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What are the differences between the Professional license and the basic one. What can´t the basic be able to do?
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Monica:
Here's a PDF on the differences: www.xrm.com/.../CRM_2013_Rights_by_License_Level.pdf
Hi Monica,
There is not much a user can do with basic license.
"A Basic license would be used by an external service or application to log into CRM or by a person logging in via the CRM Web application to access content described by the Basic license; this could include for example a Customer Service Representative or a Sales Person role."
blogs.msdn.com/.../license-types-in-microsoft-dynamics-crm-2013-and-microsoft-dynamics-crm-online.aspx
hi mounika.
Plz go through this link blogs.technet.com/.../understanding-licensing-2015.aspx
www.xrm.com/.../price-and-license-guide.aspx
Hope this helps u.
Thanks & Regards,
Fathima
Hello Monica,
Please find the difference Professional and Basic licenses.
Professional
The most comprehensive license designed for users who are engaged in end-to-end customer relationship management scenarios. Licensed users can access full sales, service, and marketing capabilities within Microsoft Dynamics CRM. This license is highly recommended for CRM and extended CRM scenarios.
Basic
This license is also designed for business analysts who require the reporting capabilities of Microsoft Dynamics CRM. Finally, this license is suitable for users who are engaged in end-to-end custom application scenarios.
Please visit the link for further clarification
www.dynamics-crm-2013-migration.com/.../licensing
Regards,
Dinesh
Microsoft Dynamicsâ„¢ CRM Support Engineer
Basic is OK for some users e.g. if they just need to use CRM as a Contact database.
They can use reports, dashboards, charts, accounts, contacts, leads, cases, custom entities, activities, notes.
But they will not see business process flows and other sales/service processes, Unified Service Desk, Social Engagement, Marketing calendar, or be able to create workflows.
Opportunities, products and other sale-related entities, campaigns, service scheduling capabilities are also limited.
Basic can:
View Announcements
Manage saved views
Use relationships between records
Create personal views
Advanced Find search
Search
Use a queue item
Export data to Microsoft Excel
Perform Mail Merge
Start dialog
Run as an On-demand process
Run an automated workflow
Read articles
Notes
Activity management
Yammer collaboration**
Post activity feeds
Follow activity feeds
Shared calendar
Write custom entity records
Read custom application data
Microsoft Dynamics CRM Mobile Express
Microsoft Dynamics CRM for iPad & Windows 8
Microsoft Dynamics CRM for Outlook
Microsoft Dynamics CRM Web application
Manage user reports, user charts, and user dashboards
Run reports
Create, update, and customize Reports
Create and update announcements
Read Dynamics CRM application data
User dashboards
User charts
User Interface Integration for Microsoft Dynamics CRM
Convert an activity to a case
Case management
SLAs
Add or remove a customer relationship for a contact
Associate an opportunity with a contact
Qualify and convert a lead to a contact
Contacts
Lead scoring, routing, assignment
Lead capture
Add or remove a customer relationship for an account
Associate an opportunity with an account
Qualify and covert a lead to an account
Accounts
You can download the full guide
[View:http://www.microsoft.com/en-us/dynamics/resource-library.aspx?SortField1=Microsoft%20Dynamics%20CRM&SortField2=Licensing:550:50]
Professional licences add the following functionality (i.e. Basic can't do the following):
Import data in bulk
Configure auditing
Configure duplicate-detection rules
Define relationships between entities
Define and configure queues
Define and configure dialogs
Define and configure workflows
System reports, system charts, and system dashboards
Customize forms and views
Create Microsoft Dynamics CRM forms, entities, and fields
Administer CRM
Article templates
Create and publish articles
Goal management
Contract templates
Contract management
Territory management
Sales literature
Quote management
Configure SLA policies
Price lists
Product tracking
Order management
Invoice management
Competitor tracking
Qualify and convert a lead to an opportunity
Convert an activity to an opportunity
Opportunity tracking
Marketing lists
Quick campaigns
Marketing campaigns
Facility/Equipment management
Define and configure business units
Define and configure teams
Define and configure services, resources, and work hours
mscrmba, you have mentioned what the basic and professional licenses give, but what does the essential license give you as against the 2 listed
Thanks
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