Microsoft Dynamics CRM 3 0 Pricing Licensing

Microsoft Dynamics CRM 3. 0 Pricing & Licensing

Agenda Timelines Upgrading to 3. 0 SKU Design & Pricing Continuing to Buy 1. 2 External Connector Keys & Registration Key Channels Financing Academic Licensing Partner Licensing SPLA Software Assurance Benefits System Builder

Availability 1/1/2006 Russian 1/1/2006 Dutch 1/1/2006 Spanish 1/2/2006 Brazilian Portuguese 1/2/2006 Italian 1/2/2006 Polish 1/3/2006 Hungarian 1/3/2006 Czech 1/3/2006 Turkish 1/3/2006 Norwegian 1/3/2006 Greek 1/4/2006 Finnish 1/4/2006 Portuguese (Iberian) 1/4/2006 Japanese Trial Versions available in Q 1 CY 2006 German Swedish Included in “Action Packs” in Q 1 2006 1/1/2006 Danish Available via MSDN Subscriber Download Site 1/12/2005 French All Microsoft CRM 1. 2 prices have were changed on December 1 to map to the relevant 3. 0 SKU General Availability ** English Microsoft CRM 3. 0 was made available and orderable on pricelists beginning December 1, 2005 in English Language 1/7/2006 Chinese Traditional 1/5/2006 Chinese Simplified 1/5/2006 ** General Availability dates for localized software versions are based on current RTM projections and are subject to change.

Microsoft CRM Licensing Structure Microsoft CRM 3. 0 has 2 editions Professional Edition Small Business Edition User CALs Every internal user who accesses Microsoft CRM requires a CAL – Client Access License There is no concept of “light” access or read only. Any internal user access to Microsoft CRM requires a CAL Server Licenses Every server that is running Microsoft CRM requires a server license Software Assurance at 25%/year of license is included with Microsoft CRM in customer facing Volume Licensing programs. Professional and Small Business Editions cannot be mixed

External Connector (EC) A new license that enables customers to affordably extend CRM to their external users, such as their customers and partners Allows access for an unlimited number of external users on a per server basis Example: If three servers are used to support external access, three external connector licenses are required Alternative is for every external user to acquire a CAL Only available for Microsoft CRM 3. 0 Professional “External Users” means users that are not either your or your affiliates’ employees, or your affiliates’ contractors or agents

External Connector Access Scenarios Customer Scenarios Create new activities in Microsoft CRM, such as a case Update information in Microsoft CRM, such as contact information Partner Scenarios Fill orders, or update case status: Independent contractors who install DSL service Example: two external access servers requires two connector licenses Customer’s Intranet Domain External Users Internet Server for customers Server for partners CRM

External Connector Users who are not eligible to use the External Connector, regardless of degree of use: All internal users External users acting in an internal capacity External users who use Microsoft CRM Outlook or Web client Microsoft CRM External Connector is a license It is not a product, so customers will need to build a portal or use an ISV solution It does not include licensing for any other Microsoft products. If external scenarios integrate with Microsoft SQL Server, Share. Point Portal Server, or Windows Server, external connectors are also required for those products

Microsoft CRM Professional Edition All Microsoft CRM features with no licensing based scalability limit Optional External Connector license for external customer & partner scenarios Professional Server $3, 092 per server* Professional CAL $1, 544 per user* * Prices shown are recommended retail pricing ranges in Australian dollars inc. GST through Volume Licensing for license plus two years of Software Assurance. Actual pricing may vary by licensing program, geography, and Software Assurance term. FPP pricing also available. Please contact a local distributor or authorised reseller of Microsoft CRM for exact pricing. External Connector $21, 951 per server*

Microsoft CRM Small Business Edition Designed for Windows Small Business Server 2003 Premium Edition (SBS) Required to install on SBS Follows SBS limits of 1 server and up to 75 user maximum S B S All Microsoft CRM features plus unique small business only features Wizard driven install <10 clicks Configuration “Consultant in a Box” CRM Small Business Edition (SBE) $927/server* CRM SBE CAL $772 per user* Business Contact Manager Migration SBS Management Tools integration SBS Fax Service integration * Prices shown are recommended retail pricing ranges in Australian dollars inc. GST through Volume Licensing for license plus two years of Software Assurance. Actual pricing may vary by licensing program, geography, and Software Assurance term. FPP pricing also available. Please contact a local distributor or authorised reseller of Microsoft CRM for exact pricing.

Sales Channels Microsoft CRM 3. 0 can be acquired through various channels The following may vary by channel: Microsoft CRM 3. 0 SKU & Pricing Software Assurance or Maintenance Customer Support Provider Program Term New channels for CRM 3. 0 SPLA enables thru partner hosting OEM available to system builders

Sales Channels Microsoft CRM 3. 0 & FPP Open Value Select EA ISV Royalty SPLA ü ü ü ü Key Channels Professional External Connector (Pro Only) Small Business Edition ü SBE to Pro Upgrade ü Years of SA or (Maintenance) Included Customer Support Provider (1) ü ü 2 ü 3 3 ü ü 3 System Builder (1) optional Microsoft (through term) Partner n/a

Academic Licensing Microsoft CRM 3. 0 will be offered at a discounted rate to qualifying academic institutions via the following programs: Campus & School Agreement (CRM is NEW in this program) Academic Select Academic Open SPLA ISV Royalty Agreement Learn more at www. microsoft. com/education/howtobuy. mspx

Service Provider Licensing Agreement (SPLA) Microsoft offers customers a choice of whether they want Microsoft CRM on premise or hosted Service Provider License Agreement (SPLA) is the Volume Licensing program for companies that provide MS software as part of a service for a fee Examples: Service Providers, ISVs hosting their applications, VARs expanding their business Monthly billing model means no upfront commitment to MS Can scale up and scale down as much as needed Can offer free 30 day trials to end customers

Licensing Via SPLA Microsoft CRM will be licensed through the SPLA on a Per User basis only Referred to as a Subscriber Access License (SAL) Monthly price from MS to service provider No server license required Pricelist availability beginning Jan 1, 2006 via SPLA Reporting requirements Submit monthly usage reports to MS for preceding month’s usage. The service provider will then be invoiced for the licenses reported. No minimum monthly license requirement. Zero license reports required if no usage.

SPLA enrollment requirements are minimal Enroll in the Microsoft Partner Program as a Registered Member as well as enroll in the Microsoft Windows Web Hoster Program (both are free!) OR Enroll in the Microsoft Partner Program as a Certified Partner Microsoft reserves the right to terminate an agreement after six consequent months of zero license usage reports. Learn about the SPLA program and find the latest information on Microsoft CRM in SPLA at: www. microsoft. com/serviceproviders/licensing/default. mspx Technical guidance will be made available online

Microsoft CRM 3. 0 and System Builder Channel System Builders are a breadth channel of partners that build generic servers and PCs System Builders acquire product through Authorised Distributors WW The System Builder owns the customer relationship and support obligations Microsoft CRM 3. 0 Small Business Edition can be pre-installed on SBS Premium is sold by many system builders If you sell to small businesses, this is a new channel through which to offer CRM Pricing in this channel will be announced at GA for this channel

Upgrading to Microsoft CRM 3. 0 Microsoft CRM 1. 2 customers with active Software Assurance can upgrade to Microsoft CRM 3. 0 at no license cost Microsoft CRM 3. 0 license keys are included with the CD media Select and EA customers will receive Microsoft CRM 3. 0 media as part of their subscription kits Open and Open Value customers will need to have their authorisation and enrollment numbers to order the right Microsoft CRM 3. 0 media from their channel partners for a nominal ordering fee Microsoft CRM 1. 2 customers who have lapsed coverage on Software Assurance will need to buy Microsoft CRM 3. 0 at full price to receive and use Microsoft CRM 3. 0

Microsoft CRM 3. 0 Key & Registration Changes Microsoft CRM 3. 0 uses Microsoft standard product keys which are different from the registration keys used with Microsoft CRM 1. 2 One-time customer registration is required within 30 days and built into setup Internet connection required Product is disabled if not registered within 30 days and can be reenabled after registration Purchased add-on seats are not required to be registered Certain programs such as ISV and SPLA will not require registration

Continuing to Buy Microsoft CRM 1. 2 Licenses Microsoft CRM 1. 2 customers who do not immediately upgrade to Microsoft CRM 3. 0 can continue to buy Microsoft CRM 1. 2 licenses Microsoft CRM 1. 2 will remain available on pricelists for the life of Microsoft CRM 3. 0 since adding more Microsoft CRM 1. 2 users will require a new Registration Key Microsoft CRM 1. 2 pricing has been adjusted to map to the relevant Microsoft CRM 3. 0 SKU Microsoft CRM 1. 2 customers who wish to add on more licenses will need to retrieve updated Registration Keys from the MBS Registration Site

Microsoft CRM 3. 0 Key & Registration Experience Microsoft CRM 3. 0 Experience Customers will receive their license key on the media Customers only need to register once when they install the product Volume Licensing customers will never need new license keys, but are legally required to purchase additional licenses to match usage Microsoft CRM 1. 2 Experience Customers register online after ordering the product to retrieve a registration key Customers need to access their online account every time they add more licenses to retrieve a new registration key

Internal Use Licensing Microsoft CRM 3. 0 offers a higher number of licenses for internal use to Microsoft partners than Microsoft CRM 1. 2 through the Microsoft Partner Program MBS Competency licenses are in addition to those offered at Certified and/or Gold level Microsoft CRM 3. 0 will be included in Action Pack shipments beginning Q 1 2006 and Certified shipments in December Product MAPS Certified Gold Certified MBS Competency Microsoft CRM 1. 2 # of Lics 5 10 25 25 Microsoft CRM 3. 0 # of Lics 10 25 100 25 SBE Pro Pro Microsoft CRM 3. 0 SKU

Microsoft CRM 1. 2 to 3. 0 SA Migration Microsoft CRM 1. 2 customers with active Software Assurance as of December 1, 2005 are eligible to upgrade to Microsoft CRM 3. 0 for no license cost per the table below 1 x Microsoft CRM 1. 2 license = 1 x Microsoft CRM 3. 0 license Microsoft CRM 3. 0 CAL licenses map to the Microsoft CRM 3. 0 Server license Microsoft CRM 1. 2 CAL License EA, Select Open, Open Value, FPP Professional: Sales, Service, or Suite 3. 0 Professional or SBE Standard: Sales, Service, or Suite 3. 0 Professional or SBE Pricing for Small Business (SBS): Sales Pro or Sales Standard n/a since not offered in Select, EA 3. 0 SBE

Microsoft CRM 1. 2 to 3. 0 SA Migration Based on Microsoft CRM 1. 2 SKU and licensing program, some customers will have SBS while others have the full infrastructure stack Software Assurance renewals that occur after Microsoft CRM 3. 0 availability will occur based on the price of the relevant Microsoft CRM 3. 0 SKU

New Software Assurance Features coming in March 2006 New problem resolution support benefits with Server SA provide Microsoft CRM customers with incidents for server and operating system questions Open Value, Select and Enterprise Agreement customers will be able to: Earn additional, flexible support incidents based on amount Software Assurance spend Receive unlimited web support for covered servers. Use earned incidents to submit 24 x 7 request for business critical outages for all Microsoft supported products

© 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.