Comparing Dynamics CRM and CRM Online Deployment Options V

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1 Comparing Dynamics CRM and CRM Online Deployment Options V

2 Deployment Models UNIFORM capabilities across deployments Deployment Migration to any model using Deployment Manager Online On Premise Azure SaaS Multi-Geo supported with DR Financially backed SLA Admin Center Solution Lifecycle support with Sandbox Self-Hosted Compatible CRM On Premise Version On Premise development box support IaaS Performance Scale Azure IaaS Support

3 Manage by Microsoft You Access Deployment Choice: Microsoft Dynamics CRM Online Dynamics CRM Online Microsoft Public Cloud SaaS US Government Cloud for CRM Microsoft-Hosted and Managed Microsoft Management: Delivers a complete SaaS service Secures and manages for customer Provides global datacenters, hw/sw, networking to customer Manages application, hardware, network App/Data accessible to customer Microsoft Deployment Approach: Deploys instantly into Microsoft s Global Datacenters Certifies & ensures compliance for Commercial & Government Customers Integrates CRM Online with Office365 & Azure for ease of use and single sign on Works with customers on major application upgrades

4 Microsoft Dynamics CRM Online 8 Global Data Centers Secured End-to-end Standards Compliance Trust & Transparency Owned & managed by Microsoft Real-time data replication Our Disaster strategy recovery and approach service to Social CRM Secure Development Lifecycle (SDL) 5 layers of security Proactive monitoring Strict access control ISO SSAE 16 SOC 1 Type II EU Safe Harbor EU Model Clauses HIPAA - HITECH 15+ years experience Trust Center Customer notice 99.9% uptime SLA

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6 The Business Value of Cloud Based CRM Benefits at the Intersection of CRM and the Cloud Cloud CRM Enhances the End-User Experience 1 3 Cloud CRM Frees Up IT Assets and Budget Cloud CRM Enables Mobile Sales 2 4 IDC

7 You Manage Deployment Choice: Microsoft Dynamics CRM Server 2015 Self Hosted On-Premises Servers Customer Management: Customer On Premises/ Private Cloud Solution Provider IT manages CRM in-house IT purchases & installs software/hardware IT provides storage, network, and datacenters to achieve global scale Typical Deployment Approach Deploys using virtualization or physical installation Deploys in own datacenter Handles all troubleshooting, updates and upgrades Achieves compliance as required by business

8 You Manage Deployment Choice: Microsoft Dynamics CRM Server 2015 Azure IaaS Customer Azure Azure IaaS Microsoft Management: Delivers a IaaS service Provides, manages and secures global datacenters, hardware, networking to customer Customer Management: IT manages CRM IT purchases & installs software IT has access to servers and database Typical Deployment Approach See TechNet Details Solution Provider Deploys using virtualization or physical installation Deploys in own datacenter Handles all troubleshooting, updates and upgrades of CRM

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10 Capability CRM Online CRM On Premise or Azure Core Application Functionality Extensibility Mobility Data Integration Options Data Integration Performance Exchange Synchronization The core application functionality is at parity, with the same core application entities for the most part except surveys. There are some minor differences when it comes to O365 integration capabilities. (see detailed 2016 release notes) Customizations developed in a supported way for CRM on premise can be moved to CRM Online (and vice versa), and plugins, workflows and any custom extension can be used in either Online or On Premises deployments. Any supported code will work in both CRM online and On Premises. CRM clients for phone, tablet, and Outlook (including offline) work exactly the same between CRM Online and CRM On Premises Integration options are similar between CRM online and On Premises. Third party integration tools like Scribe Insight and SSIS with KingswaySoft work with both CRM On Premises and CRM Online CRM Online integration performance can be improved by optimizing the integration, using the bulk load API, or by reducing latency to the cloud by running the integration from a Microsoft Azure server. CRM for Outlook, Router, or Server Synchronization for both O365, Exchange Online or On Premise Very large data integrations are typically faster with CRM On Premises if the integration server is close to the CRM server as latency is very low. CRM for Outlook, Router, or Server Synchronization (if using Exchange on premise)

11 Capability CRM Online CRM On Premise or Azure Custom Entities 300 Unlimited SSRS Reporting FetchXML, or T-SQL from a locally FetchXML or T-SQL replicated reporting server Power BI Reporting Yes No Upgrade/Update process Office 365 admin approves the upgrade before it is installed, update rollups applied automatically Direct server access No Yes Upgrades and update rollups installed my your administrator Phone App Yes Yes if environment externally facing via ADFS Tablet App Yes Yes if environment externally facing via ADFS SharePoint Integration Server Side with SharePoint Online (if Client-side integration using O365) Inside View (Insights) Included Additional cost Social Listening Included Additional cost Workflows/dialogs 200 Unlimited

12 Capability CRM Online CRM On Premise or Azure Storage Release cycle Limited to the amount of CRM Online storage purchased Two releases per year. Spring release functionality exclusive to CRM Online, so new functionality available online first. Limited to the amount of storage available on your server Fall release released to both CRM Online and On Premises, includes the functionality released in the Spring release. Migrating Sandbox environments CRM Online customers can migrate On Premises at any time. SQL database provided to client at scheduled time that can be imported to an On Premises deployment. CRM Online provides non production environments as part of your subscription that can be used for dev/test/uat. The number of organizations received depends on the number of users. CRM On Premises customers can migrate to CRM Online and customization for entities can be imported; however, on premises database cannot be moved to Online data center, so a data migration is required. Non production environments can be installed, depending on local server availability.

13 Sales Productivity helps to see more than the tip of the iceberg When positioning online to on-premises, make sure you dive deeper than pure license price! License Price i.e. how much a user pays for rights to access the solution Online-only functionality i.e. Power BI, Social Engagement, Inside View, Sales Collaboration Portal Hosting i.e. Data Center Capex and Opex CRM Online Sales Productivity $45 (1) Included Included On-premises $35 (2) $20 + $20 + $99 + $2 (3) Based on add-on pricing $20 Conservative estimate based on commercial service provider hosting charges The Business Value of Cloud Based CRM Included Not included Suggest comparing with market specific vendors Upgrades, SLA, privacy, security and support Refer to Dynamics CRM Trust Center Additional Software i.e. CRM Server, Windows Server and SQL Server? Included $0 Not included Suggest looking at market specific vendors $2 Based on average 800 users; Higher per user costs at smaller deployments (1) Includes Dynamics CRM Online and Power BI. Net promotional prices after discounts applied. Shown per user per month in USD. (2) Price per user license per month, for EA Level A L&SA over 36 months. (3) Power BI ($20) add-on for E3/ E4 subscribers; Social Engagement ($20) add-on for CRM on-prem Pro CAL; Inside View ($99); Sales Collaboration Portal ($2) add-on to CRM on-prem Pro CAL.

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