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Solution Licensing
Marco Amoedo Martinez

@marcoamoedo

Connect + Learn = Grow

What are we going to cover?
# Licensing Challenges
# License Key Strategies for CRM Solutions
# License “Key” Strategies for Cloud

http://crmlicensing.codeplex.com


#1 Nothing is 100% safe. It can always
be hacked


#2 Don’t punish honest customers


#3 Just make it good enough to avoid
temptations


In summary: Keep It Simple


License Keys
• Token to enable your solution
• Only you should be able to generate it
• Tied to a specific customer / deployment


Public Key Cryptography
• Cryptography -> Base for licensing
• Private key is not good enough
• Public Key encryption enables signing


1. License Components: Generate a License
CrmOrganization:[0,1]:TrialEndDate

<License>
Private <Payload>
Key MyCrmInstance:1:04022015
</Payload>
<Signature>
YW55IGNhcm5hbCBwbGVhc3VyZQ==
</Signature>
</License>
2. Hash & Cipher:


1. Extract License
Validate a License MyCrmInstance:1:04022012

<License>
<Payload>
3. Hash :
MyCrmInstance:1:04022015
</Payload> YA66IfNhcm5ErTYubGVhc3MAMr==
<Signature>
</Signature> Not
</License> Valid Valid
1. Extract Signature
YW55IGNhcm5hbCBwbG
Public 3. Decrypt Hash:
Key YA66IfNhcm5ErTYubGVhc3MAMr==
Vhc3VyZQ==


Building our license generator

DEMO: LICENSE GENERATOR


What are we going to cover?


How to validate the license in CRM?
• License storage/installation
• Web Resource license checks
• .Net code license checks


Demo Scenario
• The EU VAT Checker
Solution
– Using the VIES service
from the EU
– Allow to Check for Valid
VAT and Enrich Account
data with addresses


License Storage & Installation
• Store the license as a web resource
– XML File containing the license
– Clean & No need to create custom entities
– Needs publishing
• Configuration page
– Simple HTML Page
– Create/update license


Web Resource / UI License
Checks
• JavaScript Library
– Download License and Public Key
– Validate the License using Public Key
– Act on the results
• Web Resources / Forms
– Include the JavaScript library
<script src=/slideshow/building-a-licensing-strategy-for-crm-isv-solutions/16339660/"../Scripts/crmlicensing.lib.auto.min.js"
type="text/javascript"></script>


Plug-in Checks
• Similar as JavaScript
– Validate the License using
Public Key & Act on the
results
• But
– Cache the result to avoid
penalising plugins
– Use a Abstract Class to
implement the plumbing


Building a fictitious ISV add-on solution to validate EU VAT
numbers and implementing the license checks

DEMO: A LICENSED SOLUTION


Let’s forget the licenses
• Generating licenses requires lots of Work
– Generate Licenses
– Replace them
– Support calls
• What if we use something easier?


License Wall
http(s)://isvsite.com/script.js?orgname=acme orgname=acme
ISV Website

Script Resource

CRM Web Resource


Building a “License Wall”
• Put part of your solution behind a “License
Wall”
– Natural for Web Resources
– Can be used for .Net code
• Only licensed CRM instances can access
the resources


How to create a license wall in 10 minutes using Windows Azure

DEMO: LICENSE WALL


License Wall Pros & Cons
• Pros
– No requirement to generate license
– Easier to maintain / update
– Enables new license models
• Subscriptions, User based, etc.
• Cons
– Requires internet access


What have we covered?

http://crmlicensing.codeplex.com


Marco Amoedo
Microsoft
@marcoamoedo
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Building a licensing strategy for CRM ISV Solutions

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