Microsoft Dynamics CRM 2011 & Microsoft Dynamics CRM Online-December 2012

Dynamics CRM 2011 Licensing

LICENSING STRUCTURE: ON-PREMISES

SERVER EDITIONS
Every server that runs Microsoft Dynamics CRM 2011 requires a Server License. Two Server Editions are available for Microsoft Dynamics CRM 2011:

MICROSOFT DYNAMICS CRM WORKGROUP SERVER 2011
◉ Offers the same rich feature set as Microsoft Dynamics CRM Server 2011.
◉ Includes and supports a maximum of 5 named User licenses
◉ Licensed as a Specialty Server
◉ For greater than 5 User support, Customers may purchase a Step-Up to Microsoft Dynamics CRM Server 2011*
◉ Runs on Windows Server 2008 x64 -based computers and Windows Small Business Server 2008
◉ On price lists this product SKU appears as: Dyn CRM Wkgrp Svr

MICROSOFT DYNAMICS CRM SERVER 2011
◉ Offers a rich feature set, and supports multi-tenant deployments.
◉ Users are only limited by Server capacity, there is no licensing limit on the number of users
◉ Licensed under the Server/CAL licensing model
◉ Users may be added by purchasing Microsoft Dynamics CRM CALs, as outlined below
◉ Runs on Windows Server 2008 x64 -based computers and Windows Small Business Server 2008
◉ On price lists this product SKU appears as: Dyn CRM Svr

• Step Ups are only available in Open Value, Select, and EA Volume Licensing Programs

CLIENT ACCESS LICENSES
Microsoft Dynamics CRM 2011 Servers are licensed under the Microsoft Server/CAL licensing model, meaning that they require a separate Server license for each Server on which the software is installed, plus a User Client Access License (CAL) for every internal user who accesses CRM.
A Microsoft Dynamics CRM User is defined as any user who accesses the Microsoft Dynamics CRM server, files, data content or “Microsoft Dynamics CRM functionality”.
“Microsoft Dynamics CRM functionality” is any service or feature of Microsoft Dynamics CRM that allows a user to view, manipulate, input, query, or otherwise structure “live data”.
“Live data” is information that, via user action, dynamically writes to or reads from (or synchronizes with) Microsoft Dynamics CRM, whether it is accessed directly or indirectly. CRM Users are required to have the appropriate client accesses licenses, regardless of their direct or indirect connection to the product.
CALs have the following usage distinctions:
◉ User CAL – With a user CAL, each licensed user may access the Server from any device.
◉ Device CAL – With a device CAL, the CAL is assigned to a device and may be shared by non-concurrent users over time, such as in a shift worker or call center scenario.

A User is defined as any user or device who accesses the Microsoft Dynamics CRM server, files, data content or “Microsoft Dynamics CRM functionality”, as defined under ‘CAL’ below.
User and Device CALs may be mixed in a deployment and a CAL may have the User or Device distinction.
User and Device CALs are priced the same and may be ordered separately on the price list.

The CAL functionalities supported for Microsoft Dynamics CRM Server 2011 are:

◉ Employee Self Service CAL – The Employee Self Service (ESS) CAL provides a user with limited API access and limited read-write access to “Microsoft Dynamics CRM functionality” through any application/graphical user interface (GUI), other than the Microsoft Dynamics CRM client.
“Microsoft Dynamics CRM functionality “means that users may view, manipulate, input, query or otherwise structure CRM ‘live’ data. ‘Live’ data is information that, via use action, dynamically writes to or reads from, or synchronizes with Microsoft Dynamics CRM, whether it is accessed directly or indirectly.

The use rights supported for ESS CAL include:
▶ Read access to Accounts, Contacts, Cases, Leads, Activities, Notes, and Custom entity records only.
▶ Data privileges to create Accounts, Contacts, Cases, Leads, Activities, Notes, and Custom entity records.
▶ Data privileges to append, append to, and update Accounts, Contacts, Cases, Leads, Activities, Notes, and Custom entity records created by any CRM user.
▶ Read access to look-up entities for the purpose of creating and updating Accounts, Contacts, Cases, Leads, Activities, Notes, and Custom entity records.
▶ Data privileges to delete, share, or assign Notes records created by the same user.
▶ Data privileges to follow and post activity feeds against Accounts, Contacts, Leads, and Custom entity records created by any CRM user.
▶ Access to CRM server software and “Microsoft Dynamics CRM functionality” through any application/graphical user interface (GUI), other than Microsoft Dynamics CRM clients.
ESS CAL users cannot use the Microsoft Dynamics CRM 2011 applications & GUIs directly. The ESS CAL SKU will appear on price lists as the Dyn CRM ESS CAL.

◉ Limited CAL – The Limited CAL provides a user with full read access (e.g., for reports) and limited write access to “Microsoft Dynamics CRM functionality”. Users may view or query CRM data.
The use rights supported for Limited CAL include:
▶ Data privileges to create Accounts, Contacts, Cases, Leads, Activities, and Notes using Microsoft Dynamics CRM clients.
▶ Data privileges to append, append to, and update Accounts, Contacts, Cases, Leads, Activities, and Notes created by any CRM user using Microsoft Dynamics CRM clients.
▶ Data privileges to assign, share, and delete Accounts, Contacts, Cases, Leads, Activities, and Notes created by the same user using Microsoft Dynamics CRM clients.
▶ Data privileges to follow and post activity feeds against Accounts, Contacts, Leads, Opportunities, and standard entity records created by any CRM user using Microsoft Dynamics CRM clients.
▶ Data privileges to create custom entity records using API access only.
▶ Data privileges to update custom entity records created by any CRM user using API access only.
▶ Append data privileges using Microsoft Dynamics CRM clients for custom activity records created by any CRM user.
▶ Append data privileges using API access only for custom entity records (excluding custom activity records) created by any CRM user.
▶ Append to data privileges using Microsoft Dynamics CRM clients for custom entity records created by any CRM user.
▶ Data privileges to assign, share, and delete custom entity records created by the same user using API access only.
▶ Data privileges to follow and post activity feeds against custom entity records using API access only.
▶ No data privileges to assign, share, or delete records created by other CRM users.
▶ Read access to “Microsoft Dynamics CRM functionality”.
The Limited CAL SKU will appear on price lists as the Dyn CRM Ltd CAL and may be purchased separately from a Microsoft Dynamics CAL.

◉ CAL – The CAL provides a user with full read-write access to all capabilities within Microsoft Dynamics CRM 2011 and consists of Employee Self Service CAL, the Limited Use Additive CAL, and the Full Use additive CAL, combined to provide full “Microsoft Dynamics CRM functionality”. “Microsoft Dynamics CRM functionality “ means that users may view, manipulate, input, query or otherwise structure CRM ‘live’ data. ‘Live’ data is information that, via use action, dynamically writes to or reads from, or synchronizes with Microsoft Dynamics CRM, whether it is accessed directly or indirectly. The ‘full’ CAL SKU will appear on price lists as the Dyn CRM CAL.

◉ Limited Use Additive CAL – The Limited Use Additive CAL provides a user with full read-access and limited write-access functionality using any client, and may only be purchased to supplement an ESS CAL, for Users who may later require full read and limited write access. The limited use additive CAL SKU will appear on price lists as the DYNAMICSCRMLTDUSEADDCAL. Some will also categorize this as a step-up CAL for users who start out with an ESS CAL but want to step-up to a Limited CAL at a later stage.

◉ Full Use Additive CAL – The Full Use Additive CAL provides a user with full write-access functionality, and may only be purchased to supplement a Limited CAL, for Users who may later require full read and write access. The full use additive CAL SKU will appear on price lists as the DynCRMAddtvCAL. Some will also categorize this as a step-up CAL for users who start out with a Limited CAL but want to step-up to a full use CAL at a later stage.

CALs, Limited CALs, and ESS CALs may be mixed within an environment. Full Use Additive CALs may never exceed the total number of Limited CALs in an environment or organization, and a user can never have a Full Use Additive CAL without also having a Limited CAL. These two go hand in hand and are both included in the full CAL license. Additionally, Limited Use Additive CALs may never exceed the total number of ESS CALs in an environment or organization, and a user can never have a Limited Use Additive CAL without also having an ESS CAL. These two go hand in hand and are both included in the Limited CAL license.
User can convert CALs from Device CALs to User CALs, or vice versa, on their Software Assurance anniversary date/renewal. If their CALs are not covered under Software Assurance, they cannot switch, because the choice is permanent.

ADMINISTRATIVE USERS
Microsoft Dynamics CRM Server 2011 allows for up to two separate devices or users to access instances of the server software only to administer those instances, which do not consume CALs.
Microsoft Dynamics CRM Workgroup Server 2011 allows for separate management or administrative users of the server software, which do not consume any of the 5 users permitted with Workgroup.

EXTERNAL CONNECTORS
The Microsoft Dynamics CRM 2011 External Connector enables customers to extend Microsoft Dynamics CRM to their external users such as customers, partners, suppliers, and end users who access a copy of the server software (for which a license was acquired), through any application/graphical user interface (GUI), other than the Microsoft Dynamics CRM client. “External Users” are users who are not either (i) your or your affiliates’ employees, or (ii) your or your affiliates’ onsite contractors or agents, External users also does not include hosted-software service users, such as those already licensing via the Microsoft Service Provider License (SPLA).
An External Connector must be purchased for each server that permits access to Dynamics CRM 2011 server software by external users. External users should not be using the Microsoft Dynamics CRM 2011 applications & GUIs directly. The alternative is for every external user to acquire a CAL
For the Microsoft Dynamics CRM Server 2011, there is one External Connector functionality:
◉ External Connector – The External Connector provides external users with limited API access and limited read-write access to Microsoft Dynamics CRM 2011 data, such as that provided through any application/graphical user interface. The External Connector SKU will appear on price lists as the DynCRMExtConn.
The use rights supported for External Connector include:
▶ Read access to “Microsoft Dynamics CRM functionality”.
▶ Data privileges to create Standard and Custom entity records.
▶ Data privileges to append, append to, and update Standard and Custom entity records created by any CRM user.
▶ Data privileges to assign, share, or delete records created by the same CRM user.
▶ Data privileges to follow and post activity feeds against Accounts, Contacts, Leads, and Custom entity records created by any CRM user.
▶ Access to CRM server software and “Microsoft Dynamics CRM functionality” through any application/graphical user interface (GUI), other than the Microsoft Dynamics CRM client.

An External Connector is a license only, and does not include any physical software components, and does not include licensing for any other Microsoft products. If external scenarios integrate with Microsoft SQL Server, Microsoft Office SharePoint or any other product license rights for these must be established separately.

Partners and Customers should work with their Microsoft Licensing Specialist or local Microsoft Representative to ensure their licensing compliance.

LICENSING STRUCTURE: ON-DEMAND SPLA
The Service Provider License Agreement (SPLA) is a license program designed for Software Services Providers to enable their organization to license Microsoft Software products and to use these products to provide software services to their customers.
Software services are services they provide to their customers that make available licensed products and that display, run, access, or otherwise interact with these licensed products. One or more data centers may provide these services through the Internet, a telephony network, or a private network on a rental or on a subscription or services basis. In addition, the services may be provided whether or not the services provider receives a fee. Software services exclude any services that involve installing a Microsoft licensed product directly on any device to permit a customer to interact with the Microsoft licensed product.
Some examples of Software services providers include Web Hosters, application services providers, messaging and/or collaboration services providers, platform infrastructure providers, business process outsourcers, streaming media Service Providers and ISVs with hosted applications running on Microsoft technologies.
The SPLA license provides 3rd party commercial use rights to Service Providers, who will be the holder of these Microsoft licenses and provide the software service. The end customers receiving the software service are not required to obtain their own Microsoft licenses. End customers receive the right to interact with functionalities of Microsoft software through the Service Provider’s SPLA licenses. Service Providers cannot use FPP, Open, Select or EA licenses purchased in their name to provide software services.
Service Providers obtain the Microsoft Dynamics CRM Service Provider edition to obtain the software necessary to provide software services to their Customers. This edition offers the functionality and multi-tenancy capabilities of Microsoft Dynamics CRM Server 2011.

LICENSING MODEL
The SPLA licensing program provides user access to software services via a Subscriber Access License (SAL) and a Limited Subscriber Access License. When using the SALs, a separate server license is not required.

SUBSCRIBER ACCESS LICENSES
Microsoft Dynamics CRM 2011 is licensed using “Per subscriber” model. In the SAL model, a SAL is required for each unique named individual who is authorized to use the Microsoft Dynamics CRM software in any given month. Benefits of the Per Subscriber model include:
◉ Subscribers can use any device to access instances of the server software
◉ Service providers can “scale out” by deploying as many servers as they need
◉ Service providers have minimal start-up costs since they only pay based upon the number of subscribers they have each month.

Microsoft Dynamics CRM Service Provider offers the following SAL functionalities:
◉ Employee Self Service SAL – The Employee Self Service (ESS) SAL provides a user with limited API access and limited read-write access to “Microsoft Dynamics CRM functionality” through any application/graphical user interface (GUI), other than the Microsoft Dynamics CRM client.
“Microsoft Dynamics CRM functionality “means that users may view, manipulate, input, query or otherwise structure CRM ‘live’ data. ‘Live’ data is information that, via use action, dynamically writes to or reads from, or synchronizes with Microsoft Dynamics CRM, whether it is accessed directly or indirectly.

The use rights supported for ESS SAL include:
▶ Read access to Accounts, Contacts, Cases, Leads, Activities, Notes, and Custom entity records only.
▶ Data privileges to create Accounts, Contacts, Cases, Leads, Activities, Notes, and Custom entity records.
▶ Data privileges to append, append to, and update Accounts, Contacts, Cases, Leads, Activities, Notes, and Custom entity records created by any CRM user.
▶ Read access to look-up entities for the purpose of creating and updating Accounts, Contacts, Cases, Leads, Activities, Notes, and Custom entity records.
▶ Data privileges to delete, share, or assign Notes records created by the same user.
▶ Data privileges to follow and post activity feeds against Accounts, Contacts, Leads, and Custom entity records created by any CRM user.
▶ Access to CRM server software and “Microsoft Dynamics CRM functionality” through any application/graphical user interface (GUI), other than Microsoft Dynamics CRM clients.
ESS SAL users cannot use the Microsoft Dynamics CRM 2011 applications & GUIs directly. The ESS SAL SKU will appear on price lists as the Dyn CRM SRVCPVDR SAL ESS and may be purchased separately from other Microsoft Dynamics CRM subscriber access licenses.

◉ Limited SAL – The Limited SAL provides a user with full read access (e.g., for reports) and limited write access to “Microsoft Dynamics CRM functionality”. Users may view or query CRM data.
The use rights supported for Limited SAL include:
▶ Data privileges to create Accounts, Contacts, Cases, Leads, Activities, and Notes using Microsoft Dynamics CRM clients.
▶ Data privileges to append, append to, and update Accounts, Contacts, Cases, Leads, Activities, and Notes created by any CRM user using Microsoft Dynamics CRM clients.
▶ Data privileges to assign, share, and delete Accounts, Contacts, Cases, Leads, Activities, and Notes created by the same user using Microsoft Dynamics CRM clients.
▶ Data privileges to follow and post activity feeds against Accounts, Contacts, Leads, Opportunities, and standard entity records created by any CRM user using Microsoft Dynamics CRM clients.
▶ Data privileges to create custom entity records using API access only.
▶ Data privileges to update custom entity records created by any CRM user using API access only.
▶ Append data privileges using Microsoft Dynamics CRM clients for custom activity records created by any CRM user.
▶ Append data privileges using API access only for custom entity records (excluding custom activity records) created by any CRM user.
▶ Append to data privileges using Microsoft Dynamics CRM clients for custom entity records created by any CRM user.
▶ Data privileges to assign, share, and delete custom entity records created by the same user using API access only.
▶ Data privileges to follow and post activity feeds against custom entity records using API access only.
▶ No data privileges to assign, share, or delete records created by other CRM users.
▶ Read access to “Microsoft Dynamics CRM functionality”.
The Limited SAL SKU will appear on price lists as the Dyn CRM SRVCPVDR SAL Ltd and may be purchased separately from other Microsoft Dynamics CRM subscriber access licenses.

◉ SAL – The SAL provides a user with full read-write access to all capabilities within Microsoft Dynamics CRM 2011 to provide full “Microsoft Dynamics CRM functionality”. “Microsoft Dynamics CRM functionality “means that users may view, manipulate, input, query or otherwise structure CRM ‘live’ data. ‘Live’ data is information that, via use action, dynamically writes to or reads from, or synchronizes with Microsoft Dynamics CRM, whether it is accessed directly or indirectly. The ‘full’ SAL SKU will appear on price lists as the Dyn CRM SRVCPVDR SAL.

The Microsoft Dynamics CRM Service Provider edition enables service providers to offer external user access to their hosted solutions.

LICENSING STRUCTURE: MICROSOFT DYNAMICS CRM ONLINE

Microsoft Dynamics CRM Online is a software-as-a-service per user subscription based model available in 42 geographies. Microsoft Dynamics CRM Online is a flexible business application that helps organizations increase their business productivity and enhance connections across people, processes, and different enterprise systems. It delivers the same functionality and value as an on-premises deployment, but with the added benefits of:
▶ Rapid Time to Value: Meet tight time to market requirements that may challenge in-house resources
▶ Management Simplicity: Minimize your need to manage multiple vendors or internal support resources thanks to ongoing application monitoring and maintenance
▶ Improved Quality of Service: Obtain reliable performance supported by a financially-backed 99.9 percent service level agreement (SLA)
▶ Flexibility: Scale the number of users up or down based on your need
▶ Cost Predictability: Change capital expenditures into predictable operating expenses

The offerings planned for CRM Online are as follows:
▶ Microsoft Dynamics CRM Online User Subscription License (USL)
▶ 5 Gigabytes of storage, a 12 month commitment, and offline Synchronization per subscription
▶ Microsoft Dynamics CRM Online Step-up User Subscription License (Step-up USL)
▶ 5 Gigabytes of storage, a 12 month commitment, and offline Synchronization per subscription
▶ Microsoft Dynamics CRM Online additional storage add-on
▶ 1 Gigabyte of incremental storage (up to 100 GB) per subscription
▶ Microsoft Dynamics CRM Online additional instance add-on
o 1 Dynamics CRM Online instance (up to 50 instances) per subscription

USL and Step-up USL are named user licenses while additional storage add-on and additional instance add-on are subscription based licenses. The licensing model does not support device based licenses.

USER SUBSCRIPTION LICENSE
The User Subscription License (USL) grants users non-perpetual rights (with no buy-out rights) to the use of Microsoft Dynamics CRM Online service. The license includes access to the default Microsoft Dynamics CRM Online instance included in the subscription, and every Microsoft Dynamics CRM Online additional instance associated with the same subscription account. As long as the customer is current on their subscription payments and adheres to the Terms of Service, the customer will have access to the most up-to-date version of Microsoft Dynamics CRM Online. Since the service provides the latest and greatest features to customers, there is no need for customers to purchase Software Assurance to complement their User Subscription Licenses. The USL SKU will appear on Volume Licensing pricelists as DynCRMOnln ShrdSvr ALNG SubsVL MVL Restricted PerUsr.

STEP-UP USER SUBSCRIPTION LICENSE
A Step-Up user subscription license (also referred to as USL for SA) allows customers who purchase or have previously purchased perpetual software licenses (Client Access Licenses and Software Assurance) to migrate to Microsoft Dynamics CRM Online. The license includes access to the default Microsoft Dynamics CRM Online instance included in the subscription, and every Microsoft Dynamics CRM Online additional instance associated with the same subscription account. A Step-Up USL allows Microsoft Dynamics CRM On-Premises customers to protect the investments that they have made in Microsoft licensing, and permit them to maintain perpetual rights for the duration of their service agreement. The Step-Up USL SKU will appear on Volume Licensing pricelists as DynCRMOnln ShrdSvr ALNG SubsVL MVL Restricted PerUsr forSA.

The Step-Up User Subscription License model includes two parallel agreements:

1. A new or existing Software Assurance agreement that the customer will continue to maintain and renew, and
2. An additional Step-Up User Subscription License Agreement that provides rights to the service.

STEP-UP USL ELIGIBILITY
Microsoft Dynamics CRM Online USL includes read-write access rights to the subscription service. Accordingly, Full CALs current on SA are eligible for a Step-up USL. Each User/Device CAL qualifies for one Step-up USL.
Limited only CALs do not qualify for Step-Up USL. Limited CALs can be combined with Additive CALs to become eligible for Step-Up USLs.

Device CALs that are purchased as part of an EA or CASA agreement have a 1:1 relationship with Microsoft Dynamics CRM Online Step-Up USLs: one Device CAL qualifies for one Step-Up USL.
If a customer “brings” the Client Access License to the service, the User Subscription License must be used for the same user of the Client Access License. The User Subscription License cannot subsequently be transferred to another user unless the corresponding Client Access License is also transitioned to the new user.

ADDITIONAL INSTANCE ADD-ON LICENSE
Additional Instance add-on licenses provide flexibility for a customer to add one or more production-ready Microsoft Dynamics CRM Online instances to an existing Microsoft Dynamics CRM Online subscription. Each additional instance add-on license includes 1 unit of Microsoft Dynamics CRM Online instance only.
The license is well suited for multi-instance deployments such as departmental applications, and sandbox environments configured within an organization. Licensed users associated with a Microsoft Dynamics CRM Online subscription can access the default Microsoft Dynamics CRM Online instance included in the subscription, and every Microsoft Dynamics CRM Online additional instance associated with the same subscription.
The additional instance add-on license does not include any default storage capacity. Moreover, additional instances are deployed in the same data center where the Microsoft Dynamics CRM Online service subscription is originally provisioned.

ADDITIONAL STORAGE ADD-ON LICENSE
Additional Storage add-on licenses provides flexibility to increase the storage capacity associated with a Microsoft Dynamics CRM Online subscription.
A Microsoft Dynamics CRM Online subscription includes 5 GB of default storage. Each additional storage add-on license includes 1 GB of storage.
NOTE: The subscription storage is tracked against all the Microsoft Dynamics CRM Online instances associated with the subscription.

SALES & DISTRIBUTION CHANNELS

Microsoft Dynamics CRM 2011 can be purchased through various channels. The following may vary depending on sales channel licensing model:
▶ Part Number Availability
▶ Software Assurance
▶ Customer Support Provider
▶ Program Term

Microsoft Dynamics CRM 2011 is part of the “Server Pool” within the Microsoft Volume Licensing program and purchases qualify as part of this pool. All Part Numbers of Microsoft Dynamics CRM 2011 (Servers, CALs and External Connectors) qualify individually.
Microsoft Dynamic CRM is only sold with Software Assurance in Volume Licensing, so is available as either “L&SA” or “SA”.

CHANNELS/PROGRAMS SUMMARY:

LICENSE KEYS & PRODUCT REGISTRATION

LICENSE KEYS
Microsoft Dynamics CRM 2011 media obtained under Volume Licensing programs include license keys embedded on the media (Media is ‘Pre-Keyed*’). The license keys will no longer need to be entered upon installation. If you have downloaded a Trial or time limited version of Microsoft Dynamics CRM, and later purchase Volume License media and do not wish to re-install, you may input the license key from your purchased media within the Microsoft Dynamics CRM Deployment Manager.
The License Key may be located by searching the installation files contained on the media for the \server\amd64\license.txt file.

NO LICENSE KEYS POSTED TO MVLS/VLSC
IMPORTANT! Microsoft Dynamics CRM 2011 license keys will not appear in the license key product listing that appears for some products in VLSC. The product keys are embedded in the VLSC downloads and on the physical media, so there is no need to enter a product key, except in the event a TRIAL version has been installed first.(If this is the case – see the TRIALs section.)
All Programs do not require registration of Microsoft Dynamics CRM 2011 Server / CAL licenses.

ON PREMISES UPGRADES & MIGRATION

TECHNICAL UPGRADE PATH FOR CRM 4.0 CUSTOMERS
Microsoft Dynamics CRM 4.0 server editions may be upgraded to Microsoft Dynamics CRM 2011 server editions as outlined in the table below.

LICENSE UPGRADE PATH FOR CRM 4.0 CUSTOMERS UNDER ACTIVE SOFTWARE ASSURANCE AS OF APRIL 1, 2011
Customers who are current on their Software Assurance Plan as of General Availability date of Microsoft Dynamics CRM 2011 in specific language version are entitled to upgrade the licenses from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011 as shown below:

Customers’ right to use Microsoft Dynamics CRM 2011 software is evidenced by this product condition note and evidence of their corresponding licenses and Software Assurance for Microsoft Dynamics CRM 4.0. A customer’s right to use Microsoft Dynamics CRM 2011 software under this grant is subject to the terms and conditions of its volume licensing agreement. That right expires upon the expiration or termination of the right to use Microsoft Dynamics CRM 4.0 under the corresponding qualifying Microsoft Dynamics CRM 4.0 licenses. Upon expiration of SA coverage on the Microsoft Dynamics CRM 4.0 licenses, the customer may renew SA for the granted Microsoft Dynamics CRM 2011 licenses.
This offer is also valid for customers whose Microsoft Dynamics CRM 4.0 licenses were obtained as the result of a migration from another product, as long as the customer has active SA for those licenses as of April 1, 2011.
For Enterprise Agreement customers eligible for these complimentary licenses and rights as described above, Microsoft Dynamics CRM 4.0 licenses acquired as part of a customer’s annual true-up process during the current enrollment term are also qualifying licenses.
For Enterprise Subscription, Campus and School, and Open Value Subscription Agreements, the same rights are granted on a temporary basis until the end of the license enrollment term, as long as the Licenses and Software Assurance are valid during the grant period and the customer maintains continuous subscription coverage.

These rights only become permanent upon exercise of the buy-out option, and remain subject to all the terms and conditions of the customer’s license agreement.

UPGRADE PATH FOR BRL/DPL CRM 4.0 CUSTOMERS UNDER ACTIVE BUSINESS READY ENHANCEMENT PLAN AS OF APRIL 1, 2011
Business Ready Licensing/Dynamics Price List Microsoft Dynamics CRM 4.0 customers receive the following when upgrading to Microsoft Dynamics 2011:

CAREFULLY CONSIDER YOUR UPGRADE PATH
Customers need to be aware of possibilities, limitations and consequences when choosing their upgrade path.
Software Assurance Renewals occurring after General Availability of Microsoft Dynamics CRM 2011 in the relevant language version will be calculated based on the price of the relevant Microsoft Dynamics CRM 2011 part number.

CUSTOMERS WITH EXPIRED SOFTWARE ASSURANCE OR BUSINESS READY ENHANCEMENT PLANS
Customers with expired Software Assurance or Maintenance will need to purchase Microsoft Dynamics CRM 2011 under standard pricing programs, and license it in the same way as would a new customer.
The only time Software Assurance can be acquired alone is if it is being renewed from a prior agreement.

UPGRADE PATH FOR MICROSOFT DYNAMICS CRM 3.0 CUSTOMERS
Microsoft Dynamics CRM 3.0 Users must upgrade to Microsoft Dynamics CRM 4.0, before proceeding to upgrade to Microsoft Dynamics CRM 2011 editions. There is no direct technical upgrade path from Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 2011.
The licensing upgrade path for Microsoft Dynamics CRM 3.0 users to Microsoft Dynamics CRM 4.0; and from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011 is as follows:

UPGRADE PATH FOR MICROSOFT DYNAMICS CRM 1.2 CUSTOMERS
Microsoft Dynamics 1.2 Users must upgrade to Microsoft Dynamics CRM 3.0, and later to Microsoft Dynamics CRM 4.0 before proceeding to upgrade to Microsoft Dynamics CRM 2011 editions. There is no direct technical upgrade path from Microsoft Dynamics CRM 1.2 to Microsoft Dynamics CRM 2011.
The licensing upgrade path for Microsoft Dynamics CRM 1.2 Users to Microsoft Dynamics CRM 3.0; and from Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0; and from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011 is as follows:

DOWNGRADE PATHS: MICROSOFT DYNAMICS CRM 4.0
Customers with Microsoft Dynamics CRM 2011 licenses may use Microsoft Dynamics CRM 4.0 in place of Microsoft Dynamics CRM 2011. Their Microsoft Dynamics CRM 2011 licenses may be deployed as CRM 4.0 licenses as follows:

A customer’s right to use Microsoft Dynamics CRM 4.0 is subject to the terms and conditions of a customer’s license agreement, the product use rights for Microsoft Dynamics CRM 4.0 and these terms. That right expires upon the expiration or termination of their right to use Microsoft Dynamics CRM 2011 under their qualifying Microsoft Dynamics CRM 2011 licenses.

Additional CALs: To add additional CALs to either a Microsoft Dynamics CRM 4.0 Professional Server or Microsoft Dynamics CRM 4.0 Enterprise server, Microsoft Dynamics CRM 2011 CALs or Microsoft Dynamics CRM 2011 Limited CALs must be purchased. Downgrade rights provide the path to add additional users. Microsoft Dynamics CRM ESS CALs may not be purchased in conjunction with downgrade rights, in lieu of purchasing a ‘full’ CAL or a limited CAL. Customers may continue to order Microsoft Dynamics CRM 4.0 media.
License Keys: Microsoft Dynamics CRM 4.0 license keys are embedded on the media (Media is ‘Pre-Keyed’).

DOWNGRADE PATHS: MICROSOFT DYNAMICS CRM 3.0 AND MICROSOFT DYNAMICS CRM 1.2

Microsoft Dynamics CRM 3.0 Professional Edition: Microsoft Dynamics CRM 2011 customers with software assurance may continue to run and expand their Microsoft Dynamics CRM 3.0 Professional deployment — utilizing the downgrades rights available with SA/BREP for Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 4.0 & downgrade rights to Microsoft Dynamics CRM 3.0.
Microsoft Dynamics CRM 3.0 Small Business Edition: Microsoft Dynamics CRM 2011 Workgroup customers with Software Assurance may continue to run and expand their Microsoft Dynamics CRM 3.0 Small Business Edition deployment utilizing their Volume Licensing downgrade rights. Microsoft Dynamics CRM Workgroup Server 2011 users will also need to obtain five (5) Microsoft Dynamics CRM CALs for use with Microsoft Dynamics CRM Small Business Edition (as users are inclusive with Workgroup).
Additional CALs: To add additional CALs to either a Microsoft Dynamics CRM 3.0 Professional Edition or Microsoft Dynamics CRM 3.0 Small Business Edition deployment, Microsoft Dynamics CRM 2011 ‘full’ CALs must be purchased. Downgrade rights provide the path to add additional users. Microsoft Dynamics CRM Limited CALs or Microsoft Dynamics CRM ESS CALs may not be purchased in conjunction with downgrade rights, in lieu of purchasing a ‘full’ CAL.
License Keys: Microsoft Dynamics CRM 3.0 license keys are found on the physical Microsoft Dynamics CRM 3.0 media packaging. Customers will only need to request Microsoft Dynamics CRM 3.0 license keys from the Product Group (via an escalation), for customers who for tax reasons have obtained the software via download versus obtaining physical media. Customers should contact their Regional Operations Center for assistance with this process.
Microsoft Dynamics CRM 1.2: Microsoft customers continuing use of Microsoft Dynamics CRM 1.2 may continue to add additional user licenses by purchasing Microsoft Dynamics CRM 2011 CALs, utilizing downgrade rights to Microsoft Dynamics CRM 4.0 & downgrade rights to Microsoft Dynamics CRM 3.0; and through these licensing rights, in turn, utilizing downgrade rights to Microsoft Dynamics CRM 1.2.
Additional CALs: To add additional CALs to a Microsoft Dynamics CRM 1.2 deployment, customers must purchase Microsoft Dynamics CRM 2011 ‘full’ CALs, and via the downgrade rights discussed immediately above, have a path to expand users. Microsoft Dynamics CRM Limited CALs or Microsoft Dynamics CRM ESS CALs may not be purchased in conjunction with downgrade rights, in lieu of purchasing a ‘full’ CAL.
License Keys: Microsoft Dynamics CRM 1.2 customer’s will need to obtain license keys for their additional CAL purchases from the Product Group. A “CRM 1.2 Additional Users” form is available on explore.ms/Programs/Forms to request license keys for this purpose. Customers should contact their Regional Operations Center for assistance.
Additional Servers: Microsoft Dynamics CRM 1.2 Customers who need to purchase additional Server licenses may purchase Microsoft Dynamics CRM Server 2011 licenses, and may use the physical media they already possess for their respective Server CRM 1.2 Server edition, to install the additional Server(s).
No physical media will be available/orderable for Microsoft Dynamics CRM 1.2 Customers.

SOFTWARE ASSURANCE

SOFTWARE ASSURANCE (SA)
Software Assurance price per year is priced at 25% of license value. SA is included with the license (L) for purchases through Microsoft Dynamics CRM 2011 customer facing Volume Licensing Programs.
With its distinctive set of benefits, the Microsoft Software Assurance Agreement offers new software versions, deployment planning services, 24×7 phone and Web support, and training, exclusive desktop technologies and more – all designed to help customers get the most from their organization’s Volume Licensing purchase.
These benefits vary by volume licensing program (such as an Enterprise Agreement or Open Value Agreement), and the number of qualifying licenses enrolled in their Software Assurance Agreement. Additionally, the volume of incidents a customer receives is based on their Software Assurance spending. Customers should use the resources and tools below to learn more about the Software Assurance benefits available to their organization.

For more informations download the document:

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