Monday July 8th Microsoft announced that the upcoming CRM Online 2013 subcriptions will come in three flavors
Since you'll be able to mix and match these subscriptions between your users, the flexibility will enable you to consume just the right subscriptions for the right users, at the right price.
The high-level comparison of user capabilities per subscription would look like this
To help you decide which subscriptions will fit which user profiles I've laid out how I would assume the Use Rights for the CRM entities and features will be distributed between these three subscriptions in the table below. Please note that the table represents my personal assumptions. Nothing is certain untill the general release.
About the Use Rights color coding:
Green = Full
Orange = For actions performed only against records corresponding to entities included in the use rights
Red = No
See also (requires access to PartnerSource)
"Microsoft Dynamics CRM 2013" is a pre-release product under development. The information in this blog post represents my personal understanding and expectations as of the date of this blog post. All pre-release product release dates and features specified are preliminary based on current expectations, and are subject to change without notice.
To clarify, would one with a Basic License be able to create records in a Custom Entity (permission to Write records does not always imply permission to Create them)?
Looks as though there may be some useful middle ground for "light" users to balance out the increased licensing costs while adding functionality for Sales and Administrative users.
As I understand it, a user licensed on either Basic or Essential will be able to create these records.
Does being Green on "Case Management" mean Basic user will be allowed to Create cases?
I'm assuming Sales Automation includes Opportunities (create, read, write, track). However, when the second table display Red for Opportunity tracking on Basic and Essential, does that mean that they can create, read, and write? Or are they stripped from all Opportunity related tasks?
For Opportunities you need Professional, as I understand it
Looks like the full read access disappears for the Basic user - Is that correct? Further what does Read and Write custom application data mean?
Meget fin oversigt. Er der en officielt oversigt. Du nævne dette er dit personlige gæt.
Kravet om at man skal købe mindst 5 licenser, er vist ikke til at komme uden om rent praktisk? Hvis man skal kunne tilrette systemet, hvilket selv en 1-users installation for det meste ønsker, skal man have den fulde klient, og den sælges kun som minimum af 5?
If a user needs to be able to create opportunity records, does that mean that he needs a professional license? Tx.
A basic one will not be sufficient?
Basically, if a user accesses or writes a standard entity, he needs at least basic CAL.
This is a Major and very bad Change compared to the 2011 Version licensing.
However, one Thing improved: direct UI Access is now allowed.
In 2011 you had the right to read and write Standard entities but you were only allowed to Access indirectly (API), which made it necessary to build a Portal in most cases.
I am commenting on Premise licensing.
I'm working on a CRM project for a client setting up some customisations and reworking their processes, and when I got to setting up some new custom security roles, the subject came up as to the number of licences they had, and it turns out they have quite a few more active users tan purchased licenses. How can this be?? Does CRM 2013 on-premise not check the number of licenced CALs against the number of end users?Also many of their licences were of the Essential type, but they had access to areas they theoretically should not be able to access (access levels explained here: www.forceworks.com/cost-dynamics-crm-2013-go ), such as creating Oportunities, creating Leads, converting Leads to Oportunities, etc. I had to try this myself with an Essential user, and I can confirm this is so.I'm quite confused by MS's licencing model for CRM.Can someone from MS explain what is going on?
Does the basic licence provide read only access to opportunities? The following web site says it does:
However I can't find confirmation of this on any Microsoft site.