Minnesota's CRM User Group

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Minnesota's CRM User Group

• Microsoft Dynamics CRM Marketing Automation
• Ryan Toenies Inetium

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Agenda

• General Announcements
• Microsoft Dynamics CRM Marketing Automation
• QA

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New Business Division Leader

• Stephen ElopPresident, Microsoft Business
  Divisionhttp//www.microsoft.com/presspass/exec/e
  lop/default.mspx
• Information Worker
• Microsoft Business Solutions
• Unified Communications
• Stephen replaces Jeff Raikes
• Kirill Tatarinov Reports to Stephen
  ElopCorporate Vice President, Microsoft Business
  Solutionshttp//www.microsoft.com/presspass/exec/
  kirill/default.mspx

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Microsoft Dynamics CRM Roadmap
Customer-driven innovation End user productivity
and efficiency CRM extensions Application
platform flexibility
Microsoft DynamicsCRM 4.0
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Microsoft adCenter Integration (Online Marketing)
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Licensing Models - Overview
Volume Licensing
BRL/DPL
CRM Online
SPLA Service Provider Licensing Agreement
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Whats New in CRM Pricing and Licensing

• Device CALs
• Great for multi-shift contact center licensing
• Limited-Use CALs
• Give read-only access to reviewers, executives,
• Enterprise Server
• Enable intra-enterprise multi-tenant deployment
• Support for External Connections in SPLA
• No need for External connector in SPLA covered
  by SAL

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SKU Design (Example for VL/BRL/DPL)
Device CAL
User CAL
External Connector
External Connector
External Parties
External Parties
Server 1
Server 2
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User CALs and Device CALS

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

User CAL
Device CAL
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Full CALs and Limited-Use CALS

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

Full CAL
read/write
Limited CAL
read-only
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CRM 4.0 On-Premise SKUs and Pricing
Prices are base prices in US Dollars (USD) used
to trigger waterfall system prices. Specific
prices by program and geography will be available
December 1, 2007.
New !
New !
New !
Lower EC Price
New !
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CRM 4.0 On-Demand SKUs and Pricing
Prices are base list prices in US Dollars (USD)
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On-Premise Upgrade Migration PathDynamics CRM
v3 Customers on SA
Microsoft Dynamics CRM 3.0 Professional Edition
Microsoft Dynamics CRM 4.0
1 Named User CAL
1 Named User CAL or 1 Device CAL
1 Server
1 Professional Server or 2 Enterprise Servers
1 External Connector
1 External Connector
SA at renewal will be calculatedbased on CRM
4.0 list prices.
Microsoft Dynamics CRM Workgroup Edition
Microsoft Dynamics CRM 3.0 Small Business Edition
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Licensing Options

• Whats the right solution for you?
• On-Premise
• Own the licenses
• Own the infrastructure
• Unlimited capabilities
• CRM Online
• Lease the licenses
• Lease the infrastructure
• Limited capabilities
• Partner Hosted
• Lease the licenses
• Lease the infrastructure
• Unlimited capabilities

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License Keys

• CRM 4.0 license keys are found on the media
• Most customers will need to order the CRM 4.0
  media to get the keys
• Volume licensing customers who have access to
  their media online can download the software and
  the key will be included in that file
• Be prepared before you upgrade to understand how
  this process works

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Microsoft Online Services

• Microsoft Dynamics CRM Online (30-Day Trial
  Offers)
• Microsoft Exchange Online
• Microsoft SharePoint Online
• Microsoft Office Communications Online
• Microsoft Office Live Meeting
• Microsoft Exchange Hosted Service

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CRM Resources

• Blog Sites
• blogs.msdn.com/crm
• blogs.msdn.com/dynamicscrmonline
• blogs.inetium.com/crm
• CustomerSource
• https//mbs.microsoft.com/customersource
  (Existing CRM customer site)
• CRM Downloads
• download.microsoft.com Search For CRM 4.0

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• Thank you!