Licensing the Cloud_AXUG SoCal_forDistro_Q2_2017.pptx

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

COPYRIGHT © AXMENTOR 2017 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.

AXMentor Overview
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
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

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

Dynamics 365 Enterprise Edition

What is it?
Dynamics
CRM
Dynamics
AX

Dynamics 365 Suite
Common application platform: PowerApps, Microsoft Flow, Common Data Model
Microsoft AppSource
Microsoft Dynamics 365

How does it work?
PowerApps Flow
Common
Data Service
Office 365 Azure IoT
Cortana
Intelligence
PowerBI
Common Cloud-based Platform with tools that let you integrate, automate, push+pull data, and get insights*…
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
Integrate Automate
A data
store/service
that facilitates
integration
between D365
Apps,
PowerApps
creations, and
external
systems
Facilitate
Use standard
Office tools to
get work done
efficiently
while being
able to
push/pull
information
to/from D365
Produce
A set of tools
for gathering
data from
disparate
sources
Collect
A set of cloud
services that
enables
analysis of all
your data as
well as
provide
predictive
analytics
Analyze
A tool to
create robust
visualizations
and
dashboards
for quick
consumption
and faster
decision
making
Visualize
* Separate subscriptions may be required depending on Dynamics 365 license as well as usage

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

Plan Updates!
5 seat min 20 seat min
EVERYTHING
DYN CRM DYN AX

Dynamics 365 Enterprise Edition License Types
How is it licensed?
• 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

$8
$115
$210
$95
$95
$40
$95
$95
$190
$40
$50
$170
$40
5 seat min 20 seat min $190
GA Pricing
All prices are per user per month
All pricing subject to change by Microsoft
EVERYTHING
DYN CRM DYN AX
Marketing??

Dynamics 365 for Operations (On-Premises) – Local Biz Data
How much does it cost - licenses?
• Yearly
• $4500
• Subscription (pu/pm)
• $104
• Yearly
• $1200
• $28
• Yearly
• $190
• $4
• Yearly
• $1800
• $41
• Yearly
• $7500
• Subscription
• $173
• Yearly
• $28,000
• $643
Full Cloud
Benefits are
limited!! • Additional Architecture
costs to consider
- Windows Server
2016
- SQL Server 2016
- Sys Req’s*
* System Requirements Document: https://www.microsoft.com/en-us/download/details.aspx?id=55496

Dynamics 365 Enterprise
Plan
Dynamics 365 Operations
Included
Included*
Included
(1)Dev/(1)Test included
2 included
Included
(1)Dev/(1)Test included
1 included
Included
Disaster recovery
i.e., hardware, software, networking
Sandbox environment
Servicing production environment
i.e., provisioning, updates, pro-active monitoring
Additional usage rights software
i.e., embedded Power BI
High-availability infrastructure
i.e., hardware, software, networking, energy, housing
*Enterprise DR standalone can cost ~ $2oK+ per user per month
Included
Dynamics 365 Value of the Cloud
What’s included?
Not applicable to On-
premises deployments

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

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.

Transition Options for On-premises Customers
• 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
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
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
Dynamics AX Customers
Stay with Perpetual
Perpetual + Cloud Add-
on
Move to Subscription

Dynamics AX Existing* Customer
Transition Conversion: Dynamics AX 2012
Dynamics AX 2012 License Conversion
AX 2012 Dynamics 365 Equivalent Primary Dynamics 365 Equivalent Secondary
Enterprise CAL Full Activity
Functional CAL Full Activity
Functional User Limited Upgrade CAL Activity Team Member
Task CAL Activity Team Member
Task User Limited Upgrade CAL Activity (3:1) Team Member
Self Serve CAL Team Member N/A
Enterprise Device CAL Full Device
Functional Device CAL Full Device
Functional Device Limited Upgrade CAL Activity N/A
Task Device CAL Device Activity
Task Device Limited Upgrade CAL Device (3:1) Activity (2:1)
Self Serve Device CAL Team Member N/A
• Must be current on or procure
an Enhancement Plan or
Software Assurance
• License true-up

Transition Pricing
Transition Options: Dynamics AX 2009
• 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
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 1 Team Member
10 Light Users – Limited Upgrade 1 Activity
AX 2009 BRL-BE Dynamics 365 Equivalent
1 Foundation Pack (1 Server + 1 Full BE User) 1 Server + 1 Full
1 Full BE User (concurrent) 1 Full
AX 2009 MBL-Ent Dynamics 365 Equivalent
Base Pack (1 Server + 1 Full AM User) 1 Server + 1 FULL + 2 Activity
1 Full User (concurrent) 1 Full + 2 Activity
1 Full User (concurrent) – Limited Upgrade 1 Full
1 Enterprise Portal/Web User (concurrent) 2 Activity
3 Web Users - Limited Upgrade* 1 Activity
10 Web Users – Limited Upgrade* 1 Activity
Dynamics AX 2009 (or earlier*)
License Conversion
*Earlier versions of AX may have differing conversion options than what is stated above

*First registered date must be on or before 10/31/2016
Transition discount window is through Nov 1, 2019
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%
Enterprise or Functional Unified Operations Plan $114 $64 + SA/EP 40%
Functional Dynamics 365 Operations Activity $30 $10+SA/EP 40%
Task Dynamics 365 Operations Activity $30 $25+SA/EP 40%
Task or Self Serve Dynamics 365 for Team Members $4.80 $0 + SA/EP 40%
Task Device Dynamics 365 for Operations Device $45 $36 + SA/EP 40%

Dynamics 365 for Operations (On-Premises) – Local Biz Data
How much does it cost - licenses?
• Yearly
• $4500
• $104
• Yearly
• $1200
• $28
• Yearly
• $190
• $4
• Yearly
• $1800
• $41
• Yearly
• $7500
• Subscription
• $173
• Yearly
• $28,000
• $643
Full Cloud
Benefits are
limited!! • Additional Architecture
costs to consider
- Windows Server
2016
- SQL Server 2016
- Sys Req’s*
* System Requirements Document: https://www.microsoft.com/en-us/download/details.aspx?id=55496

Transition Pricing
Dynamics 365 Upcoming Releases
• New Apps for focused workloads
• Retail
• Talent
• Relationship Sales
• LinkedIn Integration throughout Dynamics 365
• Talent
• Sales
• Deployment Options
• Local Business Data

Transition Pricing
Dynamics 365 Resources
• Dynamics 365 Blog
• https://blogs.microsoft.com/blog
• Post on New Offerings in Talent, Retail, and Customer Engagement
• Dynamics 365 Roadmap
• https://roadmap.dynamics.com
• CustomerSource
• https://mbs.microsoft.com/customersource/northamerica/home
• Check out the Imagine Academy available through Help > E-Learning

1. What is Dynamics 365 – how it works, how it’s sold,
how it’s licensed, and associated costs
2. Options for existing Customers
3. What’s on the horizon for Dynamics 365
4. Dynamics 365 Resources
Overview
1. 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 
2. 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
3. Get a demo trial of Dynamics 365 and explore
• Available through Microsoft, your Partner, or
contact AXMentor
• Azure subscription required
Go Do’s

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

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
i. Record any type of expenses
ii. Approval of time, expense, invoices
iii.Manage personal information
iv.Manage direct employee activities
in human resources
v. Create requisitions
vi.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.

Transition Pricing
Transition Options: On-premises to Cloud
Dynamics CRM Customers

Transition Pricing
Transition Options for Online Customers
Dynamics CRM Customers

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

Transition Pricing
Transition Options: Qualified Offers
• 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
Other Offers of Interest

Dynamics 365 for Operations Security Roles by
User SL Level

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