1. Attention! Read this first
Prior to planning and delivering the envisioning work shop review the customer information provided on the Pre- Engagement Questionnaire and complete a Customer Profile to better understand the customer fit for an upgrade and alignment to the Dynamics 365 for Operations Roadmap. Visit the Dynamics AX Customer Success Profile site for more information.
Once you your reviewed the information provided by the customer and the profile customize the workshop deck to meet your customer needs and characteristics.
Delete this slide after review.

2. Microsoft Dynamics 365 for Operations Assessment
Microsoft Dynamics Planning Services
PARTNER ENGAGEMENT OVERVIEW
Microsoft Services
<date>

3. Contents Document Purpose Sections
The goal of this document is to provide the engagement consultant with an overview of the required deliverables for the Microsoft Dynamics 365 for Operations Assessment Planning Services. The engagement is offered in 3-, 5 and 10-day sponsored lengths, which build on each other. This document describes the steps, resources and requirements of each engagement.
The engagement lengths represent the minimum time needed to deliver the required deliverables for each engagement and the Planning Services paid days a Partner can expect when delivering specific deliverables.
Sections
Engagement Overview
Engagement requirements, customization and exceptions
Execution detailed guidance
Tools & Resources
Planning Services Requirements

4. Microsoft Dynamics 365 for Operations Assessment
Engagement Overview, Requirements & Supporting Resources
Voucher Length
3 days
5 days
10 days
Resources
Required Activity
Solution envisioning and business assessment
Assessment of solution suitability to business requirements
Assessment of data migration requirements, risk and Azure sizing considerations
Pre-engagement Questionnaire 
Pre-engagement questionnaire
Business assessment & Cloud envisioning workshop
Cloud readiness workshop deck & assessment report template
Business Process Review and degree of fit
Gap assessment/customization guidance & report template
High level data migration assessment
Data migration assessment guidance & assessment report template
Required Customer Deliverables
Business assessment report and migration path recommendations
Gap analysis report
Data migration assessment report and recommendations

5. Engagement Goals
Assess business needs and requirements, as well as cloud suitability of current environment
Understand the issues, risks and complexities for a cloud transition
Evaluate the different migration scenarios (such as upgrade & migration and rip & replace) and recommend one that best suits the customer’s -
business requirements, challenges and limitations
Feasibility, difficulty and time required for upgrade & migrate scenario vs. ripe & migrate scenario
Develop a migration framework considering customer’s business processes and requirements, engaging key stakeholders on business and IT teams to
Determine the best migration scenario that meets business, budget and technical requirements
Plan data migration and anticipate needs
Go over high-level functional gaps & technical considerations as part of the degree of fit analysis of current version
For report template capture:
Identified upgrade challenges
risks involved,
Outline of upgrade approach for the solution
Optional key upgrade scenarios and analysis of them
Propose options for data upgrade

6. Microsoft Dynamics 365 for Operations Assessment
About the Engagement
Microsoft Dynamics 365 for Operations Assessment helps customers who are considering moving their ERP solution (Dynamics or not) solution to cloud services (fully or hybrid), or debating how to go about updating their Microsoft Dynamics AX solution. It helps them assess the fit of the cloud solution for their business requirements, analyze the functional gaps of their environment, and identify the best migration path. It also allows them to better understand the benefit of a more flexible solution through a demo of Life Cycle Services built on Azure. The Planning Services enables customers to put their IT investment to work, get expert advice on how to streamline their migration or implementation to improve business agility. It helps customers identify the right path to get the most out of Microsoft Dynamics 365 for Operations, while planning a smooth data migration and closing the gaps between their current solutions and business objectives and vision.
Envision
Business Process Assessment
Data Migration Assessment
Deliver envisioning workshop to discuss the benefits of the current version, considerations for cloud migration, and recommended migration path.
Assess customer business process requirements and current environment. Determine the degree of fit of Dynamics 365 for Operations to customer business needs and, vision.
Assess customer data requirements and “what it will take” to migrate to Microsoft Dynamics 365 for Operations.
Demonstrate recommended migration path benefits using LCS environment.

7. Eligible Customers and Potential Scenarios
Customers are eligible for this engagement if:
They have sufficient Planning Services Days as part of their on-premises Microsoft Dynamics AX Software Assurance benefits, or if they have sufficient days from the SA benefits purchased for other products.
Customer scenarios below represent ideal targets for this engagement :
Has a non-current version of Microsoft Dynamics AX on premises and wants to upgrade to AX 2012 and evaluate Dynamics 365 for Operations. This customer is a good candidate for rip & replace planning.
Has a recent version of Microsoft Dynamics AX and considers an upgrade to current version. For this customer determine if upgrading their on-premises install or migrating to the cloud will be more suitable.
On most current Microsoft Dynamics AX version and considers migrating to cloud services (fully or hybrid). The degree of fit assessment should help the customer understand what migrating to the Dynamics 365 for Operations entails.
Has a competing solution or no Dynamics AX solution implemented, but has other Microsoft products with SA and wants to evaluate Dynamics 365 for Operations. The engagement can showcase the envisioned solution, its compatibility with other Microsoft solutions, other components of the customer’s current environment and the benefits of the Microsoft cloud platform.
Customers who doubt the value of SA benefits and are not interested in renewals.
List out link to out of support

8. Microsoft Dynamics AX Upgrade Path
all versions of Microsoft Dynamics AX 4.0 to 2012 R3
Microsoft Dynamics AX 2012 R3 CU8
The new Microsoft Dynamics 365 for Operations
Upgrade Assessment
Cloud Readiness Assessment
Upgrade
On premise
In the cloud (Dynamics 365)
Key points:
All previous versions of Dynamics AX 2012 CU8 require a move to 2012 CU8 or CU9 FIRST in order to migrate to the new Dynamics AX.. So help your customer get ready with one of the offerings…
Thoughts? Feedback? (Discussion)
Data migration questions
Insert mapping..

9. Solution envisioning phase
Required activities & deliverables for any voucher of 3 days or more
Required Activities
Pre-engagement Questionnaire
Ask the customer to complete the questionnaire in detail. Based on the customer response, plan the envisioning workshop and conduct an initial high- level assessment of the current business goals and environment. Identify:
General needs for a business solution, as well as processes that can benefit from migrating to Microsoft Dynamics 365 for Operations
System’s challenges, gaps, and limitations that might be solved with cloud implementation.
Workshop
Once you have reviewed the completed questionnaire and identified high-level considerations for an ERP cloud solution, schedule a workshop with the customer that includes:
An overview of the advantages of Microsoft Dynamics 365 for Operations
A discussion of considerations surrounding cloud and on-premises implementation, such as customizations, upgrade of code, architecture planning and integration requirements.
There isn't much time during the workshop for deep diving. However, for the purpose of scoping accuracy, it is important to assess the cloud suitability of the customer’s current and future business processes. Recording your findings on the spot during the workshop could shorten the time you’ll need to create the assessment report.
In addition:
Further explore how Microsoft Dynamics 365 for Operations can meet the functional requirements for customer processes, and how they can benefit the most from such a solution.
Define a vision for an cloud-based Dynamics 365 for Operations solution, discuss considerations and requirements as they relate to the customer environment; gather more information for a functional analysis as needed.
Collect feedback on the customer’s concerns, preferences, and requirements.
Suggest a migration path, discuss its benefits and its implementation requirements.
Record in a report findings from the workshop, such as customer goals, challenges, solution concept and functionalities, next steps, etc.
Business challenges and goals, review important business processes and ensure that they can be supported by Microsoft Dynamics AX
High level functional, business and integration requirements to ensure they can be met.
Builds confidence in the proposed Solution before proceeding with the more costly implementation phases

10. Discussion Points and Questions
Suggested Topics for Business Assessment and Envisioning Workshop
Understanding of customer industry and competitive landscape
Industry-specific security and compliance requirements
How the customer can benefit from a cloud-based ERP solution
How the customer can benefit from migrating their solution to Microsoft Dynamics 365 for Operations
Organization’s cloud “philosophy” - inclination to put applications and data in the cloud
Current cloud usage – what’s in the cloud already
BDMs and TDMs’ adversity to the cloud
Enterprise mobility needs and adoption
IT budgetary constraints and other challenges, such as ROI, upgrade schedule and resources, nimbleness, hardware ownership
Crisis management and disaster recovery best practices
Employee inclusion:
Gain buy-ins from user base
Identify and tackle end-user problems from LOB/Office integration as well as other adoption challenges
Why trust the Microsoft cloud, and how ERP harnesses the position of Microsoft Cloud?
List out link to out of support

11. Business Processes and Requirements analysis
Required activities & deliverables for any voucher of 5 days or more
Required Activities
The objective of this assessment is to determine the Microsoft Dynamics solution’s degree of fit to the customer’s business requirements and processes. It should also help to determine the most suitable implementation path based on required configuration and customization. This assessment should consider the technical and functional gaps of cloud-based Dynamics 365 for Operations and determine any customization the solution might require (data collection can be done during workshop or additional meetings with relevant stakeholders). Required tasks:
Analyze legacy systems, review existing business and IT requirements, and identify new requirements.
Validate the degree of fit of Microsoft Dynamics 365 for Operations to customer’s requirements and goals.
Validate the degree of fit of cloud solution to customer’s requirements and goals.
Discuss possible limitations and customer’s concerns regarding the cloud-based solution
Identify risk areas where proposed solution does not map to the requirements. Work out acceptable compromises and devise a potential implementation strategy.
Identify one customer business process to use as a sample for testing your suggested migration path and creating a fit- gap assessment report.
Summarize the degree of functional fit of the suggested solution in an assessment report, include -
Review of “as-is” and “to-be” process-flow fits and gaps, with an emphasis on the gaps.
Validation of the degree of fit of Microsoft Dynamics 365 for Operations to business requirements.
Review critical gaps, and explore alternatives that close them.

12. Discussion Questions & Considerations
Fit-Gap Analysis and Deployment/Migration Path
Introduce, explain, and evaluate the new features and functionalities in AX. Convince the customer there is no better time than now to get on board.
Educate the customer on other powerful Microsoft cloud stack apps: Power BI, Machine Learning, IOT
Discuss and document top functional requirements.
Review high-level functional requirements against Microsoft Dynamics 365 for Operations modules and functionalities, and identify any critical or non-critical gaps.
Review high-level integration requirements, determine if integration can be achieved through
Standard or out-of-the-box integration
Configuring a Microsoft Dynamics 365 for Operations integration approach
Using plug-ins
Another supported integration approach
Deployment options:
Suitability of a cloud implementation and how it can support customer’s business goals
Single or multi-tenant considerations
Inform customer of the cost savings from implementing AX; estimate ROI and payback period for the planned implementation.

13. High Level Migration Assessment
Required activities & deliverables for any voucher of 5 days or more
Required Activities
The objective of the High-Level Data Migration Assessment is to further discuss with the customer the benefits, ROI, and limitations of the different implementation options, as well as what it will take to migrate the customer’s Dynamics AX to Microsoft Dynamics 365 for Operations. To complete your assessment:
Compare the different implementation options: rip and replace vs. on-premises install. Develop a plan for Azure/SQL configuration.
Discuss data migration requirements; specifically, migration to cloud requirements, and cloud services resource requirements and limitations.
Assess customer’s business and environment readiness for ERP cloud solution.
Identify potential challenges of customer’s environment and consider the best approach to a smooth migration and data security
Discuss considerations for data management, governance and migration, integration, deployment strategy and security, etc.
Evaluate what will the relevant considerations for Azure sizing and capacity estimate.
If your findings suggest the most suitable path for the customer is on-premises upgrade, consider switching to Upgrading Microsoft Dynamics AX Planning Services Engagement. (depending on PS days eligibility).
Deliver a Data Assessment Summary report as part of the overall Assessment Phase report, it should provide an overview of the suggested implementation of Microsoft Dynamics 365 for Operations and migration path. It should also discuss how the proposed solution meets the customer’s needs, give budgetary guidance and recommend next steps.

14. Discussion Questions & Considerations
Migration Assessment
Data sizing and requirements, number of components, entity records, processes and workflows
Suitability of different implementation options for data requirements (see more here)
Considerations regarding implementation with LCS
Availability and benefits of migration tools and methods
Data types
Data hierarchy and relationships
Features and limitations:
Industry-specific compliance requirements
Aggregate accessibility limit
Storage requirements and limitations
Data Load requirements
Data at Rest requirements
External integration and authentication requirements
Operational limitations
Identity Federation and Services Directory Synchronization
Support considerations

15. Assessment Report required components
Minimum requirements against a voucher of 3,5 and 10 days
Use the Assessment Report Template to summarize your findings and recommendations from (you are required to fill-in at least the sections relevant to the engagement length you delivered):
Business Assessment & Envisioning & Discovery Workshop (required for all)
Assessment of the customer’s vision, business requirements, current environment and challenges
Presentation of recommended implementation, migration or upgrade path, and project roadmap
Degree-of-Fit Analysis (required for 5 days or more)
Fit-gap analysis on relevant feature and functionalities, as well as the degree of fit of cloud vs. on-premises vs. hybrid implementation
Referring customer’s business process assessed, outline a template approach to migrating customer’s processes
Data Migration Assessment (required for 10 days or more)
Summarize your analysis of customer’s data, integration and architecture requirements and challenges and recommend migration approach
Analyze consideration for cloud implementation, sizing and capacity relating to customer’s environment
Recommend a roadmap for the customer migration to Microsoft Cloud ERP Service
Describe next steps. If necessary, advise the customer to switch to Upgrading to Microsoft Dynamics AX or Azure Planning Services*
Highlight any risk factors or technical issues that the implementation plan must account for.Deliver a closing presentation to the customers discussing your report. The report is a required deliverable you must attach to the Planning Services Completion Report
*Azure Planning Services are available as well and the customer might benefit from delivery of one of the Azure Planning Services Offering (AZDPS) as part of the process of planning their AX implementation. Partner can only deliver the Azure engagements if they meet the competency requirements of AZDPS offering, AX and AX competencies do NOT meet these requirements.

16. Resources

17. Tools & Resources
The new cloud enabled dynamics ERP how will your experience change
Microsoft Dynamics AX 7 and the Cloud - Redefining the Potential of Enterprise and Cloud Computing
Microsoft ERP Infographic
Total Economic Impact Study Of Microsoft Dynamics AX 2012
Prepare to migrate to Microsoft Dynamics AX
Segmented Entry controls – Migration guidance
Data Upgrade Best Practices (White paper)
Migrating Extended Data Type Relations (White paper)
New Microsoft Dynamics AX Launch Portal on PartnerSource
Deploy Microsoft Dynamics AX 2012 R3 on Azure using Lifecycle Services (LCS)
Lifecycle Services
Lifecycle Services (LCS) home page
Lifecycle Services (LCS) for Microsoft Dynamics AX customers
Lifecycle Services (LCS) for Microsoft Dynamics AX partners
Lifecycle Services (LCS) blog
Microsoft Dynamics Lifecycle Services user guide

18. Planning Services Program Requirements

19. Need Help: SAPSSUP@MICROSOFT.COM
Program Requirements
Partner organizations must:
In order to deliver the Microsoft Dynamics 365 for Operations Assessment Engagement partner must have a Microsoft Partner Silver or Gold Competency in Cloud Customer Relationship Management
Become an approved provider of Dynamics Deployment Planning Services (DYDPS)
See more detailed requirements here
Microsoft Dynamics AX customers should:
Have Software Assurance Planning Services Days available
Interested in updating and potentially migrating to the cloud their Microsoft Dynamics AX solution in the near future (the engagement cannot include improvement of existing implementation or performance assessment)
Enable the partner to access relevant data for project success
Need Help:

20. Engagement Requirements & Customization Options
This document outlines the steps for a typical Microsoft Dynamics 365 for Operations implementation assessment process. The tools and resources reflect tested Microsoft best practices. We understand that not all customers are the same. The intent of the engagement is to assist customers with their migration planning. In order to best address the needs of your customers, please feel free to customize the engagement in the following ways:
Choose the engagement length and deliverables that best fit your customer needs and their eligibility for Planning Services days. Though, using Planning Services days requires delivery of an engagement that meets the length chosen on the customer voucher and the required deliverables associated with engagement of this length, as listed in this document, at the minimum. If you need to execute a longer engagement in order to deliver the required deliverables, you or the customer may choose to cover any additional costs and fees that are not covered by Planning Services days reserved on the customer voucher (such as planning integration with Office 365 and productivity apps).
For example, if a 5 days engagement voucher is reserved for you, you must deliver at least 5 services days, the envisioning and discovery workshop, a business and data migration assessments, and a high level fit gap analysis for one process.
Proof of Concept – Microsoft best practices show that engagements that include a PoC enjoy greater success, as they better showcase the benefits of the solution to the customer and create additional service opportunities for you. We suggest you include a functional PoC in 10 days engagement if -
Your customer environment is not complex, does not have significant number of processes or significant number of users.
You have identified a process that is of great value to the customer, and its complexity allows you to implement and migrate to Microsoft Dynamics 365 for Operations as part of PoC during a 10 days engagement

21. Engagement Requirements & Customization Options Cont’
You may be able to include a functional PoC in 10 days engagement by -
Implementing a simplified PoC, which demonstrates customer gaps, but does not requires any custom code
Suggest a longer engagement to the customer, which includes a PoC that is partially covered by Planning Services days (up to 15 days, if the customer is eligible). The excess may then be settled out-of-pocket by the customer, by you as a pre-sale effort, or by a combination of both.
Customize the assessment – Edit the Pre-Engagement Questionnaire to more accurately address your customer’s unique challenges.
Customize the engagement documents or use your own if they are aligned with the engagement steps. Regardless of the templates you use, the documentation you deliver to the customer must be attached to the Planning Service Completion Report and must cover engagement finding and results similar to what is listed in the template deliverable of the engagement.
Please remember: The engagement lengths represent the minimum time needed to deliver the required deliverables for each engagement and maximum paid Planning Services days a Partner can expect against the specific deliverables.
Questions about permissible customizations and exceptions?

22. 4/22/2018 3:27 PM
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.