Access Rights by CAL Types (Summary)

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Access Rights by CAL Types (Summary)

Access Right* ESS CAL Limited CAL FULL CAL

Named User Access to Microsoft Dynamics CRM.

Create and update data within

Accounts, Contacts, Cases, Leads, Activities Custom Entities through Web Service API

Access CRM through provided Microsoft Dynamics CRM Clients (Outlook, Web, Mobile)

Read all CRM data and Run reports through Microsoft Dynamics CRM Clients

Create & Update Account, Contact, Lead, Case, and Activity records through CRM Clients

Append activities and notes to Custom Entities.

Create & Update all Standard and Custom Entity data through CRM Clients

Create & Update Business Reports and Intelligence in CRM Clients

Create & Update Business Processes / Use Dialogs through CRM Clients

Administer & Customize Microsoft Dynamics CRM

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ESS CAL - Limited API Access

Designed to meet the most basic of CRM use scenarios, the Limited API access mode is designed for internal employees who need to access, create and update information stored within Microsoft Dynamics CRM regarding their work, their profile or their business activities. This access mode is designed for employee self-service (ESS) in managing cases via an internal portal application, submitting leads via a referral webpage, or managing, updating or completing work activities on a custom mobile device application. The API privileges for this access mode are limited – and restrict access to data privileges in the CRM application. Such restrictions include: Create/Append/ Append To/ Update of Accounts / Contacts/ Cases/ Leads/ Activities/ Custom entity records ; no access to Assign, Share or Delete privileges*.

Overview

• Create/update account from internal portal / app • Create/update contact from internal portal / app • Create/Update cases from internal portal /app • Create/Update leads from internal portal / app • Create/update activities from internal portal/ app • Create/update custom entity elements from

internal portal / app

Can Perform the Following:

While there are numerous use-cases where this license type can be leveraged, the most common use scenario for Limited API access occurs within customer service delivery scenarios. Examples where Limited API Access licensing can be applied for Service Delivery include:

Common Use Case: Service Delivery

User Wants To Perform the Following Accesses CRM Via

Employee Submit a support case to internal helpdesk running Microsoft Dynamics CRM.

SharePoint Portal App

Field Service Technician Receive work requests from CRM; update status of work request; complete work order when finished.

Custom application

Custom mobile device application

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Limited CAL - Limited Read-Write Access

Should a user require access to Microsoft Dynamics CRM supplied clients (Outlook/Web/Mobile) to perform basic access and write capabilities to CRM information, the Microsoft Dynamics CRM Limited Client license can be leveraged for limited use scenarios for organizational employees. Users who hold this access license will be able to create, read, and append, append to, and update data through native Microsoft Dynamics CRM clients; and also receive privileges for assignment, sharing, and deletion of records created by that same user profile. For broader system access, this user profile will maintain read-only capabilities for data assigned to this user - as well as to information stored across the entire CRM application*.

Overview

• Provides all access rights supplied with Limited API access mode.

• Adds ability to access Microsoft Dynamics CRM through supplied client interfaces.

• Adds record privileges for Assign, Share, and Delete for records created by the user

• Adds read-only access for full system entities – such as Opportunities, Quotes, Orders,

Invoices, Competitors, Contracts, Reports, etc.

Can Perform the Following:

With the enhanced reporting and analytics capabilities provided with Microsoft Dynamics CRM 2011, organizations have asked for a lower-cost access mode for employees who will largely consume information from Microsoft Dynamics CRM versus create information within the Microsoft Dynamics CRM application. With this requirement, the Limited Client Access license provides such a model:

Common Use Case: Reporting User

Reporting Analyst Run reports from CRM using supplied reporting capabilities or dashboards.

Microsoft Dynamics CRM Web, Outlook clients

Reporting g Analyst Create activities regarding CRM system entities being reported on. Microsoft Dynamics CRM Web, Outlook clients

Reporting Analyst Assign records generated from reports to Teams, Queues, Users for additional data capture, etc.

Microsoft Dynamics CRM Web, Outlook clients

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CAL - Full Access

Full Client access unlocks the entire pallet of CRM functionality and solution components within Microsoft Dynamics CRM. Users who hold this access mode are able to access the entire functional footprint provided by Microsoft Dynamics CRM through all supplied client modes and all API models.

The Full Client Access model is designed for your everyday CRM system user and serves as the most comprehensive access model provided for each customer deployment. As a general operating principle, customers should be encouraged to purchase and leverage this access model to receive the most benefit from the Microsoft Dynamics CRM solution*.

Overview

• Provides all access rights supplied with Limited API access. Limited Client access models. • Adds full access to Microsoft Dynamics CRM

functionality

• Adds ability to create custom reports and dashboards

• Adds ability to access information stored within Microsoft Dynamics ERP solutions accessed via provided integration connectors

Can Perform the Following:

Full Client Access offers the most comprehensive system access available for Microsoft Dynamics CRM. System users who hold this credential are able to access, read, write and delete information across the CRM system (provided they hold the appropriate security level) and can create and manage custom reports on top of Microsoft Dynamics CRM’s analytics engine.

Common Use Case: Sales and Sales Order Processing

Sales Professional Creates/manages sales opportunity – including products, pricelists, etc. Microsoft Dynamics CRM Web, Outlook clients

Sales Manager Creates dashboard for active sales in region/territory. Microsoft Dynamics CRM Web, Outlook clients

Financial Controller Runs reports against integrated CRM and ERP solution using Microsoft Dynamics ERP client interface / report.

Microsoft Dynamics ERP Connector

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External Connector – External User Access

The External Connector (EC)license is designed for external users who need to access, create and update information stored within Microsoft Dynamics CRM regarding their work, their profile or their business activities. This access mode is designed for suppliers, partners, and customers in submitting cases via an external portal application, submitting leads via a referral webpage, or tracking service requests on a custom mobile device application. The API privileges for this access mode are limited – and restrict access to data privileges in the CRM application. Such restrictions include: Create/Append/ Append To/ Update of Standard/ Custom entity records ; no access to Assign, Share or Delete privileges*.

Overview

• Create/update account from web portal / app • Create/update contact from web portal / app • Create/Update cases from web portal /app • Create/Update leads from web portal / app • Create/update activities from web portal/ app • Create/update opportunities from web portal/ app • Create/update quotes from web portal/ app • Create/update custom entity elements from web

portal / app

• Read-only access for full system entities – such as Opportunities, Quotes, Orders, Invoices, Contracts, Reports, etc.

Can Perform the Following:

While there are numerous use-cases where this license type can be leveraged, the most common use scenario for External Connector access occurs within customer service scenarios. Examples where Limited API Access licensing can be applied for Service request include:

Common Use Case: Service Request

Customer Submit a support case to helpdesk running Microsoft Dynamics CRM; track the case status.

Web portal

Supplier Receive work orders from CRM; update status of work orders; complete work order when finished.

Custom application

Custom mobile device application