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Microsoft Dynamics CRM 2015 License ModelxRM1 Business Solutions

Microsoft Dynamics CRM 2013 License Model

v004

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Available CALs for Microsoft Dynamics CRM 2013

RECOMENDED

Professional

BasicEssential

Full sales, service,marketing, and customapplications (xRM)

Basic CRM, reporting, and custom applications (xRM)

Light-weight access tocustom applications (xRM)

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Customize and administer Dynamics CRM •Manage System dashboards, charts, workflows & dialogs •

Customer service automation •Sales automation •

Marketing campaigns and lists •Reporting, personal dashboards, and visualizations • •

Basic CRM: Read and Write Accounts, Contacts, Cases, and Leads • •Read and write custom application data • • •

Activity management, activity feeds • • •Access using Microsoft Dynamics CRM desktop apps and mobile apps • • •

Pricing Dynamics CRM Online within Office 365 E3 (approx.) $65,00 / 52,70€ $30,00 / 23,00 € $15,00 / 11,50€

Pricing Dynamics CRM Online (stand-alone; approx.)http://www.microsoft.com/en-us/dynamics/pricing-list.aspx

$65,00 / 49,80€ $30,00 / 23,00€ $15,00 / 11,50€

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CAL Licensing model for Microsoft Dynamics CRM

Microsoft DynamicsCRM 2013 Solution Functionality

Microsoft Dynamics CRM User CAL

Microsoft Dynamics CRM Device CAL

Server License(s)

You need a CAL for any user or device accessing the solution functionality.

If an individual accesses the server using more than one device, license the individual with a User CAL. With the User CAL, that user can use any device without the need for Device DALs.

If multiple individuals access the server using the same device, license the device with a Device CAL. With the Device CAL, any number of users can use the device without the need for User CALs.

You need a Server License for each running physical or virtual instance of the software.

You can have a mix of User CALs and Device CALs.

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Use Rights for Microsoft Dynamics CRM CAL - 1/3

Use right Professional Basic Essential

Manage saved views x x x

Use relationships between records x x x

Create personal views x x x

Advanced Find search x x x

Search x x x

Use a queue item x x x

Export data to Microsoft Excel x x x

Perform Mail Merge x x x

Start dialog x x x

Run as an On-demand process x x x

Run an automated workflow x x x

Read articles x x x

Notes x x x

Activity management x x x

Yammer collaboration** x x x

Post activity feeds x x x

Follow activity feeds x x x

Shared calendar x x x

Write custom entity records x x x

Read custom application data x x x

Microsoft Dynamics CRM Mobile Express x x x

Microsoft Dynamics CRM for iPad & Windows 8 x x x

Microsoft Dynamics CRM for Outlook x x x

Microsoft Dynamics CRM Web application x x x

Manage user reports, user charts, and user dashboards x x

Run reports x x

Create, update, and customize Reports x x

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Use Rights for Microsoft Dynamics CRM CAL – 2/3

Use right Professional Basic Essential

Create and update announcements x x

Read Dynamics CRM application data x x

User dashboards x x

User charts x x

User Interface Integration for Microsoft Dynamics CRM x x

Convert an activity to a case x x

Case management x x

Add or remove a customer relationship for a contact x x

Associate an opportunity with a contact x x

Qualify and convert a lead to a contact x x

Contacts x x

Lead scoring, routing, assignment x x

Lead capture x x

Add or remove a customer relationship for an account x x

Associate an opportunity with an account x x

Qualify and covert a lead to an account x x

Accounts x x

Import data in bulk x

Configure auditing x

Configure duplicate-detection rules x

Define relationships between entities x

Define and configure queues x

Define and configure dialogs x

Define and configure workflows x

System reports, system charts, and system dashboards x

Customize forms and views x

Create Microsoft Dynamics CRM forms, entities, and fields x

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Use Rights for Microsoft Dynamics CRM CAL – 3/3

Use right Professional Basic Essential

Article templates x

Create and publish articles x

Goal management x

Contract templates x

Contract management x

Territory management x

Sales literature x

Quote management x

Price lists x

Product tracking x

Order management x

Invoice management x

Competitor tracking x

Qualify and convert a lead to an opportunity x

Convert an activity to an opportunity x

Opportunity tracking x

Marketing lists x

Quick campaigns x

Marketing campaigns x

Facility/Equipment management x

Define and configure business units x

Define and configure teams x

Define and configure services, resources, and work hours x

All information stated is subject to change without notice. xRM1 does not assume any liability for mistakes and/or omissions in this document.