Microsoft Dynamics CRM Online Pricing & Licensing Frequently Asked .

Transcription

Microsoft Dynamics CRM OnlinePricing & LicensingFrequently Asked QuestionsA frequently asked questions (FAQ) document on pricing & licensing for Microsoft DynamicsCRM Online. The document provides an overview of how CRM Online can be purchasedthrough Volume Licensing and Microsoft Online Service programs, and includes pricing &licensing questions.Updated: December 01 2012

ContentsGeneral Overview . 3Licensing Model . 4Licensing Programs . 10Pricing . 122MICROSOFT DYNAMICS CRM ONLINE PRICING & LICENSING FAQ PARTNER READY

GENERAL OVERVIEWQUESTIONWhat is Microsoft Dynamics CRM Online?ANSWERMicrosoft Dynamics CRM Online is a flexible business application that helps organizations increase theirbusiness productivity and enhance connections across people, processes, and different enterprisesystems. It delivers the same functionality and value as an on-premises deployment, but with the addedbenefits of: Rapid Time to Value: Meet tight time to market requirements that may challenge in-houseresourcesManagement Simplicity: Minimize your need to manage multiple vendors or internal supportresources thanks to ongoing application monitoring and maintenanceImproved Quality of Service: Obtain reliable performance supported by a financially-backed99.9 percent service level agreement (SLA)Flexibility: Scale the number of users up or down based on your needCost Predictability: Change capital expenditures into predictable operating expensesQUESTIONHow is the licensing for Microsoft Dynamics CRM Online different from licensing for Microsoft DynamicsCRM on-premises?ANSWERMicrosoft Dynamics CRM is available for deployment online (Microsoft hosted or partner hosted) and onpremises. The method of deployment determines applicable licensing models.Microsoft Dynamics CRM Online is a web-based monthly subscription solution hosted and managed byMicrosoft. With this solution, a customer’s data is stored in Microsoft data centers and the applicationand underlying systems are operated and maintained by Microsoft. There are no unique server CALrequirements for the Microsoft Dynamics CRM Online service; rather customers pay a monthly fee foreach unique user accessing the Microsoft Dynamics CRM Online service. The licensing model also doesnot support device based subscription licenses.The alternative online option is partner-hosted Microsoft Dynamics CRM. In this particular case, theservice provider licenses the software directly from Microsoft utilizing the Service Provider LicensingAgreement (SPLA). The service providers package the CRM functionality in a solution they sell directly toend customers.In the case of an on-premises deployment, the business application software is sold to customers througha Microsoft licensed reseller. The on-premises deployment is managed by a customer’s IT departmentand requires a CRM server license and CRM user / device CALs for each user / device access to theMicrosoft Dynamics CRM application.QUESTIONIn what countries and geographies is Microsoft Dynamics CRM Online currently available?3MICROSOFT DYNAMICS CRM ONLINE PRICING & LICENSING PARTNER READY

ANSWERMicrosoft Dynamics CRM Online is available to customers in the 42 geographies listed below:AmericasBrazilCanadaColombiaCosta RicaChileMexicoPeruPuerto RicoTrinidad and TobagoUnited StatesEuropeAustriaBelgiumCyprusCzech ortugalRomaniaRussiaSpainSwedenSwitzerlandUnited KingdomAsia PacificAustraliaHong KongIndiaJapanMalaysiaNew ZealandSingaporeKoreaLICENSING MODELQUESTIONWhat licenses are included in the licensing model for Microsoft Dynamics CRM Online?4MICROSOFT DYNAMICS CRM ONLINE PRICING & LICENSING FAQ PARTNER READY

ANSWERThe licensing model for Microsoft Dynamics CRM Online includes 4 licenses:1. User subscription license (USL)2. Step-up User subscription license (step-up USL)3. Additional storage add-on license4. Additional instance add-on licenseUSL and step-up USL are named user licenses. Additional storage add-on and Additional instance add-onlicenses are subscription licenses. Device based licenses are currently not supported.QUESTIONWhat is a user subscription license?ANSWERThe user subscription license (USL) grants non-perpetual rights (with no buy-out rights) to the user ofMicrosoft Dynamics CRM Online service. The user license provides read-write access to MicrosoftDynamics CRM functionality. The license includes access to the default Microsoft Dynamics CRM Onlineinstance included in the subscription, and every Microsoft Dynamics CRM Online additional instanceassociated with the same subscription account.As long as the customer is current on the subscription payments for the service, the customer will haveaccess to the most up-to-date version of Microsoft Dynamics CRM Online. Since the service provides thelatest and greatest features, there is no need for a customer to purchase Software Assurance tocomplement the USL.QUESTIONWhat is a step-up user subscription license?ANSWERA step-up user subscription license (also referred to as USL for SA) allows customers who purchase orhave previously purchased perpetual software licenses (CALs SA) through Volume Licensing programs(Enterprise Agreement, Enterprise Subscription Agreement, Campus / School Agreement) to migrate toMicrosoft Dynamics CRM Online. The license includes access to the default Microsoft Dynamics CRMOnline instance included in the subscription, and every Microsoft Dynamics CRM Online additionalinstance associated with the same subscription account.A step-up USL allows Microsoft Dynamics CRM On-Premise customers to protect the investments thatthey have made in Microsoft licensing, and permit them to maintain perpetual rights for the duration oftheir service agreement.The step-up USL model includes two parallel agreements:A new or existing SA agreement that the customer will continue to maintain and renew, andAn additional step-up USL Agreement that provides rights to the service.5MICROSOFT DYNAMICS CRM ONLINE PRICING & LICENSING PARTNER READY

Customers are required to continue to maintain and renew their corresponding Software Assuranceagreements on their perpetual Client Access Licenses in order to maintain Microsoft Dynamics CRMOnline step-up rights. If a customer chooses not to renew the associated Software Assurance agreement,the customer loses the right to purchase the step-up User Subscription License and will be required topurchase a User Subscription License to retain online service access rights.QUESTIONWhat are the licensing requirements for users of Microsoft Dynamics CRM Online service?ANSWEREach internal user of Microsoft Dynamics CRM Online organization requires a subscription license toaccess the service.Microsoft Dynamics CRM Online customer does not need to purchase additional licenses for externalusers who access the Service without using any of the software. “External users” means users that arenot Customer, or its employees, Affiliates, contractors or agents.Device CALCRMOnlineStep-Up USLUser CALStep-Up USLUSLQUESTIONDoes the licensing model support read-only licenses?6MICROSOFT DYNAMICS CRM ONLINE PRICING & LICENSING FAQ PARTNER READY

ANSWERMicrosoft Dynamics CRM Online supports user subscription licenses that provide read-write access to theservice. The licensing model does not support read-only licenses.The service allows a customer to configure user accounts and control access for users within theorganization that require read-only access.QUESTIONWhich Microsoft Dynamics CRM on-premise licenses qualify for a step-up USL?ANSWERMicrosoft Dynamics CRM Online USL includes read-write access rights to the subscription service.Accordingly, Full CALs current on SA are eligible for a step-up USL. Each Full User/Device CAL qualifiesfor one step-up USL.Limited User CALs and Limited Device CALs do not qualify for step-up USL. Limited CALs can becombined with Additive CALs to become eligible for Step-Up USLs. Customers that are not active on SAfor CRM CALs do not qualify for Step-USL eligibility.License TypeActive onSoftware Assurance?Step-Up USL EligibilityMicrosoft Dynamics CRM User CALYesYesMicrosoft Dynamics CRM Device CALYesYesMicrosoft Dynamics CRM Limited User CAL Microsoft Dynamics CRM Additive User CALYesYesMicrosoft Dynamics CRM Limited Device CAL Microsoft Dynamics CRM Additive Device CALYesYesMicrosoft Dynamics CRM Limited User CALonlyNot ApplicableNoMicrosoft Dynamics CRM Limited Device CALonlyNot ApplicableNoMicrosoft Dynamics CRM User CALNoNoMicrosoft Dynamics CRM Device CALNoNoMicrosoft Dynamics CRM Limited User CAL Microsoft Dynamics CRM Additive User CALNoNoMicrosoft Dynamics CRM Limited Device CAL Microsoft Dynamics CRM Additive Device CALNoNoDevice CALs that are purchased as part of an EA or CASA agreement have a 1:1 relationship withMicrosoft Dynamics CRM Online step-up USLs: one Device CAL qualifies for one step-up USL.7MICROSOFT DYNAMICS CRM ONLINE PRICING & LICENSING PARTNER READY

QUESTIONDoes “Stepping Up” from an existing license with Software Assurance transition that license fromperpetual to non-perpetual?ANSWERNo, the Step-Up license preserves the perpetual on-premise license investments. The customermaintains perpetual rights to the CALs and gets non-perpetual rights to Microsoft Dynamics CRM Onlineservice.QUESTIONCan a customer mix both user subscription licenses and step-up user subscription licenses?ANSWERYes. A customer can mix user subscription licenses and step-up user subscription licenses in a MicrosoftDynamics CRM Online deployment.QUESTIONIs there a minimum or maximum limit on the number of users enrolled in a subscription?ANSWERThere is currently no minimum or maximum limit to the number of Microsoft Dynamics CRM Online usersallowed to sign-up for a Microsoft Dynamics CRM Online subscription.QUESTIONWhat is an additional storage add-on license?ANSWERThe additional storage add-on license allows a Microsoft Dynamics CRM Online customer to expandsubscription storage capacity on a subscription basis.Each Microsoft Dynamics CRM Online subscription includes 5 Gigabytes of storage. If the storagerequirements of the customer exceed 5 GB, the customer can increase the storage up to 100GB bypurchasing additional storage in 1 Gigabyte (GB) increments.QUESTIONWhat is an additional instance add-on license?ANSWERAn additional Instance add-on license provides flexibility to add one or more production-ready MicrosoftDynamics CRM Online instances to an existing Microsoft Dynamics CRM Online subscription. Eachadditional instance add-on license includes 1 unit of Microsoft Dynamics CRM Online instance only.8MICROSOFT DYNAMICS CRM ONLINE PRICING & LICENSING FAQ PARTNER READY

Each Microsoft Dynamics CRM Online subscription includes 1 default instance. A customer can attach upto 49 additional instances to the subscription.QUESTIONIs there a minimum or maximum limit on the number of additional instance add-on licenses associatedwith a subscription?ANSWERA Microsoft Dynamics CRM Online subscription can support up to 49 Microsoft Dynamics CRM Onlineadditional instance add-on licenses. There is currently no minimum limit to the number of MicrosoftDynamics CRM Online additional instances.QUESTIONAre Yammer use rights included in a Microsoft Dynamics CRM Online user license?ANSWERA Microsoft Dynamics CRM Online user subscription license includes use rights to Microsoft DynamicsCRM Online service only. Yammer use rights are not included in this license. Product licensing rights forYammer must be established separately.A Microsoft Dynamics CRM Online user who plans to engage in social collaboration using Dynamics CRM Yammer interoperability scenarios should license a Yammer Enterprise Network user license separately.Refer to Yammer website for pricing & licensing information. To learn about Yammer terms of use, refer tohttps://www.yammer.com/about/terms/QUESTIONDoes a Microsoft Dynamics CRM Online subscription allow use of Bing Maps?ANSWERMicrosoft Dynamics CRM Online includes use of Bing Maps. The use of Bing Maps is governed by theBing Maps End User Terms of Use available at http://go.microsoft.com/?linkid 9710837 and the BingMaps Privacy Statement available at http://go.microsoft.com/fwlink/?LinkID 2486869MICROSOFT DYNAMICS CRM ONLINE PRICING & LICENSING PARTNER READY

LICENSING PROGRAMSQUESTIONWhat licensing programs are supported for purchasing Microsoft Dynamics CRM Online subscriptionlicenses?ANSWERMicrosoft Dynamics CRM Online subscription licenses can be purchased using the following licensingprograms:1. Web self-service program2. Microsoft online services program (MOSP)3. Volume licensingUnder Volume licensing, Microsoft Dynamics CRM Online is available through Enterprise Agreement,Enterprise Subscription Agreement, and Campus / School Agreement only.Web self-service program is only available to existing Microsoft Dynamics CRM Online customers withactive subscriptions.QUESTIONHow can customers order Microsoft Dynamics CRM Online through Microsoft online services program?ANSWERCustomers interested in purchasing Microsoft Dynamics CRM Online subscription through Microsoftonline services program can place the order on Microsoft Online portal: https://portal.microsoftonline.comQUESTIONWhich Microsoft Dynamics CRM Online licenses are available through Microsoft online services program(MOSP)?ANSWERCustomers can purchase the following Microsoft Dynamics CRM Online subscription licenses throughMOSP:1. User subscription license (USL)2. Additional storage add-on3. Additional instance add-onStep-up user subscription license applies only to purchase made through Volume licensing programs.QUESTIONWhich Microsoft Dynamics CRM Online licenses are available through Web Self-Service program?10MICROSOFT DYNAMICS CRM ONLINE PRICING & LICENSING FAQ PARTNER READY

ANSWERCustomers can purchase the following Microsoft Dynamics CRM Online subscription licenses using WebSelf-Service program:1. User subscription license (USL)2. Additional storage add-onAdditional instance add-on license is not available through this program.QUESTIONWhat is the subscription term for Microsoft Dynamics CRM Online subscription purchased using eitherWeb self-service program or Microsoft online services program?ANSWERSubscriptions for Microsoft Dynamics CRM Online purchased using either Web self-service program orMicrosoft online services program require a 12-month commitment. The subscription auto-renews at theend of the subscription term.A customer can add users in the middle of the subscription term; the subscription for these additionalusers auto-renews at the end of original subscription term.QUESTIONWill Volume Licensing (VL) customers have the ability to order Microsoft Dynamics CRM Online as part oftheir standard VL contracts?ANSWERMicrosoft Dynamics CRM Online will be available through Enterprise Agreements, Enterprise SubscriptionAgreement (EAS) and Campus and School Agreements (CASA) to streamline and simplify the ordering ofMicrosoft Dynamics CRM Online. The billing and contract terms are consistent with those ofcorresponding Volume Licensing agreements.QUESTIONWhat is the subscription term for Microsoft Dynamics CRM Online subscription purchased using Volumelicensing programs?ANSWERThe subscription for Microsoft Dynamics CRM Online purchased using a Volume licensing program is coterminus with the existing volume licensing agreement.A customer can add users any time during the agreement term; the subscription length for theseadditional users lasts till the end of the volume licensing agreement term.The key business policy difference between purchasing licenses for the suite through an EA versus anEAS is that the EAS allows for license quantity adjustments on an annual basis. For example, the numberof licenses can be reduced or increased at every agreement anniversary date. The EA does not allow for11MICROSOFT DYNAMICS CRM ONLINE PRICING & LICENSING PARTNER READY

decreases in licenses quantity at the agreement anniversary. The same business rules apply to CASAcustomers as for EA customers.QUESTIONWhat are the requirements to purchase step-up user subscription licenses of Microsoft Dynamics CRMOnline through Volume Licensing?ANSWEREnterprise Agreement and Campus / School Agreement customers with perpetual software licenses(CALs SA) from Microsoft for on-premise use will be allowed to step-up to Microsoft Dynamics CRMOnline service through the purchase of step-up USLs provided they are current on Software Assurance.Customers are required to maintain and renew their corresponding Software Assurance agreements ontheir perpetual CALs in order to maintain Microsoft Dynamics CRM Online step-up rights. If a customerchooses not to renew the associated Software Assurance agreement, the customer loses the right topurchase the Step-Up USL and will be required to purchase a USL to retain online service access rights.QUESTIONCan a customer enrolled in Enterprise Agreement "true-up" the user license subscriptions for MicrosoftDynamics CRM Online?ANSWERTrue-up rights do not apply to Microsoft Dynamics CRM online under Enterprise Agreement. Customersare required to order subscriptions to Microsoft Dynamics CRM Online before using the service.QUESTIONDoes subscription to Microsoft Dynamics CRM Online through CASA require institution-wide enrollment?ANSWERCustomers enrolled in Campus / School Agreement can take advantage of academic pricing through theexisting campus and school agreements to subscribe to Microsoft Dynamics CRM Online. The service iscoterminous with the underlying CASA enrollment. Institutions are not obligated to enroll all Full-timeemployees or devices; the academic institutions can purchase subscriptions based on the actual users.Moreover, the institutions enjoy the flexibility to deploy the service in multiple stages.PRICINGQUESTIONWhat is the pricing for Microsoft Dynamics CRM Online on Microsoft online services program?12MICROSOFT DYNAMICS CRM ONLINE PRICING & LICENSING FAQ PARTNER READY

ANSWERPrices shown in table below are exclusive of applicable taxes, levies, and duties. Actual pricing may varyby geography in compliance with applicable local pricing policies.Microsoft Dynamics CRM Online(5 Gigabytes of Storage*, 12 MonthCommitment, Offline Synchronization)CRM OnlineProfessionalUser Subscription LicenseCRM Online Registered PartnerOffer*** 44.00 per month 19.00 per month1 Gigabyte of Storage 9.99 per month** 9.99 per month**1 Additional instance**** 549 per month 549 per monthCancellation fee per user25% of subscription fees for the remaining termNOTE: Above pricing does not include any applicable sales taxes. All prices are quoted in U.S. Dollars* The default storage (5 GB) is allocated with the subscription offer corresponding to a new customer subscription. Additional subscription offers attachedto the same subscription account do not include any additional default storage.** Storage pricing is by subscription account, not by individual user*** Available to MPN Registered Partners for internal use only**** An additional instance does not include any default storage capacity.Pricing information can be accessed on Microsoft Dynamics PartnerSource icing/pricesheets/dyncrmpricesheet.htmQUESTIONWhat is the pricing for Microsoft Dynamics CRM Online through Volume Licensing?ANSWERUS DollarsPrices shown in table below are Estimated Net Pricing in U.S. dollars for On-line software in EA (1Month). Actual pricing may vary by geography in compliance with applicable local pricing policies.ProgramUserSubscriptionLicenseStep-Up tionalInstanceAdd-onEA A (1 Month)SKU(s) 42.68DSD-00001 28.22DSD-00002 9.69DSD-00003 532.53DSD-00033EA B (1 Month)SKU(s) 41.36(see above) 26.27(see above) 9.39(see above) 516.06(see above)EA C (1 Month) 40.04 24.08 9.09 499.5913MICROSOFT DYNAMICS CRM ONLINE PRICING & LICENSING PARTNER READY

SKU(s)(see above)(see above)(see above)(see above)EA D (1 Month)SKU(s) 38.72(see above) 22.29(see above) 8.79(see above) 483.12(see above)Global pricing information can be accessed on https://www.explore.ms14MICROSOFT DYNAMICS CRM ONLINE PRICING & LICENSING FAQ PARTNER READY

Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and yourpeople to make business decisions with greater confidence. Microsoft Dynamics works like and with familiarMicrosoft software, automating and streamlining financial, customer relationship, and supply chain processes in away that helps you drive business success.U.S. and Canada Toll Free (888) 477-7989Worldwide (1) (701) 281-6500www.microsoft.com/dynamicsThe information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of thedate of publication. Because Microsoft must respond to changing market conditions, this document should not be interpreted to be acommitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date ofpublication.This white paper is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, ORSTATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT.Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part ofthis document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means(electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission ofMicrosoft Corporation.Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matterin this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this documentdoes not give you any license to these patents, trademarks, copyrights, or other intellectual property. 2010 Microsoft Corporation. All rights reserved.Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, and [list all other Microsoft trademarks cited in the document, inalphabetical order. The trademark information that is included is dependent upon the content of the white paper. Visithttp://lcaweb/default.htm to determine what products are trademarked.] are trademarks of the Microsoft group of companies.15MICROSOFT DYNAMICS CRM ONLINE PRICING & LICENSING PARTNER READY

A Microsoft Dynamics CRM Online user subscription license includes use rights to Microsoft Dynamics CRM Online service only. Yammer use rights are not included in this license. Product licensing rights for Yammer must be established separately. A Microsoft Dynamics CRM Online user who plans to engage in social collaboration using Dynamics CRM