CONFIDENCE

Services for Microsoft DynamicsTM

Business Ready Enhancement Plan

Customer Services Guide
Version 4 .
Date: 17 January, 2007
 BUSINESS READY ENHANCEMENT PLAN FOR MICROSOFT®
DYNAMICSTM CUSTOMER SERVICES GUIDE

CONTENTS PAGE

Enhancement Plan Features ..................................................................................................................... 3-4

Enhancement Plan Enrollment and Pricing Policies ............................................................................ 5
Enhancement Plan Re-Enrollment ............................................................................................................. 6
Transitions Policy: License Model, Product Line and Edition .................................................. 7-13
Investment Protection Policy .............................................................................................................. 13-14
Additional Modules, Licenses, and Systems ........................................................................................15
Protected List Price Policy .................................................................................................................... 16-17
Support Lifecycle Policy ...............................................................................................................................18
Additional Information ............................................................................................................................18
Appendix................................................................................................................................................... 19-23

The policies and benefits outlined in this Guide are effective, beginning November 20, 2006 –
except where noted.

INTRODUCTION

This document provides information about the Business Ready Enhancement Plan for Microsoft
Dynamics™. This plan is available for Microsoft Dynamics™ AX, Microsoft Dynamics™ GP,
Microsoft Dynamics™ NAV, Microsoft Dynamics™ SL and Microsoft C5 (Denmark only). Use this
guide as a handy reference if you have questions about Enhancement Plan features, policies and
pricing. Please keep in mind that the pricing outlined in this document apply only to the services
you purchase directly from Microsoft.

Prices referenced in this document are recommended system list prices for the Business Ready
Enhancement Plan for Microsoft Dynamics Financial Management and Supply Chain
Management solutions. Your authorized Microsoft Business Solutions partner may offer different
pricing that may reflect additional benefits and services offered by your partner, or it may
include pricing for maintaining customizations and or/additional functionality for your Microsoft
Dynamics implementation.

Benefits described in this guidebook are offered by Microsoft and often provided to you
through participating Microsoft Business Solutions partners. Contact your Microsoft partner for
information on support and maintenance of localizations and customizations provided by
and/or created by your Microsoft partner.

Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables
you and your people to make business decisions with greatcustomer relationship, and supply chain
processes in a way that helps you drive business success.

U.S. and Canada Toll Free 1-888-477-7989 2

Worldwide +1-701-281-6500
www.microsoft.com/dynamics
ENHANCEMENT PLAN FEATURES

What’s included in the Enhancement Plan

The Enhancement Plan includes:
 Version Upgrades and Product Updates
 Service Packs and Hot Fixes
 Tax and Regulatory Releases
 CustomerSource
 Knowledge Base
 Online Training Content (including E-Learning, training materials and learning plans)
 Investment Protection (formerly called Transformational Assurance)
 Transition Investment Credit
 Microsoft Support Lifecycle
 Protected List Price

Version Upgrades and Product Updates: Our upgrade and update benefit is stronger than
ever for Microsoft Dynamics and Microsoft Business Solutions product lines in all regions, with a
goal of providing regular product value and published product roadmaps so you can plan for
future upgrades. You are entitled to major version releases or point releases that are released
during the term of your enrollment.

Service Packs and Hot Fixes: As part of the effort to continually improve Microsoft software,
updates and fixes are created and released for recognized issues. Regularly, many of these fixes
are combined into a single package (called a service pack), which is made available for
installation. Service packs are cumulative, meaning that each new service pack contains all the
fixes that are included with previous service packs and any new critical security fixes should that
specific situation arise. This is done so that you do not have to install an earlier version of a
service pack before you install the latest version.

Tax and Regulatory Releases: These updates for the Microsoft products will generally be
released each fiscal year or on an as-needed basis for Microsoft Dynamics AX, Microsoft
Dynamics GP, Microsoft Dynamics NAV, Microsoft Dynamics SL and Microsoft C5. Microsoft
understands that local laws, market conditions and support requirements differ around the
world and differ by industry sector. Therefore, Microsoft may offer tax updates beyond the
description listed here.

CustomerSource: CustomerSource is an authorized website for Microsoft customers enrolled in

the Enhancement Plan. The site contains personalized product and service information, a
searchable knowledge base, downloads, documentation, discussion boards, online training,
news and other features. CustomerSource is available in English today for a subset of Microsoft
Dynamics customers. Starting in March 2007, we will add 16 local sites in seven languages
(product line views may vary). CustomerSource will be available to all Microsoft Dynamics and
Microsoft C5 customers enrolled in the Enhancement Plan.
 Log in to CustomerSource, go to https://mbs.microsoft.com/customersource.

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  Get started with CustomerSource, by reading this FAQ:
http://search.microsoft.com/results.aspx?mkt=en-US&setlang=en-
US&q=CustomerSource+FAQ.
 Learn about all of the time saving features on CustomerSource by viewing a Web
seminar: https://mbs.microsoft.com/customersource/news/webseminarcsource.

Knowledge Base: This tool helps customers find answers to the most common product
questions including troubleshooting steps, solutions to common issues, and how-to articles.

Unlimited Online Training Benefits: These benefits are available in November 2006 for
customers with CustomerSource access and will be globally available by March 2007.
 E-Learning (formerly called eCourses): Detailed concepts on specific topic areas, e.g. a
product module. Knowledge acquired is comparable to classroom.
 Training Materials (formerly called Courseware/Training Manuals: Training Materials that
can be used as a study tool or as a desktop reference.
 Training Materials Local Functionality (formerly called Courseware Extensions):
Addendums available for select Training Material titles. Designed to deliver content on
local functionality within a given country.
 What’s New Training Materials (formerly called Manuals/Courseware): Delta training
between product versions. Available as a manual with some product versions available as
an eLearning.
 Learning Plans: A training roadmap that helps individuals find the training available to
them. Outlines the training and certification options available for each module or specific
functionality.

Investment Protection (formerly Transformational Assurance): The ability for a customer to

move to the future converged Microsoft Dynamics solution without having to repurchase the
functionality they already license today. Details are available later in the document.

Transition Investment Credit: Customers can apply their Microsoft Dynamics Financial
Management and Supply Chain Management license investment toward a:
 Product Transition: Transition to any other Microsoft Dynamics Financial and Supply
Chain Management solution, e.g. Microsoft Dynamics AX to Microsoft Dynamics NAV.
 Edition Transition: Transition to another edition of the same product (Standard to
Professional, Business Essentials to Advanced Management).

Support Lifecycle Policy: Defined and published policies and timelines for the timeframe in
which Microsoft will provide predictable product support for each product release. Details are
available later in this document.

Protected List Price: The recommended system list price at the time of the license is acquired is
protected and becomes the basis upon which future Enhancement Plan re-enrollments are
calculated. Details are available later in this document.

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ENHANCEMENT PLAN ENROLLMENT AND PRICING POLICIES

Enhancement Plan length

The standard Enhancement Plan length is 365 days for both your first year and consecutive year
renewals. Three-year enrollment options may also be available in your country.

First-year Enhancement Plan requirement

Microsoft requires enrollment in the Enhancement Plan upon purchase of your license during
your first year as a Microsoft Dynamics Financial Management and Supply Chain Management
customer. Enrollment requirements may vary by country. Enrollment begins on the date
Microsoft invoices you and your Microsoft partner for the Enhancement Plan.

Enhancement Plan expiration date

The Enhancement Plan expiration date that you see in CustomerSource/ My Account is based on
the anniversary date that your Microsoft partner purchased the Enhancement Plan for you from
Microsoft. This date may be different than the service plan date provided to you by your partner,
as your partner may have adjusted the date to coincide with services the partner provides or to
accommodate your budget cycle. If you would like to align these dates, please contact your
partner

Enhancement Plan enrollment

Your Enhancement Plan enrollment is valid during the subscription period. As your
Enhancement Plan nears expiration, you will need to renew to remain entitled to plan benefits. If
you allow your Enhancement Plan enrollment to lapse, you will no longer be eligible to receive
benefits, unless you re-enroll under this plan.

How your Enhancement Plan price is determined

When you purchase the Enhancement Plan from your partner for your Microsoft Dynamics
Financial Management and Supply Chain Management solution, your partner may set the initial
Enhancement Plan price as a percentage of Microsoft’s system list price at the time of
acquisition for that license.

Protected List Price and your Enhancement Plan

Under the Microsoft Dynamics Protected List Price Policy, the recommended system list price of
your Microsoft Dynamics solution at the time of license acquisition is protected and becomes
the basis upon which Microsoft calculates your future Enhancement Plan renewals. Details on
the Protected List Price Policy are described below and are also available on CustomerSource:
https://mbs.microsoft.com/customersource/productsservices/service/enhancement/plppolicies.htm.

ENHANCEMENT PLAN RE-ENROLLMENT

Re-enrollment Pricing
If you allow your Enhancement Plan enrollment to lapse, you may be subject to Re-enrollment
Pricing. Re-enrollment Pricing consists of two components: Back Pay and Future Year payment.

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 Back Pay—The current Enhancement Plan price (e.g. 16%) plus a 3% re-enrollment fee for
the period of time your Enhancement Plan has been lapsed.

Future Year—The price of a 365-day enrollment in the Enhancement Plan to cover the
upcoming year’s enrollment.

Example calculation for re-enrollment fees:

Back pay + re-enrollment fee + future year
License List price is €10,000. Lapsed 420 days
€10,000 *(16%+3%)/365 = €5.21 per day
€5.21*420 days + (16%*€10,000) = €3,788.20 to re-enroll in the Enhancement Plan

An example in US dollars would be:

Back pay + re-enrollment fee + future year
License List Price is $7,500. Lapsed 300 days
$7,500 * (16%:+3%)/365= $3.39 per day
$3.39 x 300 days + (16% * $7,500) = $2,216 to re-enroll in the Enhancement Plan

When you re-enroll, the license list price will be based on the higher of your former Protected
List Price and the current list price of your licensed solution. Additionally, if your current solution
is licensed under module based licensing then your re-enrollment price will be based on
module- based pricing.

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TRANSITIONS POLICY: LICENSE MODEL, PRODUCT LINE AND EDITION
Existing customers enrolled in the Enhancement Plan or their current Microsoft Dynamics
maintenance plan can transition from one Microsoft Dynamics License Model, Product Line or
Edition to another Microsoft Dynamics License Model, Product Line or Edition. License Model
Transitions will be available:
Region Availability
North America February 19, 2007
Latin America March 19, 2007
Europe, Middle East and Africa and Asia-Pacific March 19, 2007

This policy will outline how existing customers will be able to transition from Module Based
Licensing to Business Ready Licensing on the same product. Customers who are looking to
expand their solution may want to transition to Business Ready Licensing. If they are not looking
to add significant additional functionality, they may opt to continue licensing users and
components on their current model, with all current licensing policies still in effect.

Definitions:

Product Line Transition: Any move from one product line code base to a different
product line code base. See Appendix A at the end of this document for a list of Product
Line Transition scenarios.

Edition Transition Definition: Any edition change within the same product line and
licensing model. See Appendix B at the end of this document for a list of Edition
Transition scenarios.

License Model Transitions: Any move from the Module Based Licensing model to the
Business Ready Licensing model, remaining within the same product line See Appendix C
at the end of this document for a list of License Model Transition scenarios.

Product Line and Edition Transition Policy

Eligibility:

All customers must be current on their Enhancement Plan in order to make a transition
to another product line or edition. If customers have allowed their Enhancement Plan to
expire, see the Re-enrollment section of this document for the policy on reenrolling.

This transition policy document applies to the following products:

 Microsoft Dynamics AX
 Microsoft Dynamics GP
 Microsoft Dynamics NAV
 Microsoft Dynamics SL
 Microsoft Small Business Financials
 C5*
 Microsoft Office Small Business Accounting

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 *Policy effective March 1, 2007

This transition policy document does not apply to:

 Microsoft CRM
 Any other Microsoft product other than those listed above

Policies:

License Policy for Product Line and Edition Transitions

 License Credit: Customers will receive a credit for their license investment.

 License Credit Calculation: Customers will receive a credit equivalent to 100% of

their Protected List Price for the modules and users the Customer has licensed.

 Customers transitioning from Microsoft Office Small Business Accounting will

receive a total license credit of $150.

 Applying License Credit: In exchange for the old license, customers can use the
license credit toward the license of a newer edition or another product line.
o If the license credit does not cover the entire cost of the change in edition
or product line transition (calculated at the then current suggested list
price for the new edition or product line), the customer must purchase the
difference through their selected partner.
o If customers have more credit than needed for their transition, they can
apply the balance towards more functionality and/or users. However, the
balance cannot be:
 Refunded, or
 Reserved for future licenses purchases (license credit must be
applied at the time of transition), or
 Used for Enhancement Plan, support, training, or any other service
offering

Services (Enhancement, Support and Training) Policy

1. Customers will receive credit for any Enhancement Plan, support and/or training
value remaining on a customer’s current plan. The credit can be applied to any
service offering.
a. Refunds will not be given on the services credit
b. Services credit needs to be applied at the time of the transition
c. Services credit cannot be used toward licenses
2. Customers are required to purchase one year of the Enhancement Plan when
they transition.
.

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Enhancement Plan Calculation on new Product Line or Edition:
Product Line and Edition transitions will require an Enhancement Plan re-calculation. The
new Enhancement Plan value is calculated off the new license recommended system list
price using the Enhancement Plan percentage for the new product line or edition.

Credit for remaining value of plan when transitioning

The Enhancement Plan credit will be prorated based on the value of the Enhancement
Plan amount and the number of days remaining on the customer Enhancement Plan.

Example:
If you have 90 days remaining on your current Enhancement Plan, you will receive
a credit for 90 days to apply toward your future Enhancement Plan.

List price is $12,000.

Value of full year of the Enhancement Plan: $12,000 * 16% = $1,920.
Daily value of the Enhancement Plan: $1,920/365 = $5.26
Credit available for days remaining on your enrollment: 90 * $5.26= $473.40

Example in Euro:
List price is €10,000.
Value of full year of the Enhancement Plan: €10,000 * 16% = €1,600.
Daily value of the Enhancement Plan: €1,600/365 = €4.38
Credit available for days remaining on your enrollment: 90 * €4.38= €394.20

Support for old plan during transition period

To support you during your transition, you will continue to have access to your old plan
benefits for 180 days from the time of your new plan purchase.

Enhancement Plan Calculation on New Product Line or Edition:

Product Line and Edition transitions will require an Enhancement Plan recalculation. The
new Enhancement Plan value is calculated off the new license suggested list price using
the Enhancement Plan percentage for the new product line or edition.

Enhancement Plan Reenrollment: All customers must be current on their Enhancement

Plan in order to make a transition to another product line or edition. If customers have
allowed their Enhancement Plan to expire, see the Enhancement Plan Reenrollment
section of this document for the policy on reenrolling.

Support and Training Policy credit:

Any support and/or training value remaining on the customer’s account will be credited
and can be applied to their new service plan at the time of transition.

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LICENSE MODEL TRANSITION

Eligibility
To be eligible for a license model transition, a customer must meet the following
requirements:

Current Enhancement Plan: A customer must be current on his/her

Enhancement Plan. If a customer’s Enhancement Plan has expired and the
customer wants to transition, the customer must re-enroll in the Enhancement
Plan before he/she can transition. For additional details, please refer to the Re-
enrollment section of the Customer Services Guidebook.

Pricing/Packaging: A partner and/or customer who have received specialized

pricing and/or packaging that are not part of a standard program may not be
eligible for a license model transition.

Product Version:
1. Customers must be on the most current version of the product in
order to transition license models. The customer will always
receive the most recent version of the product when transitioning
license models to Business Ready Licensing. For example, if a
customer is on Microsoft Dynamics AX (formerly Axapta) 3.0, they
must upgrade to Microsoft Dynamics AX 4.0 or the latest version
that is available in that market. Your partner should contact the
local Microsoft Operations Center if you wish to upgrade prior to
commencing a license model transition.

2. For Microsoft Dynamics™ AX, the Industry Builder modules, and

for Microsoft Dynamics™ NAV, the Microsoft Dynamics NAV Add-
ons, must be upgraded to work with the latest version of the
Microsoft Dynamics AX or Microsoft Dynamics NAV product.

Products: The license model transition policy applies to customers on Module

Based Licensing on the following products:
 Microsoft Dynamics AX
 Microsoft Dynamics™ GP
 Microsoft Dynamics NAV
 Microsoft Dynamics™ SL

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 The license model transition policy document does not apply to any other
Microsoft products, including:
 Microsoft Dynamics™ CRM
 Microsoft Dynamics™ XAL
 Microsoft Small Business Financials
 C5
 Microsoft Office Small Business Accounting
 Great Plains Accounting
 Real World
 Solomon III
 Solomon IV (version 2.0 and below)
 Apertum
 C4

LICENSE MODEL TRANSITION POLICY

Equivalent Functionality: Customers will be allowed to transition their current

modules to the functional equivalent under BRL.

Edition – The following rules apply to determine the edition of Business Ready
Licensing to which the customer will transition:

Business Essentials edition: If all of the customer’s existing product

functionality in MBL is in the BRL Business Essentials edition, then the customer
will be transitioned to Business Essentials.

Advanced Management edition: If any of the customer’s existing product

functionality under MBL is available only in the BRL Advanced Management
edition or is only available to Advanced Management Customers, then the
customer will be transitioned to Advanced Management.

Users – Customers will receive the same number of Business Ready Full Access
Users as they have Module Based Licensing Professional Users. All other
components with a user count will be moved to the equivalent under BRL.

Components – Customers will receive at least the same functionality as they

previously had in Module Based Licensing:

Components within the BRL Full Access User – Customer will have access to all
components within the BRL full access user.

Components outside of the BRL user – If the customer has an MBL component
that is not in the BRL Full Access User, the component will be transitioned to the
equivalent component in BRL. If the component is based on the number of users,
employees, records, and so on, the customer will receive the same number as
he/she had on MBL.

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 Microsoft Dynamics NAV Add-Ons: Microsoft will transition a customer’s
Microsoft Dynamics NAV MBL Add-ons to his/her new BRL license. There are a
limited number of Add-Ons granules which will not work on BRL. Customers
should contact their partner as to whether the Microsoft Dynamics NAV Add-Ons
solution is supportable on the latest version of the product and on the BRL
license.

SERVICES (ENHANCEMENT, SUPPORT AND TRAINING) POLICY

Enhancement Plan Policy:
1. When a customer transitions, he/she is required to purchase at
least one year of the Enhancement Plan.

2. Protected List Price (hereafter PLP) – Customers will transition

to BRL at their current PLP value. The PLP used as the basis for
calculating the price of the Enhancement Plan will not change,
except:

a. If the customer licenses additional users between the time

this policy is announced and his/her License Model
Transition, then he/she will be charged the difference
between the BRL Full Access User license price and the
MBL Professional User license time at the time of his/her
License Model Transition. The difference will also be
added to his/her PLP.

3. Enhancement Plan percentage – When a customer transitions to

Business Ready Licensing, his/her Enhancement Plan percentage
will be 16%. This percentage may be subject to change upon
notice.

4. Services Credit for Module Based Licensing –

a. Customers are required to purchase a one year
Enhancement Plan when they transition.
b. Customers will receive credit for any remaining support
and/or training remaining on their current plan. The credit
can be applied to any service offering.
i. Refunds will not be given on the services credit.
ii. Services credit must be applied at the time of the
License Model Transition.
iii. Services credit cannot be used towards licenses.

c. Enhancement Plan Credit Calculation: The Enhancement

Plan credit will be prorated based on the amount the
customer paid for his/her enhancement plan and the
number of days remaining on his/her plan.

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 Volume Purchase Options (VPO): An existing customer is entitled to
carry forward his/her VPO discount rate to the new Business Ready
License. This will continue to apply to:
1. Additional users
2. Granules/modules
The VPO discount cannot be applied to the License Model Transition Fee.

Requirements for License Model Transitions

Transition Fee: To transition from MBL to BRL, the customer will be
required to pay a one-time license model transition fee. The VPO discount
rate cannot be applied to the License Model Transition fee. Customers
should contact their partner for transition fee pricing.

1. Current Enhancement Plan: Customers must be current on their

Enhancement Plan in order to transition license models.

2. Component Deactivations: If the customer has deactivated

functionality:
a. After January 17, 2007 (policy announcement date) or
b. Within the last six months
(whichever is less), he/she will not be allowed to transition to BRL until
one of the following actions is taken:
c. Reactivate the module. The reactivated module will then
be added back to the customer’s PLP at the current list
price.
d. Wait six months from the date the customer deactivated
the module.

3. MBL Professional Users purchases: If the customer has licensed

additional MBL Professional users between the time of the policy
announcement (January 17, 2007) and his/her License Model
Transition, he/she will be charged the difference between the BRL
Full Access User license price and the MBL Professional User
license price.
a. The difference between the Module Based User license
price and Business Ready User license price will be added
to the customer’s PLP.

ADDITIONAL POLICIES

1. Concurrent Licenses: In order to allow time for implementation of the new

edition or product line, customers will have the ability to run both their former
product line or edition and their new product line or edition concurrently for 180
days. In addition, the customer will be able to use their Enhancement Plan and
associated benefits for their former product line for the 180 concurrent days.

13
 However, customers will not be able to add users and or modules on the former
product line.

2. Frequency of Transitions: A customer is allowed one transition every 12 months.

INVESTMENT PROTECTION POLICY (formerly called TRANSFORMATIONAL ASSURANCE)

Investment Protection
The Investment Protection benefit provides that when customers license Microsoft Dynamics AX,
Microsoft Dynamics GP, Microsoft Dynamics NAV and Microsoft Dynamics SL (Business
Essentials, Advanced Management or any add-on components), as well as Microsoft Dynamics
CRM, Microsoft Apertum, Microsoft Enterprise Reporting, Microsoft FRx, Microsoft Forecaster,
and Microsoft XAL, and they are enrolled in either the Business Ready Enhancement Plan or the
Software Assurance program (applicable to Microsoft Dynamics CRM only), they can move to
the future Microsoft Dynamics converged solution through participating partners without
having to repurchase the functionality they already license. Any functionality equivalents
between current solutions and the future solution are included as part of the Investment
Protection benefit. Customers who are current on their plan will be able to make the move to
the future solution when they believe there is sufficient need, advantage and the right
functionality for their organization. This means the investments made yesterday and today will
be even more valuable because it will enable customers to manage their business now while
helping them prepare for the future.

What is the future Microsoft converged solution?

The future Microsoft converged solution represents the next generation of Microsoft Dynamics,
bringing together all of our business management solutions into one single and powerful
business management platform.

Licensing requirement for Investment Protection

To receive the Investment Protection benefit, your Enhancement Plan must be current and you
must have a valid license for one or more of the Microsoft Dynamics and supported products on
the date of moving to the future converged solution.

What is not included in the Investment Protection benefit?

Hardware upgrades or modifications, data migrations, and/or consulting and tools fees needed
or desired to take advantage of the future solution are not included as part of the Investment
Protection benefit or the Enhancement Plan.

Functionality guarantee within Investment Protection benefit

With Investment Protection, there is no guarantee that functionality currently available within
Microsoft Dynamics and related products will also be available within the future Microsoft
Dynamics converged solution. However, if like functionality exists, you will not need to re-license
that functionality.

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ADDITIONAL MODULES, LICENSES, AND SYSTEMS

Prorating the purchase of additional functionality, component or system user licenses

If you are enrolled in an Enhancement Plan and purchase additional functionality or user licenses
during the time of your enrollment, the Enhancement Plan covering these additional
modules/users will be prorated to the day to match the anniversary date of the rest of your
Enhancement Plan for Microsoft Dynamics.

Calculating the cost of the Enhancement Plan for the additional functionality, component
or system user licenses

Example: If you have 184 days remaining on your current Enhancement Plan when you
purchase additional user licenses, you will be charged for 184 days of the Enhancement
Plan for your additional licenses.

Calculation:
Value of additional user licenses is €5,000.
Value of full year of the Enhancement Plan: €5,000 * 16% = €800.
Daily value of the Enhancement Plan: €800/365 = €2.19.
Value of 184 days of the Enhancement Plan on additional user licenses:
184 * €2.19 = €402.96.

An example in US dollars would be (with 90 days remaining):

Value of additional user licenses is $7,000.
Value of full year of the Enhancement Plan: $7,000 * 16% = $1,120.
Daily value of the Enhancement Plan: $1,120/365 = $3.07.
Value of 90 days of the Enhancement Plan on additional user licenses:
90 * $3.07 = $276.30.

Enhancement Plan requirement for purchasing additional modules or system user licenses
Enrollment in a base Enhancement Plan is necessary for all Microsoft Dynamics GP and
Microsoft Dynamics SL customers who wish to purchase additional functionality, component or
system user licenses. Microsoft Dynamics AX and Microsoft Dynamics NAV customers can
purchase additional functionality, component or user licenses without enrollment in the
Enhancement Plan. Customers may choose to purchase licenses for unsupported products, but
by definition, Microsoft will not support these licenses. For a list of Microsoft Dynamics products
that are currently supported, go to the Support Lifecycle web site at
http://support.microsoft.com/lifecycle/

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PROTECTED LIST PRICE POLICY

What is Protected List Price?

Protected List Price is established by Microsoft by recording the recommended system list price
at the time of your Microsoft Dynamics license purchase. This list price is protected and
becomes the basis upon which your future Enhancement Plan renewals are calculated.

How your Protected List Price is affected if you allow your Enhancement Plan enrollment
to expire
If you do not renew your Enhancement Plan within the expiration period, you will be subject to
higher list prices at the point in time you choose to re-enroll in the Enhancement Plan. The
Enhancement Plan price will be calculated on the higher of Microsoft’s current system list price
or your protected list price. The higher list price of the two becomes your new Protected List
Price when you re-enroll.

Effect on Protected List Price when you add software or user licenses
Your Protected List Price is increased by the recommended system list price of any licenses you
acquire after your initial software acquisition. The current system list price at the time the
additional licenses are acquired is used even if licenses were acquired at a discount.

How your Protected List Price is affected if you deactivate modules or user licenses
If you deactivate user licenses, you will keep the Protected List Price benefit for your remaining
users if you remain current on an Enhancement Plan. This policy also applies to the deactivation
of count-based licenses (modules/granules that are based on users, employees or lanes). For
deactivated users or count-based products, the amount to be deducted from the Protected List
Price will be established by Microsoft by taking the protected value of all users or count-based
products and dividing by the total number of users or count-based products to arrive at an
average user/product price. That per-user/product price is multiplied by the remaining
users/product. If the prorated amount results in a figure ending in a fraction, the system will
round up or down to the nearest whole number. When you deactivate non-count based
modules/granules, your Protected List Price is reduced by the system list price of that license at
the time the license was acquired.

How your Protected List Price is affected if you transition to a new product
Protected List Price only applies within the same Microsoft Dynamics Financial Management and
Supply Chain Management product line. If you move to a new product, your Protected List Price
will be reset and your new Enhancement Plan will be calculated on the system license list price
of the new product.

Database migrations and Protected List Price

You will keep your Protected List Price benefit if you migrate your database.

Effect on Protected List Price if you move to the Microsoft converged solution
Your Protected List Price is reset once you move to the Microsoft converged solution.

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How Protected List Price is affected if Microsoft discontinues support for a product
If Microsoft discontinues support of a module/granule, it may still show on your account, but
the value of the module will no longer contribute to your Protected List Price. This is applicable
when support for all versions of a product are discontinued, not a particular version, as outlined
in the Support Lifecycle Policy.

Effect on Protected List Price if Microsoft acquires or adds a product

The impact to your Protected List Price benefit when Microsoft acquires or adds a product will
depend on the particular situation.

Example: Microsoft may acquire a product or functionality from an independent

software vendor. A number of Microsoft customers may already license that software
from the independent software vendor, so Microsoft may opt to add the product
registration information to your account at no charge. In that case, the current list price
of the software may be added to your Protected List Price, and future Enhancement Plan
re-enrollments will be based on the new Protected List Price. If the independent software
vendor’s historical list prices are made available with the acquisition, that value may be
used instead of current list prices.

Example: Microsoft may add a product to its suite of products and provide the license
for that software to you at no charge, either proactively or at your request. That
additional license will affect your Protected List Price by the current recommended list
price of the software. There may be cases where Microsoft does not increase the
customer’s Protected List Price. Microsoft has the ability to establish different values
based on the date the license was obtained for a given product.

You will be notified if your renewel amount changes as a result of Microsoft acquiring or adding
a product.

No effect on Protected List Price if Microsoft reconfigures software functionality

Your Protected List Price benefit will remain intact if Microsoft makes any changes to how
software modules or granules are configured.

Example: If Microsoft changes the configuration of a currently shipping product by

splitting one module/granule into multiple modules/granules or by consolidating
multiple modules/granules into a single one, your Protected List Price will not be
affected.

17
SUPPORT LIFECYCLE POLICY

Support Lifecycle Policy for Microsoft Dynamics and related products

The Support Lifecycle policy was developed to provide Microsoft customers with clear and
predictable support information for all Microsoft products, including the Microsoft Business
Solution family. The policy was developed in response to customers’ requests for longer-term,
clear and consistent product support information.
The policy will enable customers and partners to effectively plan for their software requirements
based on long-term knowledge of the support cycle for Microsoft products. For those customers
enrolled in an Enhancement plan, Microsoft is committed to minimum five-years of Mainstream
support for Microsoft Dynamics and related products released in 2005 and future releases. The
Mainstream Support start date is defined as the date of a Microsoft Dynamics and related
product’s general availability.
Mainstream support includes all the support options and Plans that customers receive in
addition to minor and major updates, upgrades, service packs and hot fixes.
The following types of software updates will continue to be included as a benefit of customers'
service plan enrollment. Go to http://support.microsoft.com/default.aspx?scid=kb;en-us;824684
for a description of the standard terminology that is used to describe Microsoft software
updates.
 Security Updates fix product-specific, security-related vulnerability. Security
vulnerabilities are rated based on their severity.
 Services Packs include tested, cumulative set of all hot fixes, security updates, critical
updates, and updates.

 Hot Fixes are one or more files used to address a problem in a product. It is typically not
broadly released.

 Feature packs (or point releases) will continue to be a part of the Enhancement Plan
purchase
 Other benefits, such as major version releases and access to CustomerSource will also
continue as benefits of Enhancement Plan enrollment.

Self-help online support is available for a minimum of 10 years after the product is released. By
using Microsoft’s online Knowledge Base articles
(https://mbs.microsoft.com/customersource/news/customer_mskb_transitionannouncement.htm
), FAQs, troubleshooting tools, and other resources, many customers can quickly resolve issues
without contacting Microsoft directly.

For more information on the Microsoft Support Lifecycle, visit the Microsoft Support Lifecycle
Website at http://support.microsoft.com/lifecycle/

18
Unsupported Products
If you are enrolled in the Enhancement Plan and are using an unsupported product, you will
receive updates, upgrades, service packs, hot fixes and online content releases for currently
supported product versions only. All customers enrolled in the Enhancement Plan will receive
access to the latest product version, CustomerSource and its content, Transition Investment
Credit, Investment Protection and Protected List Price. Please refer to the Support Lifecycle web
site above to see if you are using an unsupported product.

ADDITIONAL INFORMATION

For additional information about the topics covered within this document, please log on to
CustomerSource.(https://mbs.microsoft.com/customersource) or speak to your local partner.

19
APPENDIX A: PRODUCT LINE TRANSITIONS SCENARIOS

Lower Market Product

From To
 Microsoft® C5™* Microsoft Dynamics AX Business Essentials
 Microsoft Office Small Business Accounting Microsoft Dynamics AX Advanced Management
 Microsoft Small Business Financials
Microsoft Dynamics GP Business Essentials
Microsoft Dynamics GP Advanced Management

Microsoft Dynamics NAV Business Essentials

Microsoft Dynamics NAV Advanced Management

*Policy effective March 1, 2007 Microsoft Dynamics SL Business Essentials

Microsoft Dynamics SL Advanced Management

Microsoft Dynamics Business Ready Licensing Product Line moves

To From To Microsoft Dynamics AX Business
Essentials
From
 Microsoft Dynamics AX Business Essentials Microsoft Dynamics GP Business Essentials
 Microsoft Dynamics AX Advanced Management Microsoft Dynamics GP Advanced Management

Microsoft Dynamics NAV Business Essentials

Microsoft Dynamics NAV Advanced Management

Microsoft Dynamics SL Business Essentials

Microsoft Dynamics SL Advanced Management

 Microsoft Dynamics GP Business Essentials Microsoft Dynamics AX Business Essentials

 Microsoft Dynamics GP Advanced Management Microsoft Dynamics AX Advanced Management

Microsoft Dynamics NAV Business Essentials

Microsoft Dynamics NAV Advanced Management

Microsoft Dynamics SL Business Essentials

Microsoft Dynamics SL Advanced Management

 Microsoft Dynamics NAV Business Essentials Microsoft Dynamics AX Business Essentials

 Microsoft Dynamics NAV Advanced Management Microsoft Dynamics AX Advanced Management

Microsoft Dynamics GP Business Essentials

Microsoft Dynamics GP Advanced Management

Microsoft Dynamics SL Business Essentials

Microsoft Dynamics SL Advanced Management

 Microsoft Dynamics SL Business Essentials Microsoft Dynamics AX Business Essentials

 Microsoft Dynamics SL Advanced Management Microsoft Dynamics AX Advanced Management

Microsoft Dynamics GP Business Essentials

Microsoft Dynamics GP Advanced Management

Microsoft Dynamics NAV Business Essentials

20
 Microsoft Dynamics NAV Advanced Management

Microsoft Dynamics Modular Based Licensing (MBL) to Microsoft Dynamics

Business Ready Licensing (on another product line)
From To
MBL Business Ready Licensing
Microsoft Dynamics AX
Microsoft Dynamics GP Business Essentials
Microsoft Dynamics GP Advanced Management

Microsoft Dynamics NAV Business Essentials

Microsoft Dynamics NAV Advanced Management

Microsoft Dynamics SL Business Essentials

Microsoft Dynamics SL Advanced Management

 Microsoft Dynamics GP Standard Microsoft Dynamics AX Business Essentials

 Microsoft Dynamics GP Professional Microsoft Dynamics AX Advanced Management

Microsoft Dynamics NAV Business Essentials

Microsoft Dynamics NAV Advanced Management

Microsoft Dynamics SL Business Essentials

Microsoft Dynamics SL Advanced Management

 Microsoft Dynamics NAV Standard Microsoft Dynamics AX Business Essentials

 Microsoft Dynamics NAV Professional Microsoft Dynamics AX Advanced Management

Microsoft Dynamics GP Business Essentials

Microsoft Dynamics GP Advanced Management

Microsoft Dynamics SL Business Essentials

Microsoft Dynamics SL Advanced Management

 Microsoft Dynamics SL Standard Microsoft Dynamics AX Business Essentials

 Microsoft Dynamics SL Professional Microsoft Dynamics AX Advanced Management

Microsoft Dynamics GP Business Essentials

Microsoft Dynamics GP Advanced Management

Microsoft Dynamics NAV Business Essentials

Microsoft Dynamics NAV Advanced Management

21
APPENDIX B: EDITION TRANSITION SCENARIOS

Business Ready Licensing edition to Business Ready Licensing edition

(Same product line)
From To
Microsoft Dynamics AX Advanced Management Microsoft Dynamics AX Business Essentials
Microsoft Dynamics AX Business Essentials Microsoft Dynamics AX Advanced Management
Microsoft Dynamics GP Advanced Management Microsoft Dynamics GP Business Essentials
Microsoft Dynamics GP Business Essentials Microsoft Dynamics GP Advanced Management
Microsoft Dynamics NAV Advanced Management Microsoft Dynamics NAV Business Essentials
Microsoft Dynamics NAV Business Essentials Microsoft Dynamics NAV Advanced Management
Microsoft Dynamics SL Advanced Management Microsoft Dynamics SL Business Essentials
Microsoft Dynamics SL Business Essentials Microsoft Dynamics SL Advanced Management

Module Based Licensing edition to Module Based Licensing edition

(Same product line)
From To
Microsoft Dynamics GP Professional Microsoft Dynamics GP Standard
Microsoft Dynamics GP Standard Microsoft Dynamics GP Professional
Microsoft Dynamics NAV Professional Microsoft Dynamics NAV Standard
Microsoft Dynamics NAV Standard Microsoft Dynamics NAV Professional
Microsoft Dynamics SL Professional Microsoft Dynamics SL Standard
Microsoft Dynamics SL Standard Microsoft Dynamics SL Professional

Microsoft Dynamics NAV – User Based Pricing (UBP) to Microsoft Dynamics NAV –
Business Ready Licensing editions
From To
Microsoft Dynamics NAV User-Based Pricing  Microsoft Dynamics NAV Business Essentials
 Microsoft Dynamics NAV Advanced Management

22
APPENDIX C: LICENSE MODEL TRANSITION SCENARIOS

Module Based Licensing to Business Ready Licensing

(Same product line)
From To
Microsoft Dynamics AX Microsoft Dynamics AX Business Essentials or
Microsoft Dynamics AX Advanced Management
Microsoft Dynamics GP Professional Microsoft Dynamics GP Business Essentials or
Microsoft Dynamics GP Advanced Management
Microsoft Dynamics GP Standard Microsoft Dynamics GP Business Essentials or
Microsoft Dynamics GP Advanced Management
Microsoft Dynamics NAV Professional Microsoft Dynamics NAV Business Essentials or
Microsoft Dynamics NAV Advanced Management
Microsoft Dynamics NAV Standard Microsoft Dynamics NAV Business Essentials or
Microsoft Dynamics NAV Advanced Management
Microsoft Dynamics SL Professional Microsoft Dynamics SL Business Essentials or
Microsoft Dynamics SL Advanced Management
Microsoft Dynamics SL Standard Microsoft Dynamics SL Business Essentials or
Microsoft Dynamics SL Advanced Management

23
This document is for information purposes only.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT.
© 2006 Microsoft Corporation. All rights reserved. Microsoft, the Microsoft Dynamics logo, Microsoft Dynamics GP, Microsoft Dynamics SL,
Microsoft Dynamics AX, Microsoft Dynamics NAV, and Microsoft Dynamics CRM, are either registered trademarks or trademarks of
Microsoft Corporation or Microsoft Business Solutions in the United States and/or other countries. Microsoft Business Solutions is a
subsidiary of Microsoft Corporation.

Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your
people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar
Microsoft software, automating and streamlining financial, customer relationship, and supply chain processes in
a way that helps you drive business success.

U.S. and Canada Toll Free 1-888-477-7989

Worldwide +1-701-281-6500
www.microsoft.com/dynamics