Dynamics licensing Current vs 365

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Presentation transcript:

Dynamics licensing Current vs 365 Chris Parcheta Amway Corporation – Principle Solution Architect 11/2/2016

Disclaimer: * Licensing information on Dynamics 365 is very new and incomplete. more information is forthcoming from Microsoft * You should talk to your Microsoft representative on your individual licensing needs * information in this deck Is based on my exposure “to date” on licensing materials

Many/Many licensing renewal messages

KEY POINTS from renewal message(s): KEY POINTS from renewal message(s): * Microsoft Dynamics CRM Online subscription will see some changes - Beginning November 1, 2016. * Note that customers can continue to transact on use current CRM Online licensing and price points until the end of their agreement

Old online licensing model Enterprise Old online licensing model Enterprise ** CRM + Add-Ons (Field Service, Project services, Marketing, Social, Parature, CHAT) Professional ** CRM – ADD-ONS BASIC ** Entry level users for CRM, USH & Reporting ESSENTIAL ** Minimal access to CRM core entities (activities feeds, account, contacts, kb) Self-Service ** Knowledge management

NEW online licensing model – November 1st,2016

NEW online licensing model – November 1st,2016 Dynamics 365 Enterprise Plan 1 includes Customer Service, Sales, Project Service Automation, Field Service, and PowerApps.

NEW online licensing model – November 1st,2016 Dynamics 365 for Customer Service - Case Management, Unified Service Desk and scripts, and SLAs and Entitlements management, plus embedded PowerApps, Social Engagement, Gamification, Mobile Offline, and Voice of Customer Dynamics 365 for sales - includes the functionality needed to manage Sales performance plus UNIFIED SERVICE DESK, embedded PowerApps, Social Engagement, Gamification, Mobile Offline, and Voice of Customer.

NEW online licensing model – November 1st,2016 Dynamics 365 for Team members - if you do not need access to full functionality and do not require write access to Leads. This will get you access to what you have today in CRM Online (minus leads) plus embedded PowerApps.

NEW online licensing model – November 1st,2016 Field Service add-on - This license includes all of the functionality of the Field Service add-on, plus PowerApps, Social Engagement, Gamification, Mobile Offline, Microsoft Project Online Premium, and Voice of Customer.

NEW online licensing model – November 1st,2016 Project Service Automation - includes all of the functionality of the Project Service Automation add-on, plus PowerApps, Social Engagement, Gamification, Mobile Offline, Microsoft Project Online Premium, and Voice of Customer.

ON-PREMISE LICENSING MODEL PROFESSIONAL ON-PREMISE LICENSING MODEL PROFESSIONAL ** All CRM (WORKFLOWs, USD, report creation) BASIC ** (read rights, report usage) ESSENTIAL ** Minimal access to CRM core entities (account, contacts, Activities) Self-Service ** Knowledge management

Key notes: * more resources from Microsoft are coming soon - Pricing and Licensing guide - Existing Customer transition guide * REMINDER - You should talk to your Microsoft representative on your individual licensing needs

Resources: https:/www. microsoft Resources: https:/www.microsoft.com/en-us/dynamics/crm-purchase-online.aspx/ https://technet.microsoft.com/library/mt788752.aspx#How to upgrade to Dynamics 365 Plan 1 or switch to a Dynamics 365 Application

Q & A