While writing this blog about Licensing Considerations for Microsoft Dynamics CRM, I had thought about delving into the benefits of upgrading, how this effects your licensing model; then I realized enterprise software licensing is about as exciting and glamorous as renewing a library card….or watching “The Notebook” (nothing against those that enjoy that type of genre).
Then after a box of Kleenex and a brush up on James Garner crying….I realized there is money to be saved by examining your licensing model! So game ON, lets dive in and get that cheddar (while we slowly forget about the movie The Notebook entirely).
But before you do, please back up two blogs and check out:
The Microsoft Dynamics CRM 2015 License Types
The Professional CAL gives a user or device access to all Dynamics CRM capabilities.
The Basic CAL gives a user or device access to basic CRM functionality on a Dynamics CRM instance.
The Essential CAL gives a user or device limited access to custom application services on a Dynamics CRM instance.
Professional Use Additive CAL
This CAL upgrades a Basic CAL's functionality so that it matches a Professional CAL. When used in conjunction with a Basic CAL, this additive CAL allows a user or device access to all Dynamics CRM server functionality.
Basic Use Additive CAL
This CAL upgrades an Essential CAL's functionality so that it matches a Basic CAL. When used in conjunction with an Essential CAL, this additive CAL allows a user or device access to basic CRM functionality on a Microsoft Dynamics CRM server.
Upgrades from Dynamics CRM 2011
If you acquired Microsoft CRM 2011 with Software Assurance, you can get an upgrade to Dynamics CRM 2013 as follows:
Dynamics CRM 2011 to Dynamics CRM 2013 Upgrades under Software Assurance
For each qualifying organization
- 1 Dynamics CRM 2011 CAL-
- will get you 1 Dynamics CRM 2015 Professional CAL
- 1 Dynamics CRM 2011 Limited CAL-
- will get you 1 Dynamics CRM 2015 Basic CAL
- 1 Dynamics CRM 2011 Full Use Additive CAL-
- will get you 1 Dynamics CRM 2015 Professional Use Additive CAL
- 1 Dynamics CRM 2011 Limited Use Additive CAL-
- will get you 1 Dynamics CRM 2015 Basic Use Additive CAL
- 1 Dynamics CRM 2011 Employee Self Service CAL-
- will get you 1 Dynamics CRM 2015 Essential CAL or Dynamics CRM 2015 Basic CAL
- Dynamics CRM 2011 External Connector License-
- None, nada zip! (External connector use rights are included in the Dynamics CRM Server 2015 license.
While there is no “press here to migrate” button in CRM (yet) there is a growing list of tools available to you that can help you get the job and get it done right. The lesson I have learned from the migrations I have done is once you choose your toolset and technology approach carefully, your migration will go quite smoothly while allowing you to be able take advantage of the continually growing and awesome platform called Microsoft Dynamics CRM.
Effective January 2nd, 2016 we will be arranging readiness consultations that will be complimentary until Spring.
If you would to pre-book, please reach out to us to arrange your 2016 readiness consult.
(The first 10 firms that pre-book will receive a gift-card at the end of their consult).