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License types in Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online

License types in Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online

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With the release of Microsoft Dynamics CRM 2013 and the Microsoft Dynamics CRM Online Fall ’13 Update, Microsoft has introduced a new multi-tiered licensing model that extends the licensing flexibility that is currently offered to on-premises customers and introduces the same level of flexibility for online customers. Key benefits that customers can expect from the new licensing model include:

  • Flexibility. Customers can mix and match different types of licenses to accommodate the specific needs of their businesses and save money in the process.
  • High value. Customers can choose from highly competitive offerings with a low Total Cost of Ownership.
  • Clarity. Customers can acquire licenses based on the functionality that users require (rather than how users access the system).
  • Parity. Customers can use a consistent licensing model that applies equally to online and on-premises solutions built on Microsoft Dynamics CRM.
  • Mobile access. Customers can access Microsoft Dynamics CRM by using mobile and desktop applications, which is included with each user license.

Details of the three types of licenses that are available with Microsoft Dynamics CRM 2013 and the Microsoft Dynamics CRM Online are provided in the following table.

License Purpose For example...
 Essential To allow for building applications that do not use any of the features from the CRM verticals (Sales, Service, and Marketing). An Essential license includes access to the CRM system, SDK, Activities, and user-created entities (Web resources, custom entities, and custom plug-ins). An Essentials license would be used by an external service or application to log into CRM or by a person logging via the CRM Web application to access a purpose-built custom application.*
 Basic To allow access to "basic" functionality for Accounts, Contacts, Cases, and Leads. Basic functionality related to the use of business processes that affect only the entities specified here or that are included as part of the Essentials license. A Basic license would be used by an external service or application to log into CRM or by a person logging in via the CRM Web application to access content described by the Basic license; this could include for example a Customer Service Representative or a Sales Person role.
 Professional To provide full access to all of the functionality provided in Microsoft Dynamics CRM 2013 and the Microsoft Dynamics CRM Online. A Professional license would be used by any of the roles that are supported in Microsoft Dynamics CRM.

*If the user in this context impersonates another user with a higher level of access that is using CRM vertical functionality, a Basic or Professional license would be required. In effect, a user with an Essentials license cannot impersonate a user with either a Basic or Professional license.

Note: Administrative and non-interactive licenses remain the same.

Important: Later this fall, the Microsoft Dynamics CRM Product Group plans to provide an IT reporting tool that will allow organizations to determine the license usage for each user in a CRM organization. This tool will generate a report that can be used to adjust access to meet the required license types.

For additional information about Microsoft Dynamics CRM pricing and licensing, see the following resources:

 Cheers,

Jim Toland

CRM Content Publishing - Enterprise Audiences

  • Hi Jim,

    any news on the reporting tool mentioned here?

    Best,

    Norbert

  • Any news on the License Reporting Tool?

    Thanks,

    Rick

  • I am finding it really quite hard to understand the license types we need for our deployment of CRM.

    As of today we have around 65 employees who would benefit from access to the CRM System, these are split between teams like finance, technology, operations, marketing.

    What I am not sure about what the different licenses can actually do, for example:

    Finance might ring a customer/supplier about their accounts so they need read access to the entities and we would like them to make notes on the call and set a task for another call in a few days.  This isn’t professional licensing but I am not sure if it falls into Basic or Essential.  Requirement is 99% read with 1% activity noting.

    Sales – these guys will set up leads and then progress them through the system using built in functionality.  This is where I am confused because a blog on msdn suggests that a Basic license “could be used by a person logging in via the CRM Web application to access content described by the Basic license; this could include for example a Customer Service Representative or a Sales Person role.”  Do they need a Professional or a Basic License?

    Marketing – these guys need a professional license, probably the clearest one.

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