Bitscape Recommends
  Microsoft SharePoint & MS Business Productivity
Knowledgeable
Microsoft Licensing Specialists...
Home | Contact Us | FAQs | Sitemap
 
Home   About Us   Software Licensing Guideline   Request a Quote   Partner with Us   Download
 
 
Microsoft Dynamics CRM 4.0 Licensing & Pricing Guide
 
 
You are Here : Home / Software Licensing / Microsoft Dynamics CRM 4.0 Licensing & Pricing Guide
 
     
 
 
Microsoft Dynamics CRM 4.0 Licensing & Pricing Guide
 
  What has changed?
  • 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 2000 Server”. Added to Workgroup, Professional and Enterprise:
    • 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
  • 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.
  • Availability Section - Languages: On-Premise & On Demand SPLA – Altered paragraph 1 to reflect present tense.
  • Availability Section - Languages: On-Demand CRM Online – Added Open Availability date
  • 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 colum
  • 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.
    • 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
    • Added Chart denoting product availability across channels
  • 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 (North America (US and Canada) only)
    • Microsoft Dynamics CRM Online table: Added verbiage to bottom of table: “NOTE: Above pricing does not include any applicable sales taxes.”
  • Pricing Section - Pricing: On-Demand Microsoft Dynamics CRM Online (North America (US and Canada) only)
    • Corrected/Updated Promotions and Cancellations verbiage and information hyperlink updated.
  • 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.
  • On Premise Upgrades & Migration Section – Upgrading to Microsoft Dynamics CRM 4.0
    • Updated Upgrade Path verbiage for CRM 3.0 SBE and Pro
      • Added ‘IMPORTANT” verbiage regarding pending 2:1 Upgrade
      • Reorganized section, locating summary of paths at bottom of section
      • 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:
      • Moved BRL upgrades to below Chart and added “Device” CAL
      • Verbiage regarding “Carefully consider your Upgrade path”
      • Updated FPP customer upgrade plan verbiage
      • 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 – Added - All New!
  • Special Issues Section
    • New link added for Language Pack downloads and added verbiage around language use rights
  • Links for Additional Information Section
    • Added Link to Brief on Cross Language Use rights
 
  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 recently announced 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.
 
  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
  • Runs on Windows Server 2003 and Windows Small Business Server 2003 R2 (includes SQL 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
  • Runs on Windows Server 2003 and Windows Small Business Server 2003 R2 (includes SQL 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.
 
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.

  • 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 Additve 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

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.
 
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
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 North America (US and Canada) only. This solution is optimized for business workgroups or departments who want to have their customer relationship software managed by Microsoft.

For each edition of CRM Online there are varying commitment levels, storage offerings and synchronization capabilities. With the introduction of CRM Online in March of 2008, the offerings planned are as follows:
  • Microsoft Dynamics CRM Online Professional Edition
    5 Gigabytes of storage, a 12 month commitment, and no offline Synchronization
  • Microsoft Dynamics CRM Online Professional Edition
    5 Gigabytes of storage, a 24 month commitment, and no offline Synchronization
  • Microsoft Dynamics CRM Online Professional Plus Edition
    20 Gigabytes of storage, a 12 month commitment, and offline Synchronization
  • Microsoft Dynamics CRM Online Professional Plus Edition
    20 Gigabytes of storage, a 24 month commitment, and offline Synchronization

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 view during sign up.
 
  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

 
Languages: On-Demand CRM Online
 
Language Open Availability
English only – North America (US & Canada) April 2008
 
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) in North America (US and Canada) only, they can purchase a subscription to CRM Online Professional or Professional Plus.

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

MSDN
The initial Microsoft Dynamics CRM 4.0 language versions (see Language Availability) will be available for MSDN Subscribers via download from the MSDN Subscriber Download Center as of January 1, 2008. 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 the MSDN Subscriber Downloads Center. Subsequent languages will be available for download via MSDN as above language release schedule permits.

Microsoft Dynamics CRM 4.0 available via MSDN is covered by MSDN licensing and available for development, test, design and demonstration purposes only.

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 general MSDN Product Key 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 MSDN Product Keys available on the MSDN download site, but should re-install and register using their official partner keys when available, in order to receive the correct number of licenses eligible at each partner level. (The MSDN-specific keys unlock 10 users only and bypasses the registration process.)

See the MSDN website for more information: http://msdn2.microsoft.com/en-us/default.aspx

IMPORTANT!  You cannot convert a Trial or time limited license to an MSDN license.  See Trials section below.
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?familyid=7D418781-69AD-422D-92FA-87FDB2538E2C&displaylang=en
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.

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 MSDN or 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 the MSDN downloads site or PartnerSource (respectively), 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
To
From		 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

 
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
Open Open Value Select EA Advanced
Mgmt		 Academic Alliance Business Essentials
Workgroup Server √* √ √ √            
Workgroup to Professional Upgrade   √ √ √            
Professional Server √* √ √ √ √ √ √ √** √  
Professional to Enterprise Upgrade           √*** √*** √***    
Enterprise Server √* √ √ √ √ √ √   √ √
Years of Software Assurance 2 3 3 3         (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 offerings include Microsoft Dynamics CRM Online Professional and CRM Online Professional Plus. (North America (US and Canada) only)
*** Customers may ‘credit out’ Microsoft Dynamics CRM Professional Server and purchase Microsoft Dynamics CRM Enterprise Server for the difference in price.
 
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)
  • Service Provider License Agreement (SPLA)
  • ISV Royalty Agreement

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.

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 isvroy@microsoft.com.
  • 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.

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
.
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 include Microsoft Dynamics CRM Online Professional and Microsoft Dynamics CRM Online Professional Plus, each available in annual 12 Month or 24 Month Subscriptions.   Customers in North America (US and Canada) interested in signing up for CRM Online do so by visiting the CRM Online  marketing portal, and will walk through a signup wizard where they will be asked to provide a credit card as their payment method.

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.

For more information: http://crm.dynamics.com/Default.aspx

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 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
 

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: Registration is NOT 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
  • 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.
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,
  • 1 Microsoft Dynamics CRM 4.0 Device CAL

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

* IMPORTANT! The (1) Microsoft Dynamics CRM Professional Server to (2) Microsoft Dynamics CRM Enterprise
Server license upgrade path has not yet been operationalized. We are aiming to enable this offer by July 2008.
 
Table: Volume Licensing Upgrade Path Program Summary
 
Microsoft Dynamics CRM 3.0 Software
Assurance Upgrade Path		 Open, Open Value, EA, Select - Upgrade Options
Microsoft Dynamics CRM 3.0
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
Microsoft Dynamics CRM 3.0
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.  We aim to operationalize this by mid to late July 2008. 
(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,
  • 1 Microsoft Dynamics CRM 4.0 Device CAL
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 1st, 2008.

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

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

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		 Microsoft Dynamics CRM 3.0
Professional Edition		 Microsoft Dynamics CRM 4.0
Professional Server
Standard:
Sales, Service, or Suite		 Microsoft Dynamics CRM 3.0 Professional
or Small Business Edition		 Microsoft Dynamics CRM 3.0
Professional Edition		 Microsoft Dynamics CRM 4.0
Professional Server
Pricing for Small Business (SBS):
Sales Pro or Sales Standard		 Microsoft Dynamics CRM 3.0
Small Business Edition		 N/A (not offered in Select, EA) Microsoft Dynamics CRM 4.0
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
 
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
 
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 he 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

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:

  • 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
 
  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

Open or Open Value Licensing Programs

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

  • *NEW! 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.
    • E-Learning: Classroom-equivalent online training on specific topic areas, e.g. a product module. English only.
    • Training Materials: Training materials that can be used as a study tool or as a desktop reference. Available in multiple languages.
    • 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
<TOP>
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
Product Support Lifecycle Information
http://support.microsoft.com/?LN=en-us&scid=gp%3B%5Bln%5D%3Blifecycle&x=13&y=12
 
<TOP>
 
  Support Plan: Microsoft Dynamics CRM Online
 
Support Plan

Support is included as part of the monthly subscription fee to Microsoft Dynamics CRM Online.  The key benefits of the plan are listed below.  Any differences between the Professional and Professional Plus editions are marked in bold.

Capability

Feature

Professional

Professional Plus

PRICING

Pricing

Included in the monthly subscription price

Included in the monthly subscription price

SUPPORT

Support incidents

Unlimited

Unlimited

 

Support type

e-mail only *

Phone/e-mail

 

Technical support hours

8 AM – 8 PM CST Monday  – Friday

8 AM – 8 PM CST Monday - Friday

 

Response time

24 business hours

24 business hours

 

Business critical support

Yes

Yes

 

Senior support technician

No

Yes

SELF HELP

CustomerSource access

Yes

Yes

 

Knowledge base

Yes

Yes

 

Managed newsgroups

Yes

Yes

 

Unlimited online training

Yes

Yes

* Note that all Early Access II customers will receive both phone and email support through 05/31/2008. After that time they will receive support by email only.
 
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.

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.

Customers will be able to access CustomerSource directly from the CRM Online application or from the CRM Online portal. http://crm.dynamics.com/microsoft_crm_offers/microsoft_live_crm/index.html

From CRM Online customers should click on Resource Center and then the CustomerSource link found in the Services and Support field.
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.
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. 
 
Telephone support

A phone number has been set up specifically for Microsoft Dynamics CRM Online related questions. The Support phone number is 1-877-CRM-CHOICE (1-877-276-2464).

The long term goal is to have both On Premise and Online questions routed through this number.  Initially only Online questions will be routed through the number, as the only place that it will be posted publicly is on the CRM Online portal.

Both the Customer Service and Technical Support teams will be staffed from 8 A.M. – 8 P.M. Central Standard Time.  Both queues will also be assisted by the message center.  If a call sent to the customer service team is not answered 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.
 
  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

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

2) 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
 
  Links for Additional Information :
 
 
Quick Quote
For Special Discount Price.
Company Name* :
Contact Person* :
Phone* :
Email* :
Message :
   
   
 
 
Software Licensing Guideline
 
Licensing Microsoft Office 2010
Corel Transactional Licensing (CTL)
Trend Micro Product
Microsoft Licensing: Fundamentals
Microsoft Open Value FAQ
Microsoft Open Value (OV)
Microsoft Enterprise Agreement
Microsoft Security Licensing
   
 
Home | About Us | Software Licensing Guideline | Request a Quote | Partner with Us | Download | Contact Us | FAQs | Sitemap
Copyrights © Bitscape Infotech Pvt. Ltd., All rights Reserved.
* logos or names used of software product manufacturers are trademark of respective companies.