Dynamics CRM User Group Meeting 1

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

Dynamics CRM User Group Meeting 1

by Richard Knudson on Mar 21, 2009

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Dynamics CRM User Group Meeting 1 — Presentation Transcript

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