Dynamics CRM Online 2013 Licensing Scenarios

Steve MordueDyn365CE11 years ago17 Views

In my last post I discussed the new Tiered pricing model for Dynamics CRM Online 2013. To recap; Microsoft has introduced three license levels: Professional @ $65/user/mon, Basic @ $30/user/mon and Essential @ $15/user/mon. I discussed the Partner’s new role as Licensing Consultant to help clients figure out what array of licensing they needed. I decided it might be helpful to present some scenarios to help clarify this further below:

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Customer Scenario #1

Ultimate Choppers

Business Context

Retailer of high-end custom motorcycles for collectors and enthusiasts

CRM Requirements

Portal-based ordering and product configuration
Maintenance and service requests

User Profiles

10

Sales professionals (employees) to manage sales

20

Customer service employees with end-to-case and Knowledge Base management needs

50

Tele-web presales agents for account discovery, lead profiling

100

Third party helpdesk agents to submit cases

Licensing Requirements

[custom_table]

User Category	License Type	License Count
Sales Professionals	Professional	10
Tele-Web Sales Agents	Basic	50
Customer Service employees	Professional	20
Helpdesk Agents	Basic	100

[/custom_table]

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Customer Scenario #2

Adventure Cycles – Bicycle Retailer

Business Context

Global retailer of bicycles

CRM Requirements

Integrated sales and marketing management cloud service with multi-currency, campaign automation, opportunity management, and multi-org support
A separate UAT environment
50 GB of total storage
100,000 estimated campaign emails per month

User Profiles

100

Marketing Professionals

100

Sales Professionals

20

External Vendors

10,000

Customers

Licensing Requirements

[custom_table]

User Category	License Type	License Count
Marketing Professionals	Professional	100
Sales Professionals	Professional	100
External Vendors	None	0
Customers	None	0

[/custom_table]

Subscription Add-on Licenses

[custom_table]

License Category	Units
Storage Addon	20

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Customer Scenario #3

Department of Motor Vehicles

Business Context

Department of Motor Vehicles (DMV) supports vehicle registration, driver license applications and traffic ticket processing using Microsoft Dynamics CRM Online.

CRM Requirements

Portal-based submission of applications
Portal-based service request processing
Dashboards and Reports
Web, Outlook, Mobile, and SharePoint portal access

User Profiles

50

Customer service representatives create & update cases

10

Supervisors require end-to-end view of cases and KB management

5

Managers review reports

Licensing Requirements

[custom_table]

User Category	License Type	License Count
Customer service representatives	Basic	50
Supervisors	Professional	10
Managers	Basic	5
Local Citizens	None	0

[/custom_table]

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Customer Scenario #4

Direct to you Appliances

Business Context

Manufacturer of appliances

CRM Requirements

Advanced integrated marketing management cloud service (MarketingPilot) with multi-currency and multi-org support
End-to-end Sales & Service automation capabilities of Dynamics CRM Online
MarketingPilot Online and CRM Online data records are synchronized using data connector software

User Profiles

100

Marketing professionals using MarketingPilot Only

200

Sales professionals using CRM only

150

Service Professional using CRM only

10,000

Customers

Licensing Requirements

[custom_table]

User Category	License Type	License Count
Sales Professionals	Professional	200
Service Professionals	Professional	150
Customers	None	0

[/custom_table]

MarketingPilot Licensing Requirements

[custom_table]

User Category	MP License count
Marketing Professionals	100

[/custom_table]

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Customer Scenario #5

Payroll Liferaft

Business Context

Employee Help desk solution to address payroll questions and service issues of employees. Customer care agents process the requests and resolve the cases.

CRM Requirements

Portal-based submission of service requests.
Portal-based review of pending cases and service requests.
Dashboards and Reports

User Profiles

10

Customer service supervisors manage business processes

50

Customer service agents resolve outstanding requests

500

Employees submit and review service requests

Licensing Requirements

[custom_table]

User Category	License Type	License Count
Customer service supervisors	Professional	10
Agents	Basic	50
Employees	Basic	500

[/custom_table]

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Customer Scenario #6

Acme Incorporated

Business Context

Fully customized Task management solution built on Microsoft Dynamics CRM Online platform to manage assignment, tracking, and completion of work across all information workers in the organization. The solution does not use standard CRM entities.

CRM Capabilities

Time sheet entry
Personal work entry
Dashboards and reports to monitor progress

User Profiles

1000

Employees enter time sheets and activities

50

Managers manage tasks across all employees & access reports and dashboards

Licensing Requirements

[custom_table]

User Category	License Type	License Count
Employees	Essential	1000
Managers	Basic	50

[/custom_table]

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Customer Scenario #7

Hunting Heads International

Business Context

Fully customized employee recruiting, performance review, and competency management solution built on Microsoft Dynamics CRM Online platform. The solution does not use standard CRM entities.