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Minnesota's CRM User Group Microsoft Dynamics CRM – Marketing Automation Ryan Toenies – Inetium Agenda General Announcements Microsoft Dynamics CRM Marketing Automation Q&A New Business Division Leader

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minnesota s crm user group

Minnesota's CRM User Group

Microsoft Dynamics CRM – Marketing Automation

Ryan Toenies – Inetium

  • General Announcements
  • Microsoft Dynamics CRM Marketing Automation
  • Q&A
new business division leader
New Business Division Leader
  • Stephen ElopPresident, Microsoft Business Divisionhttp://www.microsoft.com/presspass/exec/elop/default.mspx
    • Information Worker
    • Microsoft Business Solutions
    • Unified Communications
  • Stephen replaces Jeff Raikes
  • Kirill Tatarinov – Reports to Stephen ElopCorporate Vice President, Microsoft Business Solutionshttp://www.microsoft.com/presspass/exec/kirill/default.mspx
microsoft dynamics crm roadmap
Microsoft Dynamics CRM Roadmap

Customer-driven innovation

End user productivity and efficiency

CRM extensions

Application platform flexibility


Dynamics“CRM 5”



CRM Online“R4”



CRM Online“R3”



CRM Online“R2”

Microsoft Dynamics CRM Online“R1”


DynamicsCRM 4.0

New Microsoft Dynamics CRM 5 capabilities

Multi-languageand more

AdCenter Integrationand more

“Open Access”scale-out



licensing models overview
Licensing Models - Overview










CRM Online


Service Provider Licensing Agreement

what s new in crm pricing and licensing
What’s New in CRM Pricing and Licensing
  • Device CALs
    • Great for multi-shift contact center licensing
  • Limited-Use CALs
    • Give read-only access to reviewers, executives, …
  • Enterprise Server
    • Enable intra-enterprise multi-tenant deployment
  • Support for External Connections in SPLA
    • No need for External connector in SPLA – covered by SAL
sku design example for vl brl dpl
SKU Design (Example for VL/BRL/DPL)

Device CAL

User CAL





External Parties

External Parties

Server 1

Server 2

user cals and device cals
User CALs and Device CALS
  • Dynamics CRM 4.0 will offer both user CALs and device CALs
  • With user CALs, each user may use multiple client interfaces
  • With device CALs, each device may be shared by multiple users over time(as in a call center)
  • User and device CALs may be mixed in a deployment
  • Customers upgrading from CRM 3.0 can choose to convert from User CAL to Device CAL if required

User CAL

Device CAL

full cals and limited use cals
Full CALs and Limited-Use CALS
  • Dynamics CRM 4.0 will offer both full CALs and limited-use CALs
  • With full CALs, each user has full read-write access to all capabilities
  • With limited-use CALs, a user has read-only access, e.g., for reports
  • Full and limited-use CALs may be mixed within an environment

Full CAL


Limited CAL


crm 4 0 on premise skus and pricing
CRM 4.0: On-Premise SKUs and Pricing

Prices are “base prices” in US Dollars (USD) used to trigger waterfall system prices.

Specific prices by program and geography will be available December 1, 2007.

New !

New !

New !

Lower EC Price

New !

crm 4 0 on demand skus and pricing
CRM 4.0: On-Demand SKUs and Pricing

Prices are base list prices in US Dollars (USD)

on premise upgrade migration path dynamics crm v3 customers on sa
On-Premise Upgrade & Migration PathDynamics CRM v3 Customers on SA

Microsoft Dynamics CRM 3.0

Professional Edition

Microsoft Dynamics CRM 4.0

1 Named User CAL

1 Named User CAL


1 Device CAL

1 Server

1 Professional Server


2 Enterprise Servers *

1 External Connector

1 External Connector

* SA at renewal will be calculatedbased on CRM 4.0 list prices.

Microsoft Dynamics CRM 3.0

Small Business Edition

Microsoft Dynamics CRM Workgroup Edition

licensing options
Licensing Options
  • What’s the right solution for you?
    • On-Premise
      • Own the licenses
      • Own the infrastructure
      • Unlimited capabilities
    • CRM Online
      • Lease the licenses
      • Lease the infrastructure
      • Limited capabilities
    • Partner Hosted
      • Lease the licenses
      • Lease the infrastructure
      • Unlimited capabilities
license keys
License Keys
  • CRM 4.0 license keys are found on the media
  • Most customers will need to order the CRM 4.0 media to get the keys
  • Volume licensing customers who have access to their media online can download the software and the key will be included in that file
  • Be prepared before you upgrade to understand how this process works
microsoft online services
Microsoft Online Services
  • Microsoft Dynamics CRM Online (30-Day Trial Offers)
  • Microsoft Exchange Online
  • Microsoft SharePoint Online
  • Microsoft Office Communications Online
  • Microsoft Office Live Meeting
  • Microsoft Exchange Hosted Service
crm resources
CRM Resources
  • Blog Sites
    • blogs.msdn.com/crm
    • blogs.msdn.com/dynamicscrmonline
    • blogs.inetium.com/crm
  • CustomerSource
    • https://mbs.microsoft.com/customersource(Existing CRM customer site)
  • CRM Downloads
    • download.microsoft.com Search For: CRM 4.0