Dynamics 365 - chorus.co · 0125 39900 hellochorus.co Dynamics 365 (Enterprise) includes the...

01275 398900 | [email protected] | www.chorus.co

Dynamics 365 Transition Guide


PowerApps Sales Customer Service

Field Service Project Service OperationsMarketing(coming soon)

New Microsoft Dynamics CRM Online Dynamics AX

Dynamics 365 combines CRM and ERP software into one unified package. This

is made up of Microsoft Dynamics CRM Online, Dynamics AX for Operations

and the recent Microsoft acquisitions for field service management and project

management.

Instead of disparate systems these are now aligned on one business application

platform so that companies and users can pick and choose which apps (or

‘modules’) they need.

Microsoft Dynamics CRM Online users will already recognise most of the

apps such as Sales or Customer Service within Dynamics 365 but now with the

addition of an Operations module (formerly AX7) and recent acquisitions, such

as Field Service.

What is Dynamics 365?


The Benefits of Dynamics 365

Flexible Licensing

Mix and match licence types to suit your users’

requirements so you pay for what you need

Full Suite

Benefit from one, all-encompassing platform but

only use the modules that you need

More Storage

Enjoy twice as much data storage with a default of

10GB instead of 5GB and larger increases

Non-Production Instance

Receive one free non-production instance for

testing and development

Dual Use Rights

Enterprise edition allows online and on-premise

dual rights for greater flexibility

Common Data Model

Simplify integration and database management

with the new common data model

Device Licensing

Benefit from cost effective device licensing that is

ideal for shift workers

Social Engagement

Social Engagement included with all apps and plans

for social analytics and management


Dynamics 365 (Enterprise) includes the following applications and functionality:

Apps in Dynamics 365

3 1 x non-production instance

3 1 x web portal

3 10GB default storage

3 Mobile offline access

3 Social Engagement

3 Voice of customer survey

3 Knowledge management

3 PowerApps

3 Microsoft Flow

What’s Included?

Sales – Equip your sales team with the tools that they need to help them sell

more and with greater speed while giving fantastic reporting insights for smarter

decision making.

Customer service – Allow your customer service team to work quickly

and effectively to resolve and manage cases, delivering fantastic customer

satisfaction and building customer loyalty.

Field service – Empower your field service team, giving them the technology

they need to easily book and manage field service calls - from scheduling

assistance to inventory management.

Project service – Successfully manage your projects with Project Service,

which includes features such as resource scheduling, customer billing, time and

expense management and more.

Marketing – coming soon (2017) and built on Abode Marketing Cloud to give

a comprehensive marketing solution.

Operations - based on Microsoft Dynamics AX, this gives smarter operations

capabilities from transportation to budget planning, inventory management to

demand forecasting.


Business edition Enterprise edition

Aimed at 10 - 250 employees

300 seat maximum

Cloud only

Currently only includes Financials

Sales & Marketing coming soon

No Customer Service

Aimed at 250+ employees

No maximum seat count

Online/ On premise dual rights

Sales, Customer service, Field service, Project service apps

Includes Operations (AX7)

Marketing coming soon

Licensing: Editions

Dynamics 365 will be available through two Editions: Business and Enterprise.

Coming soon

Currently only the Enterprise

edition is available in the UK.

The Business Edition will be

released soon but will only start

with the Financial app - Sales

and Marketing are to be added

at a later date.

This guide will only focus on the

Enterprise Edition until further

Business Edition information is

released.


Licensing: Users

In Dynamics 365 there will be two types of users: Light and Full users.

• Allows full read functionality

across Dynamics 365 and some

limited write access

• Access Dynamics 365 from any

device via the web app, tablet &

mobile app and via Outlook

• Highly cost effective

• Allows full functionality

• Choose an App or Plan licence

dependent on the number of apps

the user needs to access

• Access Dynamics 365 from any

device via the web app, tablet &

mobile app and via Outlook

Light User

Team Member licence

Full User

App licence

Plan licence


Licensing: Structure



PLAN 1 (CRM)

PLAN 2 (CRM & Operations)Plan Licence

App Licence

Team Member

Light User:

Team Member - License users for limited functionality but access across all applications.

Full User:

App Licence - License users for a single application to give them full access to this one app (or module).

Plan Licence - License users for across all applications to give them complete flexibility, choosing between Plan 1 and Plan 2.


Team Members

Team Member Licences provide users light access to all the Dynamics 365 apps to gain

organisation-wide visibility, connect employees and allows them to read data from all

Dynamics 365 applications as well as perform light tasks. It is a highly cost effective

licensing method.

3 Light access required

3 Those who need to gain visibility

over all modules

3 Those who need to create reports

3 Need the ability to complete

lightweight tasks

Tiered pricing applies

Dynamics CRM Basic &

Essential

Who is this for?

Key Info

Access functionality Write functionality

3 Full read access across

Dynamics 365

3 PowerApps for Team

Members

3 Anywhere access: web,

mobile and Outlook

3 Export data, Mail merge

3 Saved views, Advanced Find

3 Time & expense records

3 Accounts

3 Contacts

3 Activities

3 Tasks and notes

3 User reports & dashboards

3 Custom entities


If users only need to have full access to one app or ‘module’ within Dynamics 365 then an

App Licence is the most suitable and cost effective option. This gives full use of the named

app, however, if they need to have write access for another app then a Plan can be more

cost effective option.

App Licences

3 Specific job roles that only need

to access one app

3 Need full write access to an app

and Team Member is not enough

functionality

Tiered pricing does not apply

Dynamics CRM Basic &

Professional

Who is this for?

Key Info

X

Sales – Lead management, opportunity management, accounts and contacts,

price lists, quotes, orders, invoices, marketing lists, marketing & quick campaigns,

goals and custom entities

Customer service – case management, accounts, contacts, SLAs, service

entitlements, contracts, resources, work hours, unified service desk (USD) and

custom entities

Field service – work order management, scheduling, resource bookings,

scheduling assistant, inventory management, field service invoices, territories,

work hours, customer agreements, field service mobile app and custom entities

Project service – project management, estimates, expenses, resource

availability, schedule management, project contracts, price lists, invoice

management, work hours and custom entities

Marketing – coming soon (2017)


Plan Licences

If a user needs to have full read/write access to multiple apps then a Plan is the most cost

effective route to take. With a Plan you gain access to the full CRM suite of apps, which is

ideal for power users or those than need to access multiple business apps in their role.

There are two plans available:

Plan 1

Provides all CRM functionality, which is: Sales, Customer Service, Field Service, Project

Service & Marketing (coming soon)

Plan 2

Provides CRM and Operations functionality, which is all of the above plus Operations

3 Needs flexibility to access all apps

3 Needs to access more than one

app (more cost effective than

access to two plans)

3 Super users or power users

Tiered pricing applies

Dynamics CRM Basic,

Professional & Enterprise

Who is this for?

Key Info



PLAN 1 (CRM)

PLAN 2 (CRM & Operations)


Licensing: Devices

You can now also licence devices so that any individual can use Dynamics 365 on the

licensed device. This can be a very cost effective licensing method, for example for

organisations that have shift workers or those in Retail. Rather then having to licence

each user you can simply licence devices and then anyone can use these.

Enterprise edition only

Only Field Service, Customer

Service & Sales apps

Plans do not apply

Mix and match user and

device licenses

Key Info

Device License User License3 Organisations with shift workers

or volunteers

3 Organisations that have a lot of

workers using individual devices

Who is this for?

X


Dynamics 365 provides tiered pricing to give discounted prices based on the number of

seats being purchased. This only applies to Plan 1 and Team Member licenses and not to

App licenses. Plan 2 licenses do not apply but are counted toward Plan 1 totals.

Tiered Pricing

How does it work?

Your total seat counts for Plan 1 and

Team Members will place you into a

‘Tier’ and give you a cost per user per

month for these licences.

Additional seats will be purchased at

tiered pricing. At renewal, your Tier

will be recalculated.

Applies to Team Members

Applies to Plan 1

Does not apply to App

licenses or Plan 2

Key Info

X

For example: If you wanted to purchase 150 Plan 1 licenses and 300 Team Member

licenses then you would have Tier 2 pricing for Plan 1 licenses and Tier 3 pricing for Team

Member licenses.

Price decreases with seats

Tier 1 Tier 2 Tier 3 Tier 4 Tier 5

0-99 100-249 250-499 500-999 1k+


Transition Mapping

CRM Partner Support

Unfortunately transitioning from

Microsoft Dynamics CRM Online

licensing to Dynamics 365 licensing

is not a simple mapping exercise.

These mappings are suggestions

from Microsoft but we recommend

discussing this with your CRM

partner to ensure that you

transition to the most cost effective

licenses. These will be a mix and

match of team members, apps and

plan licenses.

If you need CRM support

please contact us.

Basic

Essential

Professional

Enterprise

Team Member

Team Member

Plan 1 Licence

Plan 1 Licence

App (i.e. Sales)

App (i.e. Sales)

or

or

Depends on level of write functionality required and app access

CRM Online Dynamics 365

Depends on which apps user is required to access

No longer includes Parature or Microsoft Dynamics Marketing

Plan 1 Licenceor

Notes

https://www.chorus.co/contact


What Next?

Check your renewal date: Your renewal date will determine when you can

transition. CRM Online customers (via CSP) can auto-renew to their existing

subscription until 1st Feb 2017.

Audit your user base: Gather a clear list of the number of users you have , the

different breakdown of licenses and assess system usage to see if each user is

fully using their access level.

Assess your needs: Assess what access each user or team needs. Some team

members may find that a Team Member licence is enough access and could

reduce licensing costs.

Contact your CRM partner: Your CRM partner will have a clearer knowledge

of the new Dynamics 365 licensing and pricing. Contact them so that you can

work together to assess your transition path.

Think of the tiers: If you’re close to the next Tier then consider additional

seats to take advantage of the lower tiered pricing.

Understand your licensing program: Dynamics 365 is not available Open

licensing and you must transition to a new licensing channel. Contact your

CRM partner to discuss options.

About Chorus

We are Microsoft Gold Partners

based just outside Bristol, providing

the full range of Microsoft Dynamics

365 services including migration,

consultancy, development, UX,

integration, training and support.

If you need support with your CRM

system or transitioning to Dynamics

365 then please contact us:

www.chorus.co

012745 398 900

[email protected]

http://www.chorus.co

mailto:hello%40chorus.co?subject=Dynamics%20365

Dynamics 365 - chorus.co · 0125 39900 hellochorus.co Dynamics 365 (Enterprise) includes the...

Documents

Transcript of Dynamics 365 - chorus.co · 0125 39900 hellochorus.co Dynamics 365 (Enterprise) includes the...