Readiness in Moving to Dynamics 365 for Finance and Operations (D356FO)

Agenda Getting Ready for a Move to Dynamics 365 for Finance and Operations:    (60 minutes) Licensing Minimum D365 Subscription vs. 90 day trial Life-Cycle Services How many environments are actually needed? Fast Track and Migration Tools Functional Content eLearning Michael.Hull@Fullscope.com

The partner formerly known as……. Michael.Hull@Fullscope.com

Microsoft Dynamics 365 Michael.Hull@Fullscope.com

Project Service Automation Dynamics 365 Intelligent business applications in the cloud Microsoft AppSource Marketing + Adobe Sales Customer Service Field Service Project Service Automation Operations Microsoft Dynamics 365 Customer Insights Azure IoT Power BI Cortana Intelligence To recap, Dynamics 365 is breaking the business application paradigm. It brings together business applications with the best of Microsoft – in productivity, collaboration, intelligence and platform to give you and your business the right set of tools to grow, evolve and transform. Common application platform: PowerApps, Microsoft Flow, Common Data Model Michael.Hull@Fullscope.com

Questions: What Version are you on? Business Reasons to move to D365FO? What Learning have you done to date on D365FO? How Self-Sufficient in the move will you be? Click to a Mother Lode of D365 Info P Led Very SS Michael.Hull@Fullscope.com

Licensing D365fo Check with your Partner or Microsoft Rep Guides Dynamics 365 Enterprise Licensing Guide Dynamics 365 On-premises Enterprise Edition Licensing Guide 90 Day Trial D365FO Overview - scroll to bottom See Life-Cycle Services Michael.Hull@Fullscope.com

Customer D365 Options

D365FO User Types Operations ($190/user/month) Activity Team Members ($8/user/month) Device ($75/device/month) This license includes full read, edit and approval access across the entire ERP solution This license includes the rights to: 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.

When and What Licenses to Order? Click to 30 Day Trial of D365FO Minimal Subscription is 20 Operations Users When will you start investigating / start project / go- live? 100% Transition all licenses on go-live - $190/M/U minus 40% discount through 11/1/2019 and minus 15% after….if ER is current. “Addon” dual use subscription…. if ER is current – transitions into above on go-live Michael.Hull@Fullscope.com

Life-Cycle Services (LCS) https://lcs.dynamics.com https://www.youtube.com/watch?v=qLBjKAPaqN4 Michael.Hull@Fullscope.com

Fastrack and Migration Tools Click to Microsoft D365 FastTrack Website AX 2012 AX 2009 Prior Versions Michael.Hull@Fullscope.com

Number of Environments Type (Topology) Description Azure space and Up Time Statistics Training CRP Tier2 (Standard UAT) The training environment is used for Business Process Training, Business Process Workshops, Conference Room Pilot (CRP) activities and testing.   This environment is initialized from the startup with the Xpress model. After CRP1 the environment is refreshed data from Configure and migrated data work progresses through the Build and Deploy phases. Microsoft cloud – Always on Explore Tier1 (Develop) The Explore environment is a copy of the TrainingCRP environment and is used for self-study and validation of configuration changes. This environment is important to allow users and consultants to try out things in a way does not impact the activities in the TrainingCRP environment. CSP Azure Subscription – Average uptime – 4 hours/day. Migration The Data Migration environment is dedicated to iterative execution and testing of the data migration solution. Data Migration work usually start during Business Process workshops or after CRP1. CSP Azure Subscription – Only up during Migration development and testing. Approximately 20% uptime ($750/year) Configure The configuration environment is necessary as a gold master for configuration management. The Configuration environment is typically on-boarded right after CRP1 CSP Azure Subscription – Only used during setup and changes. Approximately 20% uptime Build Tier1 (Build/Test) The build environment is part of the Software Development lifecycle (SDLC). The SDLC requires Build, Quality assurance (QA) and at least 1 Developer environment. The environments are needed when Hotfixes, Updates, Custom code and certain 3rd party software components are introduced. CSP Azure Subscription – Only used during Build distribution. Approximately 20% uptime. Environment Type (Topology) Description Azure space and Up Time Statistics QA Tier1 (Develop) The Quality Assurance (QA) environment is for unit testing included in the SDLC. (See above) On implementation projects with large number of customizations, 2 or more QA environments may be required for parallel unit testing in order not to extend the timeline. Microsoft cloud – Always on DEV The Development (DEV) environments are often VMs on the developer’s individual laptops. We recommend at least 1 DEV environment in the managed subscription. This is to allow for technical exploration and fast transfers of databases etc. for quick turnaround of hotfixes and troubleshooting. CSP Azure Subscription – Only used during Build distribution. Approximately 20% uptime ($750/year) Production Prod The Production environment is set up just before User Acceptance Testing (UAT). Microsoft has a checklist that ensures that a certain level of readiness is achieved before they will provision the environment. We will perform the final UAT in the Production environment, and then reset and run the cutover for Go-Live. The production instance cannot per the license agreement be used for other activities. Other Varies Other Add-ons can be added for performance testing or specific purposes   Subscription Includes: Production, Test, Sandbox

Calculated Annual Azure Cost Cost of Environments Typical Azure machine required to run D365 is D13. D13 Azure consumption priced at $1.70/hour. Environment VM Type Approximate Usage Calculated Annual Azure Cost Explorer D13 24hr/8760hr/year $15067.02/year Migration Configure Build DEV Michael.Hull@Fullscope.com

Functional Options in D365FO Click to What's new in D365FO WHS Talent, Payroll Workflow? Portals in D365 CE FS, CS, PSA in D365 CE Michael.Hull@Fullscope.com

Customer Source - elearning Michael.Hull@Fullscope.com

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