Switching from Dynamics CRM Online to Dynamics 365

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Presentation transcript:

Switching from Dynamics CRM Online to Dynamics 365 Dana Anderson-Thomas June 2017

Dynamics CRM Online is now Dynamics 365 Your Dynamics CRM Online plan is being retired. When it’s time to renew, we will be here to assist you through your options and help you to switch plans in the 365 Admin Center. If you are an existing CRM Online customer, you will be notified when your subscription will expire. At that time, you will need to start a new subscription with one of the new Dynamics 365 licenses. You can switch before you receive the expiration notice.

What the notice will look like. Please note What the notice will look like. Please note....we do not always get copied on this notice, so please reach out to us when you get your notice.

Available Licensing Dynamics 365 Plan 1 Enterprise – Includes Sales, Customer Service, Field Service, and Project Automation Dynamics 365 for Sales – Enterprise Dynamics 365 for Customer Service – Enterprise Dynamics 365 for Team Members There are promotional rates available for existing customers. Please schedule a call with us to determine what promotional rates are available to your organization. **Please note that CRM Online Basic licensing is being retired.

How to renew when your plan is retiring The easiest way to switch plans is to use the Switch plans button in the Office 365 admin center which launches a wizard. However, using the Switch plans button isn’t supported in all situations. In some cases, you might want or need to switch plans manually. When to use the Switch plans wizard Click the Switch plans button if: You want to simplify the renewal process. You're going to assign all your users to the same Dynamics 365 plan. When to switch plans manually Manually switch plans if: You want more control of the renewal process. You have a mix of Dynamics 365 plans to assign users to. **Again, please schedule time with us and we will guide you through the process as needed.

Thank You Dana Anderson-Thomas – danderson@intellitecsolutions.com Tom Rogers – trogers@intellitecsolutions.com Mark Calabria – mcalabria@intellitecsolutions.com 1-866-504-4357 June 2017