Dynamics CRM User Groupwww.DynamicsCRMUserGroup.com

December 18, 2008

Meeting #1 brought to you by Richard Knudson and IMG

Agenda

• Introductions & Goals• Dynamics CRM Online and On-Premise Compared

– Pricing and Licensing– Functionality

• Introduction to CRM 4.0 Workflows• Open Q&A, Wrapup

My Goals for DCRMUG

• A forum for Dynamics CRM users, customizers, developers and administrators to meet, share ideas, network, learn from each other, commiserate if necessary…

• Monthly meetings, both in-person and online• Have a standard meeting format and a

reasonably interactive online community• Figure out how to pronounce DCRMUG

Our Online Home

• www.DynamicsCRMUserGroup.com – based on the WordPress platform

• Help me write the content for the site! Visit the site and register. You will go in as a subscriber, and if you want, I will make you an author so you can post!

Dynamics CRM Online and On-Premise Compared

Online

• Professional, Professional

Plus editions differ

primarily in terms of data

storage

On-Premise

• Workgroup – 5 user limit

• Professional – unlimited

users, one organization

• Enterprise – multiple

organizations

Dynamics CRM Online and On-Premise Compared

Online Professional Plus On-Premise Professional

Closest thing to an Apples to Apples comparison:

Dynamics CRM Online Product Editions

Professional$ 39* / user /

month

Professional Plus$59 / user / month

Sales AutomationMarketing AutomationService ManagementOutlook IntegrationReport Services

System CustomizationWorkflow AutomationWeb Services SDKOffline SynchronizationOffline SDK

100 Custom Entities 200 Custom Entities100 Custom Workflows 200 Custom Workflows

Dynamic Excel LinkMicrosoft Word AutomationOffice Communicator Link

Dynamics CRM Online Product Editions

Professional$ 39* / user /

month

Professional Plus$59 / user / month

Data Storage per organization

Contract terms

Minimum # of users

Maximum # of users

Billing Frequency

Payment vehicle

Availability

International

5 GB 20 GB

12 months

24 months

12 months

24 months

5 users

2500 users

5 users

2500 users

Monthly Monthly

Credit Card

Invoice

Credit Card

Invoice

US, CAN

TBD

US, CAN

TBD

Dynamics CRM On-Premise Pricing Summary

Actual pricing and availability of Estimated Retail Pricing may vary

Microsoft Dynamics CRM 4.0 Per Server Per UserPer User when financed over 36

months

Workgroup Server $1,555 - $2,200 $311 - $440 $12 - $17/mo

Workgroup to Professional Upgrade** TBA N/A N/A

Professional Server $1,244 - $1,761 $622-$880 $22 - $31/mo

Professional to Enterprise Upgrade $898 - $3,925 N/A N/A

Enterprise Server $3,110 - $3443 $622 - $880 $22 - $31/mo

External Connector $3,110 - $3,443 N/A N/A

Limited CALs -- $186 - $263 $7 - $10/mo

*Prices shows are Estimated Retail Pricing ranges in U.S. dollars through Volume Licensing in EA (L&SA/1 year) through Open Value (L&SA/1 year).

Actual pricing may vary by licensing program, geography, and Software Assurance term. Please contact a local distributor or authorized reseller of Microsoft Dynamics CRM for exact pricing.

Financing term assumes 10% annualized rate and may vary based on volume and geography. ** Step Ups not available in Open Volume or Open Business

Online v. On-Premise Comparison - Customization

On-Premise Online

Customizations - Forms and views - Entities and attributes - Relationships, mappings - Workflows

Yes Yes

Configuration - Business Units and Security roles - Administration - Product Catalog

Yes Yes

Form and Field Scripting

Yes Yes

“Client Extensions” - Site Map - Customize UI (ISVConfig)- IFRAMEs

Yes Yes

Online v. On-Premise Comparison - Reports

On-Premise Online

“Out of the box” reports

Yes Yes

Create new reports with Report Wizard

Yes Yes

Upload File Reports (Excel)

Yes Yes

Custom reports with Reporting Services

Yes No

Filtered views Yes No

Online v. On-Premise Comparison - .NET Extensions

On-Premise Online

Plug-ins Yes No

.NET Assemblies Yes No

Custom applications using Web Services

Yes Yes

Forms authentication Yes No

Active Directory authentication

Yes No

Online v. On-Premise Comparison – Feature Set

• Stated goal is parity…

• …but…how can you have feature parity when significant upgrades to Dynamics CRM Online get rolled out in “Service Updates” every six months (or so)?

• Internet Marketing is a brand-new feature set, available only in Online versions…and provides a good proof point of the SaaS model!

Introduction to Dynamics CRM 4.0 Workflows