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Microsoft Dynamics CRM Online Frequently Asked Questions
Overview and Features

Q. What is Microsoft Dynamics™ CRM Online?
Microsoft Dynamics™ CRM Online provides businesses with a fast, flexible and familiar way of managing customer relationships through an online solution managed by Microsoft.  With a full-suite of Sales, Service and Marketing functionality – combined with powerful business workflow and point-and-click customization, Microsoft Dynamics™ CRM Online provides businesses an easy way to track and manage customer interactions.

Q. What are the main features of Microsoft Dynamics™ CRM Online?
Microsoft Dynamics™ CRM Online provides businesses with the following features and capabilities:

  • Online Sales, Service and Marketing automation capabilities to establish business and customer insight across the organization.  
  • Anywhere-access to customer information accessed via Internet Explorer using the security of Windows Live ID
  • Native Microsoft Office Outlook, Word and Excel integration for combining the power of internet-based services with rich productivity client applications.  
  • Web-based business process design and automation studio for streamlining work tasks and notifications.
  • Point-and-click customization for adding custom entities, forms, views and data attributes into Microsoft Dynamics™ CRM Online.
  • Web-services API for Microsoft Dynamics™ CRM Online data and processes to integrate across systems and applications.

Q. What versions can I sign up for?
Microsoft Dynamics™ CRM Online comes in two editions – Professional and Professional Plus. Click here for more detailed information on the key differences between the Professional and Professional plus offerings.

Q. What is the pricing for the Professional and Professional Plus Editions?
Microsoft Dynamics™ CRM Online follows a monthly, per-user billing process for both Professional and Professional Plus Editions.  Business customers must sign a service contract with Microsoft – which is offered in 12 and 24 month commitment lengths. Click here to learn more about these options.

Q. Is there a minimum or maximum number of users for a subscription?
Microsoft Dynamics™ CRM Online is designed for business workgroups and departments looking for online management of their customer relationships.  As a team based solution, a minimum of 5 users is required in order to sign-up for a Microsoft Dynamics™ CRM Online application. For organizations with less than 5 CRM users, we recommend that your business consider our Office Live or Microsoft Office Business Contact Manager solutions.

There are currently no limits on the maximum number of users allowed per Microsoft Dynamics™ CRM Online organization.  However, at this time our automated online sign-up wizard will only allow unassisted sign-up for 5 – 250 CRM users.  Organizations that are looking for users with greater than 250 users must contact the Microsoft Dynamics CRM Online sales organization at 1-877-CRM-CHOICE (276-2464) for assistance.

Q. What are the system requirements I need to keep in mind before I activate my subscription?
We highly recommend that you evaluate your computer before signing up to verify that your computer and Internet connection speed meet or exceed the minimum system requirements.  To use Microsoft Dynamics™ CRM Online you will need to meet the following system requirements:

  • Internet Explorer 6 (SP2), Internet Explorer 7
  • Microsoft Office 2003 (SP2), Microsoft Office 2007
  • Supported Operation Systems for the Web, Outlook and Data Migration clients:
    • Windows XP Professional (SP2)
    • Windows XP Tablet PC Edition (SP2)
    • Windows Vista Home Basic
    • Windows Vista Home Premium
    • Windows Vista Business
    • Windows Vista Small Business
    • Windows Vista Enterprise
    • Windows Vista Ultimate
    • Windows Vista Home N
    • Windows Vista Business N
  • Supported Operating Systems for the Web Client only:
    • Windows 2000 Professional (SP4)
    • Windows XP Home Edition (SP2)
    • Windows XP Media Center Edition (SP2)
    • Windows Vista Starter

Take a look at Frequently Asked Questions on how you can make changes to your Microsoft Dynamics CRM Online subscription.