Microsoft Dynamics CRM 3.0Pricing and Licensing TrainingRoss Dembeckirossd@microsoft.com

Agenda

• About CRM• Microsoft Dynamics CRM• SKU Design & Pricing• External Connector• Key Channels• Academic Licensing• Upgrading to CRM 3.0• Keys & Registration• CRM Roadmap

What is CRM?

Customer FacingSales, marketing and service activities

Business Process DrivenWorkflow drives consistent execution across business units and systems

Collaborative Enables teams to work with others, inside and outside of your organization to help maximize your business

What Do Businesses Need From A CRM System?

• Reliable user adoption

– If people won’t use it, it has no value

• Great business fit

– Consistent processes and real-time

visibility

• Fast, flexible, and affordable

technology

– Quick to deploy and easy to manage

Works the Way Your Business Does

• Easily adapts to each company’s needs

• Powerful workflow and analyticsWorks the Way Technology Should

• Fast to deploy and easy to manage• Powerful Web services architecture

Works the Way You Do• Native Office and Outlook

experience• Full range of mobile solutions

Sales Service

Marketing

Microsoft Dynamics CRM: The Next Wave

A complete CRM suite that leverages the power and

productivity of the Microsoft platform

Native Outlook folders and command barsContact, calendar, task, and e-mail synchronisationQuick views of relevant information

Works the Way You DoThe easiest, most natural way to use

CRM

Track activities with a single

click

Use sales and marketing data

right from within Outlook

Share views across your organisation

Enhance your productivity even more by working inside Outlook 2007Use the context based Ribbon UI to perform common tasks

Works the Way You DoWorks with the 2007 Office system

Track e-mail with the Outlook

2007 ribbon

Create workflows based on standard or custom dataEvaluate conditions across multiple systems

Works the Way Your Business DoesCRM that fits your exact needs

Examine your live CRM in Microsoft ExcelBuild company-wide reports with powerful SQL Reporting Services

Works the Way Technology ShouldFast, flexible and affordable

Choose Outlook, browser, or mobile deviceChoose to deploy as on-premise or hosted

Relies on common IT tools and skills Office, SQL Server, Visual Studio, XML …

Native Web services / service-oriented architecture (SOA)

Connect multiple systems in real-time

Flexible deployment

Standard Toolsets

Integration and Extensibility

Reasons customers have chosen Microsoft CRM

• Familiar interface• Reduces risk• Complementary

to existinginfrastructure

• Over 11,400 customers

• Over 475,000 users

• Full suite of marketing,sales, and service

• Native Office experience

• Web services architecture

• Fast, flexible, and affordable

• Available in22 languages

Microsoft Dynamics CRMCustomer Growth Worldwide

+100%

+100%

FY’04 FY’05 FY’06

Where We Are Today

Puts powerful CRM capabilities into a familiar Microsoft Office and Outlook experience

Complete CRM suite with sales, service,and marketing

Flexible options for online, offline, andmobile access

Powerful service-oriented platform basedon Web services and Microsoft technology

Highly configurable and extensible data model

High scalability for large user deployments

Easy integration to external apps and data

Highly secure environment to protect sensitive data

Enterprise CustomersMicrosoft Dynamics CRM for the

enterprise

Dynamics 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• 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

CRM 3.0 External Connector

• 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 users

on 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

Dynamics CRM Professional Edition

• All Microsoft CRM features with no licensing based scalability limit

• Optional External Connector license for external customer & partner scenarios

ProfessionalServer$3,092

per server*

Professional CAL

$1,544per user*

External Connector$21,951

per server*

* 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.

Dynamics 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 SBECAL $772

per 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.

Availability

• Microsoft Dynamics CRM 3.0 available since December 2005– Part descriptions include “server” or “CAL”

• Microsoft CRM 1.2 prices were changed on December 1 to map to the relevant 3.0 SKU– Part descriptions include “module” or “user”

• Available via MSDN Subscriber Download Site

• Included in “Microsoft Action Packs” in Q1 2006

• 90 Day Trial Versions Available for Download

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 Microsoft CRM 3.0– SPLA enables thru partner hosting– OEM available to system builders

Sales Channels

Microsoft CRM 3.0 &

Key Channels

FPP

Open

Open

Value

Select EA ISV Royalt

y

SPLA System

Builder

Professional ü ü ü ü ü ü ü

External Connector (Pro Only)

ü ü ü ü ü

Small Business Edition

ü ü ü ü ü

SBE to Pro Upgrade

ü ü ü ü

Years of SA or (Maintenance) Included

(1) 2 3 3 3 (1)optiona

l

(through term)

n/a

Customer Support Provider Microsoft Partner

Academic Licensing

• Microsoft CRM 3.0 is 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

Dynamics 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

Dynamics CRM 3.0 Key & Registration Experience

• Customers will receive their license key on the media• Note: No VL Keys, CRM uses PID Keys

• Customers only need to register once when they install the product

• Volume Licensing customers will never need new license keys and are legally required to purchase additional licenses to match usage

Partner Internal Use Licensing

Product Certified

Gold Certified

MBS Competency

Microsoft CRM 3.0 # of Lics

25 100 +25

Microsoft CRM 3.0 SKU Pro Pro Pro

• Microsoft CRM 3.0 licenses are available for internal use to Microsoft partners through the Microsoft Partner Program

• MBS Competency licenses are in addition to those offered at Certified and/or Gold level

Dynamics CRM: What’s On the HorizonOur next major release: “Titan”

Major new capabilities include:

• Multi-tenancy enables more efficient hosting

• Multi-language on one server

• Multi-currency on one server

• Windows workflow enables cross-process workflow

• Performance optimisation (network and server)

• Dozens of other enhancements and improvements

Build a tailored CRM system now on v3.0;

Move to Titan when you’re ready!

Configuration & Customisation:• User interface• Business logic• Data model

Base CRM 3.0 system

CustomisedCRM 3.0 system

NowAutomated migration:• User

interface• Business

logic• Data model

CustomisedTitan system

Later

From CRM 3.0 to TitanInvest with Confidence

© 2007 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.

http://www.microsoft.com.au/partner/crm