Dynamics CRM User Group
www.DynamicsCRMUserGroup.com
Meeting #1 brought to you by
Richard Knudson and IMG
December 18, 2008

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 On-Premise
• •
Professional, Professional Workgroup – 5 user limit
Plus editions differ
• Professional – unlimited
primarily in terms of data
users, one organization
storage
• Enterprise – multiple
organizations

Dynamics CRM Online and On-Premise Compared
Closest thing to an Apples to Apples comparison:
Online Professional Plus On-Premise Professional

Dynamics CRM Online Product Editions
Professional Plus
Professional
$59 / user / month
$ 39* / user / month
Sales Automation
Marketing Automation
Service Management
Outlook Integration
Report Services
Dynamic Excel Link
Microsoft Word Automation
Office Communicator Link
System Customization 200 Custom Entities
100 Custom Entities
Workflow Automation 100 Custom Workflows 200 Custom Workflows
Web Services SDK
Offline Synchronization
Offline SDK

Dynamics CRM Online Product Editions
Professional Plus
Professional
$59 / user / month
$ 39* / user / month
20 GB
5 GB
Data Storage per organization
12 months
12 months
Contract terms
24 months
24 months
Minimum # of users 5 users 5 users
2500 users 2500 users
Maximum # of users
Monthly
Monthly
Billing Frequency
Payment vehicle Credit Card
Credit Card
Invoice
Invoice
Availability US, CAN US, CAN
TBD TBD
International

Dynamics CRM On-Premise Pricing Summary
Actual pricing and availability of Estimated Retail Pricing may vary
Microsoft Dynamics CRM 4.0 Per Server Per User Per 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 Yes Yes
- Forms and views
- Entities and attributes
- Relationships, mappings
- Workflows
Configuration Yes Yes
- Business Units and
Security roles
- Administration
- Product Catalog
Form and Field Yes Yes
Scripting
“Client Extensions” Yes Yes
- Site Map
- Customize UI (ISVConfig)
- IFRAMEs

Online v. On-Premise Comparison - Reports
On-Premise Online
“Out of the box” Yes Yes
reports
Create new reports Yes Yes
with Report Wizard
Upload File Reports Yes Yes
(Excel)
Custom reports with Yes No
Reporting Services
Filtered views Yes No

Online v. On-Premise Comparison - .NET Extensions
On-Premise Online
Plug-ins Yes No
.NET Assemblies Yes No
Custom applications Yes Yes
using Web Services
Forms authentication Yes No
Active Directory Yes No
authentication

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