Licensing for Microsoft Dynamics CRM Online

Microsoft Dynamics CRM Online

Microsoft Dynamics CRM Online offers five levels of USLs. To provide you with the flexibility to license the solution based on how your users use Microsoft Dynamics CRM Online functionality.

Enterprise

For your marketing and customer service departments, Microsoft Dynamics CRM Online Enterprise provides licensed users with access to all of the capabilities of Microsoft Dynamics CRM Online Professional plus the CRM Online – Field Service Add-on, Microsoft Dynamics Marketing Enterprise, Microsoft Social Engagement Enterprise, and Parature Enterprise functionality.

Professional

Microsoft Dynamics CRM Online Professional is the recommended choice for your sales teams. It provides licensed users with access to sales, service, and marketing capabilities for a significantly lower price than comparable offerings from other vendors1. Each CRM Online Professional USL includes rights to Microsoft Social Engagement Professional, Microsoft Dynamics Marketing Sales Collaboration, Unified Service Desk, survey results, and Parature Knowledge Management.

Subscriptions licensed through Microsoft Online Services Program (MOSP), Open Program, and Cloud Solution Provider (CSP) Program require a 10-seat minimum purchase of Microsoft Dynamics CRM Online Professional to qualify for Microsoft Social Engagement functionality. There is no minimum purchase of Microsoft Dynamics CRM Online Professional required for Enterprise Agreement customers to qualify for Microsoft Social Engagement functionality. There is a minimum requirement of 5 CRM Online Professional USLs per tenant to qualify for full mobile offline sync functionality .

Users of the Microsoft Dynamics CRM Online Professional and Enterprise USLs may read AX application data, but are not licensed to copy such data to Microsoft Dynamics CRM Online, nor access the Microsoft Dynamics AX interface.

Microsoft Dynamics CRM Online Professional Add-On to Office 365 provides the same set of capabilities and services as Microsoft Dynamics CRM Online Professional, at a discounted price for customers with qualifying Office 365 licenses. Microsoft Dynamics CRM Online Professional Add-On to Office 365 licenses may only be assigned to users to whom a Microsoft Office 365 Plan E3, E4, E5, Business Premium, or Enterprise Cloud Suite license (either full USL or Add-On USL) has also been assigned. Qualifying Office 365 licenses may be purchased and assigned at the same time or prior to the purchase of Microsoft Dynamics CRM Online Add-On to Office 365 and must be assigned to the same users.

Basic

Microsoft Dynamics CRM Online Basic is designed for entry level CRM users who need access to basic CRM functionality such as accounts, contacts, leads, case management, Interactive Service Hub, and reporting and dashboards. This license is also designed for business analysts who require reporting capabilities of Microsoft Dynamics CRM Online.

Essential

Microsoft Dynamics CRM Online Essential is designed for organizational users who are not necessarily tied to sales, services, or marketing functions but require access to activities management, feeds, custom applications, accounts, contacts, and reading knowledge articles.

Self-Service

Microsoft Dynamics Employee Self Service is a cloud-based knowledge management solution that provides authoritative, accessible and consistent knowledge for all employees to address important and common employee needs and inquiries, for cross-organizational scenarios like Human Resources and IT helpdesk portals, or for role- or function-specific knowledge bases. With an effective knowledgebase, you can deliver the right answer, at the right time, across multiple channels including portals, devices, productivity tools and enterprise applications. This license is intended for employees submitting cases on their own behalf, for self-service as a support client, but does not grant rights to case management as a support agent on behalf of an end customer.

A Microsoft Dynamics Employee Self-Service licensed user may access CRM data from online and on-premises Microsoft Dynamics CRM deployments. Capabilities vary by available functionality for a given Online or On-Premises deployment choice. Employee Self-Service knowledgebase capabilities require at least one user to be licensed with either Microsoft Dynamics CRM Online Professional, or Parature Enterprise if Parature is leveraged for the knowledgebase. Microsoft Dynamics Employee Self Service is not licensed for Microsoft Dynamics CRM’s user interface and users will not be provisioned as CRM users; access is only allowed via portal or another application.

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Download the Microsoft Dynamics CRM Online pricing and licensing guide

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