DYNAMICS LICENSING CURRENT VS 365 Chris Parcheta Amway

DYNAMICS LICENSING CURRENT VS 365 Chris Parcheta Amway Corporation – Principle Solution Architect 11/2/2016 @CRMUG

DISCLAIMER: * LICENSING INFORMATION ON DYNAMICS 365 IS VERY NEW AND INCOMPLETE. MORE INFORMATION IS FORTHCOMING FROM MICROSOFT * YOU SHOULD TALK TO YOUR MICROSOFT REPRESENTATIVE ON YOUR INDIVIDUAL LICENSING NEEDS * INFORMATION IN THIS DECK IS BASED ON MY EXPOSURE “TO DATE” ON LICENSING MATERIALS @CRMUG

MANY/MANY LICENSING RENEWAL MESSAGES @CRMUG

KEY POINTS FROM RENEWAL MESSAGE(S): * MICROSOFT DYNAMICS CRM ONLINE SUBSCRIPTION WILL SEE SOME CHANGES - BEGINNING NOVEMBER 1, 2016. * NOTE THAT CUSTOMERS CAN CONTINUE TO TRANSACT ON USE CURRENT CRM ONLINE LICENSING AND PRICE POINTS UNTIL THE END OF THEIR AGREEMENT @CRMUG

OLD ONLINE LICENSING MODEL ENTERPRISE ** CRM + ADD-ONS (FIELD SERVICE, PROJECT SERVICES, MARKETING, SOCIAL, PARATURE, CHAT) PROFESSIONAL ** CRM – ADD-ONS BASIC ** ENTRY LEVEL USERS FOR CRM, USH & REPORTING ESSENTIAL ** MINIMAL ACCESS TO CRM CORE ENTITIES (ACTIVITIES FEEDS, ACCOUNT, CONTACTS, KB) SELF-SERVICE ** KNOWLEDGE MANAGEMENT @CRMUG

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NEW ONLINE LICENSING MODEL – NOVEMBER 1 ST, 2016 @CRMUG

NEW ONLINE LICENSING MODEL – NOVEMBER 1 ST, 2016 DYNAMICS 365 ENTERPRISE PLAN 1 INCLUDES CUSTOMER SERVICE, SALES, PROJECT SERVICE AUTOMATION, FIELD SERVICE, AND POWERAPPS. @CRMUG

NEW ONLINE LICENSING MODEL – NOVEMBER 1 ST, 2016 DYNAMICS 365 FOR CUSTOMER SERVICE - CASE MANAGEMENT, UNIFIED SERVICE DESK AND SCRIPTS, AND SLAS AND ENTITLEMENTS MANAGEMENT, PLUS EMBEDDED POWERAPPS, SOCIAL ENGAGEMENT, GAMIFICATION, MOBILE OFFLINE, AND VOICE OF CUSTOMER DYNAMICS 365 FOR SALES - INCLUDES THE FUNCTIONALITY NEEDED TO MANAGE SALES PERFORMANCE PLUS UNIFIED SERVICE DESK, EMBEDDED POWERAPPS, SOCIAL ENGAGEMENT, GAMIFICATION, MOBILE OFFLINE, AND VOICE OF CUSTOMER. @CRMUG

NEW ONLINE LICENSING MODEL – NOVEMBER 1 ST, 2016 DYNAMICS 365 FOR TEAM MEMBERS - IF YOU DO NOT NEED ACCESS TO FULL FUNCTIONALITY AND DO NOT REQUIRE WRITE ACCESS TO LEADS. THIS WILL GET YOU ACCESS TO WHAT YOU HAVE TODAY IN CRM ONLINE (MINUS LEADS) PLUS EMBEDDED POWERAPPS. @CRMUG

NEW ONLINE LICENSING MODEL – NOVEMBER 1 ST, 2016 FIELD SERVICE ADD-ON - THIS LICENSE INCLUDES ALL OF THE FUNCTIONALITY OF THE FIELD SERVICE ADD-ON, PLUS POWERAPPS, SOCIAL ENGAGEMENT, GAMIFICATION, MOBILE OFFLINE, MICROSOFT PROJECT ONLINE PREMIUM, AND VOICE OF CUSTOMER. @CRMUG

NEW ONLINE LICENSING MODEL – NOVEMBER 1 ST, 2016 PROJECT SERVICE AUTOMATION - INCLUDES ALL OF THE FUNCTIONALITY OF THE PROJECT SERVICE AUTOMATION ADD-ON, PLUS POWERAPPS, SOCIAL ENGAGEMENT, GAMIFICATION, MOBILE OFFLINE, MICROSOFT PROJECT ONLINE PREMIUM, AND VOICE OF CUSTOMER. @CRMUG

ON-PREMISE LICENSING MODEL PROFESSIONAL ** ALL CRM (WORKFLOWS, USD, REPORT CREATION) BASIC ** (READ RIGHTS, REPORT USAGE) ESSENTIAL ** MINIMAL ACCESS TO CRM CORE ENTITIES (ACCOUNT, CONTACTS, ACTIVITIES) SELF-SERVICE ** KNOWLEDGE MANAGEMENT @CRMUG

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KEY NOTES: * MORE RESOURCES FROM MICROSOFT ARE COMING SOON - PRICING AND LICENSING GUIDE - EXISTING CUSTOMER TRANSITION GUIDE * REMINDER - YOU SHOULD TALK TO YOUR MICROSOFT REPRESENTATIVE ON YOUR INDIVIDUAL LICENSING NEEDS @CRMUG

RESOURCES: HTTPS: /WWW. MICROSOFT. COM/EN-US/DYNAMICS/CRMPURCHASE-ONLINE. ASPX/ HTTPS: //TECHNET. MICROSOFT. COM/LIBRARY/MT 788752. ASPX#H OW TO UPGRADE TO DYNAMICS 365 PLAN 1 OR SWITCH TO A DYNAMICS 365 APPLICATION @CRMUG

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