MS CRM Contracts: What You Need to Know

In the modern business landscape, customer relationship management (CRM) is essential for companies of all sizes. It allows businesses to streamline their sales processes, manage customer interactions, and ultimately improve customer satisfaction. Microsoft Dynamics CRM (MS CRM) is a popular CRM solution that many businesses rely on. However, before you implement MS CRM, it’s important to understand the different types of contracts available and which one might be right for your business.

1. Online Service Agreement

The MS CRM Online Service Agreement is the most popular contract for businesses that want to use MS CRM in the cloud. It’s a monthly subscription-based model that provides access to the online version of MS CRM. This agreement is ideal for businesses that want to avoid the upfront costs of purchasing and maintaining hardware and software.

The Online Service Agreement also includes access to regular software updates, technical support, and security features. Businesses that require a scalable CRM solution can benefit from the flexibility of the Online Service Agreement.

2. Professional Services Agreement

The Professional Services Agreement is ideal for businesses that require customized configurations of MS CRM. This type of agreement is typically used by larger organizations that need extensive assistance with implementation and customization. It involves working with an MS CRM consultant to determine the specific needs of the business and develop a customized solution.

The Professional Services Agreement is typically a one-time contract that involves a set fee. This fee covers the initial implementation, configuration, and customization. This agreement is ideal for businesses that have unique CRM needs that can’t be met with out-of-the-box solutions.

3. Microsoft Dynamics CRM License Agreement

The Microsoft Dynamics CRM License Agreement is ideal for businesses that need a localized, on-premise solution. This agreement provides businesses with the software licenses they need to install MS CRM on their own servers. It’s a one-time purchase agreement that includes licensing fees for specific users.

The License Agreement also includes technical support and access to software updates for a set period. This option is ideal for businesses that want complete control over their CRM solution or those that require customization beyond what is available with the Online Service Agreement.


Choosing the right MS CRM contract for your business can be a challenging task. It’s important to evaluate the specific needs of your business and determine which type of contract will offer the most benefits. Keep in mind that each contract comes with its own set of advantages and disadvantages. Consider factors such as budget, scalability, customization needs, and the level of control you require over your CRM solution.

With the right MS CRM contract, your business can experience streamlined sales processes, improved customer interactions, and ultimately, greater success. Take the time to evaluate your options and choose the contract that works best for your business.