11 January 2009

CRM 4.0 External Connector License

It's very common to extend CRM to external users, however I saw many customers ask if they need license to do something. A External Connector License is used on:

Available for
• Professional Server
• Enterprise Server
Access License only – no additional software/licenses included
Extends access to external users (e.g. Partners, Customers, Suppliers)

• Create new activities in CRM, such as a case via a portal
• Update information in CRM, such as contact information via a portal
• Fill orders, or update case status via a portal
* Access via Dynamics CRM Client technology requires a CAL

According to the Microsoft Dynamics® CRM 4.0 Licensing & Pricing Guide

The Microsoft Dynamics CRM 4.0 External Connector enables customers to extend Microsoft Dynamics CRM to their external users such as customers, partners, suppliers, and end users who access a copy of the server software (for which a license was acquired), through any application/graphical user interface (GUI), other than the Microsoft Dynamics CRM client. “External Users” are users who are not either (i) your or your affiliates’ employees, or (ii) your or your affiliates’ onsite contractors or agents, External users also does not include hosted-software service users, such as those already licensing via the Microsoft Service Provider License (SPLA).

An External Connector must be purchased for each server that hosts an application that provides external access to Microsoft Dynamics CRM 4.0 data as described above. External users should not be using the Microsoft Dynamics CRM 4.0 applications & GUIs directly. The alternative is for every external user to acquire a CAL

For the Microsoft Dynamics CRM Professional Server and Enterprise Server, there are 3 External Connector functionalities:

External Connector – The full use External Connector provides external users with full read-write access to Microsoft Dynamics CRM 4.0 data, such as that provided through any application/graphical user interface. The Full Use External Connector will appear on price lists as the Dyn CRM Extrnl Con, and consists of both the Limited External Connector and the Full Use Additive External Connector combined to provide full use capability.

Limited External Connector – The Limited External Connector provides external users with read-only access to Microsoft Dynamics CRM 4.0 data, such as described above. The Limited External Connector will appear on the price lists as the Dyn CRM Ltd Extrnl Con.

Full Use Additive External Connector – The Full Use Additive External Connector provides external users with write-access to Microsoft Dynamics CRM 4.0 data such as described above, and may only be purchased to supplement a Limited External Connector with write-access capability. The Full Use Additive External connector will appear on price lists as the Dyn CRM Additve ExtrnlCon.

External Connectors and Limited External Connectors may be mixed within an environment.

The number of Full Use Additive External Connectors may never exceed the total number of Limited External Connectors used within an organization.

An External Connector is a license only, and does not include any physical software components, and does not include licensing for any other Microsoft products. If external scenarios integrate with Microsoft SQL Server, Microsoft Office SharePoint or any other product license rights for these must be established separately.

For more information on Microsoft Dynamics CRM 4.0 Use Rights under Volume Licensing: http://www.microsoftvolumelicensing.com/userights/

Partners and Customers should work with their Microsoft Licensing Specialist or local Microsoft Representative to ensure their licensing compliance.


Sergey Fominenkov said...

Ext Connector licensing is everythere, but what about using it:
No information in sdk,
no sample.
There is INTEGRATION systemuser in mscrm, but how to use it?
For example, to get case from the site as activity or incident record?

Jim Wang said...

Hi Sergey,

The INTEGRATION systemuser is for CRM internal use.

Greg said...

Also worth noting Jim, if your CRM client licence is via a hosted service provider such as the HostedLive service from 2B.net (www.hostedlive.net) then your External Connector licence is included for free... :)

Massoud said...

Hi Jim,

Can an external user (licensed via the External Connector) be added as a User in CRM? i.e. can, for example, a task have an Owner that is an external user?

The idea is that via my own GUI and CRM API, my external user should be able to complete the tasks that belong to him.


Mohit Raghav said...


I want to check how many users are using outlook clients? Which table stores this kind of records in CRM DB?

Thanks in advance

Kit said...

Jim - what was the status regarding Massouds point. Can an 'external user' own a workfow task?

Steve Fu said...

Hi Dude,

May I know what's the difference between MSCRM Internet Facing Deployment and this external connector?

Doug said...

If I have a form on a website where any person can fill in the detials of the form, and I want to transfer those details into CRM as a lead, do I need the external connector. They are not employees, contractors, suppliers or any known person to me.


Greg said...

Doug - the answer here is no, AS LONG AS you are not presenting any CRM data to the website user.

The Connector Licence is for interaction with CRM data whereas your scenario is preparing data that will ultimately just be imported to CRM.

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