Thinkcrm

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Tag Archives: Licensing

Changes to CRM 2011 On-Premise Licensing Model

I have been reading a lot lately about the changes Microsoft have made to their on-premise licensing model  for Microsoft Dynamics CRM 2011. These changes add much more value to the other CRM CALs available and allows more flexibility than we have seen with any other release of Microsoft CRM! I have collated a few highlights below.

The CRM Client Access Licenses (CALs) that are supported with Microsoft Dynamics CRM 2011 are:

Dynamics CRM CAL
Same as v3 and v4. In short: full read-write access to “Microsoft Dynamics CRM functionality” using Microsoft Dynamics CRM clients and the SDK.

Dynamics CRM Limited CAL (30% cost of full Dynamics CRM CAL)

In Microsoft CRM v4 the limited CAL only provided us with read-only access and i don’t know of very many customers that used it. In Microsoft CRM v2011 this has changed and the Limited CAL now provides a user with full read-only access and limited write access to both system and custom entities in Microsoft Dynamics CRM 2011.

The use rights supported for Limited CAL include:

  • Read-only access to “Microsoft Dynamics CRM functionality” using Microsoft Dynamics CRM clients.
  • System Entities:

    • For the built-in entities of Accounts, Contacts, Cases, Leads, and Activities, data privileges to Create using Microsoft Dynamics CRM clients and Append, Append To and Update records created by any CRM user using Microsoft Dynamics CRM clients.
    • For the built-in entities of Accounts, Contacts, Cases, Leads, and Activities, data privileges to Assign, Share, and Delete records created by the same user using Microsoft Dynamics CRM clients.

    Custom Entities:

    • For custom entities, data privileges to Create using API access only and Append, Append To and Update records created by any CRM user using API access only.
    • For custom entities, data privileges to Assign, Share, and Delete records created by the same user using API access only.
    • There are no data privileges to Delete, Share, or Assign records created by other CRM users.

    NEW: Dynamics CRM Employee Self Service CAL (10% cost of full Dynamics CRM CAL)

    The Employee Self Service (ESS) CAL is brand new to Microsoft CRM 2011. Technically speaking it provides a user with limited API only access to “Microsoft Dynamics CRM functionality” through any application or UI, other than the Microsoft Dynamics CRM client. This bodes well for all those companies developing custom solutions, portals etc for CRM (including Concentrix!)

    The use rights supported for ESS CAL include:

    • Data privileges to Read, Create, Append, Append To and Update records from the built-in entities of Accounts, Contacts, Cases, Leads, and Activities as well as records in all the Custom entities.
    • There are no data privileges to Delete, Share, or Assign records.

     
    Other changes:

    No Professional SKU
    The introduction of multi-tenancy in CRM v4 saw on-premise server licensing split further into Professional and Enterprise SKU’s; the main difference being that professional was restricted to the creation of a single organisation whereas enterprise allowed for multiple organisations to be created within the same installation. With CRM v2011 there is no longer a Professional SKU and all Server SKU’s can now accommodate multi-tenancy.

    External Connector License
    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 application/graphical user interface.

    The use rights supported for External Connector include:

    • Read-only access to Accounts, Contacts, Cases, Leads, Activities, and Custom entity records.
    • Data privileges to create Accounts, Contacts, Cases, Leads, Activities, and Custom entity records.
    • Data privileges to append, append to, and update Accounts, Contacts, Cases, Leads, Activities, and Custom entity records created by any CRM user.
    • No data privileges to assign, share, or delete records.
    • Access to CRM server software and “Microsoft Dynamics CRM functionality” through any application or UI, other than the Microsoft Dynamics CRM client.

    These are only the highlights…for more info see the Microsoft Pricing and Licensing Guide (Feb 2011).

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