2020 RSM US LLP All Rights Reserved DEMYSTIFYING

DEMYSTIFYING THE CLOUD What BC can offer © 2020 RSM US LLP. All Rights

Presenter Spencer Coulter Director Des Moines, IA Technology Management Consulting 9 Years experience with

RSM – An Experienced Microsoft Partner • For more than 25 years, our consultants

SAAS BUSINESS CENTRAL © 2020 RSM US LLP. All Rights Reserved.

Microsoft Dynamics 365 Ecosystem Artificial Intelligence Modern Workplace Project Service Automation Office 365 Social

Dynamics 365 Microsoft Research AI (25+ Years) Microsoft CEO Satya Nadella’s Business Applications Vision

Saa. S D 365 Business Central Licensing Model – Named Users Full users with

Cloud vs On Prem https: //docs. microsoft. com/en-us/dynamics 365/business-central/dev-itpro/features-not-implemented-onpremises 9 © 2020 RSM US

The Common Data Model https: //docs. microsoft. com/en-us/dynamics 365 -release-plan/2020 wave 2/smb/dynamics 365 business-central/common-data-service-virtual-entities

Release Cycle April • US roughly 20 days later • 90 day upgrade window

Release Plan • https: //experience. dynamics. com/ideas/categories/? forum=e 288 ef 32 -82 ed-e 611

Admin Center 13 © 2020 RSM US LLP. All Rights Reserved.

NAV to Cloud Capability • Extremely efficient process to move data, nearly all tables

ISV Considerations • Long time NAV partners have struggled to move to cloud ⁻

Code Considerations • Cannot change Microsoft code ⁻ Anything editing base functionality will need

Sample NAV to BC Conversions • National Restaurant Chain ⁻ Significant code rework to

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19 © 2020 RSM US LLP. All Rights Reserved.

RSM US LLP Address City Phone +1 800 274 3978 rsmus. com This document

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Presenter Spencer Coulter Director Des Moines, IA Technology Management Consulting 9 Years experience with Business Applications • Application Development • Dynamics Products • Integration • Ground Up • Microsoft Dynamics Suite • Dynamics NAV • Dynamics 365 • Dynamics AX • Dynamics GP • Dynamics CRM 3 © 2020 RSM US LLP. All Rights Reserved.

RSM – An Experienced Microsoft Partner • For more than 25 years, our consultants have helped over 2, 000 clients implement Microsoft-based business management solutions • 400+ U. S. based consultants in Microsoft Dynamics • Microsoft’s Largest US Dynamics Partner • Dedicated Managed IT Services practice • We represent the full range of Microsoft Dynamics Products o Dynamics 365 Business Central (NAV) o Dynamics 365 Finance & Operations (AX) o Dynamics 365 Customer Engagement (CRM) o Dynamics GP o Dynamics SL • Microsoft Awards and Recognition o National and Regional Partner of the Year o Inner Circle and President’s Club for over 15 Years o Pinnacle Award Winner o Customer Innovation Award Winner o Member Partner Advisory Council © 2020 RSM US LLP. All Rights Reserved.

Microsoft Dynamics 365 Ecosystem Artificial Intelligence Modern Workplace Project Service Automation Office 365 Social Engagement Security Business Central AI Insights Mixed Reality Sales Azure Services Collaboration Power Automate Human Resources Commerce Retail Power BI Power Apps Power Platform © 2020 RSM US LLP. All Rights Reserved. Marketing Field Service Customer Service & CRM Partner Solutions Development Accelerators Extensibility

Dynamics 365 Microsoft Research AI (25+ Years) Microsoft CEO Satya Nadella’s Business Applications Vision / Analyst awards Sales Customer Service Field Service & Io. T Talent Finance & Operations Retail Project Service Automation Marketing Artificial Intelligence Mixed Reality Business Central Overview Overview Overview Accounts, Customers, Contacts, Leads, Relationships Cases, Knowledge, Portals, Virtual Agents, Surveys, Unified Service Desk Technician scheduling, inventory management Recruiting, Onboarding, Feedback, Learning, ERP, Financials, Profitability, Asset Mgt Unified Commerce, Omni Channel, Loyalty Plan, Deliver, Utilize, Optimize, Forecast Lead Gen, Nurture, Multichannel, Events & more AI Sales AI Customer Service AI Market Insights Remote Assist, Layout, Chevron demo Financials, Supply Chain, Service, Projects 64 K Partners 120 M Users 500 M Users Relationship Sales Industry Solutions Services Vision Labs Attract Power BI D 365 Connector for LI Lead Gen Forms 5 M Users Power. Apps Automate 54 Regions, 140 Countries, 100 Data Centers, 70, 000 miles fiber, 130 Edge Sites Speech Knowledge Language Search Cognitive 200 Microsoft Services © 2020 RSM US LLP. All Rights Reserved. Security Talent Privacy Common Data Service Power Platform Bot Framework Common Data Model On Premise data Microsoft Trust Center Data Store 231 Data Connectors (Adobe to Zendesk) 600 + Services Security Response Center Cloud Services 7 Trillion cyber events daily = Threat Intelligence Compliance Transparency Data API

Saa. S D 365 Business Central Licensing Model – Named Users Full users with access to all functions, subject to client security requirements. Essentials License $70 PU/PM Financial Management GL, AP & AR Banking Fixed Asset Management Multi-Entity / Intercompany Sales Management Quote & Opportunity Management Contact Management Sales Invoicing Payment Processing Purchasing Procurement Purchase Planning Purchase Order Management Vendor Management Substitutes & Cross References Warehouse Management Returns Project Management Budgeting & Estimates Time Sheets Capacity Planning Work-In. Process Management Production BOM’s and Routings Production Orders Service Orders Dispatch Inventory Management Multi-Location Premium License Includes Everything in Essentials License Plus Production & Service Management $100 PU/PM © 2020 RSM US LLP. All Rights Reserved. Service Management Master Planning Subcontractors Warranty Management Preventative Maintenance Team License Enables Unlimited Inquiry And Report Viewing Access. Limitations On Other Functionality $8 PU/PM Device License Enables WMS and Production based processing utilizing shared device $40 PU/PM

The Common Data Model https: //docs. microsoft. com/en-us/dynamics 365 -release-plan/2020 wave 2/smb/dynamics 365 business-central/common-data-service-virtual-entities © 2020 RSM US LLP. All Rights Reserved.

Release Cycle April • US roughly 20 days later • 90 day upgrade window managed by YOU • Documentation ~3 months in advance • Early access via included Sandbox ~Monthly • Minor releases • Non-breaking • Auto-rollout • Notification on completion October • US roughly 20 days later • 90 day upgrade window managed by YOU • Documentation ~3 months in advance • Early access via included Sandbox ~Monthly • Minor releases • Non-breaking • Auto-rollout • Notification on completion Stop managing updates and hotfixes, move to an always up to date system. Help drive releases via Experience. Dynamics. com! Note: Ensure you have users set as notification users in Admin Center so that you are receiving alerts! 11 © 2020 RSM US LLP. All Rights Reserved.

Release Plan • https: //experience. dynamics. com/ideas/categories/? forum=e 288 ef 32 -82 ed-e 611 -81015065 f 38 b 21 f 1&forum. Name=Dynamics%20365%20 Business%20 Central • https: //docs. microsoft. com/en-us/dynamics 365 -release-plan/2020 wave 2/ 12 © 2020 RSM US LLP. All Rights Reserved.

NAV to Cloud Capability • Extremely efficient process to move data, nearly all tables are included ⁻ ⁻ Very dependent on level of modification, modifications on extension model can bring data forward Generally use to clean up modifications and shrink code footprint Includes history from system Note: Currently 80 Gb limit in DB size (Expensive to add more priced per Gb) • General process ⁻ ⁻ Review existing environment and lay out plan Refactor needed code to extension model Execute test conversion / train / validate Execute Go-Live on Cloud • https: //docs. microsoft. com/en-us/dynamics 365/business-central/dev-itpro/upgrade-considerations • https: //docs. microsoft. com/en-us/dynamics 365/business-central/dev-itpro/upgrade/upgrading-to-business-central-on-premises ⁻ ⁻ Supported: 2015, 2016, 2017, 2018, Business Central Upgrade to supported version first – note for custom to be included has to be extension model 14 © 2020 RSM US LLP. All Rights Reserved.

ISV Considerations • Long time NAV partners have struggled to move to cloud ⁻ Heavy OS dependency extremely difficult to move • Door open for newer, more modern solutions ⁻ Shook up the space allowing newer players to gain a footing • Move to cloud is the time to revisit your full stack ⁻ Question if you are fully using the tools you are paying for 15 © 2020 RSM US LLP. All Rights Reserved.

Code Considerations • Cannot change Microsoft code ⁻ Anything editing base functionality will need to be re-factored • Now is the time to validate existing modifications / improve existing modifications ⁻ Don’t just copy paste and move forward, use the opportunity! • Tool vs Manual ⁻ Tools exist to move to AL from CAL, is it the right choice? ⁻ Custom fields need to be exported, AL version loaded, then imported to extension tables for the tool to utilize them (Config Packages) 16 © 2020 RSM US LLP. All Rights Reserved.

Sample NAV to BC Conversions • National Restaurant Chain ⁻ Significant code rework to optimize and maintain functionality ⁻ Utilize MSFT tools to deploy to cloud, less than a weekend to migrate once validated and redeployed 17 © 2020 RSM US LLP. All Rights Reserved. • National Family Office • National ⁻ Revisit all modifications, eliminate significant percentage ⁻ Utilize MSFT tools to deploy Manufacturer / Support Entity ⁻ Removed all modifications, full implementation vs utilizing tools for deployment ⁻ Significant code and ISV footprint

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