Microsoft CRM Licensing

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Microsoft CRM Licensing

• Latin America February 2005

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Licensing Programs

• For Organizations With Fewer Than 250 Computers
• OLP. Open License Program offerings are available
  through a broad reseller channel base such as
  retail stores, solution providers, and online
  vendors. There are three Open License program
  offerings to choose from. Most of Microsoft
  CRMs volume is expected to go through the Open
  channel.
• For Organizations With More Than 250 Computers
• These programs are offered through Microsoft
  Large Account Resellers (LAR) and Microsoft
  Enterprise Software Advisors (ESA)
• Select Licensing Program
• Enterprise Agreement

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Other Licenses type

• MLP/FPP Microsoft License Pack. In Volume
  Licensing, customers license Servers and Users
  separately. This is the same experience in FPP
  MLPs are how FPP customers license additional
  users. CRM MLPs are available in 1, 5, and 20
  User packs. Microsoft CRM Modules (Sales,
  Customer Service, and Suite) in FPP do not
  include any User licenses unlike certain other
  Microsoft Server products. To use CRM through
  FPP, customers will need to acquire an
  appropriate number of MLPs.
• PUP Product Upgrade Pack. This is offered for
  FPP customers, available in 1, 5, and 20 packs,
  and should be used to upgrade customers from the
  Standard version of their product to
  Professional. All users of the same Module must
  be upgraded at the same time. The Step Up
  accomplishes the same objective in Volume
  Licensing programs.
• Lic/SA Pack Software License and Software
  Assurance. When purchased through Volume
  Licensing, Microsoft CRM comes included with
  Software Assurance.

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Open NL SKUs

• CRM Spanish Lic/SA Pack OLP NL CustSrv Module
  Qualified
• CRM Spanish Lic/SA Pack OLP NL CustSrvPro User
  Qualified
• CRM Spanish Lic/SA Pack OLP NL CustSrvStndUser
  Qualified
• CRM Spanish Lic/SA Pack OLP NL Sales Module
  Qualified
• CRM Spanish Lic/SA Pack OLP NL SalesPro User
  Qualified
• CRM Spanish Lic/SA Pack OLP NL SalesStnd User
  Qualified
• CRM Spanish Lic/SA Pack OLP NL Suite Module
  Qualified
• CRM Spanish Lic/SA Pack OLP NL SuitePro User
  Qualified
• CRM Spanish Lic/SA Pack OLP NL SuiteStnd User
  Qualified

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MS CRM License Registration Process
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How to Register MS CRM licenses

• Once Customer has purchased MS CRM licenses they
  MUST register the licenses to get the keys
• Customers can register themselves at
• http//www.microsoft.com/BusinessSolutions/MBSRegi
  stration
• Customer must specify name of CSA in order for
  CSA to receive their fee
• CSA must have passed all required certification
• Partners can register on behalf of their
  Customers at
• http//www.microsoft.com/BusinessSolutions/MBSRegi
  stration
• Remember to specify your CSA details, otherwise,
  no fees will be provided

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Go to http//www.microsoft.com/BusinessSolutions/
MBSRegistration
IMPORTANT! Choose the correct option
If you dont choose the correct option you could
be setting up a new account and registration keys
provided would wipe out license information
contained in old registration key on the old
customer account!
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You and your customer must know which program MS
CRM was purchased under

• Customer has to provide company and profile
  details followed by purchase details
• FPP Customer enters PID key, customer data and
  name of CSA
• Open License Customer enters Authorization and
  License number, customer data and name of CSA
• Open Value, Select, EA Customer enters agreement
  number, customer data and name of CSA

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Ensure the Correct Program is selected Enter
relevant details
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Setup Company Profile
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Setup Company Profile cont
Certified CSA Info MUST be entered here in order
for CSA to receive Fee
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Obtain Registration Keys
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Registration Complete!
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Q. What if the customer has already registered
the CRM licenses but forgot to indicate the CSA
name? Can I still claim my fees if Im the CSA
for this customer?

• Ans Yes, you can, provided its still within 90
  days of the license registration date

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How to Claim your Fees when the CRM licenses have
already been registered

• Go to https//mbs.microsoft.com/partnersource/com
  munities/csa/ and click on Claim My Fees hyper
  link

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• Choose Existing MBA Certified Partner option

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Select Customer type
Choose this option if your customer is an
existing CRM user and you were previously their
CSA. You can select your customers name from
the drop down box based on previous association
Choose this option if the customer is an existing
CRM user, but this is your FIRST time selling CRM
to them
Choose this option if the customer is purchasing
MS CRM for the first time
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Register CRM licenses as per normal as indicated
on slides 4 to 7

• Please Note
• Fee will be processed provided the claim is
  within 90 days of license registration date
• If claim is beyond this timeline, fee will be
  denied

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CRM CSA Fees

• Please note that Fees can only be paid to a
  Certified CSA
• Frequency of Fee payment
• Once a month, calculated on 11th of each month
• Takes around 2-3 weeks for payment to reach CSA
• Payment mode depends on what was specified at
  time of signing up as a CSA
• Wire Transfer or Check
• Do not use ACH option US only

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Complete details on CSA
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Where to find help

• CSA sign up certification
• https//members.microsoft.com/partner/solutions/bu
  siness/crm/csa.aspx
• CRM CSA Kit
• mbslques_at_microsoft.com
• Fee Payment
• appay_at_microsoft.com
• CRM License registration process keys
• mbslques_at_microsoft.com
• Issues with PartnerSource website
• voice_at_microsoft.com

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QA