Dynamics CRM Online license model – May 2016


NOTE! This post is out of date.

My ‘Dynamics CRM Online license model‘ post from November 2013 is the 3rd popular post of my blog.
As it isn’t up-to-date anymore, it gets time for an update. In the meanwhile MSCRM has received more features and other prices.
What’s still the same is the amount of instances and storage you get inclusive. Social Engagement is also still available with 10+ Professional and/or Enterprise Licenses.
If this is a completly new information for you, have a look at my above mentioned post from the year 2013.

Dynamics CRM Online license model details

The following informations are taken from the Microsoft Dynamics CRM Online pricing and licensing guide.

Legend:

E = Enterprise P = Professional
B = Basic E = Essential

Use Right
Employee Self Service USL E P B E
Accounts, Contacts, Activities and Notes E P B E
Post & follow activity feeds and Yammer collaboration E P B E
Use a queue item E P B E
Read articles E P B E
Shared Calendar E P B E
View Announcements E P B E
Run workflows (automated or on-demand), dialogs and process E P B E
Use relationships and connections between records E P B E
Read and write records from custom entites E P B E
Use Saved views and create personal views E P B E
Use Quick-Search and Advanced find E P B E
Export data to Microsoft Excel or perform mail merge E P B E
Use Dynamics CRM on Mobile Client, iPad, Windows 8 App, Outlook (Windows) and Web E P B E
Lead capture, scoring, routing, assignment E P B
Qualify and convert a Lead to an Account or Contact E P B
Associate an Opportunity with an Account or Contact E P B
Associate a Marketing List with an Account or Contact E P B
View SLAs, Case management and Interactive Service Hub E P B
Convert an Activity to a Case E P B
Add or remove a Connection (stakeholder, sales team) for an Account or Contact E P B
Create and update announcements E P B
User reports, charts and dashboards E P B
Create, update, customize and run Reports E P B
User Interface integration for Microsoft Dynamics CRM E P B
Import data in bulk E P
Configure duplicate-detection rules and auditing E P
Define connections and relationships between entities E P
Define and configure queues E P
Define and configure workflows and dialogs E P
System reports, charts and dashboards E P
Customize entities, fields, forms and views E P
Administer CRM E P
Opportunities, Quotes, Orders and Invoices E P
Convert a lead or an activity to an Opportunity E P
Products, Price Lists and Sales literature E P
Territories, Competitors and Goals E P
Marketing Lists, Campaigns and Quick-Campaigns E P
Contracts and Contract templates E P
Configure SLA policies and Entitlements E P
Unified Service Desk E P
Create and Publish Knowledgebase Articles E P
View and Use Knowledgebase in CRM GUI E P
Create and Publish Articles, use article templates E P
Facilities/Equipment E P
Define and configure business units and teams E P
Define and configure services, resources and work hours E P
Full Mobile Offline sync E P
Read AX application data E P
Email published Voice of the Customer Surveys E P
View Voice of the Customer Survey Results and Survey Outcomes E P
Create & Publish Voice of the Customer Surveys E

Dynamics CRM Online Enterprise

Don’t forget, that this table shows only CRM concerning details, but with the Dynamics CRM Online Enterprise license you have also access to Social Engagement (Enterprise instead of Professional), Dynamics Marketing and Parature.

 

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