Microsoft Dynamics CRM 3.0 Pricing & Licensing

Agenda

Timelines

SKU Design & Pricing

External Connector

Key Channels

Academic Licensing

SPLA

System Builder

Upgrading to 3.0

Continuing to Buy 1.2

Keys & Registration

Financing

Partner Licensing

Software Assurance Benefits

Availability

Microsoft CRM 3.0 was made available and orderable on pricelists beginning December 1, 2005 in English

All Microsoft CRM 1.2 prices have were changed on December 1 to map to the relevant 3.0 SKU

Available via MSDN Subscriber Download Site

Included in “Action Packs” in Q1 2006

Trial Versions available in Q1 CY2006

LanguageLanguage General Availability **General Availability **

EnglishEnglish 1/12/20051/12/2005

FrenchFrench 1/1/20061/1/2006

GermanGerman 1/1/20061/1/2006

RussianRussian 1/1/20061/1/2006

DutchDutch 1/1/20061/1/2006

SpanishSpanish 1/2/20061/2/2006

DanishDanish 1/2/20061/2/2006

Brazilian PortugueseBrazilian Portuguese 1/2/20061/2/2006

ItalianItalian 1/2/20061/2/2006

PolishPolish 1/3/20061/3/2006

SwedishSwedish 1/3/20061/3/2006

HungarianHungarian 1/3/20061/3/2006

CzechCzech 1/3/20061/3/2006

TurkishTurkish 1/3/20061/3/2006

NorwegianNorwegian 1/3/20061/3/2006

GreekGreek 1/4/20061/4/2006

FinnishFinnish 1/4/20061/4/2006

Portuguese (Iberian)Portuguese (Iberian) 1/4/20061/4/2006

JapaneseJapanese 1/7/20061/7/2006

Chinese TraditionalChinese Traditional 1/5/20061/5/2006

Chinese SimplifiedChinese Simplified 1/5/20061/5/2006** General Availability dates for localized software versions are based on current RTM projections and are subject to change.

Microsoft 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

There is no concept of “light” access or read only. 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

External Connector (EC)

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 userson 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

Customer Scenarios

Create new activities in Microsoft CRM, such as a case

Update information in Microsoft CRM, such as contact information

Partner Scenarios Fill orders, or update case status: Independent contractors who install DSL service

SQL

CRM

Internet

Customer’s Intranet DomainExternal Users

External Connector Access Scenarios

Server for customers

Server for partners

Example: two external access servers requires two connector licenses

External Connector

Users who are not eligible to use the External Connector, regardless of degree of use:

All internal users

External users acting in an internal capacity

External users who use Microsoft CRM Outlook or Web client

Microsoft CRM External Connector is a license

It is not a product, so customers will need to build a portal or use an ISV solution

It does not include licensing for any other Microsoft products. If external scenarios integrate with Microsoft SQL Server, SharePoint Portal Server, or Windows Server, external connectors are also required for those products

Microsoft CRM Professional Edition

All Microsoft CRM features with no licensing based scalability limit

Optional External Connector license for external customer & partner scenarios

ProfessionalServer$3,092

per server*

Professional CAL

$1,544per 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.

Microsoft 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*

SBS

CRM SBECAL $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.

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 CRM 3.0

SPLA enables thru partner hosting

OEM available to system builders

Sales Channels

Microsoft CRM 3.0 &

Key Channels

FPP Open Open Value

Select EA ISV Royalty

SPLA System Builder

Professional

External Connector (Pro Only)

Small Business Edition

SBE to Pro Upgrade

Years of SA or (Maintenance) Included

(1) 2 3 3 3 (1)

optional

(through term)

n/a

Customer Support Provider Microsoft Partner

Academic Licensing

Microsoft CRM 3.0 will be 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

SPLA

ISV Royalty Agreement

Learn more at www.microsoft.com/education/howtobuy.mspx

Service Provider Licensing Agreement (SPLA)

Microsoft offers customers a choice of whether they want Microsoft CRM on premise or hosted

Service Provider License Agreement (SPLA) is the Volume Licensing program for companies that provide MS software as part of a service for a fee

Examples: Service Providers, ISVs hosting their applications, VARs expanding their business

Monthly billing model means no upfront commitment to MS

Can scale up and scale down as much as needed

Can offer free 30 day trials to end customers

Licensing Via SPLA

Microsoft CRM will be licensed through the SPLA on a Per User basis only

Referred to as a Subscriber Access License (SAL)

Monthly price from MS to service provider

No server license required

Pricelist availability beginning Jan 1, 2006 via SPLA

Reporting requirements

Submit monthly usage reports to MS for preceding month’s usage. The service provider will then be invoiced for the licenses reported.

No minimum monthly license requirement. Zero license reports required if no usage.

SPLA enrollment requirements are minimal

Enroll in the Microsoft Partner Program as a Registered Member as well as enroll in the Microsoft Windows Web Hoster Program (both are free!) OR

Enroll in the Microsoft Partner Program as a Certified Partner

Microsoft reserves the right to terminate an agreement after six consequent months of zero license usage reports.

Learn about the SPLA program and find the latest information on Microsoft CRM in SPLA at:

www.microsoft.com/

serviceproviders/licensing/default.mspx

Technical guidance will be made available online

SPLA

Microsoft CRM 3.0 and System Builder Channel

System Builders are a breadth channel of partners that build generic servers and PCs

System Builders acquire product through Authorised Distributors WW

The System Builder owns the customer relationship and support obligations

Microsoft CRM 3.0 Small Business Edition can be pre-installed on SBS

SBS Premium is sold by many system builders

If you sell to small businesses, this is a new channel through which to offer CRM

Pricing in this channel will be announced at GA for this channel

Upgrading to Microsoft CRM 3.0

Microsoft CRM 1.2 customers with active Software Assurance can upgrade to Microsoft CRM 3.0 at no license cost

Microsoft CRM 3.0 license keys are included with the CD media

Select and EA customers will receive Microsoft CRM 3.0 media as part of their subscription kits

Open and Open Value customers will need to have their authorisation and enrollment numbers to order the right Microsoft CRM 3.0 media from their channel partners for a nominal ordering fee

Microsoft CRM 1.2 customers who have lapsed coverage on Software Assurance will need to buy Microsoft CRM 3.0 at full price to receive and use Microsoft CRM 3.0

Microsoft 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

Certain programs such as ISV and SPLA will not require registration

Continuing to Buy Microsoft CRM 1.2 Licenses

Microsoft CRM 1.2 customers who do not immediately upgrade to Microsoft CRM 3.0 can continue to buy Microsoft CRM 1.2 licenses

Microsoft CRM 1.2 will remain available on pricelists for the life of Microsoft CRM 3.0 since adding more Microsoft CRM 1.2 users will require a new Registration Key

Microsoft CRM 1.2 pricing has been adjusted to map to the relevant Microsoft CRM 3.0 SKU

Microsoft CRM 1.2 customers who wish to add on more licenses will need to retrieve updated Registration Keys from theMBS Registration Site

Microsoft CRM 3.0 Key & Registration Experience

Microsoft CRM 1.2 Experience

Customers register online after ordering the product to retrieve a registration key

Customers need to access their online account every time they add more licenses to retrieve a new registration key

Microsoft CRM 3.0 Experience

Customers will receive their license key on the media

Customers only need to register once when they install the product

Volume Licensing customers will never need new license keys, but are legally required to purchase additional licenses to match usage

Internal Use Licensing

Product MAPS Certified GoldCertified

MBS Competency

Microsoft CRM 1.2 # of Lics 5 10 25 25

Microsoft CRM 3.0 # of Lics 10 25 100 25

Microsoft CRM 3.0 SKU SBE Pro Pro Pro

Microsoft CRM 3.0 offers a higher number of licenses for internal use to Microsoft partners than Microsoft CRM 1.2 through the Microsoft Partner Program

MBS Competency licenses are in addition to those offered at Certified and/or Gold level

Microsoft CRM 3.0 will be included in Action Pack shipments beginning Q1 2006 and Certified shipments in December

Microsoft CRM 1.2 to 3.0 SA Migration

Microsoft CRM 1.2 customers with active Software Assurance as of December 1, 2005 are eligible to upgrade to Microsoft CRM 3.0 for no license cost per the table below

1 x Microsoft CRM 1.2 license = 1 x Microsoft CRM 3.0 license

Microsoft CRM 3.0 CAL licenses map to the Microsoft CRM 3.0 Server license

Microsoft CRM 1.2 CAL License EA, Select Open, Open Value, FPP

Professional: Sales, Service, or Suite 3.0 Professional

3.0 Professional or SBE

Standard: Sales, Service, or Suite 3.0 Professional

3.0 Professional or SBE

Pricing for Small Business (SBS): Sales Pro or Sales Standard

n/a since not offered in Select, EA

3.0 SBE

Microsoft CRM 1.2 to 3.0 SA Migration

Based on Microsoft CRM 1.2 SKU and licensing program, some customers will have SBS while others have the full infrastructure stack

Software Assurance renewals that occur after Microsoft CRM 3.0 availability will occur based on the price of the relevant Microsoft CRM 3.0 SKU

New Software Assurance Features coming in March 2006

New problem resolution support benefits with Server SA provide Microsoft CRM customers with incidents for server and operating system questions

Open Value, Select and Enterprise Agreement customers will be able to:

Earn additional, flexible support incidents based on amount Software Assurance spend

Receive unlimited web support for covered servers.

Use earned incidents to submit 24x7 request for business critical outages for all Microsoft supported products

© 2005 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.