Microsoft Dynamics CRM 4.0 Licensing & Pricing Guidecrmdynamics.blob.core.windows.net/docs/MD_CRM40... · Client Access Licenses ... and purchase Enterprise for the difference in

Microsoft Dynamics CRM 4.0

Licensing & Pricing Guide (Includes updates to Microsoft Dynamics CRM Online)

January 2011 Prepared by: Ramesh Seela, CRM Product Manager, Pricing, & Licensing

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MICROSOFT DYNAMICS CRM PRICING & LICENSING GUIDE – JANUARY 2011

Contents What has changed? ........................................................................................................................................... 4 Introduction........................................................................................................................................................ 9 Licensing .......................................................................................................................................................... 10

Licensing Structure: On-Premise .................................................................................................................... 10 Server Editions ............................................................................................................................................... 10 Client Access Licenses ................................................................................................................................... 11 Licensing Structure: On-Demand SPLA .......................................................................................................... 14 Licensing Structure: On-Demand Microsoft Dynamics CRM Online ................................................................. 15

Availability ....................................................................................................................................................... 18 Languages: On-Premise & On Demand SPLA ................................................................................................ 18 GEOGRAPHIES: On-Demand CRM Online .................................................................................................... 18 Languages: On-Demand CRM Online ............................................................................................................ 19

Programs .......................................................................................................................................................... 20 Microsoft Partner Program (MSPP) ................................................................................................................ 20 Microsoft Action Packs (MAPS) ...................................................................................................................... 20 MSDN ............................................................................................................................................................ 21 Trials .............................................................................................................................................................. 21

Sales & Distribution Channels ........................................................................................................................ 23 Academic Licensing ....................................................................................................................................... 24 Open Subscription License (OSL) program ..................................................................................................... 24 Multi-Year Open (MYO) program .................................................................................................................... 24 ISV Royalty Program ...................................................................................................................................... 24 Service Provider Licensing Agreement ........................................................................................................... 25 System Builder Channel ................................................................................................................................. 26 Microsoft Dynamics CRM Online .................................................................................................................... 26 Channels/Programs Summary: ....................................................................................................................... 27

Pricing .............................................................................................................................................................. 28 Pricing Summary: On-Premise ....................................................................................................................... 28 Estimated Retail Pricing: On-Premise ............................................................................................................. 29 Pricing: Business Ready Licensing ................................................................................................................. 30 Pricing Summary: On-Demand Microsoft Dynamics CRM Online .................................................................... 31 Estimated Pricing: On-Demand Microsoft Dynamics CRM Online ................................................................... 32

License Keys & Product Registration ............................................................................................................. 33 License Keys .................................................................................................................................................. 33

On Premise Upgrades & Migration ................................................................................................................. 35 Upgrading to Microsoft Dynamics CRM 4.0 .................................................................................................... 35

Media Fulfillment ............................................................................................................................................. 39 Software Assurance ........................................................................................................................................ 42

Software Assurance (SA) ............................................................................................................................... 42 Open or Open Value Licensing Programs ....................................................................................................... 43 Select or Enterprise Agreement Licensing Programs ...................................................................................... 44 Product Support Lifecycle Information ............................................................................................................ 45

Support Plan: Microsoft Dynamics CRM Online ............................................................................................ 46 Support Plan .................................................................................................................................................. 46

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CRM Software Advisor (CSA) Fees ................................................................................................................ 49 Special Issues .................................................................................................................................................. 50

Language Use Rights ..................................................................................................................................... 50 Links for Additional Information ..................................................................................................................... 51

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WHAT HAS CHANGED?

Modified the document using new template

All references to CRM Live have been changed to CRM Online.

Added “Microsoft” before all Dynamics CRM references.

Introduction Section- 2nd

Paragraph. Added text: “ISV Royalty”

Licensing Section– Server Editions. Deleted “Windows Server® 2000”. Added to Workgroup,

Professional and Enterprise:

Runs on Windows Server 2003 and Windows® Small Business Server 2003 R2 (includes

Microsoft® SQL Server® 2005)

On price lists this appears as: Dyn CRM Wkgrp Svr

Licensing Section - Server Editions – Other Product Licenses – Added Implementation Guide and

License Advisor Tool links

Licensing Section – CALs - Functionalities – Corrected item descriptions to reflect price list item

names as follows:

Dyn CRM CAL, Dyn CRM Ltd CAL, Dyn CRM Additive CAL

Licensing Section – CALs - Functionalities Added “Administrative Users” paragraphs.

Licensing Section – External Connectors Description replaced existing Paragraph 1:

The Microsoft Dynamics CRM 4.0 External Connector enables customers to extend CRM to their external users such as customers, partners suppliers, and end users who access a copy of the server software for which a license was acquired, through any application/graphical user interface (GUI), other than Microsoft Dynamics CRM clients. External users do not include employees, independent contractors, agents, service providers, or other persons providing services to or on behalf of the organization holding the license. External users also do not include hosted-service users.

WITH THE FOLLOWING TEXT:

The Microsoft Dynamics CRM 4.0 External Connector enables customers to extend Microsoft Dynamics CRM to their external users such as customers, partners, suppliers, and end users who access a copy of the server software (for which a license was acquired), through any application/graphical user interface (GUI), other than the Microsoft Dynamics CRM client. “External Users” are users who are not either (i) your or your affiliates‟ employees, or (ii) your or your affiliates‟ onsite contractors or agents, External users also does not include hosted-software service users, such as those already licensing via the Microsoft Service Provider License (SPLA).

Licensing Section – External Connectors - Functionalities – Corrected item descriptions to reflect

price list items names as follows:

Dyn CRM Extrnl Con, Dyn CRM Ltd Extrnl Con, Dyn CRM Additve ExtrnlCon.

Licensing Section – External Connectors - Functionalities – Added “For more information” link.

Licensing Structure Section - On-Demand SPLA – Added “For more information” link

Licensing Structure Section - On-Demand CRM Online – Added last paragraph:

Use rights information for CRM Online will be detailed in the Terms of Service Agreement (TOS)

that Customers view during sign up.

Licensing Structure Section - On-Demand CRM Online

Modified the offering information

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Added description on User Subscription Licenses and Step-up User Subscription Licenses

Added information on Step-Up USL Eligibility

Licensing Structure Section - On-Demand CRM Online e

Modified the availability information

Included Step-up USL information

Modified the Step-up USL eligibility table

Availability Section - Languages: On-Premise & On-Demand SPLA – Altered paragraph 1 to reflect

present tense.

Availability Section - Geographies: On-Demand CRM Online – Added the list of countries

Availability Section - Languages: On-Demand CRM Online – Added Open Availability date

Availability Section - Languages: On-Demand CRM Online – Added the languages for CRM Online

Availability Section – Programs - MSPP Internal User Licenses Chart

Corrected Gold Partner Server licenses from “3” to “1”, and added maximum licenses across the

organization for Certified and Gold Partners.

Availability Section - Programs – MAPs

Added “MAPs software cannot be upgraded to end of Paragraph 1.

Availability Section - Programs – MSDN – Added the following verbiage to end of the section:

Important! You cannot convert a Trial or time limited license to an MSDN license. See Trials

section below.

Availability Section - Programs – TRIALs – End of section, added two IMPORTANT notes regarding

TRIAL conversions, and a summary table of Conversion possibilities.

Availability Section – Sales and Distribution Channels

Added column for Business Essentials (BRL)

Corrected table Sales and Distribution Channels table:

Removed ISV Royalty check under Upgrades

Added the following asterisked verbiage (bottom box in chart): “*** Customers may „credit out‟ Pro

and purchase Enterprise for the difference in price “

Removed System Builder Channel column

Availability Section – Sales and Distribution Channels. Below table, added verbiage regarding

Microsoft Dynamics CRM not being sold without Software Assurance.

Availability Section – Sales and Distribution Channels.

Corrected Software Provider Licensing Agreement heading to Service Provider Licensing

Agreement

Corrected System Builder Channel information

Microsoft Dynamics CRM will no longer be offered in the System Builder Channel

Altered CRM Online verbiage to present tense.

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Heading: “Price List Guide for Business Ready Licensing” changed to “Microsoft Dynamics CRM

Pricing and Licensing Guide for Business Ready Licensing” which is now published and available.

Availability Section – Sales and Distribution Channels

Included CRM Online under Academic Licensing

Included a paragraph in CRM Online section that announces the availability of CRM Online

through CASA

Modified Chart denoting product availability across channels to reflect the distribution channels

for CRM Online

Changed the geography information for CRM Online

Pricing Section – Pricing Summary On-Premise

Chart: Pricing “Per Server” Corrected and Updated

Chart: Column for “Per Server” and “Per User” combined for Workgroup.

Modified note appearing under Chart: *Step Ups/Upgrades Not available in Open

Business/Volume programs. Pricing depends on when in cycle Step-up is purchased within each

VL program.”

Pricing Section – Estimated Retail Pricing – On-Premise:

Deleted “ ISV Royalty and On-Demand SPLA” from heading

Pricing Section - Pricing: On-Demand Microsoft Dynamics CRM Online

Removed CRM Professional Plus from the pricing table

Added pricing information for Storage Add-On

Microsoft Dynamics CRM Online table: Added verbiage to bottom of table: “NOTE: Above pricing

does not include any applicable sales taxes.”

Removed “North America” from the title

Emphasized that the pricing table applied to US only

Pricing Section - Pricing: On-Demand Microsoft Dynamics CRM Online

Corrected/Updated Promotions and Cancellations verbiage and information hyperlink updated.

Pricing Section – Estimated Pricing: On-Demand Microsoft Dynamics CRM Online

Added pricing table for CRM Online under EA.

Removed “North America” from title

Added separate tables for Enterprise Agreement and Enterprise Subscription Agreement

Modified step-up USL pricing

License Keys & Product Registration Section

Updated verbiage and added more specific language about pre-pidding and license key location

Added:” Important! No License Keys posted to MVLS/VLSC” paragraph

Added Table: “Where to obtain license keys for each Channel”

License Keys & Product Registration Section

Expanded Product Registration information and provided more specifics as to when registration is

or is not required.

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On Premise Upgrades & Migration Section – Upgrading to Microsoft Dynamics CRM 4.0

Updated Upgrade Path verbiage for CRM 3.0 SBE and Pro

o Added ‘IMPORTANT” verbiage regarding pending 2:1 Upgrade

o Reorganized section, locating summary of paths at bottom of section

o Relocated Downgrades from “Special Issues” section and provide greater detail for Microsoft

Dynamics CRM 1.2 and Microsoft Dynamics CRM 3.0 downgrades

On Premise Upgrades & Migration Section – Upgrading to Microsoft Dynamics CRM 4.0

Relocated from end of Media section to below Upgrade/Migration Chart:

o Moved BRL upgrades to below Chart and added “Device” CAL

o Verbiage regarding “Carefully consider your Upgrade path”

o Updated FPP customer upgrade plan verbiage

o Expired Software Assurance verbiage

Added new CRM 1.2 migration path information

More detailed information added regarding Downgrade rights for Microsoft Dynamics CRM 3.0

and 1.2,

Downgrade rights corrected for Workgroup.

Table illustrating downgrade paths

Media Fulfillment Section

Added Campus and Schools information

Separated this section, updated, and clarified information regarding fulfillment for all channels by

program

Added note at end of section OV/Select/EA and Open sections regarding no license keys

appearing on the MVLS site for Microsoft Dynamics CRM

Moved Fulfillment changes to this section from “Special Issues” section

Software Assurance Section – Chart

Added X‟s for Ability to Make Suggestions for Future Products and New Features column for

BRL and Ability to Purchase Add’l Products, Users and Services

Software Assurance Section

Deleted “Support Alerts” paragraph

Updated Link for SA Interactive chart

Added “Product Support Lifecycle Information” link

Support Plan: Microsoft Dynamics CRM Online Section

Updated Support plan table

Included local billing support telephone numbers

Special Issues Section

New link added for Language Pack downloads and added verbiage around language use rights

Links for Additional Information Section

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Added Link to Brief on Cross Language Use rights

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INTRODUCTION

Microsoft Dynamics® CRM 4.0 introduces exciting additions, increased flexibility, and more opportunities to engage Customers with superior tools to help manage their customer relationships.

Microsoft Dynamics CRM 4.0 is available across most Microsoft Channels, including Volume Licensing, Business Ready Licensing, ISV Royalty, Hosting (SPLA), and Microsoft Dynamics CRM Online - providing solutions for a wide range of use scenarios, from small workgroups to large enterprises, and the ability to offer the right solutions to meet Customer‟s changing business needs.

Microsoft Dynamics CRM 4.0 introduces new editions, user licensing simplifications, and increased licensing flexibility with device and read-only CAL functionality. These licensing changes provide the ability to address additional user scenarios, call center and shift worker scenarios, and present more affordable options for customer and partner self-service.

Pricing for the Microsoft Dynamics CRM 4.0 Professional Server has not changed from the Microsoft Dynamics CRM 3.0 version, yet many new product features have been added.

This Guide provides an overview of the licensing structure and options for Microsoft Dynamics CRM 4.0. Topics covered include user and external connector licenses, program availability, sales channels, pricing, registration, Microsoft Dynamics CRM 3.0 upgrade paths, Software Assurance, and other important information that will help address Customer queries related to Microsoft Dynamics CRM 4.0 licensing.

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LICENSING

LICENSING STRUCTURE: ON-PREMISE

SERVER EDITIONS

Every server that runs Microsoft Dynamics CRM 4.0 requires a Server License. Three Server Editions are available for Microsoft Dynamics CRM 4.0:

MICROSOFT DYNAMICS CRM 4.0 WORKGROUP SERVER

Offers the same rich feature set as Microsoft Dynamics CRM 4.0 Professional Server.

Includes and supports a maximum of 5 named User licenses

Licensed as a Specialty Server

For greater than 5 User support, Customers may purchase a Step-Up to Microsoft Dynamics CRM

4.0 Professional Server*

Runs on Windows Server 2003 and Windows Small Business Server 2003 R2 (includes SQL

Server 2005)

On price lists this appears as: Dyn CRM Wkgrp Svr

MICROSOFT DYNAMICS CRM 4.0 PROFESSIONAL SERVER

Offers a rich feature set, and supports single tenant deployment

Users are only limited by Server capacity, there is no licensing limit on the number of users

Licensed under the Server/CAL licensing model

Users may be added by purchasing Microsoft Dynamics CRM CALs, as outlined below

For multi-tenancy support, Customers may purchase a Step-Up to Microsoft Dynamics CRM 4.0

Enterprise Server


Server 2005)

On price lists this appears as: Dyn CRM Pro Svr

MICROSOFT DYNAMICS CRM 4.0 ENTERPRISE SERVER

Offers a rich feature set, and supports multi-tenant deployments.

Users are only limited by Server capacity, there is no licensing limit on the number of users

Licensed under the Server/CAL licensing model

Users may be added by purchasing Microsoft Dynamics CRM CALs, as outlined below


Server 2005)

On price lists this appears as: Dyn CRM Ent Svr

* Step Ups are only available in Open Value, Select and EA Volume Licensing Programs.

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OTHER PRODUCT LICENSES

Please refer to the Microsoft Dynamics CRM Implementation guide for documentation on technical requirements for running Microsoft Dynamics CRM 4.0. Licenses for Microsoft Dynamics CRM 4.0 do not include licenses for other products that may be required for your installation; product licensing rights for these must be established separately.

View Implementation Guide and System Requirements for Microsoft Dynamics CRM 4.0: http://www.microsoft.com/ downloads/details.aspx?FamilyID=1ceb5e01-de9f-48c0-8ce2-51633ebf4714&DisplayLang=en

Microsoft License Advisor tool: http://www.microsoft.com/licensing/mla/product.aspx

CLIENT ACCESS LICENSES

Microsoft Dynamics CRM 4.0 Professional and Enterprise Servers follow the Microsoft Server/CAL licensing model, meaning that they require a separate Server license for each Server on which the software is installed, plus a User Client Access License (CAL) for every internal user who accesses CRM.

A Microsoft Dynamics CRM User is defined as any user who accesses the Microsoft Dynamics CRM server, files, data content or “Microsoft Dynamics CRM functionality”.

“Microsoft Dynamics CRM functionality” is any service or feature of Microsoft Dynamics CRM that allows a user to view, manipulate, input, query, or otherwise structure “live data”.

“Live data” is information that, via user action, dynamically writes to or reads from (or synchronizes with) Microsoft Dynamics CRM, whether it is accessed directly or indirectly. CRM Users are required to have the appropriate user licenses, regardless of their direct or indirect connection to the product.

For the Professional Server and Enterprise Server, Client Access Licenses (CALs) are version non-specific and may be used with either of these two editions.

CALs have the following use distinctions:

User CAL - With a user CAL, each licensed user may access the Server from any device.

Device CAL - With a device CAL, the CAL is assigned to a device and may be shared by non-

concurrent users over time, such as in a shift worker or call center scenario.

A User is defined as any user or device who accesses the Microsoft Dynamics CRM server, files, data content or “Microsoft Dynamics CRM functionality”, as defined under „CAL‟ below.

User and Device CALs may be mixed in a deployment and any CAL may have the User or Device distinction.

User and Device CALs are priced the same and may be ordered separately on the price list. Customers who upgrade from Microsoft Dynamics CRM 3.0 may choose to convert from User CAL to Device CAL if required, at the time of upgrade.

For the Professional and Enterprise Servers, there are three CAL functionalities:

CAL – The CAL provides a user with full read-write access to all capabilities within Microsoft

Dynamics CRM 4.0. and consists of both the Limited CAL and the Full Use additive CAL, combined to

provide full “Microsoft Dynamics CRM functionality”. “Microsoft Dynamics CRM functionality “ means

that users may view, manipulate, input, query or otherwise structure CRM „live‟ data. „Live‟ data is

information that, via use action, dynamically writes to or reads from, or synchronizes with Microsoft

Dynamics CRM, whether it is accessed directly or indirectly. The „full‟ CAL will appear on price lists as

the Dyn CRM CAL.

http://www.microsoft.com/downloads/details.aspx?FamilyID=1ceb5e01-de9f-48c0-8ce2-51633ebf4714&DisplayLang=en

http://www.microsoft.com/downloads/details.aspx?FamilyID=1ceb5e01-de9f-48c0-8ce2-51633ebf4714&DisplayLang=en

http://www.microsoft.com/licensing/mla/product.aspx

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Limited CAL - The Limited CAL provides a user with read-only access, e.g., for reports. Users may

view or query CRM data. The Limited CAL will appear on price lists as the Dyn CRM Ltd CAL and

may be purchased separately from a Microsoft Dynamics CAL.

Full Use Additive CAL – The Full Use Additive CAL provides a user with write-access functionality,

and may only be purchased to supplement a Limited CAL with write-access capability, for Users who

may later require full read and write access. The full use additive CAL will appear on price lists as the

Dyn CRM Additive CAL. Some will also categorize this as a step-up CAL for users who start out with

a Limited CAL but want to step-up to a full use CAL at a later stage.

CAL Uses: CAL Functionalities:

CALs and Limited CALs may be mixed within an environment, but Full Use Additive CALs may never exceed the total number of Limited CALs in an environment or organization, and a user can never have a Full Use Additive CAL without also having a Limited CAL. These two go hand in hand and are both included in the full CAL license.

User can convert CALs from Device CALs to User CALs, or vice versa, on their Software Assurance anniversary date/renewal. If their CALs are not covered under Software Assurance, they cannot switch, because the choice is permanent.

ADMINISTRATIVE USERS

Microsoft Dynamics CRM 4.0 Professional and Enterprise Servers allow for up to two separate devices or users to access instances of the server software only to administer those instances, which do not consume CALs.

Microsoft Dynamics CRM 4.0 Workgroup allows for separate management or administrative users of the server software, which do not consume any of the 5 users permitted with Workgroup.

EXTERNAL CONNECTORS

The Microsoft Dynamics CRM 4.0 External Connector enables customers to extend Microsoft Dynamics CRM to their external users such as customers, partners, suppliers, and end users who access a copy of the server software (for which a license was acquired), through any application/graphical user interface (GUI), other than the Microsoft Dynamics CRM client. “External Users” are users who are not either (i) your or your affiliates‟ employees, or (ii) your or your affiliates‟ onsite contractors or agents, External users also does not include hosted-software service users, such as those already licensing via the Microsoft Service Provider License (SPLA).

An External Connector must be purchased for each server that hosts an application that provides external access to Microsoft Dynamics CRM 4.0 data as described above. External users should not be using the Microsoft Dynamics CRM 4.0 applications & GUIs directly. The alternative is for every external user to acquire a CAL

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For the Microsoft Dynamics CRM Professional Server and Enterprise Server, there are 3 External Connector functionalities:

External Connector – The full use External Connector provides external users with full read-write

access to Microsoft Dynamics CRM 4.0 data, such as that provided through any application/graphical

user interface. The Full Use External Connector will appear on price lists as the Dyn CRM Extrnl

Con, and consists of both the Limited External Connector and the Full Use Additive External

Connector combined to provide full use capability.

Limited External Connector – The Limited External Connector provides external users with read-

only access to Microsoft Dynamics CRM 4.0 data, such as described above. The Limited External

Connector will appear on the price lists as the Dyn CRM Ltd Extrnl Con.

Full Use Additive External Connector – The Full Use Additive External Connector provides external

users with write-access to Microsoft Dynamics CRM 4.0 data such as described above, and may only

be purchased to supplement a Limited External Connector with write-access capability. The Full Use

Additive External connector will appear on price lists as the Dyn CRM Additve ExtrnlCon.

External Connectors and Limited External Connectors may be mixed within an environment.

The number of Full Use Additive External Connectors may never exceed the total number of Limited External Connectors used within an organization.

An External Connector is a license only, and does not include any physical software components, and does not include licensing for any other Microsoft products. If external scenarios integrate with Microsoft SQL Server, Microsoft Office SharePoint or any other product license rights for these must be established separately.

For more information on Microsoft Dynamics CRM 4.0 Use Rights under Volume Licensing: http://www.microsoftvolumelicensing.com/userights/

Partners and Customers should work with their Microsoft Licensing Specialist or local Microsoft Representative to ensure their licensing compliance.

External Connector

External

External Parties External Parties

Connector

http://www.microsoftvolumelicensing.com/userights/

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LICENSING STRUCTURE: ON-DEMAND SPLA

The Service Provider License Agreement (SPLA) is a license program designed for Software Services Providers to enable their organization to license Microsoft Software products and to use these products to provide software services to their customers.

Software services are services they provide to their customers that make available licensed products and that display, run, access, or otherwise interact with these licensed products. One or more data centers may provide these services through the Internet, a telephony network, or a private network on a rental or on a subscription or services basis. In addition, the services may be provided whether or not the services provider receives a fee. Software services exclude any services that involve installing a Microsoft licensed product directly on any device to permit a customer to interact with the Microsoft licensed product.

Some examples of Software services providers include Web Hosters, application services providers, messaging and/or collaboration services providers, platform infrastructure providers, business process outsourcers, streaming media Service Providers and ISVs with hosted applications running on Microsoft technologies.

The SPLA license provides 3rd

party commercial use rights to Service Providers, who will be the holder of these Microsoft licenses and provide the software service. The end customers receiving the software service are not required to obtain their own Microsoft licenses. End customers receive the right to interact with functionalities of Microsoft software through the Service Provider‟s SPLA licenses. Service Providers cannot use FPP, Open, Select or EA licenses purchased in their name to provide software services.

Service Providers obtain the Microsoft Dynamics CRM Service Provider edition to obtain the software necessary to provide software services to their Customers. This edition offers the functionality and multi-tenancy capabilities of Microsoft Dynamics CRM Enterprise Server.

SIMPLE LICENSING MODEL

The SPLA licensing program provides user access to software services via a Subscriber Access License (SAL). When using the SAL, there is no need for a separate server license.

SUBSCRIBER ACCESS LICENSE (SAL)

In the SAL model, a SAL is required for each unique named individual who is authorized to use the Microsoft Dynamics CRM software in any given month. Benefits of the Per Subscriber model include:

Subscribers can use any device to access instances of the server software

Service providers can "scale out" by deploying as many servers as they need

Service providers have minimal start-up costs since they only pay based upon the number of

subscribers they have each month.

Microsoft Dynamics CRM Service Provider offers the following Subscriber Access License:

Microsoft Dynamics CRM SAL

NEW! The Microsoft Dynamics CRM SAL now enables service providers to offer external user access to their hosted solutions. This new capability offers functionality that can be compared to the External Connector capability offered in On-Premise Microsoft Dynamics CRM.

For more information on Microsoft Dynamics CRM 4.0 Use Rights under SPLA: http://www.microsoftvolumelicensing.com/userights/DocumentSearch.aspx?Mode=3&DocumentTypeId=2

http://www.microsoftvolumelicensing.com/userights/DocumentSearch.aspx?Mode=3&DocumentTypeId=2

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LICENSING STRUCTURE: ON-DEMAND MICROSOFT DYNAMICS CRM ONLINE

Microsoft Dynamics CRM Online is a software-as-a-service per user subscription based model available in 40 geographies. Microsoft Dynamics CRM Online is a flexible business application that helps organizations increase their business productivity and enhance connections across people, processes, and different enterprise systems. It delivers the same functionality and value as an on-premises deployment, but with the added benefits of:

Rapid Time to Value: Meet tight time to market requirements that may challenge in-house resources

Management Simplicity: Minimize your need to manage multiple vendors or internal support resources thanks to ongoing application monitoring and maintenance

Improved Quality of Service: Obtain reliable performance supported by a financially-backed 99.9 percent service level agreement (SLA)

Flexibility: Scale the number of users up or down based on your need

Cost Predictability: Change capital expenditures into predictable operating expenses

The offerings planned for CRM Online from January of 2011 are as follows:

Microsoft Dynamics CRM Online User Subscription License (USL)

o 5 Gigabytes of storage, a 12 month commitment, and offline Synchronization

Microsoft Dynamics CRM Online Step-up User Subscription License (Step-up USL)

o 5 Gigabytes of storage, a 12 month commitment, and offline Synchronization

Microsoft Dynamics CRM Online Storage Add-on

o 1 Gigabyte of incremental storage (up to 50 GB) per organization

USL and Step-up USL are named user licenses while storage add-on is an organization based license. The licensing model does not support device based licenses.

For pricing information for Microsoft Dynamics CRM Online, see the Pricing section.

Use rights information for CRM Online will be detailed in the Terms of Service Agreement (TOS) that Customers accepts during sign up.

USER SUBSCRIPTION LICENSES

The User Subscription License (USL) grants users non-perpetual rights (with no buy-out rights) to the use of Microsoft Dynamics CRM Online service. As long as the customer is current on their subscription payments and adheres to the Terms of Service for the service, the customer will have access to the most up-to-date version of Microsoft Dynamics CRM Online. Since the service provides the latest and greatest features to customers, there is no need for customers to purchase Software Assurance to complement their User Subscription Licenses.

STEP-UP USER SUBSCRIPTION LICENSES

A Step-Up user subscription license allows customers who purchase or have previously purchased perpetual software licenses (Client Access Licenses and Software Assurance) to migrate to Microsoft Dynamics CRM Online. A Step-Up USL allows Microsoft Dynamics CRM On-Premise customers to protect the investments that they have made in Microsoft licensing, and permit them to maintain perpetual rights for the duration of their service agreement.

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The Step-Up User Subscription License model includes two parallel agreements:

1. A new or existing Software Assurance agreement that the customer will continue to maintain and renew, and

2. An additional Step-Up User Subscription License Agreement that provides rights to the service.

STEP-UP USL ELIGIBILITY

Microsoft Dynamics CRM Online USL includes read-write access rights to the subscription service. Accordingly, Full CALs current on SA are eligible for a Step-up USL. Each User/Device CAL qualifies for one Step-up USL.

Limited only CALs do not qualify for Step-Up USL. Limited CALs can be combined with Additive CALs to become eligible for Step-Up USLs.

License Type Active on Software Assurance? Step-Up USL Eligibility

Microsoft Dynamics CRM User CAL Yes Yes

Microsoft Dynamics CRM Device CAL Yes Yes

Microsoft Dynamics CRM Limited User CAL

+

Microsoft Dynamics CRM Additive User CAL

Yes Yes

Microsoft Dynamics CRM Limited Device CAL

+

Microsoft Dynamics CRM Additive Device CAL

Yes Yes

Microsoft Dynamics CRM Limited User CAL only

Not Applicable No

Microsoft Dynamics CRM Limited Device CAL only

Not Applicable No

Microsoft Dynamics CRM User CAL No No

Microsoft Dynamics CRM Device CAL No No

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Microsoft Dynamics CRM Limited User CAL

+

Microsoft Dynamics CRM Additive User CAL

No No

Microsoft Dynamics CRM Limited Device CAL

+

Microsoft Dynamics CRM Additive Device CAL

No No

Device CALs that are purchased as part of an EA or CASA agreement have a 1:1 relationship with Microsoft Dynamics CRM Online Step-Up USLs: one Device CAL qualifies for one Step-Up USL.

If a customer “brings” the Client Access License to the service, the User Subscription License must be used for the same user of the Client Access License. The User Subscription License cannot subsequently be transferred to another user unless the corresponding Client Access License is also transitioned to the new user.

CRM Online

Device CAL

Step-Up USL

USL

User CAL

Step-Up USL

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AVAILABILITY

LANGUAGES: ON-PREMISE & ON DEMAND SPLA

Microsoft Dynamics CRM 4.0 languages are available and orderable for Customers worldwide on the pricelists beginning January 1, 2008. Localized/translated versions are available for the following languages (alphabetic listing):

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

Downloads are available at the Microsoft Download Center: www.microsoft.com/downloads

GEOGRAPHIES: ON-DEMAND CRM ONLINE

Microsoft Dynamics CRM Online will be available in 40 countries from January 17, 2011:

Americas Europe Asia Pacific Brazil Austria Australia

Canada Belgium Hong Kong

Colombia Cyprus India

Costa Rica Czech Republic Japan

Chile Denmark Malaysia

Mexico Finland New Zealand

Peru France Singapore

Puerto Rico Germany

Trinidad and Tobago Greece

United States Hungary

Ireland

Israel

Italy

Luxembourg

Netherlands

Norway

Poland

Portugal

Romania

Spain

Sweden

Switzerland

United Kingdom

http://www.microsoft.com/downloads

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MICROSOFT DYNAMICS CRM PRICING & LICENSING GUIDE – MAY 2010

LANGUAGES: ON-DEMAND CRM ONLINE

Microsoft Dynamics CRM Online is available for the following languages (alphabetic listing):

Arabic

Basque

Bulgarian

Chinese (Hong Kong)

Chinese (PRC)

Chinese (Taiwan)

Catalan

Croatian

Czech

Danish

Dutch

English

Estonian

Finnish

French

Galician

German

Greek

Hebrew

Hindi

Hungarian

Italian

Japanese

Kazakh

Korean

Latvian

Lithuanian

Norwegian

Polish

Portuguese (Br)

Portuguese (Ptg)

Romanian

Russian

Serbian (Latin)

Slovak

Slovenian

Spanish

Swedish

Thai

Turkish

Ukrainian

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PROGRAMS

MICROSOFT PARTNER PROGRAM (MSPP)

Microsoft Certified and Gold Partners current in the program, will receive Microsoft Dynamics CRM 4.0 Internal Use Licenses for Professional Server and Enterprise Server respectively, along with their other Microsoft software benefit entitlements received through participation in the Microsoft Partner Program.

Microsoft Partners may download Microsoft Dynamics CRM 4.0 software from the MSDN Subscriber Downloads site.

Partner License keys for the respective editions were sent to existing Partners on a card in their January 2008 program toolkit, and will be sent to new Partners in their Microsoft Partner Program Welcome kit.

Table: Internal Use Licenses for Microsoft Partners (MSPP)

Microsoft Action Pack (MAPS)

Certified

Partner

Gold Certified

Partner

Additional Licenses with MBS

Competency

Product Edition Workgroup Server Professional Server Enterprise Server

Microsoft Dynamics CRM 4.0 Licenses

1 Server

5 Users

Maximum

1 Server

25 CALs

1 Server

100 CALs

25 CALs

Maximum across the Organization:

3 Servers/ 100 CALs

Maximum across the Organization:

3 Servers/ 500 CALs

Microsoft Dynamics CRM 4.0 External Connector

1 1

Partners implementing Microsoft Dynamics CRM 4.0 internally under this program will have to register the product as described in the Product Registration section.

With the exception of the Microsoft Action Pack (MAPS) subscribers, who receive the Microsoft Dynamics CRM 4.0 Workgroup Edition and are limited to a maximum of 5 users; for Partners requiring additional CAL‟s beyond numbers listed in above table, it is possible to acquire additional licenses through normal channels with normal pricing.

MICROSOFT ACTION PACKS (MAPS)

Microsoft Registered Partners will receive Microsoft Dynamics CRM 4.0 Workgroup Server with the regular quarterly shipment beginning with the April 2008 Action Pack kit. The product license key will be located on a yellow sticker on the DVD. MAPS is a non-perpetual license and only valid during the subscription period, MAPS software cannot be upgraded.

Note that Workgroup Server is limited to a maximum of 5 Users and it is not possible to add additional users. Partners, who require support for greater than 5 Users, may either (1) purchase Microsoft Dynamics Professional or Enterprise Server editions through Volume Licensing, (2) become Microsoft Certified Partners and obtain the Microsoft Dynamics Professional or Enterprise Servers and CALs through their Microsoft Partner program membership, or (3) purchase a subscription to CRM Online Professional (available geographies only).

21


See the Microsoft Partner Program Guide or the Partner Program website for more information.

MSDN

Microsoft Dynamics CRM 4.0 is available for MSDN Subscribers via MSDN Subscriber Downloads. Microsoft Partners (including Registered, Certified and Gold Certified) will not receive the Microsoft Dynamics CRM 4.0 media in their respective monthly subscription kits, and instead must download the product from MSDN Subscriber Downloads.

Microsoft Dynamics CRM 4.0 available via MSDN is covered by MSDN licensing. Licensed MSDN subscribers may use the software for development, test, design and demonstration of their applications.

Microsoft Gold Certified and Certified partners will receive the Product Key for the MSDN version of Microsoft Dynamics CRM 4.0 on a card in their Welcome kit and in subsequent Partner kit deliveries. The Product Key provided via MSDN Subscriber Downloads can be used as well.

Partners who choose to download the software prior to receipt of their partner program welcome/subscription kits may use the Product Keys available on MSDN Subscriber Downloads, but should re-install and register using their official partner keys when available, in order to receive the correct number of licenses eligible by partner level.

MSDN Subscriber Downloads: http://msdn.microsoft.com/subscriptions/downloads/

TRIALS

For new Customers or Partners not already in the Volume Licensing program, Trials for all editions of Microsoft Dynamics CRM 4.0 are available at: http://www.microsoft.com/downloads/details.aspx? displaylang=en&FamilyID=a9c110fd-aac8-4d2a-b401-7801b1866e82

The Microsoft Dynamics CRM 4.0 Workgroup Server Trial:

Contains a maximum of 5 users licenses - no additional users may be added

Is time limited to 90 days

*May be converted to a full version by applying a commercial license key in Microsoft Dynamics CRM

License Manager.

The Microsoft Dynamics CRM 4.0 Professional and Enterprise Server Trials:

Contain license keys for up to 100,000 Microsoft Dynamics CRM Professional Server Enterprise

Server Users

Are time limited to 90 days

*May be converted to a full version by applying a commercial license key in Microsoft Dynamics CRM

License Manager.

http://msdn.microsoft.com/subscriptions/downloads/

http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=a9c110fd-aac8-4d2a-b401-7801b1866e82

http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=a9c110fd-aac8-4d2a-b401-7801b1866e82

22


Trial License Keys are posted on the Trial download site.

IMPORTANT: Users will not be warned of impending trial expiration, so be sure that you decide well before day 90 whether to convert to a commercial license. The 90-day trial limit cannot be extended.

If Customers or Partners need more than 90 Days for their Evaluation, they may purchase a full Microsoft Dynamics CRM 4.0 Server license and the appropriate number of CALs.

IMPORTANT! Microsoft Dynamics CRM 4.0 Trial or time limited Versions cannot be converted to BRL/Dynamics Price List Licenses.

The Trial software may only be converted to Volume Licensing full product, MSPP, MAPs or ISV licenses. Customers or Partners who have downloaded the Trial version of Microsoft Dynamics CRM and attempted to upgrade the TRIAL to either MDSN or BRL licenses will need to perform a new install using PartnerSource , then import their original organization; or must begin their implementation directly either of these versions - not the Trial or time limited version).

If you are a BRL/Dynamics Price List Customer or Partner and have already begun using the TRIAL version for your implementation, please see this Knowledge Base article for further instructions: http://support.microsoft.com/kb/947272/en-us

Trial/Time Limited Version Key Conversion Summary

From To

MSDN Volume Licensing & MSPP

ISV Royalty

SPLA BRL/

DPL

WG Pro Ent WG Pro Ent Pro Ent Pro/

Ent

Time Limited

Or 90 Day Trial

WG - - - -

Pro -- - - - -

Ent - - - - - - -

MSDN

WG - -

Pro - - - -

Ent - - - - - - -

IMPORTANT – REGARDING REGISTRATION! If a Customer begins with a TRIAL or time limited version of Microsoft Dynamics CRM and subsequently purchases the product through Volume Licensing the Microsoft Action Pack, or through the Microsoft Partner program as a Certified or Gold Partner, they will need to register the product by using the “Registration Wizard”. There is a short cut to the Registration Wizard from the Start Menu: Start > All Programs > Microsoft Dynamics CRM > Registration Wizard

http://support.microsoft.com/kb/947272/en-us

23


SALES & DISTRIBUTION CHANNELS

Microsoft Dynamics CRM 4.0 can be purchased through various channels. The following may vary depending on sales channel licensing model:

Part Number Availability

Software Assurance

Customer Support Provider

Program Term

Table: Sales & Distribution Channels

Microsoft Dynamics CRM 4.0 Channels

Volume Licensing Business Ready

Licensing

CRM Online

ISV

Royalty SPLA

Op

en

Op

en

Valu

e

Sele

ct

EA

Ad

van

ced

M

gm

t

Acad

em

ic

All

ian

ce

Bu

sin

ess

Essen

tials

Workgroup Server *

Workgroup to Professional Upgrade

Professional Server

* **

Professional to Enterprise Upgrade

*** *** ***

Enterprise Server

*

Years of Software Assurance

2 3 3 3

Through

Term (1)

Optional Through

Term

Customer Support Provider

Microsoft

Partner or Service Provider

*OPEN LICENSE PROGRAM IMPORTANT NOTICE: Customers purchasing Microsoft Dynamics Workgroup or Professional Servers via he Open Channel (Open Business or Open Volume) should be made aware that NO STEP Ups are available in these programs. Customers who have purchased under these Programs and wish to move to a successive edition or language version will have to purchase it new. Customers who wish to add additional users to Microsoft Dynamics CRM Workgroup Server or who may wish to Step up from Workgroup to Professional or from Professional to Enterprise Servers in the future should strongly be advised to purchase Microsoft Dynamics through Open Value, Select, or EA programs.

** Microsoft Dynamics CRM Online offering includes Microsoft Dynamics CRM Online Professional. (40 geographies only)

*** Customers may „credit out‟ Microsoft Dynamics CRM Professional Server and purchase Microsoft Dynamics CRM Enterprise Server for the difference in price.

24


Microsoft Dynamics CRM 3.0 is part of the “Server Pool” within the Microsoft Volume Licensing program and purchases qualify as part of this pool. All Part Numbers of Microsoft Dynamics CRM 4.0 (Servers, CALs and External Connectors) qualify individually.

Microsoft Dynamic CRM is only sold with Software Assurance in Volume Licensing, so is available as either “L&SA” or “SA”.

Visit this link to view the Interactive Volume Licensing program comparison: http://download.microsoft.com/download/7/a/a/7aa89a8b-bf4d-446b-a50c-c9b00024df33/VLP_Interactive_Commercial_April%2007.pdf

(An interactive chart denoting how to buy, product fulfillment information, agreement terms, payment options and other useful information for each Volume Licensing program.)

ACADEMIC LICENSING

Microsoft Dynamics CRM 4.0 will be offered at a discounted rate to qualifying academic institutions via:

Campus & School Agreement (Exception: Microsoft Dynamics CRM Workgroup Server)

Academic Select (Exception: Microsoft Dynamics CRM Workgroup Server)

Open Academic

Microsoft Business Solutions Academic Alliance. (BRL/DPL only & Exception: Microsoft Dynamics

Workgroup Server)

Microsoft Dynamics CRM Online

Service Provider License Agreement (SPLA)

ISV Royalty Agreement

Customers enrolled in Campus / School Agreement can take advantage of academic pricing through the existing campus and school agreements to subscribe to Microsoft Dynamics CRM Online. The service is coterminous with the underlying Campus Agreement / School Agreement enrollment. Institutions are not obligated to enroll all full-time employees or devices; the academic institutions can purchase subscriptions based on the actual users. Moreover, the institutions enjoy the flexibility to deploy the service in multiple stages.

Learn more at: http://www.microsoft.com/dynamics/crm/purchase/default.mspx

OPEN SUBSCRIPTION LICENSE (OSL) PROGRAM

This program is a specific regional licensing program for EMEA which was replaced by Open Value in January 2006. As such, no new agreements have been signed for OSL since January 2006. However, for the large amount of customers already on OSL, Microsoft Dynamics CRM 4.0 part numbers will be included in this program‟s price list in January 2008.

MULTI-YEAR OPEN (MYO) PROGRAM

This program is a specific regional licensing program for EMEA which was replaced by Open Value in January 2006. As such, no new agreements have been signed for MYO since January 2006. However, for the large amount of customers already on MYO, Microsoft Dynamics CRM 4.0 part numbers will be included in this program‟s price list in January 2008.

ISV ROYALTY PROGRAM

The ISV Royalty Program offers Independent Software Vendors (ISVs) a convenient way to integrate Microsoft licensed products into their software business applications, replicate the business solution, and distribute a fully licensed solution to their customers.

http://download.microsoft.com/download/7/a/a/7aa89a8b-bf4d-446b-a50c-c9b00024df33/VLP_Interactive_Commercial_April%2007.pdf

http://download.microsoft.com/download/7/a/a/7aa89a8b-bf4d-446b-a50c-c9b00024df33/VLP_Interactive_Commercial_April%2007.pdf

http://www.microsoft.com/dynamics/crm/purchase/default.mspx

25


This worldwide software licensing program isn't limited to independent software vendors (ISVs); it's open to all solutions partner segments, including value-added resellers and providers, system builders and integrators, and training and support providers.

ISV‟s can integrate Microsoft licensed products into their applications in any of the following ways:

Integrate a Microsoft licensed product into their application code

Include a Microsoft licensed product along with their application on the installation media

Preinstall a Microsoft licensed product on a computer system that is part of the unified solution

PROGRAM REQUIREMENTS:

Eligibility. Purchase five technical product support incidents from Microsoft or from a Gold Certified

Support Partner, or enroll in the Microsoft Partner Program at the Certified or Gold Certified level.

Revenue commitment. Commit to generate a minimum US$15,000* in revenue through the ISV

Royalty Licensing program over the three-year term of your agreement.

Monthly reporting on software licenses. Disclose all licenses that you distribute to your customers,

even if there is no activity.

Develop a unified solution. Build a value-added solution using Microsoft licensed products and

distribute the unified solution on CD, DVD, or other tangible media format.

Provide technical support. Offer technical product support to their customers for the licensed

products included in the unified solution.

*Read the ISV Program Guide to understand full requirements and conditions.

TO SIGN UP FOR THE ISV ROYALTY LICENSING PROGRAM, ISV‟S WILL NEED TO:

Complete the ISV Royalty License and Distribution Agreement and credit application form. To obtain

these documents, contact your Partner Account Manager or local subsidiary, or send an e-mail

message to [email protected].

Submit the ISV Royalty License and Distribution Agreement and credit application form to the

applicable Microsoft Operations Center.

After they are accepted into the program, they will receive a welcome letter that contains information

on how to get started, including how to order fulfillment media and how to register for the online

program tools.

ISV Royalty Prices for Microsoft Dynamics CRM Professional and Enterprise Servers, CALs and External Connectors with Embedded Maintenance are equivalent to standard Microsoft Select D Net Pricing.

Visit https://partner.microsoft.com/US/40044374 for more information.

SERVICE PROVIDER LICENSING AGREEMENT

SPLA provides Partners the opportunity to offer hosted Microsoft Dynamics CRM 4.0 as a service for a monthly fee to customers. SPLA licenses have a three year term, and to be eligible to participate in SPLA, Partners must be at minimum Certified Partners in the Microsoft Partner Program, or Registered Partners and participating in the Microsoft Hosting Program. Customers are offered a choice of deployment – on premise or hosted. The program automatically enables the SPLA Partner to offer free 30 day trials to customers.

https://partner.microsoft.com/US/40001650



mailto:[email protected]


26


Licenses are priced per month and include software assurance, with no minimal sign up period. Partners report usage on a monthly basis via the Microsoft Online Order Entry Tool (MOET). Prices are from Microsoft to Partner – Partners determine additional fees to customers based on Partner services included.

See the SPLA –Licensing Structure section above for licensing details.

Learn more about SPLA at http://www.microsoft.com/serviceproviders/licensing/default.mspx

SYSTEM BUILDER CHANNEL

Microsoft Dynamics CRM 4.0 will not be offered in the System Builder channel. As of June 30, 2008 Microsoft Dynamics CRM SBE 3.0 will be removed from this channel, with appropriate advance notice provided to replicators. The product should be removed from price lists by July 2008.

MICROSOFT DYNAMICS CRM ONLINE

In April 2008 we introduced Microsoft Dynamics CRM Online as a Software-as-a-Service offering in North America (US and Canada) only. Initial available offerings included Microsoft Dynamics CRM Online Professional and Microsoft Dynamics CRM Online Professional Plus, each available in annual 12 Month or 24

Month

Subscriptions.

Beginning January 2011, Microsoft Dynamics CRM Professional offering will be available to new customers in 40 international geographies. Customers interested in signing up for CRM Online can purchase subscriptions through two licensing program options:

1. Web Self Service Program: Customer can visit the CRM Online marketing portal and step through a signup wizard to complete the purchase. The subscription period is 12 months. The subscription will renew automatically at the then-current pricing and terms unless the customer cancels the subscription prior to the end of subscription term. Early termination fees may apply. Check the Web site for more details: http://go.microsoft.com/fwlink/?LinkId=108540

2. Volume Licensing: Microsoft Dynamics CRM Online will be available through Enterprise Agreements and Campus Agreements. The service is coterminous with the existing volume licensing agreement. The billing and contract terms are consistent with those of corresponding Volume Licensing agreements. To learn more about the program, refer to the frequently asked questions: https://mbs.microsoft.com/partnersource/sales/promotions/MSDYCRMonline_VolumeLicenceFAQ2011

Customers who had previously purchased on-premise Client Access Licenses through Enterprise Agreement (EA) or Campus / School Agreement (CASA), and are current on their Software Assurance (SA) are eligible to purchase “Step-Up User Subscription Licenses” for Microsoft Dynamics CRM Online. Customers are required to continue to maintain and renew their corresponding Software Assurance agreements on their perpetual Client Access Licenses in order to maintain Microsoft Dynamics CRM Online step-up rights. If a customer chooses not to renew the associated Software Assurance agreement, the customer loses the right to purchase the Step-Up User Subscription License and will be required to purchase a User Subscription License to retain online service access rights. The Step-Up User Subscription License offering is available in North America (US and Canada) only.

On November 10th, 2007 Microsoft launched the updated CRM Software Advisor program, which includes Microsoft Dynamics CRM Online. The new program differs from the original program in terms of the fee calculations, but most other terms and conditions of the program remain the same.

To learn more about the CRM Software Advisor program, refer to the Microsoft Software Advisor guide:

https://mbs.microsoft.com/partnersource/newsevents/news/softadvisorprg.htm?printpage=false&stext=software advisor

http://www.microsoft.com/serviceproviders/licensing/default.mspx

http://go.microsoft.com/fwlink/?LinkId=108540

https://mbs.microsoft.com/partnersource/sales/promotions/MSDYCRMonline_VolumeLicenceFAQ2011

https://mbs.microsoft.com/partnersource/newsevents/news/softadvisorprg.htm?printpage=false&stext=software%20advisor

https://mbs.microsoft.com/partnersource/newsevents/news/softadvisorprg.htm?printpage=false&stext=software%20advisor

27


MICROSOFT DYNAMICS CRM PRICE AND LICENSING GUIDE FOR BUSINESS READY LICENSING

Please refer to the Pricing & Licensing Guide for Business Ready Licensing available on PartnerSource. https://mbs.microsoft.com/partnersource/resources/pricing/pricing/

CHANNELS/PROGRAMS 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).

CRM 4.0 Channels/Programs Participation Updated 12.01.09

Program & Distribution Type

90

Day

Tim

e L

imit

ed V

ersi

on

MSD

N/T

ech

net

Mic

roso

ft A

ctio

n P

ack

(MA

PS)

Mic

roso

ft P

artn

er P

rogr

am

FP

P R

etai

l

FP

P O

nlin

e

FP

P E

-Del

iver

y

FP

P A

cad

emic

FP

P D

ire

ct

FP

P N

FR

Op

en A

cad

emic

Op

en

Op

en D

on

atio

ns

Op

en C

har

ity

Op

en G

ove

rnm

ent

Op

en L

oca

l Go

vern

men

t

Op

en L

icen

se V

alu

e (

in-a

ctiv

e) p

rogr

am)

Op

en V

alu

e

Op

en V

alu

e Su

bsc

rip

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n

Mu

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pen

** (

no

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e)

Op

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ub

scri

pti

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Lic

ense

** (n

on

-act

ive)

S

elec

t N

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-Sp

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ic

Sel

ect

Stu

den

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edia

Sel

ect

Loca

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terp

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6 (

*Ad

dit

ion

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) E

nte

rpri

se S

ub

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on

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Pro

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ct)

Cam

pu

s 3

Cam

pu

s St

ud

ent

Med

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Sch

oo

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Sch

oo

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ed

ia

US

Go

vern

men

t

Fu

lfill

men

t

Fu

lfill

men

t St

ud

ent M

ed

ia

SP

LA

ISV

Ro

yalt

y

OEM

(Sy

stem

Bu

ilder

)

OEM

Ro

yalt

y

Dyn

amic

s P

rice

Lis

t

Dyn

amic

s P

rice

Lis

t –

Aca

dem

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CR

M O

nlin

e

License Agreement -- -- -- -- NS NS NS NS NS NS NS NS NS NS NS NS C CG C G C C

ACG A AGC

CG LG

CG LG A A A A G NS A

C A

C A

C A A TOS

CRM 4.0 Workgroup Edition (5 Users) CRM 4.0 Professional Edition CRM 4.0 Enterprise Edition

CRM Online Professional

https://mbs.microsoft.com/partnersource/resources/pricing/pricing/

28


PRICING

PRICING SUMMARY: ON-PREMISE Prices shown in table below are Estimated Retail Pricing ranges in U.S. dollars for On-Premise software in EA (L&SA/1 Year) through Open Value (L&SA/1 Year).

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.

Total Solution Financing with Microsoft Financing information: http://www.microsoft.com/dynamics/purchase/total_solution_financing.mspx#ECD

Microsoft Dynamics CRM 4.0 Per Server Per User Per User when financed over 36 months

Workgroup Server (5 Users) $1,555 - $2,200 $10 - $14/mo

Workgroup to Professional Upgrade* $2,795 - $5,559 N/A N/A

Professional Server $1,244 - $1,761 $622-$880 $22 - $31/mo

Professional to Enterprise Upgrade* $1,867 - $3,714 N/A N/A

Enterprise Server $3,110 - $4,403 $622 - $880 $22 - $31/mo

External Connector $3,110 - $4,403 N/A N/A

Limited CALs -- $186 - $263 $7 - $10/mo

Prices shows are Estimated Retail Pricing ranges in U.S. dollars through Volume Licensing for EA (L&SA 1/Year) through Open Value (L&SA 1/Year). Actual pricing may vary by licensing program, geography, and Software Assurance term. Please contact a local distributor or authorized reseller of Microsoft Dynamics CRM 4.0 for exact pricing. Financing term assumes 10% annualized rate and may vary based on volume and geography and is subject to availability.

*Step Ups/Upgrades are not available in Open Business/Volume programs. Pricing depends on when in cycle Step-up is purchased within each VL program.

http://www.microsoft.com/dynamics/purchase/total_solution_financing.mspx#ECD

29


ESTIMATED RETAIL PRICING: ON-PREMISE

Exact prices and part numbers are available via pricelists and separate datasheet (Available January 1, 2008), with the following being the Estimated Retail Prices in the United States.

Program Workgroup Server

Professional Server

Enterprise

Server Limited CAL

Device/User CAL

Limited External Connector

External Connector

US

Do

llars

Open NL SKU(s)

Localized English

Device Localized User Localized Device English

User English

$2,641.00 QAA-00237 QAA-00238

$2,113.00 QCA-00921 QCA-00922

$5,283.00 QJA-01031 QJA-01032

$316.00 QZA-00219 QZA-00269 QZA-00056 QZA-00431

$1,055.00 ZFA-00115 ZFA-00108 ZFA-00116 ZFA-00109

$2,113.00 Q5A-00176 Q5A-00177

$5,283.00 ZGA-00055 ZGA-00056

Open Value (L/SA 1 Yr) SKU(s) Device

User Open Value (L/SA 2 Yr)

SKU(s) Device

User Open Value (L/SA 3 Yr)

SKU(s) Device

User

$2,200.00 QAA-00112 $2,461.00 QAA-00113 $3,081.00 QAA-00114

$1,761.00 QCA-00749 $2,113.00 QCA-00750 $2,465.00 QCA-00751

$4,403.00 QJA-00859 $5,283.00 QJA-00860 $6,164.00 QJA-00861

$263.00 QZA-00025 QZA-00244 $316.00 QZA-00012 QZA-00245 $369.00 QZA-00018 QZA-00246

$880.00 ZFA-00419 ZFA-00381 $1055.00 ZFA-00420 ZFA-00382 $1,231.00 ZFA-00421 $ZFA-00383

$1,761.00 Q5A-00036 $2,113.000 Q5A-00037 $2,465.00 Q5A-00038

$4,403.00 ZGA-00200 $5,283.00 ZGA-00201 $6,164.00 ZGA-00202

Select A (L/SA 1 Yr) SKU(s) Device

User Select A (L/SA 2 Yr) Select A (L/SA 3 Yr)

$2,187.00 QAA-00190 $2,624.00 $3,062.00

$1,750.00 QCA-00858 $2,100.00 $2,450.00

$4,375.00 QJA-00968 $5,520.00 $6,125.00

$262.00 QZA-00038 QZA-00446 $314.00 $366.00

$874.00 ZFA-00240 ZFA-00232 $1,049.00 $1,224.00

$1,750.00 Q5A-00121 $2,100.00 $2,450.00

$4,375.00 ZGA-00117 $5,250.00 $6,125.00

Select D (L/SA 1 Yr) SKU(s)

Select D (L/SA 2 Yr Select D (L/SA 3 Yr)

$1,727.00 (see above) $2,073.00 $2,418.00

$1,383.00 (see above) $1,659.00 $1,935.00

$3,456.00 (see above) $4,147.00 $4,838.00

$207.00 (see above) $248.00 $290.00

$691.00 (see above) $829.00 $967.00

$1,383.00 (see above) $1,659.00 $1,935.00

$3,456.00 (see above) 4,147.00 4,838.00

EA A (L/SA 1 Yr) SKU(s) Device

User EA A (L/SA 2 Yr) EA A (L/SA 3 Yr)

$1,968.00 QAA-00303 $2,406.00 $2,843.00

$1,575.00 QCA-00852 $1,925.00 $2,275.00

$3,938.00 QJA-00962 $4,813.00 $5,688.00

$236.00 QZA-00002 QZA-00261 $288.00 $340.00

$787.00 ZFA-00246 ZFA-00238 $961.00 $1,136.00

$1,575.00 Q5A-00115 $1,925.00 $2,275.00

$3,938.00 ZGA-00123 $4,813.00 $5,688.00

EA D (L/SA 1 Yr) SKU(s)

EA D (L/SA 2 Yr) EA D (L/SA 3 Yr)

$1,555.00 (see above) $1,900.00 $2,246.00

$1,244.00 (see above) $1,520.00 $1,797.00

$3,110.00 (see above) $3,801.00 $4,493.00

$186.00 (see above) $228.00 $269.00

$622.00 (see above) $759.00 $897.00

$1,244.00 (see above) $1,520.00 $1,797.00

$3,110.00 (see above) $3,801.00 $4,493.00

30


PRICING: BUSINESS READY LICENSING

Exact prices and part numbers are available via pricelists and separate datasheet (Available January 1, 2008), with the following being the Estimated Retail Prices in the United States. See PartnerSource for specific pricing.

http://www.microsoft.com/dynamics/partnersource.mspx

Also, see the separate Microsoft Dynamics Pricing & Licensing Guide for Business Ready Licensing on PartnerSource web site.

Dynamics Price List /Business Ready Licensing

Microsoft Dynamics CRM Professional Server

Microsoft Dynamics CRM Enterprise Server

Pricing not including 16% Enhancement Plan

Server (Per instance)

$1,999

1 server Included at no charge - Advanced

Management only

$4,999

CALs (User or Device)

Microsoft Dynamics CRM CAL

Microsoft Dynamics CRM Limited CAL

$999.00

$299.00

Microsoft Dynamics CRM Full Use Additive CAL $700.00

External Connectors - (Per server instance)

Microsoft Dynamics CRM External Connector

Microsoft Dynamics CRM Limited External Connector

$4,999.00

$1,999.00

Microsoft Dynamics CRM

Full Use Additive External Connector $3,000.00


31


PRICING SUMMARY: ON-DEMAND MICROSOFT DYNAMICS CRM ONLINE

The Prices shown in table below are Estimated Net Pricing in U.S. dollars for purchases made through web self-service program. Actual pricing and availability may vary by licensing program, and geography, in compliance with applicable local pricing policies.

The commitment level, storage offerings and synchronization capabilities for web self-service program are as follows:

Microsoft Dynamics CRM Online CRM Online

Professional

CRM Online

Storage Add-on

5 Gigabytes of Storage, 12 Month Commitment, Offline Synchronization

$44.00 per month

1 Gigabyte of Storage $9.99 per month*

Cancellation fee per user $175.00

NOTE: Above pricing does not include any applicable sales taxes. All prices are in U.S. Dollars.

* Storage pricing is by organization, not by individual user

For more information on local pricing for Web Self Service program visit: https://mbs.microsoft.com/downloads/partner/pricing/crm/CRMOnlineWebSelfServiceProgramPricing.zip

CANCELLATIONS

Cancellation fees of $175 (plus applicable taxes) will be applicable after the first month of a new CRM

Online subscription.

No cancellation fees charged if subscription is cancelled on the last month of a commitment term.

For more information on Microsoft Dynamics CRM Online visit: http://crm.dynamics.com/on-demand

https://mbs.microsoft.com/downloads/partner/pricing/crm/CRMOnlineWebSelfServiceProgramPricing.zip

http://crm.dynamics.com/on-demand

32


ESTIMATED PRICING: ON-DEMAND MICROSOFT DYNAMICS CRM ONLINE

Exact prices and part numbers are available via pricelists and separate datasheet (Available February 1, 2011), with the following being the Estimated Net Prices in the United States. Pricing Summary for Enterprise Agreement (EA)

US

Do

llars

Program User Subscription License

Step-Up User Subscription License

Storage Add-on

EA A (1 Month)

SKU(s)

$42.68

DSD-00001

$28.22

DSD-00002

$9.69

DSD-00003

EA B (1 Month)

SKU(s)

$41.36

(see above)

$26.27

(see above)

$9.39

(see above)

EA C (1 Month)

SKU(s)

$40.04

(see above)

$24.08

(see above)

$9.09

(see above)

EA D (1 Month)

SKU(s)

$38.72

(see above)

$22.29

(see above)

$8.79

(see above)

Pricing Summary for Enterprise Agreement Subscription (EAS)

US

Do

llars

Program CRM Online Professional

Step-Up Storage Add-on

EAS A (1 Month)

SKU(s)

$42.68

DSD-00001

$19.81

DSD-00002

$9.69

DSD-00003

EAS B (1 Month)

SKU(s)

$41.36

(see above)

$18.44

(see above)

$9.39

(see above)

EAS C (1 Month)

SKU(s)

$40.04

(see above)

$17.00

(see above)

$9.09

(see above)

EAS D (1 Month)

SKU(s)

$38.72

(see above)

$15.63

(see above)

$8.79

(see above)

33


LICENSE KEYS & PRODUCT REGISTRATION

LICENSE KEYS

New to Microsoft Dynamics CRM 4.0, for media obtained under Volume Licensing programs, license keys are embedded on the media (Media is ‘Pre-pidded*’) and will no longer need to be entered upon installation. If you have downloaded a Trial or time limited version of Microsoft Dynamics CRM, and later purchase Volume License media and do not wish to re-install, you may input the license key from your purchased media within the Microsoft Dynamics CRM License Manager.

The License Key may be located by searching the installation files contained on the media for the \server\i386\license.txt or \server\amd64\license.txt file, depending on whether you are installing in a 32 or 64 bit environment).

* Pre-pidded = License Key is Embedded

Where to obtain License Keys for each Channel

90 Day License Keys

MSDN/

Technet MSPP MAPS VL BRL SPLA ISV Royalty

Editio

n Workgroup

Professional Enterprise

Workgroup Professional Enterprise

Professional (Certified) Enterprise

(Gold)

Workgroup Workgroup Professional Enterprise


& Academic Alliance

Service Provider

(Enterprise)


Lic

ense K

ey

Not Pre-Pidded* Not Pre-Pidded Not Pre-Pidded Not Pre-Pidded Pre-Pidded Not Pre-Pidded Pre-Pidded Pre-Pidded

Where

lic

ense k

ey is o

bta

ined:

Users download media from MS Downloads 90 day license keys are posted on the MS Download web site.

Users download media from MSDN Subscriber Downloads only, and obtain license key from the site. A product key button on the site will take them to their list of product keys. That page will list the CRM Workgroup Professional & Enterprise keys.

Partners will download from MSDN download site. SBE /Pro 3.0 Certified Partners will receive CRM 4.0 Pro. SBE/Pro 3.0 Gold Partners will receive CRM 4.0 Enterprise. The license keys will ship in the physical media kits. Existing partners received their license key on a card inserted in their January 2008 program toolkit, and new partners, will receive their key in the MSPP Welcome kit.

The license key will be on a Yellow Sticker on the DVD. Media is shipped to MAPs Customers in Quarterly subscription kits.

The license key is embedded in the Media. (It is not printed on the media or a sticker on the media, and is not available on MVLS as a VLK) Media is ordered /downloaded through eOpen for Open, and direct through MVLS (VLSC) as download for all other (physical media still made available for purchase via enrollment)

The Partner/ Customer will obtain the license key(s) in VOICE. English media only, all other languages available in Download only. NOTE: There will be a workaround in place through approximately May 2008, where License Key will be on a note attached to the Partner Invoice.

The license key is embedded in the Media. Media is ordered through explore.ms

The license key is embedded in the Media. Media is ordered through explore.ms

Media

:

Download only NOT in MSDN Subscription,

Download only

Download only DVD DVD Download, Long Form Package

DVD (English only)

DVD DVD

34


NO LICENSE KEYS POSTED TO MVLS/VLSC

IMPORTANT! Microsoft Dynamics CRM 4.0 license keys will not appear in the license key product listing that appears for some products in MVLS/VLSC. The product keys are embedded in the VLSC downloads and on the physical media, so there is no need to enter a product key, except in the event a TRIAL version has been installed first. If this is the case - see the TRIALs section.)

Product Registration: Register within 30 Days!

IMPORTANT! Upon installation of software, customers are required to register the product on-line (Internet Access is required) within 30 days. If the product is not registered within 30 days it will be disabled for any further use. However, product can be re-enabled for use upon registration any time if disabled due to the 30 day expiration. Additional CALs added to the installation after initial purchase do not require additional registration. Certain programs such as SPLA and the ISV Royalty Program, do not require registration.

Registration happens:

Upon initial Installation of any edition

When users Step Up/Upgrade from Trial or time limited to full license for all editions

When users Step Up/Upgrade from Microsoft Dynamics Workgroup to Professional Server, or to

Enterprise Server. (Will need to re-register)

When users Step Up/Upgrade from Microsoft Dynamics Professional Server to Enterprise (will need

to re-register)

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

Registration is NOT required when a license key is obtained from these channels:

Trial

ISV Royalty Program

SPLA

MSDN

TechNet

BRL/DPL

PROVIDE PARTNER INFORMATION AS PART OF REGISTRATION

As part of the one-time registration process, customers are encouraged to provide information on the Partner involved in the purchase and/or implementation process. For more information on the CRM Software Advisor process see the separate section on that.

35


ON PREMISE UPGRADES & MIGRATION

UPGRADING TO MICROSOFT DYNAMICS CRM 4.0

Customers who are current on their Software Assurance Plan as of General Availability date of Microsoft Dynamics CRM 4.0 in specific language version are entitled to upgrade to Microsoft Dynamics CRM 4.0 from Microsoft Dynamics CRM 3.0 based on the following guidelines:

UPGRADE PATH FOR CRM 3.0 SBE CUSTOMERS WITH CURRENT SOFTWARE ASSURANCE AS OF JANUARY 1, 2008

Microsoft Dynamics CRM 3.0 SBE customers receive the following when upgrading to Microsoft Dynamics CRM 4.0:

For every Microsoft Dynamics CRM 3.0 SBE CAL customers can choose either

1 Microsoft Dynamics CRM 4.0 CAL (Named User)

Or,

1 Microsoft Dynamics CRM 4.0 Device CAL

For every Microsoft Dynamics CRM 3.0 SBE Server customers can choose either

1 Microsoft Dynamics CRM 4.0 Workgroup (limited to 5 users maximum)

Or,

1 Microsoft Dynamics CRM 4.0 Professional Server

UPGRADE PATH FOR CRM 3.0 PRO CUSTOMERS UNDER CURRENT SOFTWARE ASSURANCE AS OF JANUARY 1, 2008

Microsoft Dynamics CRM 3.0 Professional Edition customers receive the following when upgrading to Microsoft Dynamics CRM 4.0:

For every Microsoft Dynamics CRM 3.0 Professional CAL customers can choose either

1 Microsoft Dynamics CRM 4.0 CAL (Named User)

Or,


For every Microsoft Dynamics CRM 3.0 Professional Server customers can choose either

2 Microsoft Dynamics CRM 4.0 Enterprise Servers

Or,

1 Microsoft Dynamics CRM 4.0 Professional Server

36


Table: Volume Licensing Upgrade Path Program Summary

Microsoft Dynamics CRM 3.0 Software

Assurance Upgrade Path Open, Open Value, EA, Select - Upgrade Options


Small Business Edition

(1) Microsoft Dynamics CRM 4.0 Workgroup (for 5 or fewer users),

OR

(1) Microsoft Dynamics CRM 4.0 Professional Server for each (1) Microsoft Dynamics

CRM Professional Server they currently have


Professional Edition

(1) Microsoft Dynamics CRM 4.0 Professional Server OR

(2) Microsoft Dynamics CRM 4.0 Enterprise Servers** for each (1) Microsoft Dynamics CRM 3.0 Professional Server

they currently have

** Must accept SA based on the list price of Microsoft Dynamics CRM 4.0 Enterprise Server, Customers may choose to purchase SA on only one of the upgrade Enterprise Servers upon renewal, if they are using only one of the Servers.

(2) X $4999 Microsoft Dynamics CRM Enterprise Servers - $1999 Microsoft Dynamics CRM Professional Server = represent approximately $7,999 U.S value.

UPGRADE PATH FOR BRL/DPL CRM 3.0 PRO CUSTOMERS UNDER CURRENT ENHANCEMENT PLAN AS OF JANUARY 1, 2008

Business Ready Licensing/Dynamics Price List Microsoft Dynamics CRM 3.0 Professional Edition customers receive the following when upgrading to Microsoft Dynamics CRM 4.0:

For every Microsoft Dynamics CRM 3.0 Professional CAL customers can choose either

1 Microsoft Dynamics CRM 4.0 CAL (Named User or Device)

Or,


CAREFULLY CONSIDER YOUR UPGRADE PATH

Customers must be aware of possibilities, limitations and consequences when choosing their upgrade path.

Software Assurance Renewals occurring after General Availability of Microsoft Dynamics CRM 4.0 in the relevant language version will be calculated based on the price of the relevant Microsoft Dynamics CRM 4.0 part number.

CUSTOMERS WITH MICROSOFT DYNAMICS CRM 3.0 FPP SOFTWARE

Customers with products purchased under FPP will not be able to purchase Microsoft Dynamics CRM through the FPP channel after January 1

st, 2008.

Notification was emailed to, and posted for FPP Distribution and Reseller Partners through the MS Operations portal on October 31

st, 2007. FPP Customers are entitled to one year of Maintenance from their date of

Registration and will continue to receive Maintenance.

Based on data available in the registration database we will proactively contact and make Microsoft Dynamics CRM 4.0 media available to these Customers.

FPP Customers under Maintenance may purchase Software Assurance within 90 days of the expiration of their Maintenance and/or acquire Microsoft Dynamics CRM 4.0 Servers or CALs through Volume Licensing.

37


MAPs users please refer to the MAPS program section above.

CUSTOMERS WITH EXPIRED SOFTWARE ASSURANCE OR MAINTENANCE

Customers with expired Software Assurance or Maintenance will need to purchase Microsoft Dynamics CRM 4.0 under standard pricing programs, and license it in the same way as would a new customer.

The only time Software Assurance can be acquired alone is if it is being renewed from a prior agreement or if a qualifying software license has been acquired outside the VL programs. In that case, the customer has 90 days from the date of acquisition to get Software Assurance in the VL program.

UPGRADE PATH FOR MICROSOFT DYNAMICS CRM 1.2 CUSTOMERS

Microsoft Dynamics 1.2 Users must upgrade to Microsoft Dynamics CRM 3.0 before proceeding to upgrade 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:

Microsoft Dynamics CRM 1.2 License

Open, Open Value, FPP EA, Select Microsoft Dynamics CRM 4.0 All VL Programs

Professional:

Sales, Service or Suite

Microsoft Dynamics CRM 3.0 Professional

or Small Business Edition




Professional Server

Standard:

Sales, Service, or Suite

Microsoft Dynamics CRM 3.0 Professional

or Small Business Edition




Professional Server

Pricing for Small Business (SBS):

Sales Pro or Sales Standard


Small Business Edition N/A (not offered in Select, EA)


Workgroup or

Professional Server

LINKS TO MORE INFORMATION:

Upgrading Unsupported Microsoft CRM 1.2 Environments to Microsoft CRM 3.0 http://www.microsoft.com/downloads/details.aspx?FamilyId=F3C11BF2-83B2-435C-98D3-63D221C000E7&displaylang=en

Upgrading Supported Microsoft CRM 1.2 Environments to Microsoft CRM 3.0

http://www.microsoft.com/downloads/details.aspx?FamilyID=dcc9a13e-a77e-483c-a3f0-f606a4e0b8d9&DisplayLang=en

MSDN: Upgrading from Microsoft Dynamics CRM 3.0

http://msdn.microsoft.com/en-us/library/bb928452.aspx

http://www.microsoft.com/downloads/details.aspx?FamilyId=F3C11BF2-83B2-435C-98D3-63D221C000E7&displaylang=en

http://www.microsoft.com/downloads/details.aspx?FamilyID=dcc9a13e-a77e-483c-a3f0-f606a4e0b8d9&DisplayLang=en

http://msdn.microsoft.com/en-us/library/bb928452.aspx

38


DOWNGRADE PATHS: MICROSOFT DYNAMICS CRM 3.0 AND MICROSOFT DYNAMICS CRM 1.2

Microsoft Dynamics CRM 3.0 Professional Edition: Microsoft Dynamics CRM 4.0 Professional and Enterprise customers may continue to run and expand their Microsoft Dynamics CRM 3.0 Professional deployment, and may continue to order CRM 3.0 media -- utilizing the downgrades rights available with SA/BREP for Microsoft Dynamics CRM 4.0.

Microsoft Dynamics CRM 3.0 Small Business Edition: Microsoft Dynamics CRM 4.0 Workgroup customers with Software Assurance may continue to run and expand their Microsoft Dynamics CRM 3.0 Small Business Edition deployment, and may continue to order CRM 3.0 media, utilizing their Volume Licensing downgrade rights. Microsoft Dynamics CRM 4.0 Workgroup users will also need to obtain five (5) Microsoft Dynamics CRM CALs for use with Microsoft Dynamics CRM Small Business Edition (as users are inclusive with Workgroup).

Additional CALs: To add additional CALs to either a Microsoft Dynamics CRM 3.0 Professional Edition or Microsoft Dynamics CRM 3.0 Small Business Edition deployment, Microsoft Dynamics CRM 4.0 „full‟ CALs must be purchased. Downgrade rights provide the path to add additional users. Microsoft Dynamics CRM Limited CALs may not be purchased in conjunction with downgrade rights, in lieu of purchasing a „full‟ CAL.

License Keys: Microsoft Dynamics CRM 3.0 license keys are found on the physical Microsoft Dynamics CRM 3.0 media packaging. Customers will only need to request Microsoft Dynamics CRM 3.0 license keys from the Product Group (via an escalation), for customers who for tax reasons have obtained the software via download versus obtaining physical media. Customers should contact their Regional Operations Center for assistance with this process.

Microsoft Dynamics CRM 1.2: Microsoft customers continuing use of Microsoft Dynamics CRM 1.2 may continue to add additional user licenses by purchasing Microsoft Dynamics CRM 4.0 CALs, utilizing downgrade rights to Microsoft Dynamics CRM 3.0; and through these licensing rights, in turn, utilizing downgrade rights to Microsoft Dynamics CRM 1.2.

Additional CALs: To add additional CALs to a Microsoft Dynamics CRM 1.2 deployment, customers must purchase Microsoft Dynamics CRM 4.0 „full‟ CALs, and via the downgrade rights discussed immediately above, have a path to expand users. Microsoft Dynamics CRM Limited CALs may not be purchased in conjunction with downgrade rights, in lieu of purchasing a „full‟ CAL.

License Keys: Microsoft Dynamics CRM 1.2 customer‟s will need to obtain license keys for their additional CAL purchases from the Product Group. A “CRM 1.2 Additional Users” form is available on explore.ms/Programs/Forms to request license keys for this purpose. Customers should contact their Regional Operations Center for assistance.

Additional Servers: Microsoft Dynamics CRM 1.2 Customers who need to purchase additional Server licenses may purchase Microsoft Dynamics CRM 4.0 Professional Server licenses, and may use the physical media they already possess for their respective Server CRM 1.2 Server edition, to install the additional Server(s).

No physical media will be available/orderable for Microsoft Dynamics CRM 1.2 Customers.

See the Product List for specific information: http://www.microsoftvolumelicensing.com/userights/PL.aspx

http://www.microsoftvolumelicensing.com/userights/PL.aspx

39


Downgrade Paths

Microsoft Dynamics CRM 4.0 Microsoft Dynamics CRM 3.0 Microsoft Dynamics CRM1.2


Professional Server

Microsoft Dynamics CRM 3.0 Professional Edition Server

Professional:


Standard:




Microsoft Dynamics CRM 4.0 Limited CAL + Full Use Additive CAL

=“Full” CAL


Professional Edition CAL

or

Dynamics CRM 3.0

Small Business Edition CAL

Professional:


Standard:




Microsoft Dynamics CRM 4.0 Workgroup


Small Business Edition Server

(not offered in Select or EA)

N/A.

MEDIA FULFILLMENT

MEDIA FOR CUSTOMERS IN OPEN VALUE, SELECT, ENTERPRISE AGREEMENTS (EA) OR CAMPUS AND SCHOOL AGREEMENTS (CA/SA)

New Volume Licensing Open Value, Select, EA, and CA/SA customers must choose the Comprehensive Media Kit to receive DVDs containing Microsoft Dynamics CRM 4.0 Professional Server physical media initially.

Open Value customers will be able to view and download only the Microsoft Dynamics CRM products for which they are already licensed, from the MVLS/VLSC site. They may order physical media through their LAR or Reseller.

Select, EA, and CA/SA customers may download all editions of Microsoft Dynamics CRM from the MVLS/VLSC site, and physical media may be ordered for a nominal fee from their LAR, or for CA/SA customers, from their Reseller. Note that the license key changes implemented for Microsoft Dynamics CRM 4.0 allow Microsoft to offer Microsoft Dynamics CRM 4.0 via MVLS download along with all other licensable software.

License keys are embedded in both the DVD and VLSC downloaded media (media is „Pre-Pidded‟) and product registration will have to be completed within 30 days of installation as described in the Product Registration section.

See the Fulfillment Changes paragraph at the end of this document for changes related to Select and Enterprise media.

MVLS: https://licensing.microsoft.com/eLicense/L1033/Default.asp

https://licensing.microsoft.com/eLicense/L1033/Default.asp

40


MVLS provides tools for Open Value, Select, Enterprise and CA/SA customers to:

View their agreements, licenses, purchase order and volume license keys**.

Download software from the Media Subscription Kits and Software Assurance or MSDN Benefit Kits.

Manage and invite users to manage licensing using MVLS.

**IMPORTANT: Note that Microsoft Dynamics CRM 4.0 license keys will not appear in the license key product listing that appears for some products in MVLS/VLSC. The product keys are embedded in the VLSC downloads and on the physical media („Pre-Pidded‟). There is no need to enter a product key, except in the event a TRIAL version has been installed first, and in this case please refer to the TRIALs section above.)

MEDIA FOR CUSTOMERS IN OPEN

Customers in the Open program will need to have their authorization and enrollment number(s) available when ordering the Microsoft Dynamics CRM 4.0 media from their Reseller – a nominal fee may apply for physical media.

Open customers may only order physical media or download the Microsoft Dynamics CRM products for which they are already licensed, from the MVLSC/VLSC site.

License keys are embedded in the DVD media (media is „Pre-Pidded‟), and product registration will have to be completed within 30 days of installation as described in the Product Registration section. Please also note the Fulfillment Changes paragraph at the end of this document.

eOpen: https://eopen.microsoft.com/EN/default.asp

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 (via link to VLSC)

Access their Volume License Product Keys to install software**

**IMPORTANT: Note that Microsoft Dynamics CRM 4.0 license keys will not appear in the license key product listing that appears for some products in eOpen (via VLSC). The product keys are embedded in the VLSC downloads („Pre-Pidded‟) and on the physical media. There is no need to enter a product key, except in the event a TRIAL version has been installed first, in this case – please refer to the TRIALs section above.)

Volume License Service Center (VLSC)

Customers using eOpen and MVLS will be redirected to the new VLSC website for the following benefits:

Downloads

Product activation

Online license statement (MLS)

When the customer accesses these benefits via MVLS or eOpen, they will be redirected to the new VLSC site that has a new, improved interface.

VLSC helps make it easier to manage Microsoft Volume License agreements, download licensed products, and access Product Keys.

With VLSC, customers can:

https://eopen.microsoft.com/EN/default.asp

41


Easily find and download licensed products available under their volume license entitlements with the

improved user interface

View and request Volume Licensing Product Keys for software in their volume license entitlements

Calculate current Microsoft License Statements to view an easy-to-understand, comprehensive

license summary across programs and agreements

FULFILLMENT CHANGES

Microsoft is going “green” to help save packaging and recycled waste that impacts the environment and will reduce the quantity of media by shipping only the most-widely used software products on disc for Enterprise Agreement and Select License monthly subscription kits worldwide beginning in September 2007.

Microsoft Dynamics CRM Professional will only be included in the Comprehensive Kit for Select (so

long as a customer chooses to receive Dynamics Product Family on the Media Order Form) & EA

customers. Open Value and CA/SA customers will receive the Comprehensive Kit for all products

licensed on initial order. One free Comprehensive Kit (a.k.a. Welcome Kit) is sent to all Volume Licensing customers (in

Open Value, Select, EA and CA/SA) per the terms of their agreement, but additional kits are available upon request. These kits

can be ordered through your Reseller. Please contact your Reseller for price details.

The remainder of software will be available via electronic download or by purchasing media

(CDs/DVDs) from a Microsoft Reseller

Product updates continue in the language of the customer‟s choosing

42


SOFTWARE ASSURANCE

SOFTWARE ASSURANCE (SA)

Software Assurance at 25% per year of license is included with Microsoft Dynamics CRM 4.0 Customer facing Volume Licensing Programs. Regardless of whether customers purchase Microsoft Dynamics CRM 4.0 Volume Licensing or through BRL, they receive the following CRM specific benefits:

Features

Software Assurance Enhancement

Plan

Open Open Value Select Enterprise Agreement

BRL

Support Incidents 6* 6* Unlimited Unlimited _

Discount on Per-Incident and 5 Pack (Flex Support)

X X _ _ _

Guaranteed Response Time

3 hours 3 hours 1 hour 1 hour

Unlimited Online Training

X X X X X

Product Updates X X X X X

Investment Protection X X X X X

CustomerSource X X X X X

Ability to Make Suggestions for Future Products and New Features

X X X X X

Ability to Purchase Add’l Products, Users and Services

X X X X X

Service Packs/Fixes X X X X X

Knowledge Base X X X X X

Newsgroups Managed Managed Managed Managed Public

43


OPEN OR OPEN VALUE LICENSING PROGRAMS

The benefits in the Software Assurance Open and Open Value programs include:

Six Technical Support Incidents with a Three-Hour Guaranteed Response Time

Beginning December 1, 2007, this benefit has been increased from 2 incidents to 6 for Open/Open

Value Customers! This benefit is available for customers with system list prices of $3,000 (US) or

more.

Discounts on Flex Per-Incident Support and Flex 5-Pack Support

Managed Newsgroups

These online forums help customers collaborate with other customers to learn about their solution

and solve technical issues. If questions aren't answered by other customers within two business days,

a Microsoft Dynamics support engineer will respond.

Unlimited Online Training Benefits: These are new benefits for all customers enrolled in Software

Assurance.

o E-Learning: Classroom-equivalent online training on specific topic areas, e.g. a product

module. English only.

o Training Materials: Training materials that can be used as a study tool or as a desktop

reference. Available in multiple languages.

o Learning Plans: A training roadmap that helps individuals easily find the training they need.

Outlines every training and certification option available for each module. English only.

All Product Updates

Customers receive all major releases, minor updates, and tax updates for the product they currently own. They will also receive database releases, if the database was purchased from Microsoft Business Solutions.

Investment Protection (formerly known as Transformational Assurance)

Prepare for the future with Transformational Investment Protection. This benefit provides customers with the ability to move to the future Microsoft Dynamics business application suite without having to repurchase the functionality they currently have licensed, as long as they remain enrolled in a Microsoft Business Solutions service plan. The Investment Protection benefit is available for all supported editions of Microsoft Dynamics CRM.

CustomerSource

A secure, password-protected Website for Microsoft Dynamics customers, CustomerSource, provides access to a searchable technical database, discussion boards, news, a subscription service, and more.

Ability to Make Suggestions for Future Products and New Features

Many of Microsoft‟s product improvements and new features come directly from suggestions that our customers make. Every year we send a Product Advisory Board Survey to customers enrolled in a service plan. Customers can also enter their suggestions directly to our Global Suggestion Database throughout the year via CustomerSource.

Ability to Purchase Additional Products, Users, and Services

44


SELECT OR ENTERPRISE AGREEMENT LICENSING PROGRAMS

The benefits in the Software Assurance Select and Enterprise Agreement programs include all of the above listed benefits in addition to:

Unlimited Technical Support Incidents with a One-Hour Guaranteed Response Time

Ability to Proactively Initiate Chat and Screen Sharing on Support Requests

Chat and Screen Sharing can help customers quickly access support professionals and efficiently resolve technical issues. Have a real-time chat conversation or, with their permission, hand over control of their computer to the support professional to have the technical issue resolved for them.

CRM SPECIFIC BENEFITS

To access the additional Microsoft Dynamics CRM-specific benefits, direct your Customers to go to https://mbs.microsoft.com/mbsregistration/chooserelationship.aspx and follow the registration wizard.

SA ACTIVATION

To activate your customers‟ Software Assurance benefits through Volume Licensing, have them sign the Microsoft Volume Licensing agreement. Microsoft will send a welcome e-mail message that introduces them to Microsoft Volume Licensing Services (MVLS) at https://licensing.microsoft.com/eLicense/L1033/Default.asp. MVLS has a dedicated customer Website used to manage their benefits and licensing agreements.

Customer facing SA activation information: http://www.microsoft.com/licensing/sa/activate.mspx

SA RENEWAL

To renew a Microsoft Dynamics CRM Software Assurance plan, inform your Customers that with Open there is a 90-day window in which to renew; while with Open Value, Enterprise Agreement and Select, the customer has 30 days. After that, they will need to re-license the software and re-purchase Software Assurance. To renew SA, go to: https://mbs.microsoft.com/partnersource/resources/services/serviceplans/softwareassurance/ CRM_SA_Renewals.htm

SOFTWARE ASSURANCE BENEFITS THROUGH VOLUME LICENSING

In addition to Microsoft Dynamics CRM-specific benefits, Microsoft Software Assurance benefits through Volume Licensing provide significant value to customers. A list of these current and upcoming benefits is listed in an interactive chart on the Software Assurance site (link below). To learn more view the benefits list and accompanying descriptions on the Microsoft Software Assurance Web page at: http://www.microsoft.com/licensing/sa/default.mspx

Microsoft Product Support Lifecycle information: http://support.microsoft.com/lifecycle/

Check here for changes and updates to Software Assurance benefits listed in the table below: https://partner.microsoft.com/global/licensing/volumelicensesoftwareassurance/assurancecomparison#SABU

Interactive Guide to Software Assurance Benefits: https://partner.microsoft.com/download/global/40029941

See the Licensing and Pricing Guide for Business Ready Licensing for information regarding Enhancement Plans,

or visit PartnerSource: http://www.microsoft.com/dynamics/partnersource.mspx

https://mbs.microsoft.com/mbsregistration/chooserelationship.aspx

https://licensing.microsoft.com/eLicense/L1033/Default.asp

http://www.microsoft.com/licensing/sa/activate.mspx

https://mbs.microsoft.com/partnersource/resources/services/serviceplans/softwareassurance/CRM_SA_Renewals.htm

https://mbs.microsoft.com/partnersource/resources/services/serviceplans/softwareassurance/CRM_SA_Renewals.htm

http://www.microsoft.com/licensing/sa/default.mspx

http://support.microsoft.com/lifecycle/

https://partner.microsoft.com/global/licensing/volumelicensesoftwareassurance/assurancecomparison#SABU

https://partner.microsoft.com/download/global/40029941


45


PRODUCT SUPPORT LIFECYCLE INFORMATION

http://support.microsoft.com/?LN=en-us&scid=gp%3B%5Bln%5D%3Blifecycle&x=13&y=12

http://support.microsoft.com/?LN=en-us&scid=gp%3B%5Bln%5D%3Blifecycle&x=13&y=12

46


SUPPORT PLAN: MICROSOFT DYNAMICS CRM ONLINE

SUPPORT PLAN

Support is included as part of the monthly subscription fee to Microsoft Dynamics CRM Online. Premier support is also available for an additional charge. The key benefits of the plans are listed below.

Feature Professional Premier Partner Offer Customer Trial

Pricing Included in the monthly subscription price

Starts at $35K Included in the monthly subscription price

Free for trial period

Support incidents 5 phone per year and unlimited email

Unlimited phone and email

Unlimited phone and email

1 phone and unlimited email during trial period

Support type Phone/e-mail Phone/email Phone/e-mail Phone/e-mail

Support incidents available for purchase?

Yes–per incident and 5 pack (see below)

N/A N/A Yes–per incident and 5 pack

Technical support hours (United States Only)

8 AM–8 PM CST Monday–Friday

24 X 7 8 AM–8 PM CST Monday–Friday

8 AM–8 PM CST Monday–Friday

Response time 24 business hours 1 hour critical

2 hour medium

3 hour low

24 business hours 24 business hours

Business critical support

No Yes 24X7 No No

Senior support technician

No Yes No No

CustomerSource access

Yes Yes Yes Yes

Knowledge base Yes Yes Yes Yes

Managed newsgroups No Yes No No

Unlimited online training

Yes Yes Yes Yes

Professional and trial customers can purchase support incidents on a per incident basis or through a 5 pack. Pricing is as follows:

Single Incident 5 pack Professional customer $125 $600

30 day customer trial $175 $850

30 day partner trial $175 $850

CUSTOMERSOURCE

All Microsoft Dynamics CRM Online customers receive access to CustomerSource. Every user within the company who has access to the Microsoft Dynamics CRM Online application also is able to access CustomerSource. Customers use their Windows Live ID to log on to CustomerSource.

47


Customers are not sent an invitation e-mail welcoming them to CustomerSource like ERP customers do. When a User is set up within Microsoft Dynamics CRM Online, their Windows Live ID is automatically associated with their Voice account, meaning that they can access CustomerSource. To access CustomerSource:

Customers will be able to access CustomerSource directly from the CRM Online application itself or from

the CRM Online marketing portal.

From CRM Online, customers should click Resource Center and then click the CustomerSource link

found in the Services and Support field.

From the CRM marketing portal, the customer can click Contact Us.

They will be brought to the Contact Us page where they will be able to click Go to Microsoft Dynamics

CustomerSource.

The Contact Us link on the CRM marketing portal for CustomerSource

HOW MICROSOFT DYNAMICS CRM ONLINE CUSTOMERS CONTACT MICROSOFT

CRM Online customers will be able to contact the customer service and technical support teams through eSupport or by telephone.

BILLING TELEPHONE SUPPORT

A new phone number has been set up specifically for CRM-related questions in each region. Only Online Billing questions will be routed through the number, as the only place that it will be posted publicly is on the CRM Online portal.

48


EMEA BILLING SUPPORT NUMBERS

Region Originating Country Country code Language Supported Customer Contact

Number

WE Austria 43 German 0800677708

WE Belgium 32 French 080049643

CEE Czech Republic 420 English 800142591

Nordics Denmark 45 Danish 8070 3202

CEE Estonia 372 English 8002037

Nordics Finland 358 English 0800411301

WE France 33 French 0805 109234

WE Germany 49 German 0800 2472637

CEE Greece 30 English 800 49129174

CEE Hungary 36 English 06 800 18510

Nordics Iceland 354 English 800 8042

CEE Israel 972 English 1 809231703

WE Italy 39 Italian 800 987322

CEE Latvia 371 English 8001555

CEE Lithuania 370 English 8800 30314

WE Netherlands 31 English 0800 0200494

Nordics Norway 47 English 800 57500

CEE Poland 48 English 0800 1212439

WE Portugal 351 English 800 860584

CEE Russia 7 Russian 810 80029203011

CEE Slovakia 421 English 0800 003402

MEA South Africa 27 English 0800 995711

WE Spain 34 Spanish 900 938311

Nordics Sweden 46 English 020 1701950

WE Switzerland 41 German 0800 088880

WE United Kingdom 44 English 0800 3762862

WE Ireland 353 English 1 800936390

CEE Cyprus 357 English 800 91190

WE Romania 40 English 800 894578

WE Luxemburg 352 English 1 26126

APAC BILLING SUPPORT NUMBERS

Region Originating Country Language Supported Customer Contact Number

APAC Hong Kong English 800905797

APAC Malaysia English 1800801139

APAC Australia English 1800506574

APAC New Zealand English 800888074

APAC Japan Japanese 531650532

APAC Singapore English 18003962642

APAC India English 000800 650 1710

Both the customer service and technical support teams will be staffed from 8 AM–6 PM in each region. Both queues will also be assisted by the message center. If a call sent to the customer service team is not answered

49


within six minutes it will be routed to the message center where a team member will ask the caller if they want to continue holding or leave a message.

ESUPPORT

Customers will be able to contact both the customer service and technical support teams from CustomerSource.

HOW TO CONTACT CUSTOMER SERVICE

From the main screen of CustomerSource the customer should click New Service Request.

HOW TO CONTACT TECHNICAL SUPPORT

From the main screen of CustomerSource the customer should click Support > New Support Request.

CRM SOFTWARE ADVISOR (CSA) FEES

The Microsoft CRM 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 Dynamics CRM. (Applies to Volume Licensing and Microsoft Dynamics CRM Online – does NOT apply to SPLA, ISV, BRL/DPL and System Builder/OEM)

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 based upon their customer‟s order of CRM Licenses and Software Assurance.

In addition to driving higher customer satisfaction, partners who sell the initial Microsoft Dynamics CRM license and Software Assurance earn a CRM Software Advisor (CSA) fee ranging from 10% to 25%. Partners who sell a Software Assurance renewal earn a 5% CSA fee. Go to the Microsoft Dynamics CRM registration site to apply for CSA fees: https://mbs.microsoft.com/public/crmsignup/relationshiptype.aspx

https://mbs.microsoft.com/public/crmsignup/relationshiptype.aspx

50


FOR MORE INFORMATION ON THE CSA PROGRAM, VISIT THIS PARTNERSOURCE LINK: https://mbs.microsoft.com/partnersource/communities/CSA/

SPECIAL ISSUES

LANGUAGE USE RIGHTS

If a customer needs to use another language in addition to their „native‟ or chosen language version of Microsoft Dynamics CRM 4.0, they have two options:

1. Obtain the Language pack, which comes in all available languages for Microsoft Dynamics CRM 4.0, is free, and provides for the User Interface to be in the language of choice. Download language packs from the Microsoft Downloads Center. http://www.microsoft.com/downloads/details.aspx?familyid=50761E58-6040-4CF3-853A-F5AB535F7194&displaylang=en

If the customer needs to have the User Interface as well as all associated databases in another language, they will need to purchase the additional language and re-install Microsoft Dynamics CRM 4.0.

See more about language use rights in the Product List: http://www.microsoftvolumelicensing.com/userights/PL.aspx

https://mbs.microsoft.com/partnersource/communities/CSA/

http://www.microsoft.com/downloads/details.aspx?familyid=50761E58-6040-4CF3-853A-F5AB535F7194&displaylang=en

http://www.microsoft.com/downloads/details.aspx?familyid=50761E58-6040-4CF3-853A-F5AB535F7194&displaylang=en

http://www.microsoftvolumelicensing.com/userights/PL.aspx

51


LINKS FOR ADDITIONAL INFORMATION

Microsoft Dynamics CRM Licensing Licensing Reseller Handbook Volume Licensing Training Microsoft License Advisor Contact a Licensing Specialist MBS Certifications & Training CRM Service Plans/Support Partner Readiness Information on how to activate CRM benefits Deluxe Support Services for CRM (Brochure) CustomerSource For questions about any MBS service plan Presentation: New Microsoft Volume License Media Fulfillment Model (Partner Ready) Microsoft Downloads Center Microsoft Licensing – Briefs on Cross Language Rights, Transferring between VL Programs, Multiplexing, Base & Additive CALs, Cold backups, etc. CSA Important links CSA Program Overview CSA Quick Reference Card CSA Community Enrollment & Re-enrollment Software Advisor Initiative Guide View Status of Claims View Fee Schedule and regional targets

www.microsoft.com/crm www.microsoft.com/licensing https://partner.microsoft.com/US/40017358?PS=95000124 https://partner.microsoft.com/global/40029101?PS=95000124 http://www.microsoft.com/licensing/mla/product.aspx www.microsoft.com/licensing/contact/default.mspx https://mbs.microsoft.com/partnersource/communities/training/ http://www.microsoft.com/dynamics/crm/support/default.mspx https://partner.microsoft.com/global/trainingevents http://www.microsoft.com/licensing/sa/activate.mspx http://download.microsoft.com/download/7/3/b/73b71217-a628-459b-bec4-7bee508ee3bc/Deluxe_Datasheet_Global_8x11_022307.pdf https://mbs.microsoft.com/customersource/ [email protected] https://partner.microsoft.com/download/US/40045485 http://www.microsoft.com/downloads/Search.aspx?displaylang=en http://www.microsoft.com/licensing/resources/volbrief.mspx https://partner.microsoft.com/global/40012663?PS=3 https://partner.microsoft.com/US/40018395?PS=3 https://mbs.microsoft.com/partnersource/communities/csa/ https://mbs.microsoft.com/public/crmsignup/relationshiptype.aspx https://partner.microsoft.com/global/productssolutions/dynamics/40012663 (See bottom of page at this link) https://mbs.microsoft.com/Members/MBSRegistration/CSAClaimList.aspx https://mbs.microsoft.com/Members/MBSRegistration/FeeStructureOverview.aspx

http://www.microsoft.com/crm

http://www.microsoft.com/licensing

https://partner.microsoft.com/US/40017358?PS=95000124

https://partner.microsoft.com/global/40029101?PS=95000124

http://www.microsoft.com/licensing/mla/product.aspx

http://www.microsoft.com/licensing/contact/default.mspx

https://mbs.microsoft.com/partnersource/communities/training/

http://www.microsoft.com/dynamics/crm/support/default.mspx

https://partner.microsoft.com/global/trainingevents

http://www.microsoft.com/licensing/sa/activate.mspx

http://download.microsoft.com/download/7/3/b/73b71217-a628-459b-bec4-7bee508ee3bc/Deluxe_Datasheet_Global_8x11_022307.pdf

http://download.microsoft.com/download/7/3/b/73b71217-a628-459b-bec4-7bee508ee3bc/Deluxe_Datasheet_Global_8x11_022307.pdf

https://mbs.microsoft.com/customersource/

mailto:[email protected]

https://partner.microsoft.com/download/US/40045485

http://www.microsoft.com/downloads/Search.aspx?displaylang=en

http://www.microsoft.com/licensing/resources/volbrief.mspx

https://partner.microsoft.com/global/40012663?PS=3

https://partner.microsoft.com/US/40018395?PS=3

https://mbs.microsoft.com/partnersource/communities/csa/

https://mbs.microsoft.com/public/crmsignup/relationshiptype.aspx

https://partner.microsoft.com/global/productssolutions/dynamics/40012663

https://mbs.microsoft.com/Members/MBSRegistration/CSAClaimList.aspx

https://mbs.microsoft.com/Members/MBSRegistration/FeeStructureOverview.aspx

52


Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success.

U.S. and Canada Toll Free 1-888-477-7989 Worldwide +1-701-281-6500 www.microsoft.com/dynamics

The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, this document should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication.

This White Paper is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT.

Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation.

Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.

© 2009 Microsoft Corporation. All rights reserved.

Microsoft, the Microsoft Dynamics Logo, MSDN, SQL Server, SharePoint, Windows and Windows Server are either registered trademarks or trademarks of Microsoft Corporation or Microsoft Business Solutions in the United States and/or other countries. Microsoft Business Solutions is a subsidiary of Microsoft Corporation.

http://www.microsoft.com/dynamics

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