Archive

Archive for March, 2011

New CRM 2011 Licensing Options Leads to Better Flexibility

March 21, 2011 21 comments

New software means new licensing which means new levels of flexibility. But with flexibility comes opportunity for confusion. So, this blog entry is about explaining what Microsoft has done with on-premises client licensing in the Microsoft Dynamics CRM 2011 release. Enjoy!

With Microsoft Dynamics CRM 4.0 Microsoft introduced the Dynamics CRM Limited CAL which is 30% of the cost of a CRM CAL. It has limited usage rights. Those rights, in Dynamics CRM 4.0, excluded write rights to any of the Dynamics CRM entities (built-in or custom). With the release of Microsoft Dynamics CRM 2011, Microsoft is extending the usage rights of the Dynamics CRM Limited CAL.

The name of the product (Dynamics CRM Limited CAL) and the price (30% of the Dynamics CRM CAL) have not been changed. So this is a good news story. Additionally, Microsoft is adding an entirely new CRM CAL, the Dynamics CRM Employee Self Service CAL which is priced at 10% of the Dynamics CRM CAL.

In reading the extensive available documentation, I have decided to summarise the CRM CALs here on my blog for clarity and brevity.

The CRM CAL functionalities supported for Microsoft Dynamics CRM Server 2011 are:

Dynamics CRM CAL

The CAL provides a user with full read-write access to all capabilities within Microsoft Dynamics CRM 2011 and provides full “Microsoft Dynamics CRM functionality” using Microsoft Dynamics CRM clients and using API access. “Microsoft Dynamics CRM functionality” means that users may view, manipulate, input, query or otherwise structure CRM ‘live’ data. ‘Live’ data is information that, via use action, dynamically writes to or reads from, or synchronises with Microsoft Dynamics CRM, whether it is accessed directly or indirectly.

Dynamics CRM Limited CAL

The Limited CAL provides a user with full read-only access and limited write access to “Microsoft Dynamics CRM functionality”. Users may view or query CRM data. The use rights supported for Limited CAL include:

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

    Dynamics CRM Employee Self Service CAL

    The Employee Self Service (ESS) CAL provides a user with limited API only access to “Microsoft Dynamics CRM functionality” through any application/graphical user interface (GUI), other than the Microsoft Dynamics CRM client. 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.

Now, you may be reading the above, hopefully slowly, and thinking – this isn’t ‘brevity’ in action! But if you read the document I used as a guide to pull this together, you may be thinking ‘thanks, this makes sense’ – or at least I hope you would…

    Cheers, Ross
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Microsoft Partner Network Requirements for Microsoft Dynamics CRM

March 3, 2011 Leave a comment

Changes have been afoot over the last year or so to the Microsoft Partner Network. If you’re actively involved in selling and implementing Microsoft Dynamics CRM 2011 or Microsoft Dynamics CRM Online, then this blog entry is to clarify the requirements that will be enforced from May 1, 2011.

Microsoft Partner Network Requirements

(From May 1, 2011)

Dynamics CRM Online

(CSA)

Dynamics CRM on-premise

(SPA or CSA)

MPN Silver Competency

(Dynamics CRM)

MPN Gold Competency

(Dynamics CRM)

Personal Certifications

At least 1 person

At least 2 different people required

At least 3 different people required

At least 6 different people required

Sales Specialist

1 person

1 person

1 person

2 people

Pre-Sales Specialist

   

1 person

1 person

Application Consultant/Developer

1 person

2 people

3 people

6 people

Implementation Methodology

1 person

1 person

2 people

3 people

To understand all the details about the Certified Software Advisor (CSA) fee program for Microsoft Dynamics CRM, then please visit this site: http://bit.ly/msdyncrm_mpn

To learn about all the Microsoft Dynamics CRM 2011 Sales and Technical Training options in Australia currently, please review this page: http://bit.ly/crmtraining

All the best in reaching and maintaining your relevant level of certification for Microsoft Dynamics CRM.

Regards, Ross

Twitter: @rossd_crm