While there are considerable questions and concerns about the CRM online transition from CRM 2011 to 2013, here are some of the common points that arise often along with their clarification.

1. Can you explain the new pricing and difference between the three main tiers? 

  •  Professional ($65 per user per month) - For the core CRM users, who need the full capabilities of Dynamics CRM including sales force automation as well as marketing and customer care. "We believe most users will find this license best fits their needs," according to Microsoft.
  • Basic ($30 per user per month) - For sales, service and marketing users who need to manage accounts, contacts, leads, cases and access custom applications as well as for business analysts who require reporting capabilities.
  • Essential ($15 per user per month) - For lightweight users who need to access custom applications developed in house or by partners.

The following diagram provides a bit more clarity on the pricing breakdown:

CRM 2013 online pricing

 

2. When the upgrade occurs, do we need to do anything to prepare? 

There is little to no preparation yourself or your partner can do beforehand except for reviewing all items for compatibility.  Upon completing that, wait for the upgrade to take place and then be prepared for questions from the users.

3. What about the interface?  Will it change?

There is considerable user interface change as it is now primarily flow UI based.  If not familiar with the flow UI, may want to test it in 2011 for a select few users (can be individualized) to get some fluent with the interface.  It will be further flow orientated within 2013.

4. Is it possible to reschedule the 2013 upgrade? 

Yes, absolutely.  It must be done with Microsoft at least 7 days ahead of time through the CRM admin console.

5. Will the pricing immediately change? 

 No, for most clients that have been using CRM, the pricing change will occur at the NEXT anniversary date of use after the rollout of CRM 2013.

 

If there are any further questions, Contact Us and we will gladly help!

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