Save Money with Microsoft Dynamics CRM Online HERO Customer Offer

crosoft Dynamics CRM Online Hero Offer

Microsoft Dynamics CRM Online Fall ’13 brings a more intuitive user interface, new functionality, increased integration with other technologies, and a versatile pricing model that provides companies with more options. The goal for this new release was to make it easier for companies to create “differentiated and compelling user experiences” that result in a higher ROI for CRM Online subscribers. Now, Microsoft is also giving cash back to CRM Online subscribers with the Dynamics CRM Online HERO customer offer, which is available through December 31, 2013.

How it Works

Microsoft will send a check to qualified, US-based customers purchasing between 25 and 750 Professional licenses of Microsoft Dynamics CRM Online (Yes, professional licenses only). To determine your payout, you just multiply the number of licenses you purchase by the offer amount in the tier represented in the chart below. For example, a purchase of 50 licenses of Microsoft Dynamics CRM Online Professional would generate a payout of $3,250 USD ($65 offer x 50 licenses). A purchase of 300 licenses would generate a payout of $52,500 USD ($175 offer x 300 licenses).

Microsoft Dynamics CRM Online HERO Customer offer payout structure

Here are some important terms to be aware of:

  • This offer is available to customers without an existing Microsoft Dynamics CRM Online subscription or for customers with an existing Microsoft Dynamics CRM Online subscription who want to purchase new licenses.
  • Customers must commit to a minimum of a two (2) year Microsoft Dynamics CRM Online Professional Subscription license contract for each Microsoft Dynamics CRM Online Professional Subscription license acquired under this offer.
  • New customers must pay for the first year Subscription under this offer ‘up front’ and cannot pay monthly for the first year.
  • Due to government gift and ethics laws, Government agencies are not allowed to participate in this offer.
  • You can only claim the offer once.
  • You have 30 days from your purchase date to claim your rebate.

How Do You Get Started?

Once your company subscribes to 25 or more new Microsoft Dynamics CRM Online Professional licenses, you need to submit a request by clicking on the “Claim Funds” link below. You must submit your claim within 30 days of purchasing your licenses. You will then be directed to a security-enhanced portal where you will be asked for information to validate your eligibility and process the payment. After successfully completing your payment, you will receive a rebate check in the following month. For questions about the offer claims process, please reach out

Click here to claim your HERO Customer Offer funds.

Unlike other Microsoft Dynamics CRM offers, this payout can be used any way you like. You can put it in your pocket, or you can use it to accelerate your implementation of Microsoft Dynamics CRM Online with a reselling partner such asxRM. For questions you may have about this time sensitive offer, please contact or read the Microsoft HERO Offer FAQs to learn more.

xRM is a Microsoft Partner and Microsoft Dynamics Inner Circle invitee providing Microsoft Dynamics CRM, application hosting, software development, and consulting. We offer our customers unparalleled choice and flexibility when it comes to deployment models (on-premisehosted, or hybrid) and professional services.

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Microsoft Raises the User Minimum for Dynamics CRM Online

If you have recently looked into Microsoft Dynamics CRM Online, you may have discovered that the minimum is now five (5) Professional licenses for new subscribers. Microsoft increased the user minimum when it launched the newest version of its cloud-based CRM service, Microsoft Dynamics CRM Online Fall ’13, back in October. At this time, the user minimum applies only to new subscribers and not to those companies that were CRM Online subscribers prior to the release of CRM Online Fall ’13.

Along with the new release, Microsoft introduced a completely new pricing and licensing model for CRM 2013, which replaced the single price of Microsoft Dynamics CRM Online 2011 ($44 per-user, per-month). The new model provides customers with an opportunity to choose between the three different licenses, which I’ll summarize below.

Microsoft Dynamics CRM 2013 License Types

Professional – $65 per user, per month

The Professional license is the top-of-the-line license. Despite the price increase, Microsoft expects that most companies will provide this license level to most of their CRM users. As mentioned before, every new CRM Online account must maintain a minimum of five Professional licenses.

Basic – $30 per user, per month

The Basic license maintains most of the core features of Dynamics CRM at a reduced cost. Companies that find that the Basic license serves the needs of most of their customers can actually lower the monthly cost of their CRM service by converting some of their licenses to Basic.

Essential – $15 per user, per month

The Essential license is meant to provide lightweight access to custom applications that are created using the xRM framework of Microsoft Dynamics CRM.

Microsoft Dynamics CRM Online Alternatives

In addition to the various CRM products available from competitors, there are two CRM Online alternatives from Microsoft itself.

If you know that you want Microsoft Dynamics CRM but you don’t want to pay for licenses you aren’t going to use, there is an alternative available. xRM, a Microsoft Partner, provides partner-hosted Microsoft Dynamics CRM through itshostedMScrm website. Like CRM Online, partner-hosted Dynamics CRM is a cloud-based CRM service. There is no hardware or software to buy. xRM provides both a no-contract option and a no-setup-fee option for its hosted CRM service. The user minimum is one (1) Professional license. Click here to learn more about partner-hosted Microsoft Dynamics CRM.

Another CRM Online alternative from Microsoft is Business Contact Manager. Business Contact Manager is a free plugin for Outlook that helps small companies manage contacts and track sales. While it doesn’t provide nearly as many features as a true CRM application, Business Contact Manager is a good option for very small companies with limited CRM needs. Click here to download Business Contact Manager.

If you have any additional questions about Microsoft Dynamics CRM, please contact xRM at or

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Two Weeks Left to Earn Funds with Microsoft SMB Advantage

Microsoft SMB Advantage

SMB Advantage, a new incentive program from Microsoft targeted to small and midsized companies, expires on November 30, 2013. This program allows you to earn subsidy funds that you can apply towards future purchases of Microsoft software licenses, subscriptions, or associated services from eligible Microsoft partners such as xRM.

There is no better time to buy additional Microsoft licenses than during the SMB Advantage program. The program represents an excellent opportunity to defray the costs of implementing a new Microsoft solution or to lower the upfront cost of upgrading to the latest versions of Microsoft software.

SMB Advantage provides four ways for Microsoft customers to earn funds:

1. Purchase Open Licenses
2. Subscribe to Online Services
3. Buy Windows Server and Office 365 Online Services
4. Buy Windows Server and Deploy with Hyper-V

There are numerous products that are eligible including the latest on-premises software and cloud-based services. You can download a list of all products eligible for SMB Advantage.

Payout Structure

The total payout amount will be determined according to the rate structure below and the calculation details described in the terms and conditions.

The Microsoft SMB Advantage Payout Schedule

Whether you are looking to make the move to the cloud, upgrade your server, or purchase new software, this subsidy check can be used to enrich your Microsoft solution. To earn with SMB Advantage, you need to purchase an eligible product or products, claim your rebate, and then receive a subsidy check made payable to a Microsoft partner of your choice. You then have 90 days from the issue date to spend the subsidy funds on additional Microsoft licenses, subscriptions, or services (such as consulting) from a Microsoft partner. Take advantage of SMB Advantage today by contacting xRM at For additional information check out the SMB Advantage FAQ.

xRM ( is a Microsoft Partner and Microsoft Dynamics Inner Circle invitee providing Microsoft Dynamics CRM, application hosting, software development, and consulting. We offer our customers unparalleled choice and flexibility when it comes to deployment models (on-premise, hosted, or hybrid) and professional services.

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Nine Questions to Ask When Planning Your CRM System

Successful CRM deployments depend entirely on a carefully constructed plan. To help you create that plan, we have come up with nine questions whose answers will help lead to a successful CRM deployment:

1. How will your organization use CRM?

Will your organization utilize the CRM system to manage sales, employees, and service? Will it also be a flexible platform for line-of-business applications? The answer to these questions will help you settle on a suitable CRM platform.

2. How many users will your CRM system have?

The number of users may influence your choice of CRM platform. Organizations with more users require more server infrastructure for on-premises deployments. Some hosting companies limit the number of users as part of their pricing scheme for their cloud CRM offerings. Be sure to estimate the number of CRM users your company expects to have in the foreseeable future and check with the hosting company for any limits.

3. Does your company have more than one business unit?

Many CRM platforms can be configured to allow several business units with different security privileges. If your company has multiple divisions, you anticipate acquisitions, or expect growth, make sure that you pick a CRM platform that allows you to set up and configure multiple business units within CRM.

4. Do your employees need mobile access?

Mobile access is critical for organizations that have employees who travel frequently. If you are anticipating a need for mobile access to your CRM data, choose a platform that features a robust mobile client.

5. Do you need to provide external users with access to the system?

Providing read-only access, or limited-write access, to external users is a powerful feature of cutting-edge CRM platforms. A web portal, integrated with a CRM system, allows an organization to provide better customer service more efficiently. If your organization could stand to provide better service to your customers more cheaply than you can manage now, consider a web portal.

6. Do you have the servers, software licenses, and people to manage an on-premises deployment?

When deciding between cloud or on-premises CRM deployments, your organization’s ability to purchase and maintain the servers and licenses necessary to operate the CRM system is critical. Large companies with significant IT infrastructures will find that even though on-premises deployments have higher start-up costs, the long-term cost of ownership is typically lower than that of cloud deployments. For smaller businesses, Cloud deployments are usually cheaper.

7. Do you need to integrate your CRM system with other applications?

The ability of some CRM platforms to integrate with other applications makes those CRM platforms even more powerful. For instance, Microsoft’s embrace of the xRM concept makes Microsoft Dynamics CRM a powerful integration platform in addition to a CRM application. Microsoft Dynamics CRM integrates natively with other Microsoft applications, some of the most widely used business applications in the world, gathering all your data and documents in one place. The Microsoft .NET 4 Framework also makes it easier to create software plug-ins that can integrate legacy applications or custom line-of-business applications that work with CRM.

8. Are you comfortable with the Cloud?

Many writers, futurists, and industry leaders see the Cloud as the future. Cloud deployments allow organizations to enjoy lower up-front costs, predictable IT expenditures, hassle-free upgrades, and increased dependability and security. While the cloud certainly has a lot of momentum, a vast number of businesses still maintain facilities, servers, licenses, and people necessary to manage on-premise deployments. The reasons for doing so are several. The long-term costs of software ownership on premises are frequently lower than with cloud deployments. On-premise deployments offer greater control and the ability to integrate non-sanctioned code (software not supported by the CRM publisher or its partners) with the CRM application.

9. How will you get your employees to actually use the system?

User adoption is the most frequently overlooked component of a successful CRM deployment. The greatest software in the world is worthless if an organization’s employees don’t adopt it. Consequently, user adoption needs to be one of the most important considerations for any IT decision maker, more important perhaps than even feature set and cost. Choosing a CRM platform with high marks for usability—Microsoft Dynamics CRM Online typically receives the highest marks in the industry—can go a long way toward improving user adoption. In addition to usability, training and education programs, such as the Success Portal for Microsoft Dynamics CRM, can pay great dividends in increasing user adoption.


Planning is critical to a successful CRM deployment. The answers to the nine questions above can help you create an efficacious CRM deployment plan for your business. Please visit to learn more about how an xRM expert can help you craft a CRM system to meet your business’ needs now and into the future.

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