Microsoft Dynamics CRM 3.0 Pricing and Licensing Training Ross Dembecki

Agenda About CRM Microsoft Dynamics CRM SKU Design & Pricing External Connector Key Channels Academic Licensing Upgrading to CRM 3.0 Keys & Registration CRM Roadmap

What is CRM? Customer Facing Sales, marketing and service activities Business Process Driven Workflow drives consistent execution across business units and systems Collaborative Enables teams to work with others, inside and outside of your organization to help maximize your business

What Do Businesses Need From A CRM System? Reliable user adoption –If people won’t use it, it has no value Great business fit –Consistent processes and real-time visibility Fast, flexible, and affordable technology –Quick to deploy and easy to manage

Works the Way Your Business Does Easily adapts to each company’s needs Powerful workflow and analytics Works the Way Technology Should Fast to deploy and easy to manage Powerful Web services architecture Works the Way You Do Native Office and Outlook experience Full range of mobile solutions SalesService Marketing Microsoft Dynamics CRM: The Next Wave A complete CRM suite that leverages the power and productivity of the Microsoft platform

Native Outlook folders and command bars Contact, calendar, task, and synchronisation Quick views of relevant information Works the Way You Do The easiest, most natural way to use CRM Track activities with a single click Use sales and marketing data right from within Outlook Share views across your organisation

Enhance your productivity even more by working inside Outlook 2007 Use the context based Ribbon UI to perform common tasks Works the Way You Do Works with the 2007 Office system Track with the Outlook 2007 ribbon

Create workflows based on standard or custom data Evaluate conditions across multiple systems Works the Way Your Business Does CRM that fits your exact needs Examine your live CRM in Microsoft Excel Build company-wide reports with powerful SQL Reporting Services

Works the Way Technology Should Fast, flexible and affordable Choose Outlook, browser, or mobile device Choose to deploy as on-premise or hosted Relies on common IT tools and skills Office, SQL Server, Visual Studio, XML … Native Web services / service-oriented architecture (SOA) Connect multiple systems in real-time Flexible deployment Standard Toolsets Integration and Extensibility

Reasons customers have chosen Microsoft CRM Familiar interface Reduces risk Complementary to existing infrastructure

Where We Are Today Over 11,400 customersOver 11,400 customers Over 475,000 usersOver 475,000 users Full suite of marketing, sales, and serviceFull suite of marketing, sales, and service Native Office experienceNative Office experience Web services architectureWeb services architecture Fast, flexible, and affordableFast, flexible, and affordable Available in 22 languagesAvailable in 22 languages Microsoft Dynamics CRM Customer Growth Worldwide +100% +100% FY’04FY’05FY’06 Where We Are Today

Puts powerful CRM capabilities into a familiar Microsoft Office and Outlook experience Complete CRM suite with sales, service, and marketing Flexible options for online, offline, and mobile access Powerful service-oriented platform based on Web services and Microsoft technology Highly configurable and extensible data model High scalability for large user deployments Easy integration to external apps and data Highly secure environment to protect sensitive data Enterprise Customers Microsoft Dynamics CRM for the enterprise

Dynamics CRM Licensing Structure Microsoft CRM 3.0 has 2 editions –Professional Edition –Small Business Edition User CALs –Every internal user who accesses Microsoft CRM requires a CAL – Client Access License Any internal user access to Microsoft CRM requires a CAL Server Licenses –Every server that is running Microsoft CRM requires a server license Software Assurance at 25%/year of license is included with Microsoft CRM in customer facing Volume Licensing programs Professional and Small Business Editions cannot be mixed

CRM 3.0 External Connector A new license that enables customers to affordably extend CRM to their external users, such as their customers and partners –Allows access for an unlimited number of external users on a per server basis –Example: If three servers are used to support external access, three external connector licenses are required –Alternative is for every external user to acquire a CAL –Only available for Microsoft CRM 3.0 Professional “External Users” means users that are not either your or your affiliates’ employees, or your affiliates’ contractors or agents

Dynamics CRM Professional Edition All Microsoft CRM features with no licensing based scalability limit Optional External Connector license for external customer & partner scenarios Professional Server $3,092 per server* Professional CAL $1,544 per user* External Connector $21,951 per server* * Prices shown are recommended retail pricing ranges in Australian dollars inc. GST through Volume Licensing for license plus two years of Software Assurance. Actual pricing may vary by licensing program, geography, and Software Assurance term. FPP pricing also available. Please contact a local distributor or authorised reseller of Microsoft CRM for exact pricing.

Dynamics CRM Small Business Edition Designed for Windows Small Business Server 2003 Premium Edition (SBS) –Required to install on SBS –Follows SBS limits of 1 server and up to 75 user maximum All Microsoft CRM features plus unique small business only features –Wizard driven install <10 clicks –Configuration “Consultant in a Box” –Business Contact Manager Migration –SBS Management Tools integration –SBS Fax Service integration CRM Small Business Edition (SBE) $927/server* SBSSBS CRM SBE CAL $772 per user* * Prices shown are recommended retail pricing ranges in Australian dollars inc. GST through Volume Licensing for license plus two years of Software Assurance. Actual pricing may vary by licensing program, geography, and Software Assurance term. FPP pricing also available. Please contact a local distributor or authorised reseller of Microsoft CRM for exact pricing.

Availability Microsoft Dynamics CRM 3.0 available since December 2005 –Part descriptions include “server” or “CAL” Microsoft CRM 1.2 prices were changed on December 1 to map to the relevant 3.0 SKU –Part descriptions include “module” or “user” Available via MSDN Subscriber Download Site Included in “Microsoft Action Packs” in Q Day Trial Versions Available for Download

Sales Channels Microsoft CRM 3.0 can be acquired through various channels The following may vary by channel: –Microsoft CRM 3.0 SKU & Pricing –Software Assurance or Maintenance –Customer Support Provider –Program Term New channels for Microsoft CRM 3.0 –SPLA enables thru partner hosting –OEM available to system builders

Sales Channels Microsoft CRM 3.0 & Key Channels FPPOpenOpen Value SelectEAISV Royalty SPLASystem Builder Professional External Connector (Pro Only) Small Business Edition SBE to Pro Upgrade Years of SA or (Maintenance) Included (1)2333 optional (through term) n/a Customer Support Provider MicrosoftPartner

Academic Licensing Microsoft CRM 3.0 is offered at a discounted rate to qualifying academic institutions via the following programs: –Campus & School Agreement (CRM is NEW in this program) –Academic Select –Academic Open

Dynamics CRM 3.0 Key & Registration Changes Microsoft CRM 3.0 uses Microsoft standard product keys which are different from the registration keys used with Microsoft CRM 1.2 One-time customer registration is required within 30 days and built into setup –Internet connection required –Product is disabled if not registered within 30 days and can be re-enabled after registration –Purchased add-on seats are not required to be registered

Dynamics CRM 3.0 Key & Registration Experience Customers will receive their license key on the media Note: No VL Keys, CRM uses PID Keys Customers only need to register once when they install the product Volume Licensing customers will never need new license keys and are legally required to purchase additional licenses to match usage

Partner Internal Use Licensing ProductCertifiedGold CertifiedMBS Competency Microsoft CRM 3.0 # of Lics Microsoft CRM 3.0 SKUPro Microsoft CRM 3.0 licenses are available for internal use to Microsoft partners through the Microsoft Partner Program MBS Competency licenses are in addition to those offered at Certified and/or Gold level

Dynamics CRM: What’s On the Horizon Our next major release: “Titan” Major new capabilities include: Multi-tenancyMulti-tenancy enables more efficient hosting Multi-languageMulti-language on one server Multi-currencyMulti-currency on one server Windows workflow enables cross-process workflow Performance optimisation (network and server) enhancements and improvementsDozens of other enhancements and improvements

Build a tailored CRM system now on v3.0; Move to Titan when you’re ready! Configuration & Customisation: User interface User interface Business logic Business logic Data model Data model Base CRM 3.0 system Customised CRM 3.0 system Now Automated migration: User interface User interface Business logic Business logic Data model Data model Customised Titan system Later From CRM 3.0 to Titan Invest with Confidence

© 2007 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.