Microsoft Dynamics CRM Online Pricing & Licensing FAQ

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GENERAL OVERVIEW

QUESTION
What is Microsoft Dynamics® CRM Online?

ANSWER
Microsoft Dynamics CRM Online is a flexible business application that helps organizations increase their business productivity and enhance connections across people, processes, and different enterprise systems. It delivers the same functionality and value as an on-premises deployment, but with the added benefits of:
Rapid Time to Value: Meet tight time to market requirements that may challenge in-house resources
Management Simplicity: Minimize your need to manage multiple vendors or internal support resources thanks to on-going application monitoring and maintenance
Improved Quality of Service: Obtain reliable performance supported by a financially-backed 99.9 per cent service level agreement (SLA)
Flexibility: Scale the number of users up or down based on your need
Cost Predictability: Change capital expenditures into predictable operating expenses

QUESTION
How is the licensing for Microsoft Dynamics CRM Online different from licensing for Microsoft Dynamics CRM on-premises?

ANSWER
Microsoft Dynamics CRM is available for deployment online (Microsoft hosted or partner hosted) and on-premises. The method of deployment determines applicable licensing models.
Microsoft Dynamics CRM Online is a web-based monthly subscription solution hosted and managed by Microsoft. With this solution, a customer’s data is stored in Microsoft® data centers and the application and underlying systems are operated and maintained by Microsoft. There are no unique server CAL requirements for the Microsoft Dynamics CRM Online service; rather customers pay a monthly fee for each unique user accessing the Microsoft Dynamics CRM Online service. The licensing model also does not support device based subscription licenses.

The alternative online option is partner-hosted Microsoft Dynamics CRM. In this particular case, the service provider licenses the software directly from Microsoft utilizing the Service Provider Licensing Agreement (SPLA). The service providers package the CRM functionality in a solution they sell directly to end customers.

In the case of an on-premises deployment, the business application software is sold to customers through a Microsoft licensed reseller. The on-premises deployment is managed by a customer’s IT department and requires a CRM server license and CRM user / device CALs for each user / device access to the Microsoft Dynamics CRM application.

QUESTION
In what countries and geographies is Microsoft Dynamics CRM Online currently available?

ANSWER
Microsoft Dynamics CRM Online is available to customers in the 42 geographies listed below:

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LICENSING MODEL

QUESTION
What licenses are included in the licensing model for Microsoft Dynamics CRM Online?

ANSWER
The licensing model for Microsoft Dynamics CRM Online includes 4 licenses:

  1. User subscription license (USL)
  2. Step-up User subscription license (step-up USL)
  3. Additional storage add-on license
  4. Additional instance add-on license

USL and step-up USL are named user licenses. Additional storage add-on and Additional instance add-on licenses are subscription licenses. Device based licenses are currently not supported.

QUESTION
What is a user subscription license?

ANSWER
The user subscription license (USL) grants non-perpetual rights (with no buy-out rights) to the user of Microsoft Dynamics CRM Online service. The user license provides read-write access to Microsoft Dynamics CRM functionality. The license includes access to the default Microsoft Dynamics CRM Online instance included in the subscription, and every Microsoft Dynamics CRM Online additional instance associated with the same subscription account.
As long as the customer is current on the subscription payments for the service, the customer will have access to the most up-to-date version of Microsoft Dynamics CRM Online. Since the service provides the latest and greatest features, there is no need for a customer to purchase Software Assurance to complement the USL.

QUESTION
What is a step-up user subscription license?

ANSWER
A step-up user subscription license (also referred to as USL for SA) allows customers who purchase or have previously purchased perpetual software licenses (CALs + SA) through Volume Licensing programs (Enterprise Agreement, Enterprise Subscription Agreement, Campus / School Agreement) to migrate to Microsoft Dynamics CRM Online. The license includes access to the default Microsoft Dynamics CRM Online instance included in the subscription, and every Microsoft Dynamics CRM Online additional instance associated with the same subscription account.

A step-up USL allows Microsoft Dynamics CRM On-Premise customers to protect the investments that they have made in Microsoft licensing, and permit them to maintain perpetual rights for the duration of their service agreement.
The step-up USL model includes two parallel agreements:

  • A new or existing SA agreement that the customer will continue to maintain and renew, and
  • An additional step-up USL Agreement that provides rights to the service.

Customers are required to continue to maintain and renew their corresponding Software Assurance agreements on their perpetual Client Access Licenses in order to maintain Microsoft Dynamics CRM Online step-up rights. If a customer chooses not to renew the associated Software Assurance agreement, the customer loses the right to purchase the step-up User Subscription License and will be required to purchase a User Subscription License to retain online service access rights.

QUESTION
What are the licensing requirements for users of Microsoft Dynamics CRM Online service?

ANSWER
Each internal user of Microsoft Dynamics CRM Online organization requires a subscription license to access the service.
Microsoft Dynamics CRM Online customer does not need to purchase additional licenses for external users who access the Service without using any of the software. “External users” means users that are not Customer, or its employees, Affiliates, contractors or agents.

 

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QUESTION
Does the licensing model support read-only licenses?

ANSWER
Microsoft Dynamics CRM Online supports user subscription licenses that provide read-write access to the service. The licensing model does not support read-only licenses.
The service allows a customer to configure user accounts and control access for users within the organization that require read-only access.

QUESTION
Which Microsoft Dynamics CRM on-premise licenses qualify for a step-up USL?

ANSWER
Microsoft Dynamics CRM Online USL includes read-write access rights to the subscription service. Accordingly, Full CALs current on SA are eligible for a step-up USL. Each Full User/Device CAL qualifies for one step-up USL.
Limited User CALs and Limited Device CALs do not qualify for step-up USL. Limited CALs can be combined with Additive CALs to become eligible for Step-Up USLs. Customers that are not active on SA for CRM CALs do not qualify for Step-USL eligibility. 

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Device CALs that are purchased as part of an EA or CASA agreement have a 1:1 relationship with Microsoft Dynamics CRM Online step-up USLs: one Device CAL qualifies for one step-up USL.

QUESTION
Does “Stepping Up” from an existing license with Software Assurance transition that license from perpetual to non-perpetual?

ANSWER
No, the Step-Up license preserves the perpetual on-premise license investments. The customer maintains perpetual rights to the CALs and gets non-perpetual rights to Microsoft Dynamics CRM Online service.

QUESTION
Can a customer mix both user subscription licenses and step-up user subscription licenses?

ANSWER
Yes. A customer can mix user subscription licenses and step-up user subscription licenses in a Microsoft Dynamics CRM Online deployment.

QUESTION
Is there a minimum or maximum limit on the number of users enrolled in a subscription?

ANSWER
There is currently no minimum or maximum limit to the number of Microsoft Dynamics CRM Online users allowed to sign-up for a Microsoft Dynamics CRM Online subscription.

QUESTION
What is an additional storage add-on license?

ANSWER
The additional storage add-on license allows a Microsoft Dynamics CRM Online customer to expand subscription storage capacity on a subscription basis.
Each Microsoft Dynamics CRM Online subscription includes 5 Gigabytes of storage. If the storage requirements of the customer exceed 5 GB, the customer can increase the storage up to 100GB by purchasing additional storage in 1 Gigabyte (GB) increments.

QUESTION
What is an additional instance add-on license?

ANSWER
An additional Instance add-on license provides flexibility to add one or more production-ready Microsoft Dynamics CRM Online instances to an existing Microsoft Dynamics CRM Online subscription. Each additional instance add-on license includes 1 unit of Microsoft Dynamics CRM Online instance only.

Each Microsoft Dynamics CRM Online subscription includes 1 default instance. A customer can attach up to 49 additional instances to the subscription.

QUESTION
Is there a minimum or maximum limit on the number of additional instance add-on licenses associated with a subscription?

ANSWER
A Microsoft Dynamics CRM Online subscription can support up to 49 Microsoft Dynamics CRM Online additional instance add-on licenses. There is currently no minimum limit to the number of Microsoft Dynamics CRM Online additional instances.

QUESTION
Are Yammer use rights included in a Microsoft Dynamics CRM Online user license?

ANSWER
A Microsoft Dynamics CRM Online user subscription license includes use rights to Microsoft Dynamics CRM Online service only. Yammer use rights are not included in this license. Product licensing rights for Yammer must be established separately.

A Microsoft Dynamics CRM Online user who plans to engage in social collaboration using Dynamics CRM + Yammer interoperability scenarios should license a Yammer Enterprise Network user license separately. Refer to Yammer website for pricing & licensing information. To learn about Yammer terms of use, refer to https://www.yammer.com/about/terms/

QUESTION
Does a Microsoft Dynamics CRM Online subscription allow use of Bing Maps?

ANSWER
Microsoft Dynamics CRM Online includes use of Bing Maps. The use of Bing Maps is governed by the Bing Maps End User Terms of Use available at http://go.microsoft.com/?linkid=9710837 and the Bing Maps Privacy Statement available at http://go.microsoft.com/fwlink/?LinkID=248686

 

LICENSING PROGRAMS

QUESTION
What licensing programs are supported for purchasing Microsoft Dynamics CRM Online subscription licenses?

ANSWER
Microsoft Dynamics CRM Online subscription licenses can be purchased using the following licensing programs:

  1. Web self-service program
  2. Microsoft online services program (MOSP)
  3. Volume licensing

Under Volume licensing, Microsoft Dynamics CRM Online is available through Enterprise Agreement, Enterprise Subscription Agreement, and Campus / School Agreement only.
Web self-service program is only available to existing Microsoft Dynamics CRM Online customers with active subscriptions.

QUESTION
How can customers order Microsoft Dynamics CRM Online through Microsoft online services program?

ANSWER
Customers interested in purchasing Microsoft Dynamics CRM Online subscription through Microsoft online services program can place the order on Microsoft Online portal: https://portal.microsoftonline.com if they have an existing account,. If not, new trials can be created through the Dynamics CRM Online homepage http://crm.dynamics.com.

QUESTION
Which Microsoft Dynamics CRM Online licenses are available through Microsoft online services program (MOSP)?

ANSWER
Customers can purchase the following Microsoft Dynamics CRM Online subscription licenses through MOSP:

  1. User subscription license (USL)
  2. Additional storage add-on
  3. Additional instance add-on

Step-up user subscription license applies only to purchase made through Volume licensing programs.

QUESTION
Which Microsoft Dynamics CRM Online licenses are available through Web Self-Service program?

ANSWER
Customers can purchase the following Microsoft Dynamics CRM Online subscription licenses using Web Self-Service program:
1. User subscription license (USL)
2. Additional storage add-on
Additional instance add-on license is not available through this program.

QUESTION
What is the subscription term for Microsoft Dynamics CRM Online subscription purchased using either Web self-service program or Microsoft online services program?

ANSWER
Subscriptions for Microsoft Dynamics CRM Online purchased using either Web self-service program or Microsoft online services program require a 12-month commitment. The subscription auto-renews at the end of the subscription term.
A customer can add users in the middle of the subscription term; the subscription for these additional users auto-renews at the end of original subscription term.

QUESTION
Will Volume Licensing (VL) customers have the ability to order Microsoft Dynamics CRM Online as part of their standard VL contracts?

ANSWER
Microsoft Dynamics CRM Online will be available through Enterprise Agreements, Enterprise Subscription Agreement (EAS) and Campus and School Agreements (CASA) to streamline and simplify the ordering of Microsoft Dynamics CRM Online. The billing and contract terms are consistent with those of corresponding Volume Licensing agreements.

QUESTION
What is the subscription term for Microsoft Dynamics CRM Online subscription purchased using Volume licensing programs?

ANSWER
The subscription for Microsoft Dynamics CRM Online purchased using a Volume licensing program is co-terminus with the existing volume licensing agreement. A customer can add users any time during the agreement term; the subscription length for these additional users lasts till the end of the volume licensing agreement term.

The key business policy difference between purchasing licenses for the suite through an EA versus an EAS is that the EAS allows for license quantity adjustments on an annual basis. For example, the number of licenses can be reduced or increased at every agreement anniversary date. The EA does not allow for decreases in licenses quantity at the agreement anniversary. The same business rules apply to CASA customers as for EA customers.

QUESTION
What are the requirements to purchase step-up user subscription licenses of Microsoft Dynamics CRM Online through Volume Licensing?

ANSWER
Enterprise Agreement and Campus / School Agreement customers with perpetual software licenses (CALs + SA) from Microsoft for on-premise use will be allowed to step-up to Microsoft Dynamics CRM Online service through the purchase of step-up USLs provided they are current on Software Assurance. Customers are required to maintain and renew their corresponding Software Assurance agreements on their perpetual CALs in order to maintain Microsoft Dynamics CRM Online step-up rights. If a customer chooses not to renew the associated Software Assurance agreement, the customer loses the right to purchase the Step-Up USL and will be required to purchase a USL to retain online service access rights.

QUESTION
Can a customer enrolled in Enterprise Agreement "true-up" the user license subscriptions for Microsoft Dynamics CRM Online?

ANSWER
True-up rights do not apply to Microsoft Dynamics CRM online under Enterprise Agreement. Customers are required to order subscriptions to Microsoft Dynamics CRM Online before using the service.

QUESTION
Does subscription to Microsoft Dynamics CRM Online through CASA require institution-wide enrolment?

ANSWER
Customers enrolled in Campus / School Agreement can take advantage of academic pricing through the existing campus and school agreements to subscribe to Microsoft Dynamics CRM Online. The service is coterminous with the underlying CASA enrolment. Institutions are not obligated to enrol all Full-time employees or devices; the academic institutions can purchase subscriptions based on the actual users. Moreover, the institutions enjoy the flexibility to deploy the service in multiple stages.

 

PRICING

QUESTION
What is the pricing for Microsoft Dynamics CRM Online on Microsoft online services program?

ANSWER
Prices shown in table below are exclusive of applicable taxes, levies, and duties. Actual pricing may vary by geography in compliance with applicable local pricing policies.

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QUESTION
What is the pricing for Microsoft Dynamics CRM Online through Volume Licensing?

ANSWER
Prices shown in table below are Estimated Net Pricing in U.S. dollars for On-line software in EA (1 Month). Actual pricing may vary by geography in compliance with applicable local pricing policies.

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(Information correct as of December 1st, 2012)

  • Fantastic resource. Please please can we have a similar FAQ for Dynamics CRM 2013 sooner rather than later and add a new question on how the additional free test instance will work. Thanks!