1. Software Assurance Planning Services
6/15/2018
Software Assurance Planning Services
Planning Services for Microsoft Dynamics
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2. Agenda Overview Software Assurance Planning Services and Benefits
6/15/2018
Agenda
Overview Software Assurance Planning Services and Benefits
Planning Services for Microsoft Dynamics 365
For Sales, Marketing, Customer Service and Field Service
For Operations
Partner Readiness
Required Deliverables
How to Enroll in Planning Services
Customer Experience
After Delivering the Engagement
Learn More
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

3. Planning Services for Microsoft Dynamics
6/15/2018
Planning Services for Microsoft Dynamics
Microsoft-sponsored consulting engagements that result in Microsoft Dynamics custom implementation plans for Microsoft Dynamics 365 or Dynamics AX, and help customer realize more benefits from their investment such as……
Put IT investments to work & reimagine business applications
Optimize investments in Dynamics by choosing the right implementation path
Realizing benefits evolving business on their own terms with
Dynamics 365
Streamline implementations and drive sooner upgrades and migrations
Receiving expert guidance from Microsoft partner or Microsoft Services for an efficient implementation that meet organizations specific business requirements and market changes
Arm employees with intelligent business applications across CRM and ERP, which gives the choice to grow on your own terms
Access the power of digital inelegance, turn relationships into revenue, boost customer loyalty and make quicker data driven decisions for more efficient operations
How Planning Services works
Software Assurance customer assigned a Planning Services voucher realizing their SA benefits
Registered Microsoft Dynamics 365 Gold Competency partners and Microsoft reserve the voucher
The designated partner or MCS deliver the engagement to the customer
The partner or MCS redeem voucher by submitting required deliverables & Microsoft pays
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4. Microsoft Dynamics
6/15/2018
Dynamics Planning Services Benefits Understanding the program value for the Microsoft sales teams & partners
Create New Opportunities
Launch new, Microsoft-sponsored engagements
Offset the cost of sales for implementation engagements
Demonstrate Dynamics 365 expertise
Increase customer Loyalty
Help customers get the most out of their IT investments
Ensure satisfaction with SA coverage
Increase SA loyalty, renewal and build future loyalty activating cloud subscriptions
Planning Services is a great tool to help you close deals and delight your customers.
There are three main ways the program can benefit you:
First, you can enrich SA discussions with new customers:
Prove the value of SA and help close deals. Dynamics customers didn’t used to benefit from the Planning Services for SA, but now they can.
Provide an easy way to plan Dynamics 365 CRM functionalities implementation, which helps you increase SA attach
In addition to new customers, you can also Increase Dynamics SA renewals:
Help customers get the most out of their IT investments so they will be excited about renewing
Ensure satisfaction with SA coverage
Increase SA loyalty and renewal
Finally, at it’s heart this program Simplify Dynamics 365 CRM functionalities adoption for customers:
Increase implementation rates with custom implementation plans created by qualified partners
Increase product loyalty and encourage expanded use.
Simplify Dynamics adoption
Increase implementation rates with custom implementation plans created by qualified partners
Increase product loyalty and encourage updates to current version or migration to cloud
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be enrolled trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5. Planning Services Offerings
6/15/2018
Planning Services Offerings
Offerings
Desktop (DDPS)
SharePoint (SDPS)
Lync and Exchange (L&EDPS)
Public Cloud, Windows Azure (AZDPS)
Private Cloud, Management & Virtualization (PVDPS)
There are currently 7 Planning Services “types” or offerings:
Desktop Deployment PS (DDPS): Helps customers evaluate and create a deployment plan for Microsoft Office and/or Windows 7 or 8, and migration guidance for Office 365.
SharePoint Deployment PS (SDPS): helps customers create an effective deployment or migration plan for Microsoft SharePoint or Microsoft SharePoint Online.
Lync & Exchange Deployment PS (L&EDPS): helps customers evaluate and plan their Microsoft Exchange Server and Microsoft Lync implementations whether on-premises or in the cloud.
Public Cloud, Windows Azure Deployment PS (AZDPS): offers hands-on training and guidance on migrating applications and data to the Windows Azure Platform
Private Cloud, Management & Virtualization Deployment PS (PVDPS): provides fundamental analysis, business case, process, and technical procedures needed to optimize the customer’s datacenter.
SQL Server Deployment PS (SSDPS): provides in-depth assessment and planning for deploying or migrating content to SQL Server, SQL Server upgrade or SQL Server BI solution .
Dynamics Deployment PS (DYDPS): provides in-depth assessment and planning for deploying or upgrading or migrating to Microsoft Dynamics 365 different business applications.
Developer Tools Deployment PS (DTDPS): This PS provides rigorous analysis and a process-focused approach to develop deployment plans for Visual Studio Team Foundation Server or Visual Studio Test Tools.
Implementing Microsoft Dynamics 365
Migrating to Microsoft Dynamics 365
Upgrading Microsoft Dynamics Implementing Microsoft Dynamics 365
Implementing Microsoft Dynamics AX
Upgrading Microsoft Dynamics AX
Microsoft Dynamics 365 for Operations Assessment
SQL Server (SSDPS)
Dynamics Planning Services (DYDPS)
Developer Tools (DTDPS)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be enrolled trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

6. Microsoft Dynamics
6/15/2018
Implementing Microsoft Dynamics 365 The basic engagement for kicking off or extending CRM implementation
Customer Benefits
3 days
5 days
10 days
15 days
Activity
Educate & Solution Envisioning
Assess Top Requirements & Processes
Assess Solution Degree of Fit w/ 1- Few Processes
Showcase Benefit with an Online PoC for 1-Few Processes
Pre-engagement Assessment 
Solution Overview Workshop + Demo
Requirements & Process Review
Fit-Gap Analysis
Scoping Assessment
Proof of Concept (online)
Put IT investments to work
Streamline first time implementations and plan for a solution which grows with the business
This DYDPS engagement, Implementing Microsoft Dynamics 365 for the CRM capabilities, including Sales, Customer Service, Filed Service, Marking and more, was created to help customers looking to deploy for the first time, or expand their current implementation.
As a enrolled provider of DYDPS, you’ll have access to Sales materials, Microsoft Best practices, and engagement materials
Depending on the length they choose, the engagement will include:
An overview of Dynamics 365 CRM capabilities
A review of current processes and business needs
A scoping assessment of what it will take to implement
A Fir Gap Analysis for example processes (1 to few)
And an online PoC – implementing in Microsoft Dynamics 365 CRM functionalities in the cloud one to few customer processes including limited customer data and records.
Experience digital intelligence turning relationships to revenue
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

7. Microsoft Dynamics
6/15/2018
Upgrading Microsoft Dynamics 365 An engagement to help with upgrading to help choose the best upgrade path
Customer Benefits
3 days
5 days
10 days
15 days
Activity
Educate & Envision Solution
Analyze Technical Upgrade Requirements
Assess Solution Degree of Fit with 1-Few Example Processes
Showcase Upgrade Benefits w/ an Online PoC for 1-Few Processes
Pre-engagement Assessment 
Envisioning Workshop
Demo
Technical Assessment
Functional/Fit-Gap Assessment 1-Few Processes
Online PoC for 1-Few Processes
Put IT investments to work
Streamline upgrade and find best upgrade path for your requirements
We’re planning to launch a series of Dynamics Planning Services engagements in the coming year. The first to launch will be Implementing Microsoft Dynamics 365 CRM functionalities to help customers looking to deploy for the first time, or expand their current implementation.
As a enrolled provider of SSDPS, you’ll have access to Sales materials, Microsoft Best practices, and engagement materials
Depending on the length they choose, the engagement will include:
An overview of Dynamics 365 CRM functionalities with an emphasis on newer capabilities for marketing, social and service
A review of current processes and business needs
A scoping assessment of what it will take to implement
A fit gap analysis using one to few example processes
And an online PoC – upgrading one to few customer processes by implementing them in Microsoft Dynamics 365 CRM functionalities in the cloud
Experience digital intelligence and solution which can be expended with your business
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

8. Microsoft Dynamics
6/15/2018
Migrating to Microsoft Dynamics 365 to help with planning customer migration of their CRM solution to cloud
Customer Benefits
5 days
10 days
15 days
Activity
Business, Fit & Data Assessment and Solution Envisioning
Showcase Cloud Solution Benefits
Showcase & Validate Cloud Solution Benefits
Pre-engagement Assessment 
Business Assessment & Envisioning Workshop
Functional Fit-Gap
High Level Data Migration Assessment
Conference Room PoC (demo environment no migration)
Functional PoC
(limited migration, one process)
Put IT investments to work
Streamline and don’t delay migrating and upgrade
We’re planning to launch a series of Dynamics Planning Services engagements in the coming year. The first to launch will be Implementing Microsoft Dynamics 365 CRM functionalities to help customers looking to deploy for the first time, or expand their current implementation.
As a enrolled provider of SSDPS, you’ll have access to Sales materials, Microsoft Best practices, and engagement materials
Depending on the length they choose, the engagement will include:
An option overview of Dynamics 365 CRM functionalities capabilities
A review of current processes and business needs
A scoping assessment of what it will take to implement
A high-level solution architecture
And an online PoC (15 days engagement should include and extended PoC, showcasing the integration with the unique customer environment).
Experience the power of productivity anywhere, anytime
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9. Implementing Microsoft Dynamics AX
6/15/2018
Implementing Microsoft Dynamics AX
Helps to kick off implementation or extend existing across the organization
Customer Benefits
Voucher Length
3 days
5 days
10 days
15 days
Activity
Assessment Phase
(1 to few processes)
Fit Gap Phase
Architecture Design Review Phase
Benefit Showcase (PoC) Phase
Pre-engagement Assessment 
Assessment & process documentation workshop
High level fit gap
High-level Solution Architecture review
Proof-of-concept
Use planning services when implementing dynamics AX for the first time or expanding a current solution
Use dynamics lifecycle services (LCS) to streamline planning and creation of a custom solution architecture and fit gap plan, and test drive your solution in LCS
Implementing Microsoft Dynamics 365 for Operations - will help customers looking to deploy for the first time, or expand their current implementation.
Depending on the length of engagement chosen, the engagement will include:
An optional overview of Microsoft Dynamics 365 for Operations capabilities, assessment and documenting top processes
A review of current processes and business needs
A scoping assessment of what it will take to implement
A high-level solution architecture and fit-gap and scoping to showcase and validate the benefits of the solution
And an online Proof of Concept, using Microsoft Azure
This program is structured to be flexible and provide a framework for what the customer needs are.
Improve marketing effectiveness, operational and administrative processes, boost sales, and enrich customer service interactions.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be enrolled trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10. Upgrading to Microsoft Dynamics AX
6/15/2018
Upgrading to Microsoft Dynamics AX
Helps with planning the upgrade path to the most current features & functionalities
Customer Benefits
Voucher Length
3 days
5 days
10 days
15 days
Activity
Envision Solution & Business Requirements Review
Technical Upgrade Assessment
Functional Upgrade Assessment
Implementation Plan
Pre-engagement Assessment 
Upgrade Envisioning Workshop + LCS demo
Technical Upgrade Assessment (as-is)
Functional assessment (to-be)
Upgrade implementation plan (including Architectural and integration requirements)
Put your IT investment to work to benefit from a current ERP solution
Stream line your upgrade planning by choosing the best upgrade path that with a custom implementation plan considering your architectural & integration requirements.
Upgrading Microsoft Dynamics AX - will help customers looking to deploy for the first time, or expand their current implementation.
Depending on the length of engagement chosen, the engagement will include:
An overview of Microsoft Dynamics AX and Dynamics 365 for Operations capabilities, assessment and documenting top processes
A review of current processes and business needs
A technical assessment of the existing solution to identify how to best upgrade the existing solution and custom code
A functional assessment and fit gap review to assess what OOB functionalities can replace custom code and what other functionalities can fit customer’s business needs
A high-level solution architecture and integration assessment as part of development of an implementation plan for the customer
This program is structured to be flexible and provide a framework for what the customer needs are.
Accelerate business, enable people to make decisions quickly, transforms business processes faster while reducing the custom solutions dependency.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be enrolled trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11. Upgrading to Microsoft Dynamics 365 for Operations
6/15/2018
Upgrading to Microsoft Dynamics 365 for Operations
Helps with assessing what it will take for the customer to migration to Microsoft’s ERP Cloud Service
Customer Benefits
Put IT investment to work planning assessing the benefits of cloud ERP solution implemented with dynamics 365 for operations
Voucher Length
3 days
5 days
10 days
Activity
Solution Envisioning
Business Processes Assessment and fit
Data migration requirements, Risk and Sizing Assessment
Pre-engagement Questionnaire 
Business assessment & Cloud envisioning workshop
Business Process Review and degree of fit
High level data migration and sizing assessment
Start planning your journey a custom ERP cloud solution by assessing the fit of dynamics for operation to your needs, data migration and integration requirements
Microsoft Dynamics AX Cloud Assessment - will help customers looking to migrate their AX solution to Microsoft’s ERP Cloud Service and what it entails.
Depending on the length of engagement chosen, the engagement will include:
Overview of Microsoft Dynamics 365 for Operations built on and for Azure and a review of business requirements workshop
A review of current processes and business needs
A Review of business processes and degree of fit of the cloud solution to the specific customer’s requirements
A high-level data and integration assessment to help with planning and sizing the Azure environment
This program is structured to be flexible and provide a framework for what the customer needs are.
Accelerate business, gain incredible business agility by enabling your orgs to do business virtually anywhere, anytime with the choice and flexibility of the microsoft cloud.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be enrolled trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

12. Partner Readiness Eligible Partners Must: Enrolled Partners Get:
6/15/2018
Partner Readiness
Eligible Partners Must:
Enrolled Partners Get:
Have a Gold Competency in CRM or ERP or Gold or Silver Cloud CRM competency to
Enroll as a Planning Services Provider of DYDPS, here
Submit required deliverables for payment
Payment for consulting services
Microsoft best-practice engagement guidance
Complete Engagement Documentation:
Engagement Structure and Activities
Detailed Delivery Guidance
Deliverable Templates
Customer Sales Materials
Need more detail on resources
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

13. Learn More Topic Resources
Microsoft Dynamics Planning Services tools and resources
Planning Services Partner Portal
Software Assurance Planning Services
Volume Licensing Customer Portal