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

2. 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.

3. Introduction

4. 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

5. 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

6. Dynamics 365 Enterprise Edition

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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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:

15. 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

16. 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

17. 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.

18. 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

19. 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

20. 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

21. 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

22. 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:

23. Dynamics 365 Roadmap

24. 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

25. Dynamics AX Existing* Customer Transition Pricing
Dynamics 365 Resources
Dynamics 365 Blog
Post on New Offerings in Talent, Retail, and Customer Engagement
Dynamics 365 Roadmap
CustomerSource
Check out the Imagine Academy available through Help > E-Learning

26. Wrap-up

27. 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

28. Questions

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

30. Backup Slides

31. 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

32. 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

33. 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

34. 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

35. 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

36. Dynamics 365 for Operations Security Roles by User SL Level