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Microsoft Dynamics CRM (Archived)

We're growing - how do I add licenses

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Currently have CRM 2011 Workgroup and we are hiring several more people and I need to get to 7 - 8 seats. Currently workgroup is limited to 5. What is the process to add more seats?

Thanks,

Gary

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  • Verified answer
    CRMInnovation.com Profile Picture
    on at

    Gary,

    We have gone through this with several clients that used Workgroup edition of CRM 4 when they wanted to move to CRM 2011. I can tell you that this is an expensive upgrade because the user cals are a lot more $$$ then the amortized price for the first 5 and you will have to upgrade from Workgroup to CRM Server.  Microsoft offers a significant discount for Workgroup. You will find that the cost to add the 7th or 8th seat will be more than what you paid to get the first 5 users.

    I would recommend that you take this opportunity to examine moving to Microsoft CRM Online.

    Here is a link to the pricing guide which has standard pricing in the back. You will need to purchase upgrade server and user cals for the existing environment and then new server cals for 6 through 8.

    crmdynamics.blob.core.windows.net/.../Pricing_Licensing_Guide.pdf

  • Community Member Profile Picture
    on at

    Thank you Jerry,

    I've been dragging my feet on this cloud "thing", so I guess it's time to get going.

    Gary

  • CRMInnovation.com Profile Picture
    on at

    You will need to look at the costs of licenses vs data migration vs server hardware cost reduction. But after moving to Online for our own company (and obviously we are a partner so the cost to us is the same - free ) what I really like most as the business owner is the disaster recovery/disruption worry that has gone away. A while back we moved from SBS2008 to Windows Server 2012 and we spent a week doing it only because we use Office 365 and CRM Online so except for file share and file re-direct life went on just fine. Prior to that we would have crushed through it over a long weekend and sweated the down time without CRM and Exchange. now when a server hard drive fails, no one panics and at lunch someone runs over to MicroCenter and picks up a new drive.

    Feel free to keep this thread going and posts your decision process back here for others to read.

  • Community Member Profile Picture
    on at

    I'll try to keep my thoughts pertinent so others (hopefully) can use the bread crumbs.

    The data security / backup / up-time is something I spend sleepless nights over.

    Our business generates a lot of paperwork - which is now all .PDFs. We have approx. 20,000 clients and in addition to the records generated, we have about 70Gb of PDFs linked to the clients in SharePoint (viewed through iFrames).

    Is this a lot to move? Trivial? We have 50 Mbit down / 5 Mbit up connection speeds, so it could be pushed up over a weekend. Maybe.

    If a lot, can we send a small hard drive somewhere to bulk upload and relink?

  • CRMInnovation.com Profile Picture
    on at

    Gary,

    You can't send Microsoft the SQL database (as of now). You have to do it programmatically.

    You can use SharePoint on premise with CRM Online. Given the 70GB of pdfs that would be my recommendation.

    Yeah, I don't loose any sleep about backup. Tornado forecast for Kansas City, I don't worry about the office. All our mission critical data is in the cloud better protected then we ever could locally. Unless I moved our servers to one of the underground data centers we have here.

  • Community Member Profile Picture
    on at

    Thanks Jerry,

    Good to know about SQL - just plan a weekend of data migration.

    [underground data centers - so that's where Dorothy and Toto hang out now?]

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