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Allows external users full read-write access to Microsoft Allows external users read-only access to Microsoft
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Limited External Connector Dynamics CRM data
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You will need an External Connector License for each server that hosts an external application. If you have multiple servers hosting external applications, you can mix and match the types of connector licenses as necessary. The following types of users would not qualify for Microsoft Dynamics CRM usage under the External Connector License:
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All internal users External users acting in an internal capacity by using the Microsoft Dynamics CRM web client or Outlook client interface
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These types of users need to purchase a CAL to access Microsoft Dynamics CRM.
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1 Microsoft Dynamics CRM 2011 Overview
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Volume Licensing
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You can purchase the Microsoft Dynamics CRM software licenses through various Microsoft licensing programs such as Open Business, Open Value, Select, Enterprise Agreement, and Full-Package Product. We don t go into the details of these programs because they are complex and subject to change, but the key point is that you can purchase the software using whichever licensing program makes the most sense for your business. Important When you purchase Microsoft Dynamics CRM licenses, you will receive software
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updates and new version rights at no charge for a period of time after your initial purchase. The length of time that you receive software updates depends on the licensing program you use to purchase the licenses, but it ranges from one to three years. You can continue to receive software updates by purchasing Software Assurance for additional years. If you choose not to renew updates, you will still own the Microsoft Dynamics CRM software licenses in perpetuity.
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When you purchase Microsoft Dynamics CRM software licenses through volume licensing programs such as Open Business, Open Value, Select, and Enterprise Agreements, you receive a product key to enter during the software installation. This product key allows you to add as many users as you want, regardless of the number of licenses you actually purchased. Therefore, you should periodically check the number of user licenses you have purchased against the number of active users in your Microsoft Dynamics CRM system because stiff penalties exist for non-compliance with software laws.
Connector for Microsoft Dynamics
Because CRM strategies revolve around tracking and managing customer interactions, CRM applications typically focus on customer touch points in departments such as sales, customer service, and marketing. Some people refer to these customer-interfacing departments as the front office of a company. Consequently, you can refer to the departments that support a business s operations but that don t interact directly with customers as the back office. Typical back-office departments include information technology, human resources, manufacturing, distribution, and accounting. Most people refer to software applications that help companies manage back-office operations as enterprise resource planning (ERP) applications. Just like CRM systems, implementing ERP applications requires careful and well-planned processes to maximize success. The Microsoft Dynamics CRM functionality focuses on front-office features, so it doesn t really include any back-office functionality as part of its default installation. Of course, you could customize the Microsoft Dynamics CRM software to include your own back-office functionality, but developing ERP functionality can prove extremely complex and expensive.
Part I Overview and Configuration
Fortunately, Microsoft offers several ERP applications from the same division that created Microsoft Dynamics CRM. Important In addition to Microsoft Dynamics CRM, the Microsoft Dynamics division offers
several ERP software products.
Some of the current Microsoft Dynamics ERP products include:
n n n n
Microsoft Dynamics GP Microsoft Dynamics SL Microsoft Dynamics NAV Microsoft Dynamics AX
Each of these products provides rich functionality, and choosing the right ERP product for your business requires careful consideration well beyond what we can explain in this book. We mention these ERP products so that you know Microsoft offers software for these back-office departments, in case you re interested in automating that part of your business. In addition, Microsoft offers the Connector for Microsoft Dynamics software so that customers can synchronize customer records, orders, and invoices between front-office CRM and back-office ERP systems, as Figure 1-4 illustrates.
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