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Minnesota's CRM User Group

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  1. Minnesota's CRM User Group Microsoft Dynamics CRM – Marketing Automation Ryan Toenies – Inetium

  2. Agenda • General Announcements • Microsoft Dynamics CRM Marketing Automation • Q&A

  3. 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

  4. Microsoft Dynamics CRM Roadmap Customer-driven innovation End user productivity and efficiency CRM extensions Application platform flexibility Microsoft Dynamics“CRM 5” Microsoft Dynamics CRM Online“R4” Microsoft Dynamics CRM Online“R3” Microsoft Dynamics CRM Online“R2” Microsoft Dynamics CRM Online“R1” Microsoft DynamicsCRM 4.0 New Microsoft Dynamics CRM 5 capabilities Multi-languageand more AdCenter Integrationand more “Open Access”scale-out 2008 2009

  5. Microsoft adCenter Integration (Online Marketing)

  6. Licensing Models - Overview Volume Licensing BRL/DPL On-premise Partner Based S+S CRM Online CRM Online SPLA Service Provider Licensing Agreement

  7. 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

  8. SKU Design (Example for VL/BRL/DPL) Device CAL User CAL External Connector External Connector External Parties External Parties Server 1 Server 2

  9. 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

  10. 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 read/write Limited CAL read-only

  11. 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 !

  12. CRM 4.0: On-Demand SKUs and Pricing Prices are base list prices in US Dollars (USD)

  13. 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 or 1 Device CAL 1 Server 1 Professional Server or 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

  14. 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

  15. 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

  16. 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

  17. 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

  18. Thank you!