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Microsoft Dynamics CRM Online 2013 – Promotions with Office 365The Purpose of this document is to provide an overview and plan for executing on the Microsoft Dynamics CRM Online 2013 Promotion for New Customers to CRM who have previously purchased Office 365.The Promotion applies to customers who have purchased via their Enterprise Agreement in Volume Licensing or through the Microsoft Online Services Portal (MOSP)Promotions in Scope:Dynamics CRM Online for O365 Enterprises via VOLUME LICENSING PROGRAMPromo Business ObjectivesDrive the value proposition of CRMOL Professional + O365 E3 & E4Accelerate adoption of Dynamics CRM Online Professional by O365 E customers.Promo DesignTargeted audience: New and existing Enterprise customers (Commercial & Government) subscribed to O365 E3 and E4 plans as per the tables below.Volume Licensing O365 E3 and E4 plansMaterialMaterial DescriptionUT6-00005Off365PE3 ShrdSvr ALNG SubsVL MVL PerUsr9OA-00003Off365PE4 ShrdSvr ALNG SubsVL MVL PerUsrLicensing programs: Enterprise Agreement, Enterprise Agreement subscription Geographies: 42 markets where Dynamics CRM Online service is available.Effective dates: October 1, 2013 thru March 31, 2014.Offer eligibility: New Dynamics CRM Online customers only.Offer design: 40% discount on Professional plan (List price - $65 per user per mo., Promo price - $39 per user per mo.)Number of promotional licenses purchased cannot exceed the total number of E3 and E4 licenses.No discount on Basic plan, Essential CAL, and subscription add-onsPromo ExecutionPromotional SKUs for VL programs are created on price lists in lead statusQualified customers (approved by LEs) add the SKUs to the licensing agreementMaterialMaterial DescriptionDSD-00043DynCRMOnln ShrdSvr ALNG Subs MVL Restricted PerUsr DynCRMOLPromoforEntSADSD-00042DynCRMOnln ShrdSvr ALNG Subs MVL Restricted PerUsr DynCRMOnlnPromoforEntProposed Process between LSS/LE and BDO for Promo Execution.The LSS/LE will identify O365 customers who have purchased the O365 E3/E4 plans as outlined in the prior section.The LSS/LE will submit to the BDO operations team the attached form detailing out the customers details and will submit to Biz Desk Operations bdo@The BDO Team will use explore.ms to validate the customers details to verify that they have purchased the O365 E3/E4 Plans (Justin to provide screen shots to show this)Once approved the BDO Team will revert to the LSS/LE with the Lead Status SKUS as outlined in the section above.If the customer has an active SA and is using CRM On Prem and also plans to use CRM Online then the Lead Status Sku to give to the LSS/LE is DSD-0043. If the customer is using CRM Online Only then the lead status sku is DSD-0042The LSS/LE will add this to the customers License Agreement and pass onto the LARThe LAR will then order the Lead Status Sku for the customer at the discounted priceDynamics CRM Online for O365 Enterprises via DIRECT CHANNEL ON MOSPPromo Business ObjectivesDrive the value proposition of CRMOL Professional + O365 E3 & E4 plansAccelerate adoption of Dynamics CRM Online Professional by O365 E customers.Promo DesignTargeted audience: New and existing Enterprise customers (Commercial) subscribed to O365 E3 and E4 plans as per the tables belowMOSP Direct O365 E3 and E4 plansMaterialMaterial DescriptionOffer NameAAA-00065Off365 Plan E3 Shared OLSOffice 365 Plan E3AAA-00067Off365 Plan E4 Shared OLSOffice 365 Plan E4Targeted audience: New and existing Enterprise customers (Commercial & Government) subscribed to O365 E3 and E4 plans.Licensing programs: MOSP DirectGeographies: 42 markets where Dynamics CRM Online service is available.Effective dates: October 1, 2013 thru March 31, 2014.Offer eligibility: New Dynamics CRM Online customers only.Offer design: 40% discount on Professional plan (List price - $65 per user per mo., Promo price - $39 per user per mo.)Number of promotional licenses purchased cannot exceed the total number of E3 and E4 licenses.No discount on Basic plan, Essential CAL, and subscription add-ons.Minimum purchase of 50 Professional USLs required on MOSP.Promo ExecutionPromotional offer created on Microsoft Online Portal in hidden status. (Links to be provided by Tommy O’Reilly to the BDO Team once in Production)Dynamics BDO operations sends the offers to qualified customers following approval by MBS Business desk.Proposed Process between Field and BDO for Promo Execution.The CRM Field will identify O365 customers who have purchased the O365 E3/E4 plans as outlined in the prior section.The CRM Field will submit to the BDO operations team the attached form detailing out the customers details and will submit to Biz Desk Operations bdo@The BDO Team will use MOCMC to validate the customers details to verify that they have purchased the O365 E3/E4 Plans (Need someone to provide screen shots to show this)Once approved the BDO Team will revert to the Customer (with Field on CC) with a restricted link which takes the customer to the MOSP where the promotional pricing will be displayed to the customerDynamics CRM Online for O365 Mid-size Businesses via DIRECT CHANNEL ON MOSPPromo Business ObjectivesDrive the value proposition of CRMOL Professional + O365 MAccelerate adoption of Dynamics CRM Online Professional by O365 M customers.Promo DesignTargeted audience: New and existing Enterprise customers subscribed to O365 M plans as per the tables belowMOSP Direct M plansMaterialMaterial DescriptionOffer NameAAA-03118Shared OLS DirectCorpOffice 365 Midsize BusinessTargeted audience: New and existing Enterprise customers (Commercial) subscribed to O365 M plans.Licensing programs: MOSP DirectGeographies: 42 markets where Dynamics CRM Online service is available.Effective dates: October 1, 2013 thru March 31, 2014.Offer eligibility: New Dynamics CRM Online customers only.Offer design: 30% discount on Professional plan (List price - $65 per user per mo., Promo price - $45 per user per mo.)Number of promotional licenses purchased cannot exceed the total number of O365 M licenses.No discount on Basic plan, Essential CAL, and subscription add-ons.Promo ExecutionPromotional offer created on Microsoft Online Portal in hidden status. (Links to be provided by Tommy O’Reilly to the BDO Team once in Production)Dynamics BDO operations sends the offers to qualified customers following approval by MBS Business desk.Proposed Process between Field and BDO for Promo Execution.The CRM Field will identify O365 customers who have purchased the M plans as outlined in the prior section.The CRM Field will submit to the BDO operations team the attached form detailing out the customers details and will submit to Biz Desk Operations bdo@The BDO Team will use MOCMC to validate the customers details to verify that they have purchased the M Plans (Need someone to provide screen shots to show this)Once approved the BDO Team will revert to the Customer (with Field on CC) with a restricted link which takes the customer to the MOSP where the promotional pricing will be displayed to the customer ................
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