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Microsoft Dynamics CRM (Archived)

External Connector Option for Dynamics CRM On Line

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Posted on by 85

Is there an external connector option for Dynamics CRM on line. We are a small company with 5 internal users and 20+ clients. We want to give the clients access to CRM on line to log issues and monitor their resolution, but without having to pay the monthly user fee (which would be prohibitive). How can this be achieved. 

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  • Suggested answer
    Gus Gonzalez Profile Picture
    27,113 on at

    Damien,

    I think the best solution is to rely on one of two solutions:

    1. Web2CRM from CRM Innovation: www.crminnovation.com/.../web2crm.htm

    This will enable you to place a form on your website and allow your customers to submit tickets.

    It will not allow them to 'log in' and see the status of their tickets, submit updates, etc.

    2. Customer Portal: customerportal.codeplex.com

    This will enable customers to log in, send tickets, check the ticket status, submit updates, etc.

    Take a look at these two options and select the one that works best for your company.

    Good Luck!

  • Suggested answer
    CRMInnovation.com Profile Picture
    on at

    Damien,

    One of the nice advantages of CRM Online vs CRM OnPremise is there is no 'notion' of an external license connector required as there is for CRM On Premise.

    If you look in the licensing guide - crmdynamics.blob.core.windows.net/.../Pricing_Licensing_Guide.pdf

    Or read the details below. Be sure to note that the EC does not allow access to CRM via the IE Interface or via the CRM Outlook Client.

    Your 20+ clients won't have to buy licenses but they will only be able to access the CRM system via the API through a custom interface.

    EXTERNAL CONNECTORS

    The Microsoft Dynamics CRM 2011 External Connector enables customers to extend Microsoft Dynamics CRM to their external users such as customers, partners, suppliers, and end users who access a copy of the server software (for which a license was acquired), through any application/graphical user interface (GUI), other than the Microsoft Dynamics CRM client. “External Users” are users who are not either (i) your or your affiliates’ employees, or (ii) your or your affiliates’ onsite contractors or agents, External users also does not include hosted-software service users, such as those already licensing via the Microsoft Service Provider License (SPLA).

    An External Connector must be purchased for each server that permits access to Dynamics CRM 2011 server software by external users. External users should not be using the Microsoft Dynamics CRM 2011 applications & GUIs directly. The alternative is for every external user to acquire a CAL

    For the Microsoft Dynamics CRM Server 2011, there is one External Connector functionality:

     External Connector – The External Connector provides external users with limited API access and limited read-write access to Microsoft Dynamics CRM 2011 data, such as that provided through any

    12

    MICROSOFT DYNAMICS CRM 2011 & MICROSOFT DYNAMICS ONLINE PRICING & LICENSING GUIDE – DECEMBER 2012

    application/graphical user interface. The External Connector SKU will appear on price lists as the DynCRMExtConn.

    The use rights supported for External Connector include:

     Read access to “Microsoft Dynamics CRM functionality”.

     Data privileges to create Standard and Custom entity records.

     Data privileges to append, append to, and update Standard and Custom entity records created by any CRM user.

     Data privileges to assign, share, or delete records created by the same CRM user.

     Data privileges to follow and post activity feeds against Accounts, Contacts, Leads, and Custom entity records created by any CRM user.

     Access to CRM server software and “Microsoft Dynamics CRM functionality” through any application/graphical user interface (GUI), other than the Microsoft Dynamics CRM client.

  • Damien Anselmi Profile Picture
    85 on at

    Thanks for the information Jerry. I have one final question for clarification. In your first paragraph you said: -

    "One of the nice advantages of CRM Online vs CRM OnPremise is there is no 'notion' of an external license connector required as there is for CRM On Premise."

    Yet I could not find any explicit wording to that effect in the Licensing Guide. Can I infer from the statement in the guide: -

    "An External Connector must be purchased for each server that permits access to Dynamics CRM 2011 server software by external users. "

    That because there is no internal server involved, the external connect license does not need to be purchased for CRM on line? Or have I missed somthing.

    Thanks

    Damien

  • Verified answer
    CRMInnovation.com Profile Picture
    on at

    Damien,

    Sorry if I got you more confused.

    To allow non-employees or non-affiliated individuals to access a custom interface that sends or retrieves data from the CRM system in a CRM Online instance, there is no license required. In the case of CRM OnPremise you would need an External License to allow clients, etc. to interact with CRM data.

    There is an internal server or CRM server for CRM Online but when the put together the business model corresponding pricing and legal considerations they result is that the EC is not required. While I wouldn't pretend to know for a minute all the legal and business considerations, the reality is that CRM just doesn't exist by itself. And as a result, it has to abide by licensing considerations for Windows Server and SQL Server.

    Its a complex licensing world at Microsoft.

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