Sunday, September 24, 2017

MB2-712 - Licensing of CRM

This is the on going post in a series I wanted to create for the MB2-712 certification, while preparing for the same.

The concept of these licenses is common between CRM on premise and CRM online.

Essential: this is for light-weight users who only access custom applications. They can work with CRM activities and custom entities but do not interact with system entities found in sales, marketing or service modules.

Basic: this is an entry level license. Each Basic License includes read / write access to CRM activities, contacts, leads, accounts and cases in addition to custom CRM entities and personal dashboards. Basic licenses only provide read only access to sales opportunity records.

Professional: this is the recommend license for sales teams and anyone needing full CRM functionality. It provides full access to sales, service and marketing. Includes additional capabilities such as Unified Service Desk and FieldOne.

Enterprise: this is offers the full range of capabilities provided by the professional license. Also includes access to Microsoft Dynamics Marketing, Parature, and extended social engagement capabilities.

Questions/comments/suggestions? please put it in comments below post for further discussion!!!

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