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Microsoft Dynamics CRM Overview

Discover all of the available editions of Microsoft Dynamics CRM Server

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Learn about the available editions of Microsoft Dynamics CRM Server and the licensing requirements.

Dynamics CRM is customer relationship management (CRM) server software that offers tools for storing and analyzing customer records.

It is available in two editions, each appropriate for different sizes and types of organizations. Additionally, several different licensing configurations are available. The licenses you should request depend on the number and kind of users and devices with access to the CRM database and the level of access needed.

You can use this guide to find the Dynamics CRM server and licenses appropriate to your organization's needs.

Server Editions

The two editions of Dynamics CRM server available through Connecting Up are Dynamics CRM Server and Dynamics CRM Workgroup Server.

Dynamics CRM Server

Dynamics CRM Server operates under the Server/CAL licensing model. That means users and devices require appropriate client access licenses (CALs) to access the server software. It offers a multi-tenant architecture, meaning that it allows organizations to maintain multiple, distinct CRM databases on one server with only one server license.

Dynamics CRM Workgroup Server

Dynamics CRM Workgroup Server is a specially licensed edition of CRM Server and does not operate under the Server/CAL licensing model. No client access licenses (CALs) are needed. CRM Workgroup Server includes licenses for a maximum of five users to access a server from any number of computers or other devices. If you later need to support more than five users, you can request Dynamics CRM Server through Connecting Up.

Client Access Licenses

Dynamics CRM Server requires a CAL for each user or device accessing a server. Dynamics CRM Workgroup Server does not require CALs.

There are three standard types of CALs, which are available either per user or per device. There are also two supplemental types of CALs, called Additive Use CALs, that add functionality to an existing CAL. The following table provides information about the standard CALs offered through Connecting Up. More details about these and the supplemental CALs follow the table.

Licensed Capability Professional Basic Essential
Full sales, service, marketing, and custom applications from xRM Basic CRM, reporting, and custom applications from xRM Lightweight access to custom applications from xRM
Customize and administer Dynamics X
Manage system dashboards, charts, workflows, and dialogs X
Customer service automation X
Sales automation X
Marketing campaigns and lists X
Reporting, personal dashboards, and visualizations X X
Basic CRM: Read and write accounts, contacts, cases, and leads X X
Read and write custom application data X X X
Activity management, activity feeds X X X
Access using Dynamics CRM desktop and mobile apps X X X

xRM is a third-party company that provides Microsoft Dynamics CRM application hosting, software development, and consulting.

Professional CAL

The Professional CAL gives a user or device access to all Dynamics CRM server capabilities.

Basic CAL

The Basic CAL gives a user or device access to basic CRM functionality on a Dynamics CRM server.

Essential CAL

The Essential CAL gives a user or device limited access to custom application services on a Dynamics CRM server.

Professional Use Additive CAL

This CAL upgrades a Basic CAL's functionality so that it matches a Professional CAL. When used in conjunction with a Basic CAL, this additive CAL allows a user or device access to all Dynamics CRM server functionality.

Basic Use Additive CAL

This CAL upgrades an Essential CAL's functionality so that it matches a Basic CAL. When used in conjunction with an Essential CAL, this additive CAL allows a user or device access to basic CRM functionality on a Dynamics CRM server.

Dynamics CRM Products Available Through Connecting Up

See the Dynamics CRM products available through Connecting Up.