Pricing and Licensing Training Ross Dembecki rossdmicrosoftcom Agenda About CRM Microsoft Dynamics CRM SKU Design amp Pricing External Connector Key Channels Academic Licensing Upgrading to CRM 30 ID: 752053
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Slide1
Microsoft Dynamics CRM 3.0
Pricing and Licensing TrainingRoss Dembeckirossd@microsoft.comSlide2
Agenda
About CRMMicrosoft Dynamics CRMSKU Design & Pricing
External Connector
Key
Channels
Academic Licensing
Upgrading to CRM 3.0
Keys & Registration
CRM
RoadmapSlide3
What is CRM?
Customer FacingSales, marketing and service activities
Business Process Driven
Workflow drives consistent execution across business units and systems
Collaborative
Enables teams to work with others, inside and outside of your organization to help maximize your businessSlide4
What Do Businesses Need From A CRM System?
Reliable user adoptionIf people won’t use it, it has no value
Great business fit
Consistent processes and real-time visibility
Fast, flexible, and affordable technology
Quick to deploy and easy to manageSlide5
Works the Way Your Business Does
Easily adapts to each company’s needs
Powerful workflow and analytics
Works the Way Technology Should
Fast to deploy and easy to manage
Powerful Web services architecture
Works the Way You Do
Native Office and Outlook experience
Full range of mobile solutions
Sales
Service
Marketing
Microsoft Dynamics CRM: The Next Wave
A
complete
CRM suite that leverages the power and productivity of the Microsoft platformSlide6
Native
Outlook folders and command barsContact, calendar, task, and e-mail synchronisationQuick views of relevant information
Works the Way You Do
The easiest, most natural way to use CRM
Track activities with a single click
Use sales and marketing data right from within Outlook
Share views across your organisationSlide7
Enhance your productivity even more by working inside
Outlook 2007Use the context based Ribbon UI to perform common tasksWorks the Way You Do
Works with the 2007 Office system
Track e-mail with the Outlook 2007 ribbonSlide8
Create workflows based on standard or custom data
Evaluate conditions across multiple systemsWorks the Way Your Business Does
CRM that fits your exact needs
Examine your live CRM in Microsoft Excel
Build company-wide reports with powerful SQL Reporting ServicesSlide9
Works the Way Technology Should
Fast, flexible and affordable
Choose Outlook, browser, or mobile device
Choose to deploy as
on-premise or hosted
Relies on
common IT tools and skills
Office, SQL Server, Visual Studio, XML …
Native Web services / service-oriented architecture (SOA)
Connect
multiple systems
in real-time
Flexible deployment
Standard Toolsets
Integration and ExtensibilitySlide10
Reasons customers have chosen Microsoft CRM
Familiar interfaceReduces riskComplementaryto existinginfrastructureSlide11
Where We Are Today
Over
11,400 customers
Over
475,000 users
Full suite
of marketing,
sales, and service
Native Office
experience
Web services
architecture
Fast, flexible, and
affordable
Available in
22 languages
Microsoft
Dynamics CRM
Customer Growth Worldwide
+100%
+100%
FY’04
FY’05
FY’06
Where We Are TodaySlide12
Puts
powerful CRM capabilities into a familiar Microsoft Office and Outlook experienceComplete CRM suite with sales, service,
and marketing
Flexible options for
online, offline, and
mobile
access
Powerful service-oriented platform based
on Web services and Microsoft technologyHighly configurable and extensible data modelHigh scalability for large user deployments
Easy integration to external apps and data
Highly secure environment to protect sensitive data
Enterprise Customers
Microsoft
Dynamics CRM
for the enterpriseSlide13
Dynamics CRM Licensing Structure
Microsoft CRM 3.0 has 2 editionsProfessional Edition
Small Business Edition
User CALs
Every internal user who accesses Microsoft CRM requires a CAL – Client Access License
Any internal user access to Microsoft CRM requires a CAL
Server Licenses
Every server that is running Microsoft CRM requires a server license
Software Assurance at 25%/year of license is included with Microsoft CRM in customer facing Volume Licensing programsProfessional and Small Business Editions cannot be mixedSlide14
CRM 3.0 External Connector
A new license that enables customers to affordably extend CRM to their external users, such as their customers and partnersAllows access for an unlimited number of external
users
on a
per server
basis
Example: If three servers are used to support external access,
three external connector licenses are requiredAlternative is for every external user to acquire a CALOnly available for Microsoft CRM 3.0 Professional
“External Users” means users that are not either your or your affiliates’ employees, or your affiliates’ contractors or agentsSlide15
Dynamics CRM Professional Edition
All Microsoft CRM features with no licensing based scalability limitOptional External Connector license for external customer & partner scenarios
Professional
Server
$3,092
per server*
Professional
CAL
$1,544
per user*
External Connector
$21,951
per server*
* Prices shown are recommended retail pricing ranges in Australian dollars inc. GST through Volume Licensing for license plus two years of Software Assurance. Actual pricing may vary by licensing program, geography, and Software Assurance term. FPP pricing also available. Please contact a local distributor or authorised reseller of Microsoft CRM for exact pricing.Slide16
Dynamics CRM Small Business Edition
Designed for Windows Small Business Server 2003 Premium Edition (SBS)Required to install on SBSFollows SBS limits of 1 server
and up to 75 user maximum
All Microsoft CRM features plus unique small business only features
Wizard driven install <10 clicks
Configuration “Consultant in a Box”
Business Contact Manager Migration
SBS Management Tools integration
SBS Fax Service integration
CRM Small Business Edition (SBE)
$927/server*
SBS
CRM SBE
CAL
$772
per user*
* Prices shown are recommended retail pricing ranges in Australian dollars inc. GST through Volume Licensing for license plus two years of Software Assurance. Actual pricing may vary by licensing program, geography, and Software Assurance term. FPP pricing also available. Please contact a local distributor or authorised reseller of Microsoft CRM for exact pricing.Slide17
Availability
Microsoft Dynamics CRM 3.0 available since December 2005
Part descriptions include “server” or “CAL”
Microsoft
CRM 1.2 prices were changed on December 1 to map to the relevant 3.0
SKU
Part descriptions include “module” or “user”
Available via MSDN Subscriber Download Site
Included in “Microsoft Action Packs” in Q1 200690 Day Trial Versions Available for DownloadSlide18
Sales Channels
Microsoft CRM 3.0 can be acquired through various channelsThe following may vary by channel:Microsoft CRM 3.0 SKU & Pricing
Software Assurance or Maintenance
Customer Support Provider
Program Term
New channels for Microsoft CRM 3.0
SPLA enables thru partner hosting
OEM available to system buildersSlide19
Sales Channels
Microsoft CRM 3.0 &
Key Channels
FPP
Open
Open Value
Select
EA
ISV Royalty
SPLA
System Builder
Professional
ü
ü
ü
ü
ü
ü
ü
External Connector (Pro Only)
ü
ü
ü
ü
ü
Small Business Edition
ü
ü
ü
ü
ü
SBE to Pro Upgrade
ü
ü
ü
ü
Years of SA or (Maintenance) Included
(1)
2
3
3
3
(1)
optional
(through term)
n/a
Customer Support Provider
Microsoft
PartnerSlide20
Academic Licensing
Microsoft CRM 3.0 is offered at a discounted rate to qualifying academic institutions via the following programs:Campus & School Agreement (CRM is NEW in this program)
Academic Select
Academic OpenSlide21
Dynamics CRM 3.0 Key & Registration Changes
Microsoft CRM 3.0 uses Microsoft standard product keys which are different from the registration keys used with Microsoft CRM 1.2One-time customer registration is required within 30 days and built into setup
Internet connection required
Product is disabled if not registered within 30 days and can be re-enabled after registration
Purchased add-on seats are not required to be registeredSlide22
Dynamics CRM
3.0 Key & Registration ExperienceCustomers will receive their license key
on the
media
Note:
No VL Keys, CRM uses PID Keys
Customers
only need to register
once
when they install the product
Volume Licensing customers will never need new license keys and are legally required to purchase additional licenses to match usageSlide23
Partner Internal Use Licensing
Product
Certified
Gold Certified
MBS Competency
Microsoft CRM 3.0 # of Lics
25
100
+25
Microsoft CRM 3.0 SKU
Pro
Pro
Pro
Microsoft CRM 3.0 licenses are available for internal use to Microsoft partners through the Microsoft Partner Program
MBS Competency licenses are in
addition
to those offered at Certified and/or Gold levelSlide24
Dynamics CRM: What’s On the Horizon
Our next major release:
“Titan”
Major new capabilities include:
Multi-tenancy
enables more efficient hosting
Multi-language
on one server
Multi-currency
on one server
Windows workflow enables cross-process workflow
Performance optimisation
(network and server)
Dozens of other
enhancements and improvementsSlide25
Build a tailored CRM system now on v3.0;
Move to Titan when you’re ready!
Configuration &
Customisation
:
User interface
Business logic
Data model
Base
CRM 3.0 system
Customised
CRM 3.0 system
Now
Automated migration
:
User interface
Business logic
Data model
Customised
Titan system
Later
From CRM 3.0 to Titan
Invest with ConfidenceSlide26
©
2007 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.
http://www.microsoft.com.au/partner/crm