Deploying On-Premises CRM

Deploy CRM in-house with Microsoft Dynamics CRM 2011 for greater control and flexibility
Take advantage of integration with your Microsoft Office productivity applications.
Even use your on-premises CRM solution from within Microsoft Office Outlook.
Achieve seamless integration with your Microsoft server infrastructure or with third-party add-ons tailored
to your business.

Choose a CRM Server that fits your organization

Workgroup Server 2011

CRM Server 2011

A packaged server offering for up to 5 employees.

Experience enhanced information sharing, work routing
and business reporting with a solution scaled to meet
the needs of your small team or workgroup.

Enterprise offering with native, multi-tenant system

architecture that can be scaled to enterprise-wide and
Internet-scale CRM solution needs.

Includes 5 Client Access Licenses (CALs)

Enterprise Server only. Client Access License (CAL), Limited

Client Access License (Limited CAL), and Employee Self
Service License (ESS CAL) sold individually.

Outlook, Web, Offline and Mobile Access

Same

Sales, Service and Marketing Automation Functionality

Same

Workflow Automation and Customization extensions

Workflow Automation and System Customization

Customer
Support

Included

Same

Training
Services

Included

Same

Web Services SDK and Offline

Same

Windows Server 2008 x64-based computers

Same

Microsoft SQL Server 2008 x64 SP1 or R2

Same

Summary

Offering

Clients

Features

Integration

Operating
System

Database

Understand the Server/CAL model

Microsoft Dynamics CRM 2011 for On-premises is
licensed using a Server/CAL model. You license the
server software through the Server license and access
to the server software through Client Access Licenses
(CALs). Customers may choose either User CALs or
Device CALs or a mixture of both. An External
Connector license is available for licensing access to
the server software by external users.

For more information call 877-276-2464

Deploying On-Premises CRM

Compare Client Access Licenses

ESS CAL

The ESS CAL addresses the licensing requirements for light user scenarios of Microsoft
Dynamics CRM 2011. This CAL involves limited CRM API access with helpdesk applications &
portals using public CRM APIs (access using Microsoft Dynamics CRM clients is not allowed).

Limited CAL

The Limited CAL addresses the licensing requirements of information workers who rely on
familiar office applications combined with Microsoft Dynamics CRM clients. Users have
privileges to manage work, assign and share data with others in the organization, and access
powerful reporting capabilities within the Microsoft Dynamics CRM clients. This CAL supports
limited CRM Client access, full read access, and limited write access to Microsoft Dynamics
CRM functionality.

Full CAL

The Full CAL delivers all read-write capabilities of Microsoft Dynamics CRM to manage
relationships and end-to-end processes using Dynamics CRM clients. Users have complete
control over all information stored within a CRM system managed through the security roles.
Users also have ability to administer and customize CRM, create and update business reports
and analytic dashboards, and implement and automate business workflows and processes.

(Employee Self Service)

Compare CAL licensing use rights

Access Right

ESS CAL

Limited CAL

Full CAL

Named User Access to Microsoft Dynamics CRM

Create and update data within Accounts, Contacts, Cases,

Leads, Activities, Custom Entities through Web Service API

Access CRM through provided Microsoft Dynamics CRM

Clients (Outlook, Web, Mobile)

Read all CRM data and Run reports through Microsoft

Dynamics CRM Clients

Create and Update Account, Contact, Lead, Case, and Activity

records through CRM Clients

Append activities and notes to Custom Entities through CRM

Clients

Create and Update all Standard and Custom Entity data

through CRM Clients

Create and Update Business Reports and Intelligence in CRM

Clients

Create and Update Business Processes / Use Dialogues

through CRM Clients

Administer and Customize Microsoft Dynamics CRM

For more information call 877-276-2464