Licensing the Cloud Deborah Wittich Client Roadmap Advisor AXMentor, Inc.

Agenda Introduction Dynamics 365 Enterprise Edition What is it? How does it work? How can I buy it? How is it licensed? How much does it cost? What’s included? Existing Customer Transition Options Dynamics 365 Roadmap and Resources Wrap-up THE FINE PRINT This is for informational purposes only all license transitions should be handled on a case by case basis. Licensing Programs, Channel, as well as existing agreements with Microsoft can affect how conversions are done and which options are available.

Introduction

AXMentor Overview About: Founded in 2006 Microsoft Certified Partner TAP Program AXUG/CRMUG Board Members Locations: San Diego, CA Temecula, CA Irvine, CA Bellevue, WA Copenhagen, DK London, UK Vertical Expertise: Manufacturing Professional Services Public Sector AX, CRM and Dynamics 365 Services: Help Desk Roadmaps & Licensing Solution Discovery Development Implementation Training AXtras Products: AXAdmin App QuAAX Advanced Public Sector Module

Deborah Wittich Client Roadmap Advisor About 2 years in Dynamics AX channel as well as AXMentor Previous experience in Project Management, Configuration Management, Naval Acquisition, and Talent Management AXMentor Focus Areas Business and Technical Roadmaps Licensing Project Management Dynamics AX and CRM Fun Facts Iron(wo)man Amateur rock climber

Dynamics 365 Enterprise Edition

Project Service Automation Dynamics 365 Enterprise Edition What is it? Marketing Dynamics CRM Dynamics AX Field Service Project Service Automation Sales Customer Service Operations

Project Service Automation Dynamics 365 Suite Microsoft AppSource Marketing + Adobe Sales Customer Service Field Service Project Service Automation Operations Microsoft Dynamics 365 Customer Insights Azure IoT Power BI Cortana Intelligence Common application platform: PowerApps, Microsoft Flow, Common Data Model

Dynamics 365 Enterprise Edition How does it work? Common Cloud-based Platform with tools that let you integrate, automate, push+pull data, and get insights*… PowerApps Flow Common Data Service Office 365 Azure IoT Cortana Intelligence PowerBI Integrate Automate Facilitate Produce Collect Analyze Visualize A tool that enables you to combine data and actions from D365 Apps or external systems to create purpose- driven solutions A tool to create automation between solutions based on triggers A data store/service that facilitates integration between D365 Apps, PowerApps creations, and external systems Use standard Office tools to get work done efficiently while being able to push/pull information to/from D365 A set of tools for gathering data from disparate sources A set of cloud services that enables analysis of all your data as well as provide predictive analytics A tool to create robust visualizations and dashboards for quick consumption and faster decision making * Separate subscriptions may be required depending on Dynamics 365 license as well as usage

Dynamics 365 Enterprise Edition How do I buy it? Dynamics 365 Enterprise is available in two ways Plan App Plans let you buy the Dynamics 365 suite for a more holistic approach Apps let you purchase functionality individually for a more focused workload approach Subscription based model

Dynamics 365 Enterprise Edition Plan Updates! FIELD SERVICE SALES POWERAPPS TEAM MEMBERS DYNAMICS 365 PLAN CUSTOMER ENGAGEMENT PLAN CUSTOMER SERVICE PROJECT SERVICE AUTOMATION UNIFIED OPERATIONS PLAN RETAIL TALENT ACTIVITY 5 seat min FINANCE AND OPERATIONS 20 seat min DEVICE EVERYTHING DYN CRM DYN AX

Dynamics 365 Enterprise Edition License Types How is it licensed? Full User Activity Team Member Device Power User type license If purchased via a Plan, this license type gives you Power User rights across all applications within your Plan If purchased via an App you have Power User rights for the purchased Application alone NEW: Equivalent to a Functional CAL Only applicable for Operations inclusive plans and apps Light User type license Self service tasks Full read access Single SKU No more tiered pricing Device license Device licenses are available for purchase by App only

Dynamics 365 Enterprise Edition GA Pricing DYNAMICS 365 PLAN EVERYTHING $210 CUSTOMER ENGAGEMENT PLAN $115 UNIFIED OPERATIONS PLAN $190 DYN CRM DYN AX POWERAPPS SALES FIELD SERVICE POWERAPPS RETAIL FINANCE AND OPERATIONS 20 seat min $190 $40 $95 $95 $40 $170 CUSTOMER SERVICE PROJECT SERVICE AUTOMATION TALENT Marketing?? $95 $95 $40 5 seat min DEVICE $145 DEVICE $75 ACTIVITY $50 TEAM MEMBERS $8 All prices are per user per month All pricing subject to change by Microsoft

Dynamics 365 for Operations (On-Premises) – Local Biz Data How much does it cost - licenses? Full User Activity Team Member Device Yearly $4500 Subscription (pu/pm) $104 Yearly $1200 Subscription (pu/pm) $28 Yearly $190 Subscription (pu/pm) $4 Yearly $1800 Subscription (pu/pm) $41 Existing Dynamics AX customers entitled to upgrade licenses with current SA/EP Additional Architecture costs to consider Windows Server 2016 SQL Server 2016 Sys Req’s* Full Cloud Benefits are limited!! AX Server Commerce Server Yearly $7500 Subscription $173 Yearly $28,000 Subscription (pu/pm) $643 All pricing subject to change by Microsoft * System Requirements Document: https://www.microsoft.com/en-us/download/details.aspx?id=55496

Dynamics 365 Value of the Cloud What’s included? Dynamics 365 Enterprise Plan Dynamics 365 Operations High-availability infrastructure i.e., hardware, software, networking, energy, housing Included Included Disaster recovery i.e., hardware, software, networking Included* Included Sandbox environment (1)Dev/(1)Test included (1)Dev/(1)Test included Servicing production environment i.e., provisioning, updates, pro-active monitoring 2 included 1 included Additional usage rights software i.e., embedded Power BI Included Included Not applicable to On-premises deployments *Enterprise DR standalone can cost ~ $2oK+ per user per month

License Considerations Cost of performance & options Built with Performance right out of the gate Microsoft Onboarding Process Detailed questions to ensure full understanding of productions environment performance needs Enables elastic production environment 24/7 monitoring Extensibility options are vast Efficiencies from Machine Learning and AI Add-ons you may need: Developers need their own Sandboxes Best Practice of at least of (2) tier 1 boxes Additional storage and services costs Visual Studio Team Services

Existing Customer Transition Options THE FINE PRINT… again This is for informational purposes only all license scenarios should be handled on a case by case basis. Licensing Programs, Channel, as well as existing agreements with Microsoft can affect how conversions are done and which options are available.

Perpetual + Cloud Add-on Transition Options for On-premises Customers Dynamics AX Customers Stay with Perpetual Perpetual + Cloud Add-on Move to Subscription License true-up Continue to pay SA or Enhancement Review how licenses will convert to Dynamics 365 Eligible to upgrade to D365 for Operations On-premises at no extra cost if applicable License true-up Continue to pay SA or Enhancement Review how licenses will convert to Dynamics 365 Utilize a Cloud Add-on option at any time to provide current users access to Dynamics 365 in the cloud License true-up Drop your SA or Enhancement Review how licenses will convert to Dynamics 365 Utilize a “From SA” option at Renewal or Anniversary to purchase Dynamics 365 Utilize a Cloud Add-on during interim

Dynamics 365 Equivalent Primary Dynamics 365 Equivalent Secondary Dynamics AX Existing* Customer Transition Conversion: Dynamics AX 2012 Dynamics AX 2012 License Conversion Must be current on or procure an Enhancement Plan or Software Assurance License true-up AX 2012 Dynamics 365 Equivalent Primary Dynamics 365 Equivalent Secondary Enterprise CAL Full Activity Functional CAL Functional User Limited Upgrade CAL Team Member Task CAL Task User Limited Upgrade CAL Activity (3:1) Self Serve CAL N/A   Enterprise Device CAL Device Functional Device CAL Functional Device Limited Upgrade CAL Task Device CAL Task Device Limited Upgrade CAL Device (3:1) Activity (2:1) Self Serve Device CAL

Dynamics AX Existing* Customer Transition Pricing Transition Options: Dynamics AX 2009 Dynamics AX 2009 (or earlier*) License Conversion AX 2009 BRL-AM Dynamics 365 Equivalent 1 Foundation Pack (1 Server + 1 Full AM User) 1 Server + 1 FULL + 2 Activity 1 AOS Server 1 Server 1 Full AM User (concurrent) 1 Full + 2 Activity 1 Full User (concurrent) – Limited Upgrade 1 Full 1 Light Users (named) 1 Activity 1 ESS User (named) 1 Team Member 1 Limited Device 1 Device 3 Light Users - Limited Upgrade 10 Light Users – Limited Upgrade AX 2009 BRL-BE 1 Foundation Pack (1 Server + 1 Full BE User) 1 Server + 1 Full 1 Full BE User (concurrent) AX 2009 MBL-Ent Base Pack (1 Server + 1 Full AM User) 1 Full User (concurrent) 1 Enterprise Portal/Web User (concurrent) 2 Activity 3 Web Users - Limited Upgrade* 10 Web Users – Limited Upgrade* AX2012 is going away License conversion direct to Dynamics 365 AX 2012 no longer available for new customers Option to upgrade and then downgrade to 2012R3 Conversion quantities remain the same as before Must be current on or procure an Enhancement Plan or Software Assurance *Earlier versions of AX may have differing conversion options than what is stated above

Transition Options: On-premises to Cloud Discount Pricing Existing User License New User License From SA/EP /Month Cloud Add-on /Month % Discount Off USL Enterprise or Functional Dynamics 365 Plan (formerly Plan 2) $126 $76 + SA/EP 40% Unified Operations Plan $114 $64 + SA/EP Functional Dynamics 365 Operations Activity $30 $10+SA/EP Task $25+SA/EP Task or Self Serve Dynamics 365 for Team Members $4.80 $0 + SA/EP Task Device Dynamics 365 for Operations Device $45 $36 + SA/EP Transition discount window is through Nov 1, 2019 All pricing subject to change by Microsoft *First registered date must be on or before 10/31/2016

Dynamics 365 for Operations (On-Premises) – Local Biz Data How much does it cost - licenses? Full User Activity Team Member Device Yearly $4500 Subscription (pu/pm) $104 Yearly $1200 Subscription (pu/pm) $28 Yearly $190 Subscription (pu/pm) $4 Yearly $1800 Subscription (pu/pm) $41 Existing Dynamics AX customers entitled to upgrade licenses with current SA/EP Additional Architecture costs to consider Windows Server 2016 SQL Server 2016 Sys Req’s* Full Cloud Benefits are limited!! AX Server Commerce Server Yearly $7500 Subscription $173 Yearly $28,000 Subscription (pu/pm) $643 All pricing subject to change by Microsoft * System Requirements Document: https://www.microsoft.com/en-us/download/details.aspx?id=55496

Dynamics 365 Roadmap

Dynamics AX Existing* Customer Transition Pricing Dynamics 365 Upcoming Releases New Apps for focused workloads Retail Talent Relationship Sales LinkedIn Integration throughout Dynamics 365 Sales Deployment Options Local Business Data

Dynamics AX Existing* Customer Transition Pricing Dynamics 365 Resources Dynamics 365 Blog https://blogs.microsoft.com/blog Post on New Offerings in Talent, Retail, and Customer Engagement Dynamics 365 Roadmap https://roadmap.dynamics.com CustomerSource https://mbs.microsoft.com/customersource/northamerica/home Check out the Imagine Academy available through Help > E-Learning

Wrap-up

Overview Go Do’s What is Dynamics 365 – how it works, how it’s sold, how it’s licensed, and associated costs Options for existing Customers What’s on the horizon for Dynamics 365 Dynamics 365 Resources Review your licensing options with your Partner or Microsoft if you are an existing customer REMEMBER: Everyone’s license situation is nuanced and this presentation doesn’t have all the answers  Review how your organization will use Dynamics 365 and how that translates into licensing needs See how the new Team Member and Activity offerings align to Roles and Duties Get a demo trial of Dynamics 365 and explore Available through Microsoft, your Partner, or contact AXMentor Azure subscription required

Questions

General Inquiries: info@axmentor.com Deborah Wittich: dwi@axmentor.com Contact Information General Inquiries: info@axmentor.com Deborah Wittich: dwi@axmentor.com Website: www.axmentor.com

Backup Slides

Updated Dynamics 365 for Operations Use Rights This license includes full read, edit and approval access across the entire ERP solution This license includes the rights to: Approve invoices Approve all Activity related transactions Create or edit the items related to the following capabilities: warehousing, receiving, shipping, production orders, purchase orders, sales orders, project activities, vendor maintenance, and all budgets Operate a POS device, store manager device, shop floor device, or warehouse device This license includes read access across any and all Dynamics 365 apps as well as the rights to: Record any type of time Record any type of expenses Approval of time, expense, invoices Manage personal information Manage direct employee activities in human resources Create requisitions Create or edit the items related to the following capabilities: quality control, service orders, and department level budgets This license provides multiple users with access through a device to operate a point of sale device, shop floor device, warehouse device or store manager device. Full User Activity Team Member Device

Dynamics AX Existing* Customer Transition Pricing Transition Options: On-premises to Cloud Dynamics CRM Customers Transition discount window is through Nov 1, 2019 All pricing subject to change by Microsoft

Dynamics AX Existing* Customer Transition Pricing Transition Options for Online Customers Dynamics CRM Customers Transition discount window is through Nov 1, 2019 All pricing subject to change by Microsoft

Dynamics AX Existing* Customer Transition Pricing Transition Options for Online Customers AX and CRM Stay on Subscription AX7 licenses will transition over to New Dynamics 365 SKUs CRMOL customers will have transition pricing options

Dynamics AX Existing* Customer Transition Pricing Transition Options: Qualified Offers Other Offers of Interest Qualified offers are always changing but some considerations: Office 365 users have specific discounts they can take advantage of Discounts for upgrading to Office 365 and/or other Cloud Services Especially good for companies not ready to go with Dynamics 365 in the cloud

Dynamics 365 for Operations Security Roles by User SL Level