1. 3 Put IT investments to work Optimize investments in Dynamics Start realizing the benefits of...
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Transcript of 1. 3 Put IT investments to work Optimize investments in Dynamics Start realizing the benefits of...
Agenda Overview Software Assurance Planning
Services and Benefits Planning Services for Microsoft
Dynamics AX Planning Services for Microsoft
Dynamics CRM Partner Readiness Required Deliverables How to Enroll in Planning Services Customer Experience After Delivering the Engagement Learn More
Planning Services for Microsoft DynamicsEffective December 8th, 2014!
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Put IT investments to workOptimize investments in DynamicsStart realizing the benefits of their software today
How Planning Services works
Software Assurance customer earns
Planning Services days
Customer redeems Planning Services days
for engagement
Enrolled Microsoft Dynamics ERP or CRM
Gold Competency partners and Microsoft
services provide the engagements
Customer realizes SA Planning Services
benefits
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Dynamics Planning Services BenefitsUnderstanding the program value for the Microsoft sales teams & partners
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Planning Services Offerings
Desktop (DDPS)
SharePoint (SDPS)
Lync and Exchange (L&EDPS)
Public Cloud, Windows Azure (AZDPS)
Private Cloud, Management & Virtualization (PVDPS)
Dynamics Planning Services (DYDPS)
Developer Tools (DTDPS)
SQL Server (SSDPS)
Available December 8th, 2014
Microsoft Dynamics AX Planning Services Use Planning Services when
implementing Dynamics AX for the first time or expanding a current solution
test drive your solution with a hosted Proof of Concept using LCS.
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Required Activity
Assessment Phase
(1 to few processes)
Architecture Design Phase
(1 to few processes)
Fit Gap Phase
(1 to few processes)
Benefit Showcase
(PoC) Phase
(1 to few processes)
Pre-engagement Assessment
Assessment & process documentation workshop
High level fit gap
High-level Solution Architecture review
Proof-of-concept
Customer Benefits
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Implementing Microsoft Dynamics CRMThe first engagement for kicking off CRM implementation
Activity
Educate & Assess Top
Requirements &
Processes
Plan CRM Implementa
tion Architecture
Showcase& Validate Customer Benefits
ShowcaseIntegration
w/ Customer
Environment
Pre-engagement Assessment
Solution Overview Workshop
Requirements &Process Review Scoping Assessment High-Level Solution Architecture
Proof of Concept (online)
Customer Benefits
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Upgrading Microsoft Dynamics CRMSecond CRM engagement to help with upgrading to the latest CRM versionCustomer Benefits 3 days 5 days 10 days 15 days
Activity
Educate & Assess
Top Requirem
ents & Processes
Analyze Technical Upgrade
Requirements
Showcase & Validate Customer Benefits
Basic
Showcase & Validate
Customer Benefits Complex
Pre-engagement Assessment
Workshop
Demo
Technical Assessment
Basic PoCSocial or Mobile
Extended PoC: BI or Mobile & Social
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Partner Readiness
here
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Start Here: SA Planning Services Program Page on MPN
Enrolling in Planning Services5 easy steps
Review the “Partner Quick Guide” (Slide #4) for details on MPN Membership restrictions and renewal.
Visit the MPN Competency Roadmap for details on competency changes.
A Global Admin must
navigate here
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Enrollment Steps 1-2: Select A Program Go to: SA
Planning Services Program Page on MPN
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Enrollment Step 3: Sign in to MPNClick “Sign In” to log in with your Microsoft Account
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Enrollment Step 4: Accept T&C’sClick “View” to Review & Accept the Terms & Conditions
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Enrollment Step 5: Opt-In
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How Customers find Planning Services partnersPS Provider Directory
Customer Search
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The Voucher Lifecycle
Software Assurance Planning Services Voucher Lifecycle
Look up total days on the table
Converting Points to Days
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Application/Service License Example Enrollment
Application Points1x Points Basic & Essential CAL2x Points for Professional CAL
Days
200 – 499 1
500 – 1,999 3
2,000 – 3,999 5
4,000 – 29,999 10
30,000 – 49,999 15
50,000 – 99,999 20
100,000 – 199,999 30
200,000 – 399,999 40
400,000 – 599,999 50
600,000 + 75
TOTAL
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Customer Access to Planning Services Benefits
here
Volume Licensing Service Center (VLSC)How to Manage Software Assurance Benefits - Video Instruction for Customers
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Voucher creation (Customer) in VLSCWatch Steps 1-2: Voucher Life Cycle Videos
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1. A voucher’s lifespan is 180 days from the date of creation in VLSC.
2. If a Customer’s enrollment expires before the voucher’s expiration date, the voucher is still valid up to it’s own expiration date.
3. If the enrollment is still active when a voucher expires (the voucher has not been used), the days will return to the enrollment’s available pool of days (Planning Services remaining days). If the enrollment has already expired when the voucher expires, the days are lost.
4. Assigned Vouchers should be reserved in VVR as soon as possible to ensure that it is not reserved by another partner. (Note that you can change the engagement start and end dates after a voucher is reserved.)
5. Partners must reserve the voucher, deliver the engagement, and redeem the voucher in VVR prior to the stated expiration date of the voucher.
5 Facts about Vouchers
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After Delivery of the Engagement
Completion Report
Infopath Form
3 Day 5 Day 10 Day 15 Day
CRM Requirements & Process Review Final Report
High-Level Solution Architecture Report
PoC Results & Recommendations
PoC Results & Recommendations
AX Processes documentation LCS Final Report
Fit Gap LCS Analysis Report
High-Level Solution
Architecture Report
PoC Results & Recommendations
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The Completion Report InfoPath formhttps://msftxdps.com/SitePages/template.aspx
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Getting paidFour Important Facts about the SAVB tool
SAVB
Implementing Microsoft Dynamics CRM tools and resources
Planning Services for Partners
The Voucher Lifecycle
Software Assurance Planning Services
Planning Services Partner Portal
Module 1: Planning Services Overview, Eligibility & Enrollment
Module 2: Voucher Life Cycle Steps, Conducting the Planning Services Engagement, and Getting Paid Volume Licensing Customer Portal
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Planning Services PointsOffice Applications and Server Licenses Points
Office Application Pool Products (including Office suites, Project Standard and Professional, Visio Standardand Professional)
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SQL Server Standard edition, Windows Server Standard edition, Dynamics CRM Server 2011, Dynamics CRM Server 2013, System Center 2012 Standard Server Management License (2-processor), Visual Studio Professional with MSDN, and Visual Studio Test Professional with MSDN
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SQL Server Enterprise edition, SQL Server Business Intelligence, Windows Server Enterprise edition, and Visual Studio Premium with MSDN
50
SQL Server Data Center edition, Windows Server Data Center edition, System Center 2012 Datacenter Server Management License (2-processor), and Visual Studio Ultimate with MSDN
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