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Microsoft Dynamics® CRM and CRM Online Internal Use Rights (IUR) Program and Sign-Up Guide

In our endeavours to support the Microsoft partner ecosystem in developing new customer relationships and driving revenue for their businesses with Microsoft Dynamics CRM Online, Microsoft is offering qualified partners Microsoft Dynamics CRM Online for internal use.

This document provides information on:

Changes to Microsoft Dynamics CRM internal use rights benefits

Sign up for Microsoft Dynamics CRM Online Professional Internal Use Rights partner offers

Microsoft Dynamics CRM Internal Use Rights (IUR) Partner FAQ

Contents

Changes to the Microsoft Dynamics CRM Internal Use Rights Program

2

Microsoft Dynamics CRM Internal Use Rights New Program Benefit Entitlement

2

Microsoft Dynamics CRM Internal Use Rights Benefit Program - Key Dates

3

Additional License Availability

3

Microsoft Dynamics CRM 2013 On-Premises

3

Microsoft Dynamics CRM Online

4

Enabling Dynamics CRM Online Add-On

4

Microsoft Dynamics CRM Internal Use Rights Benefit Compliance Dates

4

Dynamics CRM Online

4

Dynamics CRM 2011 and 2013 on premises

4

Partners on the 100 or 250 seat Dynamics CRM Online Internal Use Rights benefit subscription offer IUR Benefit Program Transition Notes

4

Additional Resources

5

Sign Up to Microsoft Dynamics CRM Online Internal Use Rights Benefit Offers

6

Dynamics CRM Online Internal Use Rights Availability

6

New Dynamics CRM Internal Use Rights Request

6

Enable your New Dynamics CRM Online Internal Use Rights Benefits Old to New Program Transitions

7

Request Dynamics CRM Online Professional Discount Seats

7

Purchasing Dynamics CRM Online Add-Ons

7

Microsoft Dynamics CRM Internal Use Rights (IUR) Partner FAQ

8

Changes to the Microsoft Dynamics CRM Internal Use Rights Program

The Microsoft Dynamics CRM Internal Use Rights (IUR) benefits for partners are changing. Partners are encouraged to

review the important program change information provided in this document in order to understand:

What is changing

When it is changing

How to prepare for the change

Please refer to the Microsoft Dynamics CRM Internal Use Rights Program Frequently Asked Questions section of this document for a comprehensive set of questions and answers on the program and the program changes.

The Microsoft Dynamics CRM internal use rights benefit program changes were notified to partners in the October

2013 MPN Partner Disclosure Guide and through the Announcement on PartnerSource (credentials required) that was

published 4 th November 2013.

Microsoft Dynamics CRM Internal Use Rights New Program Benefit Entitlement

The diagram below outlines the new Microsoft Dynamics CRM internal use rights benefits for partners. Please note

that the internal use rights benefit entitlements below are per qualifying MPN competency location. All Microsoft

Dynamics CRM internal use rights benefit entitlements are subject to the MPN country and worldwide caps.

Dynamics CRM MPN Gold Competency Partner Entitlement

- 80 Dynamics CRM Online Seats or CRM on Premises licenses

- 4 Non-Production CRM Online instances

Dynamics CRM MPN Silver Competency Partner Entitlement

- 25 Dynamics CRM Online Seats or CRM on Premises licenses

- 2 Non-Production CRM Online instances

MPN Gold Competency Partner Entitlement (category includes Dynamics ERP Partners)

-

60 CRM Online Seats or CRM On Premises licenses

MPN Silver Competency Partner Entitlement (category includes Dynamics ERP Partners)

-

15 Dynamics CRM Online Seats or CRM On Premises licenses

Microsoft Action Pack Subscription Partners - subject to qualifying criteria

-

5 Dynamics CRM Online Seats or CRM On Premises licenses

Individual seats and licenses can be interchanged for flexibility, i.e. there can be a mix of Microsoft Dynamics CRM Online and On-Premises seats provided the aggregate total does not exceed the Microsoft Dynamics CRM internal use rights entitlement. For example, a partner with a MPN Core Gold competency, the base internal use rights benefit is 60 Dynamics CRM Online or On-Premises seats. This means that a partner could choose to have 30 Microsoft Dynamics CRM Online seats and 30 Microsoft Dynamics CRM on-premises internal use rights licenses.

Microsoft Action Pack Subscription partners are required to be Certified Software Advisor qualified. In addition Microsoft Action Pack Subscription partners must have sold 5 seats of Dynamics CRM Online or have sold 50+ Microsoft Office 365 seats within 12 months.

Microsoft Dynamics CRM Internal Use Rights Benefit Program - Key Dates

24 th February 2014

Dynamics CRM Online and

New Dynamics CRM IUR benefit program came in to effect (new partners only)

CRM on premises

31 st May 2014

Dynamics CRM Online

End of life for the 100 and 250 seat CRM Online partner IUR benefit offer

30 th June 2014

Dynamics CRM Online

One month grace period to complete the CRM Online benefits transition ends

1 st July 2014

Dynamics CRM Online

All Dynamics CRM Online partners will be on the new Dynamics CRM Online IUR benefit program

31 st October 2014

Dynamics CRM on premises

End of life for the 100 and 250 seat partner CRM on premises IUR benefit offer

Additional License Availability

Microsoft Dynamics CRM 2013 On-Premises

For partners using Microsoft Dynamics CRM 2011 or 2013 on-premises internal use rights, and who want more product licenses than the standard amount permitted by their MPN program, there are two options:

1. Take advantage of the discounted license offer ($45 Professional license) available for Microsoft Dynamics

CRM Online.

demand trends. We therefore want to encourage our strategic partners that enjoy the IUR MPN benefit today, to start using Microsoft Dynamics CRM Online internally. To request a Dynamics CRM Online

Microsoft’s strategy is to lead with Microsoft Dynamics CRM Online in response to customer

2. Purchase additional seats of Microsoft Dynamics CRM on premises through the appropriate channel (e.g. Volume Licensing).

Partners who have Microsoft Dynamics CRM 2011 Internal Use Rights licenses are reminded of the requirement to upgrade their Internal Use Rights licenses to Dynamics CRM 2013 in line with the MPN Internal Use Rights licensing terms and conditions which requires product upgrades within one year of a new product release in your country.

Microsoft Dynamics CRM Online

Partners who quality for the Microsoft Dynamics CRM Online partner Internal Use Rights benefit are entitled to

purchase additional Dynamics CRM Online Professional seats at a discounted price of $45 per seat. Up to one

hundred $45 discounted seats can be purchased. This is a 100 seat worldwide maximum per partner organisation. If

you wish to purchase $45 Dynamics CRM Online seats please submit a request to Microsoft Operations. Once you

have made a $45 seat purchase, provided you have not exceeded your 100 seat maximum entitlement you can

purchase more $45 seats directly through the Office365 admin portal.

The purchase of $45 Dynamics CRM Online Professional seats will also enable you to purchase the Dynamics CRM Online add-ons, production and non-production instances and additional storage directly through the O365 admin portal. There is no need to submit a further request to Operations.

Enabling Dynamics CRM Online Add-On

Available add-on Dynamics CRM Online:

1. Additional storage

2. Additional production instances

3. Addition non-production (sandbox) instances

You will need to make a request to Microsoft Operations for an add-on offer link that will allow you to view and

purchase commercially available add-ons for Dynamics CRM Online. Please refer to this section for more information

on how to make a request.

Microsoft Dynamics CRM Internal Use Rights Benefit Compliance Dates

Dynamics CRM Online

If you are enabling your Microsoft Dynamics CRM Online partner Internal Use Rights benefits on or after

24th February 2014, the benefit entitlement outlined in the benefit entitlement section of this document

applies now.

If you are currently on the 100 or 250 seat Microsoft Dynamics CRM Online Internal Use Rights benefit offer,

the compliance date for the new Dynamics CRM Online Internal Use Rights benefit entitlement is 31st May

2014.

Dynamics CRM 2011 and 2013 on premises

If you are enabling your Microsoft Dynamics CRM on premises partner Internal Use Rights benefits on or

after 24th February 2014, the benefit entitlement outlined in the benefit entitlement section of this

document applies now.

If you are currently on the 100 user license Microsoft Dynamics CRM on premises Internal Use Rights benefit

offer, the compliance date for the new Dynamics CRM on premises Internal Use Rights benefit entitlement is

31st October 2014.

Partners on the 100 or 250 seat Dynamics CRM Online Internal Use Rights benefit subscription offer IUR Benefit Program Transition Notes

All Dynamics CRM Online 100 and 250 seat Internal Use Rights seat subscriptions on the Microsoft Online

Services portal should be extended/curtailed to end on 31 st May 2014. This will be done automatically by the

system.

Please contact crmiur@microsoft.com with the following information only if your CRM Online account

subscription goes into grace period and you are on the Microsoft Online Services platform for Microsoft

Dynamics Online; i.e. you log into your Dynamics CRM account using an e-mail with the format of

youremail@yourorg.onmicrosoft.com. The email subject line should be: Microsoft Dynamics CRM Online IUR

Subscription Renewal. The following information must be provided in the request e-mail:

Contact First Name and Last Name

Partner company name

MPN ID

Current subscription end date

Microsoft Dynamics CRM Online subscription URL

Dynamics CRM Online account domain name and organisation name

Important Notice - Partners on the Commerce Transaction platform must not enable their new benefits on

the Partner Digital Download portal until they have transitioned to the Microsoft Online Services portal.

Enabling your new Internal Use Rights benefits before your platform transition is complete will result in two

separate Dynamics CRM Online accounts. Microsoft does not provide tools to support data migration

between Dynamics CRM accounts. To help identify which platform you are on, Commerce Transaction

Platform users will log in to their CRM account using an e-mail that follows this format - youremail@live.com

Please ensure that you have a transition plan in place to enable your new benefits on Partner Digital Download

portal in May 2014 to maintain Microsoft Dynamics CRM Online account service continuity. Partners should

evaluate their partner membership status and competency attainments per location, country and worldwide.

Depending on MPN competency attainments across locations some partners may receive greater license grants under the new internal use rights program; i.e. more than one qualifying location that meets the requirements to receive.

You must have enabled your Dynamics CRM Online Internal Use Rights benefits on the Partner Digital

Download portal by the end of June 2014 as access to your Dynamics CRM Online IUR accounts will only be

available to account administrators from the1st July 2014.

Additional Resources

Provides information on program rights for partners, policies, activation of software and online services, and

terms of use for specific products and cloud services. The guide also details how your organisation can earn

additional licenses, take advantage of partner discount offers, and how your license benefits are impacted

when you upgrade from Action Pack to a Competency or earn additional competencies within your

organisation

A scenario-based guide with step-by-step instructions to ensure that the transition of your organisation’s

current cloud services benefits (includes Microsoft Dynamics CRM Online) granted through Cloud Essentials

and Cloud Accelerate to the Microsoft Action Pack subscription (MAPS) or competency benefits is successful.

Sign Up to Microsoft Dynamics CRM Online Internal Use Rights Benefit Offers

New Dynamics CRM Internal Use Rights Request

Enable your New Dynamics CRM Online Internal Use Rights Benefits Old to New Program Transitions

Request Dynamics CRM Online Professional Discount Seats

Purchasing Dynamics CRM Online Add-Ons

Microsoft partners with Microsoft Partner Network (MPN) Gold or Silver competencies or Microsoft Action Pack subscriptions may qualify to receive Microsoft Dynamics CRM Online Professional for internal use purposes

Dynamics CRM Online Internal Use Rights Availability

Microsoft Dynamics CRM Online IUR benefits are only available to partners in geographies where Dynamics CRM Online is available. For all other geographies, these benefits will not be applicable until Microsoft Dynamics Online is available in those geographies. Please review Licensing and Pricing Guide (page 13 of the guide) for complete details. Benefit amounts may not be combined.

For additional details, terms and conditions for internal use software benefits view these resources:

Find benefit entitlements for Microsoft competency partner benefit details

For changes to the Microsoft Partner Network program view the Disclosure Guide.

New Dynamics CRM Internal Use Rights Request

If you do not have a current Microsoft Dynamics CRM Online IUR subscription or CRM On Premises IUR licenses, please go to the Partner Digital Download site to enable your internal use benefits.

Please use the following resources to help you enable your Internal Use Rights benefits and to obtain further information on the IUR benefit program:

Product Usage Guide to Software and Cloud Services Benefits Provides information on program rights for partners, policies, activation of software and online services, and terms of use for specific products and cloud services. The guide also details how your organisation can earn additional licenses, take advantage of partner discount offers, and how your license benefits are impacted when you upgrade from Action Pack to a Competency or earn additional competencies within your organisation

Online Services Internal Use Rights Transition Guide A scenario-based guide with step-by-step instructions to ensure that the transition of your organisation’s current cloud services benefits (includes Microsoft Dynamics CRM Online) granted through Cloud Essentials and Cloud Accelerate to the Microsoft Action Pack subscription (MAPS) or competency benefits is successful.

Enable your New Dynamics CRM Online Internal Use Rights Benefits Old to New Program Transitions

All current 100 and 250 seat Dynamics CRM Online IUR subscriptions will end 31 st May 2014. You will need to enable your new Dynamics CRM Online IUR benefits through the Partner Digital Download site. We recommend enabling your new benefits at the end of May 2014. Your new Dynamics CRM IUR benefits must be enabled before 30 th June 2014 at the latest to ensure ongoing user access to your Dynamics CRM Online account.

We recommend using the Online Services Internal Use Rights Transition Guide to help you. This is a scenario-based guide with step-by-step instructions to ensure that the transition of your organisation’s current cloud services benefits (includes Microsoft Dynamics CRM Online) granted through Cloud Essentials and Cloud Accelerate to the Microsoft Action Pack subscription (MAPS) or competency benefits is successful.

Important Notice

Before enabling your new benefits please check the following:

1. Verify that you are on the Microsoft Services Online Platform for Dynamics CRM Online. If you are, your account

login will match this format - youremail@yourorg.onmicrosoft.com

If you are still on the Microsoft Commerce Transaction Platform for Dynamics CRM Online (you will log into your account with a user name that follows this format - youremail@live.com), please do not sign up for the new Dynamics CRM Online IUR benefits until your Dynamics CRM Online account has been transitioned to the Microsoft Online Services Platform

2. Once you have verified that your subscription is on the Microsoft Online Services Portal enable your new benefits on the Partner Digital Download site.

Request Dynamics CRM Online Professional Discount Seats

If you would like to sign up for the Dynamics CRM Online Professional seat discount offer ($45 per seat per month) please submit a request to Microsoft Operations. This offer will also allow you to view and purchase Dynamics CRM Online add-ons such as additional production, non-production instances and storage without the need for any further requests to Microsoft Operations.

Note: Once you receive and enable this offer you can add licenses in increments of your choosing at any time without submitting a new request up to a maximum of 100 seats directly through the Office 365 admin portal.

Purchasing Dynamics CRM Online Add-Ons

If you need to purchase add-ons such as additional production, non-production instances and storage which do not already come with your benefits as described in the benefits table in this section, please submit your request for the Microsoft Dynamics Add-On subscription offer.

Note: You do not need to sign up to purchase add-ons if you have already purchased $45 partner discounted Dynamics CRM Online Professional seats.

Microsoft Dynamics CRM Internal Use Rights (IUR) Partner FAQ

Contents

Enabling Microsoft Dynamics CRM Online Internal Use Rights (IUR) Benefits on the Partner Digital Download

Site

11

Where can I access my Microsoft Dynamics CRM IUR benefits?

11

Where can I get more information on how to enable my new benefits on the partner digital download site?

11

Transitioning to the New Microsoft Dynamics CRM IUR Program

12

What is my new CRM IUR Benefit Entitlement?

12

What is the transition process for new partners?

12

My organisation is on the 100/250 seat Microsoft Dynamics CRM Online IUR program. Do we need to comply with the new program benefit entitlements when the partner digital download program launches on the 24th February

2014?

12

I have a 100/250 seat Microsoft Dynamics CRM Online IUR account but my IUR subscription end date has not been

reset to the 31st May 2014

13

My organisation is in the process of transitioning to the Microsoft Online Services Portal for Microsoft Dynamics CRM Online. When should we enable our new Microsoft Dynamics CRM Online IUR benefits through the partner digital download site?

13

Can I enable our new Microsoft Dynamics CRM benefits and retain our existing Dynamics CRM account?

13

At the end of a Microsoft Dynamics CRM IUR one year subscription granted through the partner digital download

site, will our Microsoft Dynamics CRM Online IUR benefit subscription auto-renew?

14

have Microsoft Dynamics CRM 2013 on premises Internal Use Rights licenses. When do I need to be compliant with the new Dynamics CRM IUR benefit entitlement?

I

14

Microsoft Dynamics CRM Online Add-Ons

14

What add-ons are available to purchase directly?

14

Are there any partner discounts for Microsoft Dynamics CRM Online add-ons?

14

My organisation has a 100/250 seat Microsoft Dynamics CRM IUR subscription, can we purchase Microsoft Dynamics CRM Online add-ons directly?

14

Is the $0 pre-paid subscription offer available on the Commerce Transaction Platform?

15

Discounted Microsoft Dynamics CRM Online Professional Seat Offers

15

Will my existing $19 Microsoft Dynamics CRM Online Professional seat subscriptions also terminate on the 31st May 2014?

15

Is there an upgrade path from the discounted $19 Microsoft Dynamics CRM Online Professional seat to the $45 seat offer?

15

When will the $45 Microsoft Dynamics CRM Online Professional seat offer be available?

15

How many $45 Microsoft Dynamics CRM Online Professional seats can be purchased?

15

Can Special Deal Discounts be used for the purchase of $45 Microsoft Dynamics CRM Online Professional seats?. 16

Can I purchase $45 Microsoft Dynamics CRM Online Professional seats directly through the Office 365 admin

 

center?

16

I

need to purchase more $45 Microsoft Dynamics CRM Online seats, do I need to make another request to

Operations?

16

Is the $45 Microsoft Dynamics CRM Online Professional seat offer available to partners on the Commerce

Transaction Platform?

16

I

have purchased $45 Microsoft Dynamics CRM Online Professional seats, and now want to purchase Microsoft

Dynamics CRM Online add-ons. What do I need to do?

16

Are there any scaling/threshold benefits associated with the $45 Microsoft Dynamics CRM Online Professional Seat

 

offer?

16

Is there a discounted partner license offer available for Microsoft Dynamics CRM 2013 on-premises?

17

Do the discounted $45 Dynamics CRM Online Professional seats qualify for Microsoft Dynamics Social Listening

and Dynamics Marketing backfill offers?

17

Microsoft Action Pack Subscription Partner Microsoft Dynamics CRM IUR Qualification Criteria

17

What are the prerequisites for Action Pack subscribers to qualify for Microsoft Dynamics CRM IUR?

17

Transitioning paid for non-production Microsoft Dynamics CRM Instances to the free Microsoft Dynamics

CRM IUR non-production entitlement

18

 

My organisation has paid for existing non-production Microsoft Dynamics CRM instances and we now qualify for

free Microsoft Dynamics CRM Online non-production instances. How can I transfer my paid non-production

 
 

instances to my IUR benefit instance subscriptions?

18

Non-Production Instance Availability at Partner Digital Download Go-Live

18

I

am a Microsoft Dynamics CRM Gold/Silver competency partner and I have not been able to obtain non-

production instances through the partner digital download site. Who should I contact?

18

Support FAQs

19

I

have an issue with enabling an offer link that was provided by Microsoft Operations. What is the support

escalation path?

19

I have an issue with enabling my Microsoft Dynamics CRM IUR benefits on the partner digital download site. What

is the support escalation path?

19

Can I use my Dynamics CRM Online IUR tokens for multiple accounts in my organisation?

19

Can I split Microsoft Dynamics CRM Online IUR tokens between accounts? If so, how?

19

How do I move my seats to another account after I have redeemed my product key for a cloud service?

19

Managing Split Microsoft Dynamics CRM IUR Licenses across Dynamics CRM Online and Dynamics CRM 2013

20

How are Microsoft Dynamics CRM IUR licenses managed between Microsoft Dynamics CRM Online and Microsoft

Dynamics CRM 2013?

20

Adding Additional Licenses Purchased Through an Enterprise Agreement

20

Can I purchase additional Microsoft Dynamics CRM Online seats through my organisation’s Enterprise Agreement

and add these subscriptions to our Microsoft Dynamics CRM Online IUR account?

20

Miscellaneous

20

When will Australian partners be able to enable their Microsoft Dynamics CRM IUR benefits on the partner digital

download

site?

20

I have purchased Microsoft Dynamics CRM Online Professional seats through my Microsoft Enterprise Agreement.

If I now purchase $45 Microsoft Dynamics CRM Online Professional seats is it possible to get a refund on the seats

I purchased through my Microsoft Enterprise Agreement?

21

Do partners qualify for Microsoft Dynamics CRM Online scaling/threshold benefits in the same way that Microsoft

Dynamics CRM Online customers do?

21

Enabling Microsoft Dynamics CRM Online Internal Use Rights (IUR) Benefits on the Partner Digital Download Site

Where can I access my Microsoft Dynamics CRM IUR benefits?

Microsoft Dynamics CRM Internal Use Rights (IUR) benefit sign up is moving from a manual process to an automated online process delivered by the partner digital download site. Access to the Microsoft Partner Network site is limited to individuals with permissions granted by the program administrator for the organisation. If you do not currently have Microsoft Dynamics CRM IUR benefits, you should sign up using the partner digital download site from the end of February 2014. If you are already participating in the Microsoft Dynamics CRM IUR program you will continue to enjoy the existing benefit entitlement until 31 st May 2014. Partners who are utilising the Microsoft Dynamics CRM IUR benefit program available before 24 February 2014 should plan for a transition to the new benefit program in May 2014, ensuring that you are on the new CRM Online IUR benefit program before the 30 th June 2014.

Where can I get more information on how to enable my new benefits on the

The Product Usage Guide to Software and Cloud Services Benefits provides information on program rights for partners, policies, activation of software and online services, and terms of use for specific products and cloud services. The guide also details how your organisation can earn additional licenses, take advantage of partner discount offers, and how your license benefits are impacted when you upgrade from Action Pack to a Competency or earn additional competencies within your organisation.

The Online Services Internal Use Rights Transition Guide is a scenario-based guide with step-by-step instructions to ensure that the transition of your organisation’s current cloud services benefits (includes Microsoft Dynamics CRM Online) granted through Cloud Essentials and Cloud Accelerate to the Microsoft Action Pack subscription (MAPS) or competency benefits is successful.

Transitioning to the New Microsoft Dynamics CRM IUR Program

What is my new CRM IUR Benefit Entitlement?

CRM IUR Program What is my new CRM IUR Benefit Entitlement? What is the transition process

What is the transition process for new partners?

There is no transition for new partners who do not have an existing 100/250 seat Microsoft Dynamics CRM IUR subscription. Partners who are signing up for the Microsoft Dynamics CRM IUR benefit for the first time, or after a break on the benefit should enable their Microsoft Dynamics CRM IUR benefits on the partner digital download site available from the 24 th February 2014.

My organisation is on the 100/250 seat Microsoft Dynamics CRM Online IUR program. Do we need to comply with the new program benefit entitlements when the partner digital download program launches on the 24th February 2014?

No, if you have a 100/250 seat Microsoft Dynamics CRM Online IUR offer subscription you will keep these entitlement benefits until 31 st May 2014. You should plan for a transition to the new CRM Online IUR benefit program in May 2014 ensuring that you are on the new program before the 30 th June 2014. Please enable your new benefits using the partner digital download site.

I have a 100/250 seat Microsoft Dynamics CRM Online IUR account but my IUR subscription end date has not been reset to the 31st May 2014.

Partners who are on the 100/250 seat Microsoft Dynamics CRM IUR program and on the Microsoft Online

Services Portal should have their benefits extended to or curtailed to the 31 st May 2014. Please refer to

this section for information on how to determine which platform you are on.

Partners whose Microsoft Online Services Portal CRM Online IUR account goes into grace period for any

reason before the end of May 2014 should e-mail crmiur@microsoft.com - Subject Line: Microsoft

Dynamics CRM Online IUR Renewal. The following information must be provided in the request e-mail:

Contact First Name and Last Name

Partner organisation name

MPN ID

Current subscription end date

Microsoft Dynamics CRM Online subscription URL

Domain name and organisation name

My organisation is in the process of transitioning to the Microsoft Online Services Portal for Microsoft Dynamics CRM Online. When should we enable our new Microsoft Dynamics CRM Online IUR benefits through the partner digital download site?

If you are currently on the Commerce Transaction Platform (the legacy Microsoft Dynamics CRM Online

environment), you must ensure that your transition to the Microsoft Online Services Portal is complete

before enabling your new Microsoft Dynamics CRM Online internal use rights program benefits. If you

enable your new benefits before your transition to the Microsoft Online Services Portal, a manual data

migration will be required as you will have two Microsoft Dynamics CRM Online accounts. Microsoft does

not provide tools to automate this process.

To identify whether your Microsoft Dynamics CRM Online internal use rights account is on the Microsoft

Commerce Transaction Platform or Microsoft Online Services Portal, please refer to the notes below:

Partners who are on the Microsoft Commerce Transaction Platform will log in with a user ID that

follows this format - youremail@live.com

Partners who are on the Microsoft Online Services Portal will log in with a user ID that follows this

Can I enable our new Microsoft Dynamics CRM benefits and retain our existing Dynamics CRM account?

Yes, if your existing Microsoft Dynamics CRM account is on the Microsoft Online Services Portal. If you are

on the Microsoft online service environment platform, your log in will follow the format of

youremail@yourorg.onmicrosoft.com. When you enable your new Microsoft Dynamics CRM Online

internal use rights tokens provided by the partner digital download site, you will be given the option to

create a new account or use an existing account. If you wish to use an existing account please make sure

that you provide the correct account identification information. Please refer to the Online Services Internal

Use Rights Transition Guide for more information.

At the end of a Microsoft Dynamics CRM IUR one year subscription granted through the partner digital download site, will our Microsoft Dynamics CRM Online IUR benefit subscription auto-renew?

No, you will need to revisit the partner digital download site where new subscription tokens will be re-

issued subject to your organisation retaining its MPN/MAPS competencies/qualifying requirements and

continuing to qualify for Microsoft Dynamics CRM IUR benefits.

I have Microsoft Dynamics CRM 2013 on premises Internal Use Rights licenses. When do I need to be compliant with the new Dynamics CRM IUR benefit entitlement?

You will need to be compliant with the new Dynamics CRM IUR benefit entitlement for Microsoft Dynamics CRM 2013 on premises by 31 st October 2014. After the 31 st October, you should ensure that you are not using more licenses than your CRM IUR benefit entitlement. To review the Dynamics CRM IUR benefit entitlement please click here.

Microsoft Dynamics CRM Online Add-Ons

What add-ons are available to purchase directly?

Additional Storage

Non-Production Microsoft Dynamics CRM Online Instances

Production Microsoft Dynamics CRM Online Instances

Are there any partner discounts for Microsoft Dynamics CRM Online add-ons?

There are no additional Microsoft Dynamics CRM Online add-on discounts available.

My organisation has a 100/250 seat Microsoft Dynamics CRM IUR subscription, can we purchase Microsoft Dynamics CRM Online add-ons directly?

Enabling partner add-ons is a one time request event. To enable add-ons you must have at least one

“paid” seat on your account. The partner $0 one seat pre-paid offer meets this requirement. To provide

you with this “paid” seat you will need to submit a manual request to Operations using the online request

form unless you meet the following criteria:

i. You have already purchased discounted $45 Microsoft Dynamics CRM Online Professional seats. Enabling the $45 Professional seat offer also enables you to purchase partner add-ons directly through the Office365 admin center without having to request the $0 pre-paid subscription offer.

ii.

You have previously enabled the $0 pre-paid subscription offer provided by Microsoft Operations; this is a one-time event that will allow you access to available partner offers as required thereafter through the Microsoft Office Admin Portal.

Please note that the purchase of Dynamics CRM Online Basic and Essential seat subscriptions do not

constitute a paid subscription on the Microsoft Online Services Portal. The purchase of these seat types

will not allow you to access partner add-ons.

Is the $0 pre-paid subscription offer available on the Commerce Transaction Platform?

No. This offer is only available if your Microsoft Dynamics CRM Online IUR account is on the Microsoft

Online Services Portal. Please refer to this section to determine which platform you are on for Dynamics

CRM Online.

Discounted Microsoft Dynamics CRM Online Professional Seat Offers

Will my existing $19 Microsoft Dynamics CRM Online Professional seat subscriptions also terminate on the 31st May 2014?

Existing $19 Microsoft Dynamics CRM Online Professional seat subscriptions will run their normal one year

subscription entitlement period. You will not be able to renew your subscription at that price point and

will need to request a $45 Microsoft Dynamics CRM Online Professional offer from Microsoft Operations.

If you qualify for the $45 offer please submit a request to Microsoft Operations to receive the new $45

Microsoft Dynamics CRM Online Professional seat offer link.

Is there an upgrade path from the discounted $19 Microsoft Dynamics CRM Online Professional seat to the $45 seat offer?

Your existing $19 Microsoft Dynamics CRM Online Professional seat subscriptions will run the one year

subscription timeframe but you will not be able to renew at the same price point. If you qualify for the $45

offer and wish to purchase additional seats, please submit a request to Microsoft Operations to receive

the discounted $45 Microsoft Dynamics CRM Online Professional seat offer.

When will the $45 Microsoft Dynamics CRM Online Professional seat offer be available?

Microsoft Operations will start accepting requests and issuing $45 seat offer links from the 24 th February

2014. Please submit a request to Microsoft Operations to receive the discounted $45 Microsoft Dynamics

CRM Online Professional seat offer link.

How many $45 Microsoft Dynamics CRM Online Professional seats can be purchased?

Up to one hundred (100) $45 discounted seats can be purchased as long as your organisation qualifies for

Microsoft Dynamics CRM IUR program. This is a 100 seat worldwide maximum per partner organisation.

Can Special Deal Discounts be used for the purchase of $45 Microsoft Dynamics CRM Online Professional seats?

No, special deal discounts cannot be applied to the already discounted $45 Dynamics CRM Online Professional seat offer.

Can I purchase $45 Microsoft Dynamics CRM Online Professional seats directly through the Office 365 admin center?

In order to make a first time purchase of the $45 Microsoft Dynamics CRM Online Professional seat offer you need to make a request to Microsoft Operations using the online request form. Once the offer has been enabled and seats purchased, providing you are under the 100 maximum seat limit, you can purchase additional $45 seats at any point directly through the Office 365 admin center without the need to make a further request to operations up to the 100 seat maximum.

I need to purchase more $45 Microsoft Dynamics CRM Online seats, do I need to make another request to Operations?

Provided you have previously enabled a $45 discounted seat offer, you can add additional seats at the offer price directly through the Microsoft Office 365 Admin Portal by clicking Licenses, and then clicking on your existing $45 seat subscription offer where you will see the option to purchase more.

Is the $45 Microsoft Dynamics CRM Online Professional seat offer available to partners on the Commerce Transaction Platform?

This offer is only available if your Microsoft Dynamics CRM Online IUR account is on the Microsoft Online Services Portal. Please refer to this section to determine which platform you are on for Microsoft Dynamics CRM Online.

I have purchased $45 Microsoft Dynamics CRM Online Professional seats, and now

want to purchase Microsoft Dynamics CRM Online add-ons. What do I need to do?

Provided a $45 discounted Dynamics CRM Online Professional seat subscription has been purchased, partner add-ons will be available to you directly through the Office 365 admin center. There is no need to contact Microsoft Operations.

Are there any scaling/threshold benefits associated with the $45 Microsoft Dynamics CRM Online Professional Seat offer?

Unlike paid customer seat subscriptions where the customer will receive additional free storage or non- production instances as they purchase more seats of Microsoft Dynamics CRM Online Professional, the $45 discounted seat offer does not offer any scaling/threshold benefits.

Is there a discounted partner license offer available for Microsoft Dynamics CRM

2013 on-premises?

If you are using Microsoft Dynamics CRM 2013 on-premises IUR product licenses, and need to purchase

more than the standard IUR benefit entitlement permitted by your MPN program, there are two options:

Take advantage of the discounted license offer ($45 Professional license) available for Microsoft

Dynamics CRM Online.

response to customer demand trends. We therefore want to encourage our strategic partners that enjoy the IUR MPN benefit today to start using Microsoft Dynamics CRM Online internally.

Microsoft’s strategy is to lead with Microsoft Dynamics CRM Online in

Purchase additional Microsoft Dynamics CRM on premises CALs through the appropriate channel (e.g. Volume Licensing). Partners will retain their Microsoft Dynamics CRM server licenses for IUR even if they elect to use all their CRM Online seats.

Do the discounted $45 Dynamics CRM Online Professional seats qualify for

Microsoft Dynamics Social Listening and Dynamics Marketing backfill offers?

There are no Dynamics backfill offers available for discounted Dynamics CRM Online Professional seat subscriptions.

Microsoft Action Pack Subscription Partner Microsoft Dynamics CRM IUR Qualification Criteria

What are the prerequisites for Action Pack subscribers to qualify for Microsoft

Dynamics CRM IUR?

Action Pack subscribers can qualify for Microsoft Dynamics CRM IUR benefits if you meet either of the

following criteria:

1. You have signed up and been accepted by the Microsoft Certified Software Advisor program

2. Your organisation has sold a Microsoft Dynamics CRM Online deal or has sold more than 50 Microsoft Office 365 seats within the last 12 months. Qualifying sales are based on the products listed in the Online Incentives Guide.

Notes:

The fiscal year has no role here. The rule (and the system check) is that a partner must have sold either a Microsoft Dynamics CRM Online subscription or more than 50 Microsoft Office 365 seats at some point in the past 12 calendar months.

Known Issue:

Action Pack subscribers with Certified Software Advisor Agreement (CSA) only cannot access the Internal Use Rights Microsoft Dynamics CRM Online Benefit through the partner digital download site.

Action Pack partners who only meet the active Microsoft Dynamics Certified Software Advisor (CSA) criterion only may not be able to access the 5-seats of Microsoft Dynamics CRM online product key from partner digital download site.

Currently, the partner digital download site will only distribute the 5-seat Microsoft Dynamics CRM product key once the partner meets the requisite sale requirements but not the CSA only status.

Issue Resolution:

Action Pack subscribers who have CSA but who have not met the sales criteria should contact the RSC directly. The RSC will manage the manual provisioning of the Microsoft Dynamics CRM IUR tokens that qualifying partners are entitled to.

Transitioning paid for non-production Microsoft Dynamics CRM Instances to the free Microsoft Dynamics CRM IUR non-production entitlement

My organisation has paid for existing non-production Microsoft Dynamics CRM

instances and we now qualify for free Microsoft Dynamics CRM Online non-

production instances. How can I transfer my paid non-production instances to my

IUR benefit instance subscriptions?

The simplest way to answer this is using an example:

A partner has 2 Microsoft Dynamics CRM Online non-production instances that they pay a subscription for. The partner then qualifies for two free Microsoft Dynamics CRM Online non- production instances as they are a Silver CRM Competency partner.

The partner will now have a total of 4 non-production instances. If they want both existing instances to be those covered by the free IUR grant then they can voluntarily give up the two new non-production instances and keep using their existing non-production instances. Their Microsoft Dynamics CRM IUR non-production instance subscription will cover their two existing non- production instances. As long as the partner has a non-production subscription the system does not mind which two instances are kept.

Partners should call the RSC and ask for the instances they do not wish to use to be deleted. This usually involves them renaming unwanted instances to indicate to support which instances they want deleted.

Partners will then need to call the Microsoft Billing Support team and cancel their existing paid for non-production instances.

Non-Production Instance Availability at Partner Digital Download Go-Live

I am a Microsoft Dynamics CRM Gold/Silver competency partner and I have not

been able to obtain non-production instances through the partner digital

download site. Who should I contact?

Non-production instances for qualifying Microsoft Dynamics CRM IUR Partners (Microsoft Dynamics CRM

Silver and Gold Competency partners only) will not be available at the partner digital distribution launch.

As an interim measure, token IDs for non-production instances will be provided to you on request. Please

contact the RSC who can help with this process.

Support FAQs

I have an issue with enabling an offer link that was provided by Microsoft Operations. What is the support escalation path?

This section relates specifically to the three offers that are provided on request to qualifying partners by Microsoft Operations (see below). It is not applicable to Dynamics CRM Online offers that are provided through the partner digital download site.

i. Discounted $45 Microsoft Dynamics CRM Online Professional Seat offer

ii. $0 Pre-Paid Subscription offer (required to purchase add-on such as additional storage).

iii. Australian partner Dynamics CRM Online IUR provisioning (until April 1 st 2014)

If your offer issue is related to enabling the offer on the wrong CRM Online account, please contact the Microsoft Operations agent who provided you with the offer link.

If you have a system issue (i.e. the offer enablement process throws up a system error message preventing successful offer enablement) please call the RSC who will route and manage the support call appropriately.

I have an issue with enabling my Microsoft Dynamics CRM IUR benefits on the partner digital download site. What is the support escalation path?

Support for all partner digital download site issues are managed by the RSCs. This includes partner IUR entitlement, portal availability and tokens that are issued by the system.

Can I use my Dynamics CRM Online IUR tokens for multiple accounts in my organisation?

Can I split Microsoft Dynamics CRM Online IUR tokens between accounts? If so,

how?

Yes, your tokens may be used to activate seats across multiple accounts for your organisation. Each token

may only be activated once.

How do I move my seats to another account after I have redeemed my product key for a cloud service?

Once a token has been activated for seats on a CRM Online account, those seats may not be moved to

another account.

My organisation is global and we qualify for Microsoft Dynamics CRM Online IUR in a number of global locations. Can we distribute our IUR entitlement granted in one geographical location to users in a different geographical location?

For information on MPN IUR program rights for partners, policies, activation of software and online services, and terms of use for specific products and cloud services please refer to the online Product Usage Guide to Software and Cloud Services Benefits. This guide also details how your organisation can earn additional licenses, take advantage of partner discount offers, and how your license benefits are impacted when you upgrade from Action Pack to a Competency or earn additional competencies within your organisation.

Managing Split Microsoft Dynamics CRM IUR Licenses across Dynamics CRM Online and Dynamics CRM 2013

How are Microsoft Dynamics CRM IUR licenses managed between Microsoft

Dynamics CRM Online and Microsoft Dynamics CRM 2013?

This is managed on a trust basis at the moment. Partners are entitled to use their Microsoft Dynamics CRM IUR entitlement on an either or basis. For example, a partner who has a Microsoft Dynamics CRM IUR entitlement of 60 licenses or seats could choose to have 30 Microsoft Dynamics CRM Online seats and 30 Microsoft Dynamics CRM 2013 CALs. The partner digital download site will give a partner their full entitlement for both products, e.g. a MPN competency partner could receive 60 Microsoft Dynamics CRM Online seats and 60 CRM 2013 CALs. Microsoft entrusts partners to abide by the MPN Internal Use Rights program terms and only use a maximum of 60 Microsoft Dynamics CRM IUR seats/licenses across both

products. Partners will be non-compliant with the program use terms if selected for a compliance audit.

Adding Additional Licenses Purchased Through an Enterprise Agreement

Can I purchase additional Microsoft Dynamics CRM Online seats through my

organisation’s Enterprise Agreement and add these subscriptions to our Microsoft

Dynamics CRM Online IUR account?

Yes, if your Microsoft Dynamics CRM Online internal use rights account is on the Microsoft Online Services Portal. Please refer to this section to determine what platform your CRM Online account is hosted on. The Microsoft Online Services Portal supports mixed Microsoft Enterprise Agreement and internal use rights subscriptions. The seats will be managed using two different pools so you can assign users as appropriate. Please note that $45 Microsoft Dynamics CRM Online Professional seats cannot be purchased through the Enterprise Agreement. This offer can only be provided by Microsoft Operations and you should use the online request form to make the request.

Miscellaneous

When will Australian partners be able to enable their Microsoft Dynamics CRM IUR

Australian partners will be able to provision their Microsoft Dynamics CRM IUR benefits through the partner digital download site from the 1 st April 2014.

I have purchased Microsoft Dynamics CRM Online Professional seats through my Microsoft Enterprise Agreement. If I now purchase $45 Microsoft Dynamics CRM Online Professional seats is it possible to get a refund on the seats I purchased through my Microsoft Enterprise Agreement?

Seats purchased through an Enterprise Agreement are non-refundable.

Do partners qualify for Microsoft Dynamics CRM Online scaling/threshold benefits in the same way that Microsoft Dynamics CRM Online customers do?

There are no scaling/threshold benefits for any of the Microsoft Dynamics CRM Online IUR offers, including the $45 seat offer. Paying customers do benefit from scaling offers, e.g. if you purchase 10 Microsoft Dynamics CRM Online Professional seats you get 5GB of free storage, if you purchase 25 Microsoft Dynamics CRM Online Professional seats, one non-production instance is included.