Microsoft Dynamics 365 Licensing Summary 30.11.16 George@Caltech.co.uk

Microsoft Dynamics 365… Where is CRM? Dynamics 365 provides business applications It unifies CRM, ERP and financial applications Ultimately CRM is Dynamics 365… There are 2 editions: Dynamics 365 Enterprise Dynamics 365 Business Edition (due for UK release in Spring 2017 only available via CSP). MORE INFORMATION: http://www.caltech.co.uk/microsoft-dynamics-365-crm/

Business vs. Enterprise Editions Suitable for 250+ employees includes AX functionality now rebranded to Operations Business Best suited for 10 – 250 employees. Contains a financials app (was NAV, built via a new project called Maderia). Available by CSP only.

New to Dynamics? If you are new to Dynamics CRM you will buy now on Dynamics 365. Enterprise for 250+ Enterprise sales app for up to 25 users. OR Wait for the Dynamics 365 business edition; expected release UK in spring 2017.

New customers special offers There are special offers for customers transitioning from Oracle, SAP or SalesForce. Special offer available from 1.11.16 to 30.06.17 Switcher offer 20% off Plan 1 and Plan 2 licenses Terms and conditions apply. Contact Caltech IT Limited for more information to see if you qualify.

Already using CRM Online? *ARE YOU A CRM ONLINE USER Transition when your contract is up for renewal. Transition now, or whenever you choose, up to contract renewal Renew your contract between 1.11.16 and 1.2.17 and enter a new 12 month CRM contract. All existing CRM Online customers in Direct and CSP will be allowed to auto-renew. However, if your contract is after 1.2.17 you may not see this option and your renewal to 365 will happen on your anniversary date. On renewal concessionary pricing will be available. Support on transitioning to Dynamics 365: THIS WAY TO MICROSOFT : https://technet.microsoft.com/en-us/library/mt788655.aspx For customers that are using a Dynamics CRM add on to Office 365 product code, this offer is not available on Dynamics 365.

Existing CRM On Premises Customers Existing CRM On Premises Customers *ARE YOU USING DYNAMICS CRM ON PREMISES Transition to Dynamics 365 on premises at any time, or wait for SA renewal. You will be eligible for a concessionary pricing when transitioning to Dynamics 365 cloud transactions. CRM on premises licenses will still be available post 1.11.16 only for existing users. Existing CRM customers will be offered one price and will not see tiered pricing. On premises customers can stay on the on premises structure as Microsoft has confirmed their commitment.

License transitions CRM On Premises to Dynamics 365 *ARE YOU USING DYNAMICS CRM ON PREMISES CRM Professional Users Dynamics 365 for Sales AND / OR Dynamics 365 for Customer Service CRM Basic Users Essential Users Team Members Whilst giving each Professional user a sales and customer service CAL only one CAL can be used at a time. If they want to use both apps they will need to go to Plan 1, which is a cloud only offer.

Dynamics 365 On Premise Visual Dynamics CRM Server Dynamics 365 for team members Sales Customer Service The workgroup server is no longer available The Dynamics CRM server will now be £0.

On Premises Apps for Licensing *CRM AND DYNAMICS 365 ON PREMISES KEY FACTS On 1.11.16 Microsoft released Dynamics 365 on premises. CRM on premises professional and basic licenses will be replaced with sales and customer service apps on transition. The essential license will be replaced with team member licensing. There are no enterprise plans available on premises nor tiered pricing. On premises customers who wish to work across multiple apps need to purchase a Dynamics 365 plan on dual use rights, or purchase multiple CALs to get more than one app access; but only one CAL can be assigned at a time. Dynamics 365 on premises is available on EA, MPSA, Open and SPLA. It is not available through CSP or Web Direct.

SPLA Customers Price rise by approximately 13% in December 2016 *EXISTING DYNAMICS CRM HOSTED CUSTOMERS Price rise by approximately 13% in December 2016 Updates on transitioning to Dynamics 365 to be released early 2017.

About Dynamics 365 License Types Team member licenses are entitled to tiered pricing on cloud. Custom entities: Microsoft Dynamics 365 team members and higher licenses have the right to use custom entities. IMPORTANT: team member licensing in Dynamics 365 on premises functionality will differ from Cloud. On premises team members will only be able to view sales or customer service data. Cloud team members can edit. These users will not have any access to the operations app. Team members Full Users Users producing reports or doing data entry tasks. Roles that require a full license and data visibility. Typical roles Sales, customer service, marketers.

Team Member Licensing Dynamics 365 Enterprise Edition Light users Read / write: cloud Read only: on premises Cloud team members: write time and expense records, accounts, contacts, activities, tasks and notes, user created reporting and custom entities. Team members receive full Dynamics 365 access via any interface. Run workflows and on demand processes. Read all Dynamics 365 data across all apps and have full data visibility to Dynamics 365. Perform full knowledge management and respond to Azure services.

Dynamics 365 Enterprise licenses Apps and Plans overview NOTES: no minimum user numbers.. However, 20 users maximum for operations app (formerly AX) AND minimums may apply for not for profits or academic customers. APPS are role based. i.e. you can get a full sales app, marketing or financial app. This allows a user to use just that function. PLANS allow customers to have a single license to fit their needs. If more than one app is required a plan is a cheaper approach. Plans unavailable on premises unless using dual user rights.

Dynamics 365 Enterprise Edition APPs Power app : only available Online Dynamics 365 for sales Dynamics 365 for field service Dynamics 365 for customer service Dynamics 365 for project services Dynamics 365 for operations

Dynamics 365 Enterprise Edition plans *Cloud Plans Plans unavailable on premises

Dynamics 365 Enterprise Edition Tiered Pricing Only available for Plan 1 and cannot be used on Plan 2, however the plan 2 numbers count towards the discount on Plan 1. Not available for apps or for on prem. Requires annual subscription commitment to qualify.

Dynamics 365 Enterprise Edition Tiers For the apps on plan 1, tiered pricing is not available. Tiered pricing for Plan 1 Dynamics 365 Enterprise Edition   Full Users Plan 1 1 – 99 seats Plan 1 100 – 249 seats Plan 1 250 – 499 seats Plan 1 500 – 999 seats Plan 1 1000 seats   Team Members

Dynamics 365 Business Edition Tiers Price Tiers for Microsoft Dynamics 365 Business Plan  This will offer discounted prices for Dynamics 365 business plan users based on the number of users:   1 – 14 seats 15 – 49 seats 50 – 74 seats 75+ seats Note the price tiers will not be available for business apps or light users (team members) on the business edition. Licenses due Spring 2017 on CSP only. Caltech provides CSP licensing. Business Edition is subject to change due for Microsoft release UK Spring 2017.

Dynamics 365 Enterprise Edition Available through volume licensing EA Enterprise agreement ESA Enterprise Subscription agreement EES and SA School enrolment and education solutions MPSA Microsoft Product and Service Agreement GCC Microsoft Dynamics Online Government MOSP Microsoft Online Subscription Program CSP Cloud Solution Provider Dynamics 365 is not available via open or select agreements and these customers should look to move to the CSP channel.

Dynamics 365 Enterprise Non-Production Instances and Storage Plan 1 Users will receive 1 non-production instance, no minimum user numbers to qualify for this Dynamics 365 operations includes a developer sandbox instance and standard acceptance test instance. CRM Element storage 10GB plus 5GB per 20 full users.

Dynamics 365 Enterprise Portals One portal included with Dynamics 365 enterprise edition plan 1, the plan 1 business apps and team member licensing. Nb limited to 1 million page views per month.

Notes for Charities Tiered pricing not available to charities. Charity pricing available on Plan 1 and plan 1 business apps from 1.11.16 in the web-direct channel. The operations apps and Plan 2 are unavailable for charity pricing.

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