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

2. 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

3. The partner formerly known as…….

5. Microsoft Dynamics 365

6. 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

7. 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

8. 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

9. Customer D365 Options

10. 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.

11. 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

12. Life-Cycle Services (LCS)

13. Fastrack and Migration Tools
Click to Microsoft D365 FastTrack Website
AX 2012
AX 2009
Prior Versions

14. 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

15. 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
$ /year
Migration
Configure
Build
DEV

16. 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

17. Customer Source - elearning

18. Thank You!