channel through which to offer CRM • Pricing in this channel will be announced at GA for this channel

  17. Microsoft CRM 1.2 customers with active Software Assurance can upgrade to Microsoft CRM 3.0 at no license cost Microsoft CRM 3.0 license keys are included with the CD media Select and EA customers will receive Microsoft CRM 3.0 media as part of their subscription kits Open and Open Value customers will need to have their authorisation and enrollment numbers to order the right Microsoft CRM 3.0 media from their channel partners for a nominal ordering fee Microsoft CRM 1.2 customers who have lapsed coverage on Software Assurance will need to buy Microsoft CRM 3.0 at full price to receive and use Microsoft CRM 3.0 Upgrading to Microsoft CRM 3.0

  18. Microsoft CRM 3.0 Key & Registration Changes • Microsoft CRM 3.0 uses Microsoft standard product keys which are different from the registration keys used with Microsoft CRM 1.2 • One-time customer registration is required within 30 days and built into setup • Internet connection required • Product is disabled if not registered within 30 days and can be re-enabled after registration • Purchased add-on seats are not required to be registered • Certain programs such as ISV and SPLA will not require registration

  19. Continuing to Buy Microsoft CRM 1.2 Licenses • Microsoft CRM 1.2 customers who do not immediately upgrade to Microsoft CRM 3.0 can continue to buy Microsoft CRM 1.2 licenses • Microsoft CRM 1.2 will remain available on pricelists for the life of Microsoft CRM 3.0 since adding more Microsoft CRM 1.2 users will require a new Registration Key • Microsoft CRM 1.2 pricing has been adjusted to map to the relevant Microsoft CRM 3.0 SKU • Microsoft CRM 1.2 customers who wish to add on more licenses will need to retrieve updated Registration Keys from theMBS Registration Site

  20. Microsoft CRM 1.2 Experience Customers register online after ordering the product to retrieve a registration key Customers need to access their online account every time they add more licenses to retrieve a new registration key Microsoft CRM 3.0 Key & Registration Experience Microsoft CRM 3.0 Experience Customers will receive their license key on the media Customers only need to register once when they install the product Volume Licensing customers will never need new license keys, but are legally required to purchase additional licenses to match usage

  21. Internal Use Licensing Microsoft CRM 3.0 offers a higher number of licenses for internal use to Microsoft partners than Microsoft CRM 1.2 through the Microsoft Partner Program MBS Competency licenses are in addition to those offered at Certified and/or Gold level Microsoft CRM 3.0 will be included in Action Pack shipments beginning Q1 2006 and Certified shipments in December

  22. Microsoft CRM 1.2 to 3.0 SA Migration • Microsoft CRM 1.2 customers with active Software Assurance as of December 1, 2005 are eligible to upgrade to Microsoft CRM 3.0 for no license cost per the table below • 1 x Microsoft CRM 1.2 license = 1 x Microsoft CRM 3.0 license • Microsoft CRM 3.0 CAL licenses map to the Microsoft CRM 3.0 Server license

  23. Microsoft CRM 1.2 to 3.0 SA Migration • Based on Microsoft CRM 1.2 SKU and licensing program, some customers will have SBS while others have the full infrastructure stack • Software Assurance renewals that occur after Microsoft CRM 3.0 availability will occur based on the price of the relevant Microsoft CRM 3.0 SKU

  24. New Software Assurance Features coming in March 2006 • New problem resolution support benefits with Server SA provide Microsoft CRM customers with incidents for server and operating system questions • Open Value, Select and Enterprise Agreement customers will be able to: • Earn additional, flexible support incidents based on amount Software Assurance spend • Receive unlimited web support for covered servers. • Use earned incidents to submit 24x7 request for business critical outages for all Microsoft supported products

  25. © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.

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