Microsoft Dynamics CRM 2013 Makes Business Personal

Greg Olsen, 11 August 2013

The next version of Microsoft Dynamics CRM is coming.  It’s called Microsoft Dynamics CRM 2013. This version is designed to redefine how businesses engage with their customers.  CRM 2013 represents the approach Microsoft Dynamics is taking to develop and deliver business solutions that put people at the centre.

Building up to its release we have known it as “Orion”.

 Microsoft Dynamics CRM 2013 Makes Business Personal

(2013, http://www.microsoft.com/en-us/dynamics/crm-vision.aspx)

As we get closer to its release let’s take a look at a couple of areas changing with Microsoft Dynamics CRM 2013, inform you of the vision and get you ready for the next release.

General Availability of CRM 2013 is scheduled for fall 2013 (October in New Zealand).

Themes

The new CRM 2013 themes can be categorised into 4 categories:

Reimagined Experience

• Cleaner, faster, more intuitive interfaces with no pop ups or flipping from one application to the next


Process Agility

• Agile process guidance so you can respond to rapidly changing business needs


CRM on the Go

• New Windows 8 and iPad mobile applications that make your sales team smarter no matter where they are by delivering a seamless experience across the web and devices. Access what you need where you need it so you can connect to customers


Social in Context

• Work across boundaries to create the right customer experiences with the enterprise power of Yammer

Licensing

With CRM 2013 Microsoft has outlined some changes to the licensing structure which affect both the Online and On-Premise versions of CRM. Microsoft is offering customers more freedom to choose and the ability to mix and match licenses, so they are not forced to fit every user into the same license.  Equivalent offerings between on-premises, online and hosted by partners also make it easier for customers to compare and decide.  Access through mobile applications is included at no extra license cost across all licenses.

New versions will be:

• Essential

◦ For light-weight users who need to access custom applications developed in house or by our vast network of partners.

• Basic
◦ 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

• Professional
◦ For the core CRM users, who need the full capabilities of Microsoft Dynamics CRM including sales force automation as well as marketing and customer care.  Microsoft believe most users will find this license best fits their needs.

 

Pricing For CRM Online (USD$)

• Essential – $15 per user per month
• Basic – $30 per user per month
• Professional – $65 per user per month
◦ 1 non-production license is included with 25 or more Professional User Subscription Licenses (USLs) only. Great for development and testing!

Pricing For CRM On-Premise (USD$)

• Essential – $79 per user (CAL)
• Basic – $342 per user (CAL)
• Professional – $984 per user (CAL) or $787 per device

CRM 2013 Server License: $3938 per instance

Vision

As we learnt back in the Statement of Direction (SOD) in November 2012, the continuous Microsoft Dynamics CRM vision is outlined into four areas; Proactive, Productive, Ubiquitous and Flexible.

 Microsoft Dynamics CRM 2013 Makes Business Personal

(2012, http://crmpublish.blob.core.windows.net/docs/CRM_SOD_November_2012_FINAL.pdf)

 

Get ready for the next release

What should you do to get ready for the next release?

If you are an existing CRM Online or On-Premise customer, or a new customer thinking of CRM 2013, it would be worth considering CRM 2013 sooner rather than later so you can be prepared ahead of time and ensure that the upgrade or new instance is as smooth and exciting as it should be.

1. Bookmark this site: http://rc.crm.dynamics.com/rc/2011/en-us/Dynamics-CRM-Upcoming-Release-Information.aspx. This page will keep you up to date with the updates for CRM 2013.

2. Microsoft is contacting CRM Online customers directly. Look out for the email in your inbox informing you when your upgrade is scheduled.

3. Get in touch with Magnetism to help you:

◦ Check your existing CRM system for legacy or unsupported code ready for the upgrade to CRM 2013.
◦ Check your licensing is up to date. This includes any Software Assurance licensing.
◦ Support your existing system to have the latest Update Rollups installed (On-Premise only)
◦ Plan for end-user training to educate your users understand and benefit from the new navigation, forms and layout of CRM 2013

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