Licensing the Cloud

Deborah Wittich
Client Roadmap Advisor
AXMentor, Inc.
 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.

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Introduction
AXMentor Overview
About: Vertical Expertise:
• Founded in 2006 • Manufacturing
• Microsoft Certified Partner • Professional Services
• TAP Program • Public Sector
• AXUG/CRMUG Board
Members AX, CRM and Dynamics 365
Services:
Locations: • Help Desk
• San Diego, CA • Roadmaps & Licensing
• Temecula, CA • Solution Discovery
• Irvine, CA • Development
• Bellevue, WA • Implementation
• Copenhagen, DK • Training
• London, UK
AXtras Products:
• AXAdmin App
• QuAAX
• Advanced Public Sector Module

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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

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Dynamics 365 Enterprise Edition
Dynamics 365 Enterprise Edition
What is it?

Marketing

Field Service Dynamics Dynamics

Project Service
CRM AX
Automation

Sales

Customer Service
Operations

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Dynamics 365 Suite
Microsoft AppSource

Microsoft Dynamics 365

Sales
Power BI
Customer Service

Operations Field Service

Cortana
Intelligence
Project Service Marketing +
Automation Adobe
Azure IoT
Customer Insights

Common application platform: PowerApps, Microsoft Flow, Common Data Model

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Dynamics 365 Enterprise Edition
How does it work?
Common Cloud-based Platform with tools that let you integrate, automate, push+pull data, and get insights*…

Common Cortana
PowerApps Flow Data Service
Office 365 Azure IoT PowerBI
Intelligence
Integrate Automate Facilitate Produce Collect Analyze Visualize
A tool that A tool to A data Use standard A set of tools A set of cloud A tool to
enables you to create store/service Office tools to for gathering services that create robust
combine data automation that facilitates get work done data from enables visualizations
and actions between integration efficiently disparate analysis of all and
from D365 solutions between D365 while being sources your data as dashboards
Apps or based on Apps, able to well as for quick
external triggers PowerApps push/pull provide consumption
systems to creations, and information predictive and faster
create external to/from D365 analytics decision
purpose- systems making
driven
solutions

* Separate subscriptions may be required depending on Dynamics 365 license as well as usage

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Dynamics 365 Enterprise Edition
How do I buy it?

Dynamics 365 Enterprise is available in two ways

Plan App
• Plans let you buy the Dynamics 365 • Apps let you purchase
suite for a more holistic approach functionality individually for a
more focused workload
approach

Subscription based model

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Dynamics 365 Enterprise Edition
Plan Updates!

DYNAMICS 365 PLAN EVERYTHING

CUSTOMER ENGAGEMENT PLANDYN CRM UNIFIED OPERATIONS PLAN DYN AX

POWERAPPS SALES FIELD SERVICE POWERAPPS RETAIL FINANCE AND

OPERATIONS

CUSTOMER PROJECT TALENT

SERVICE SERVICE
AUTOMATION
5 seat min 20 seat min

DEVICE DEVICE

ACTIVITY

TEAM MEMBERS

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Dynamics 365 Enterprise Edition License Types
How is it licensed?

Full User Activity Team Member Device

• Power User type license • NEW: Equivalent to a • Light User type license • Device license
• If purchased via a Plan, this Functional CAL • Self service tasks • Device licenses are
license type gives you Power • Only applicable for • Full read access available for purchase by
User rights across all Operations inclusive plans • Single SKU App only
applications within your and apps • No more tiered pricing
Plan
• If purchased via an App you
have Power User rights for
the purchased Application
alone

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Dynamics 365 Enterprise Edition
GA Pricing
DYNAMICS 365 PLAN EVERYTHING $210

DYN CRM
CUSTOMER ENGAGEMENT PLAN $115 UNIFIED OPERATIONS PLAN
DYN AX $190

POWERAPPS SALES FIELD POWERAPPS RETAIL FINANCE AND

SERVICE OPERATIONS
$40 $95 $95 $40 $170

CUSTOMER PROJECT TALENT

Marketing?? SERVICE SERVICE
$95 AUTOMATION
$95 5 seat min $40 20 seat min $190

DEVICE $145 DEVICE $75

ACTIVITY $50

TEAM MEMBERS $8

All prices are per user per month

All pricing subject to change by Microsoft

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Dynamics 365 for Operations (On-Premises) – Local Biz Data
How much does it cost - licenses?

Full User Activity Team Member Device

• Yearly • Yearly • Yearly • Yearly

• $4500 • $1200 • $190 • $1800
• Subscription (pu/pm) • Subscription (pu/pm) • Subscription (pu/pm) • Subscription (pu/pm)
• $104 • $28 • $4 • $41

• Existing Dynamics AX
customers entitled to
AX Server Commerce Server Full Cloud
upgrade licenses with
Benefits are current SA/EP
limited!! • Additional Architecture
• Yearly • Yearly
• $7500 • $28,000 costs to consider
- Windows Server 2016
• Subscription • Subscription (pu/pm)
- SQL Server 2016
• $173 • $643
- Sys Req’s*
All pricing subject to change by Microsoft

* System Requirements Document: https://www.microsoft.com/en-us/download/details.aspx?id=55496

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Dynamics 365 Value of the Cloud
What’s included?
Dynamics 365 Enterprise
Dynamics 365 Operations
Plan
High-availability infrastructure Included Included
i.e., hardware, software, networking, energy, housing

Disaster recovery Included* Included

i.e., hardware, software, networking

Sandbox environment (1)Dev/(1)Test included (1)Dev/(1)Test included

Servicing production environment 2 included 1 included

i.e., provisioning, updates, pro-active monitoring

Additional usage rights software Included Included

i.e., embedded Power BI

Not applicable to On-

premises deployments
*Enterprise DR standalone can cost ~ $2oK+ per user per month

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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

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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
Dynamics AX Customers

Stay with Perpetual Perpetual + Cloud Add-on Move to Subscription

• License true-up • License true-up • License true-up

• Continue to pay SA or • Continue to pay SA or • Drop your SA or

Enhancement Enhancement Enhancement

• Review how licenses will • Review how licenses will

• Review how licenses will
convert to Dynamics 365 convert to Dynamics 365
convert to Dynamics 365
• Utilize a Cloud Add-on • Utilize a “From SA” option
• Eligible to upgrade to option at any time to at Renewal or Anniversary
D365 for Operations On- provide current users to purchase Dynamics 365
premises at no extra cost if access to Dynamics 365 in
applicable the cloud • Utilize a Cloud Add-on
during interim

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 Dynamics AX Existing* Customer
Transition Conversion: Dynamics AX 2012
Dynamics AX 2012 License Conversion

• Must be current on or procure AX 2012 Dynamics 365 Equivalent Primary Dynamics 365 Equivalent Secondary
Enterprise CAL Full Activity
an Enhancement Plan or
Functional CAL Full Activity
Software Assurance
Functional User Limited Upgrade CAL Activity Team Member
Task CAL Activity Team Member
• License true-up 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

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 Dynamics AX Existing*
Transition Options: Dynamics AX 2009 Customer Transition
Pricing
Dynamics AX 2009 (or earlier*) License
Conversion 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
• AX2012 is going away 1 Full AM User (concurrent) 1 Full + 2 Activity
1 Full User (concurrent) – Limited Upgrade 1 Full
• License conversion direct to 1 Light Users (named) 1 Activity
Dynamics 365 1 ESS User (named) 1 Team Member
• AX 2012 no longer available 1 Limited Device 1 Device
3 Light Users - Limited Upgrade 1 Team Member
for new customers 10 Light Users – Limited Upgrade 1 Activity
• Option to upgrade and AX 2009 BRL-BE Dynamics 365 Equivalent
then downgrade to 1 Foundation Pack (1 Server + 1 Full BE User) 1 Server + 1 Full
1 AOS Server 1 Server
2012R3 1 Full BE User (concurrent) 1 Full
• Conversion quantities AX 2009 MBL-Ent Dynamics 365 Equivalent
Base Pack (1 Server + 1 Full AM User) 1 Server + 1 FULL + 2 Activity
remain the same as before
1 AOS Server 1 Server
• Must be current on or procure 1 Full User (concurrent) 1 Full + 2 Activity
an Enhancement Plan or 1 Full User (concurrent) – Limited Upgrade 1 Full
1 Enterprise Portal/Web User (concurrent) 2 Activity
Software Assurance
3 Web Users - Limited Upgrade* 1 Activity
10 Web Users – Limited Upgrade* 1 Activity

*Earlier versions of AX may have differing conversion options than what is stated above

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 Transition Options: On-premises to Cloud
Discount Pricing

From SA/EP Cloud Add- % Discount

Existing User License New User License
/Month on /Month 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%

Transition discount window is through Nov 1, 2019

All pricing subject to change by Microsoft

*First registered date must be on or before 10/31/2016

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Dynamics 365 for Operations (On-Premises) – Local Biz Data
How much does it cost - licenses?

Full User Activity Team Member Device

• Yearly • Yearly • Yearly • Yearly

• $4500 • $1200 • $190 • $1800
• Subscription (pu/pm) • Subscription (pu/pm) • Subscription (pu/pm) • Subscription (pu/pm)
• $104 • $28 • $4 • $41

• Existing Dynamics AX
customers entitled to
AX Server Commerce Server Full Cloud
upgrade licenses with
Benefits are current SA/EP
limited!! • Additional Architecture
• Yearly • Yearly
• $7500 • $28,000 costs to consider
- Windows Server 2016
• Subscription • Subscription (pu/pm)
- SQL Server 2016
• $173 • $643
- Sys Req’s*
All pricing subject to change by Microsoft

* System Requirements Document: https://www.microsoft.com/en-us/download/details.aspx?id=55496

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

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 Dynamics AX Existing*
Dynamics 365 Resources Customer Transition
Pricing
• 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

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Wrap-up
 Overview Go Do’s
1. What is Dynamics 365 – how it works, how it’s sold, 1. Review your licensing options with your Partner or
how it’s licensed, and associated costs Microsoft if you are an existing customer
2. Options for existing Customers • REMEMBER: Everyone’s license situation is
3. What’s on the horizon for Dynamics 365 nuanced and this presentation doesn’t have all
4. Dynamics 365 Resources 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

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Questions
 Contact Information

General Inquiries: [email protected]

Deborah Wittich: [email protected]
Website: www.axmentor.com
Backup Slides
 Updated Dynamics 365 for Operations Use Rights
Full User Activity Team Member Device
• This license includes full This license includes the rights to: • This license includes read access • This license provides
read, edit and approval across any and all Dynamics 365 apps multiple users with access
access across the entire ERP • Approve invoices as well as the rights to: through a device to operate
solution • Approve all Activity related a point of sale device, shop
transactions • Record any type of time floor device, warehouse
• Create or edit the items related to the i. Record any type of expenses device or store manager
following capabilities: warehousing, ii. Approval of time, expense, invoices device.
receiving, shipping, production orders, iii.Manage personal information
purchase orders, sales orders, project iv. Manage direct employee activities
activities, vendor maintenance, and all in human resources
budgets v. Create requisitions
• Operate a POS device, store manager vi.Create or edit the items related to
device, shop floor device, or the following capabilities: quality
warehouse device control, service orders, and
department level budgets

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 Dynamics AX Existing* Customer
Transition Options: On-premises to Cloud Transition
Pricing
Dynamics CRM Customers

Transition discount window is through Nov 1, 2019

All pricing subject to change by Microsoft

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 Dynamics AX Existing* Customer
Transition Options for Online Customers Transition
Pricing
Dynamics CRM Customers

Transition discount window is through Nov 1, 2019 All pricing subject to change by Microsoft
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 Dynamics AX Existing* Customer Transition
Transition Options for Online Customers
Pricing
AX and CRM

Stay on Subscription

• AX7 licenses will transition

over to New Dynamics 365
SKUs

• CRMOL customers will have

transition pricing options

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 Dynamics AX Existing* Customer
Transition Options: Qualified Offers Transition
Pricing
Other Offers of Interest

• 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

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Dynamics 365 for Operations Security Roles
by User SL Level
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