How to Justify the Move to D 365

How to Justify the Move to D 365 FO through IT and Partner Costs Savings Kelly Kane Microsoft MVP, Business Analyst & Customer Experience Manager, Ellipse Solutions Gregor Newland Regional Director of Business Development, Ellipse Solutions

Why trust Ellipse Solutions with your upgrade? 25 Years ERP Consulting 14 Years Dynamics Focus 2016 First D 365 Go-Live

Dynamics 365 Experience Early adopter of Dynamics 365 since March, 2015 Invited member of the Microsoft Dynamics Content Advisory Board Six Dynamics 365 Products on App. Source before Microsoft Released D 365, including Ellipse Plastics First customer D 365 implementation go-live in September, 2016 Over 60 percent of our work is currently being done in Dynamics 365 Constantly presenting numerous Dynamics 365 training sessions at various Microsoft and AXUG conferences and events – by invitation

Microsoft Dynamics 365 Migration Program • A no-charge migration assessment of your migration options based on scope, timing, and budget. • Consider all your options including exclusive money-saving offers for qualified Dynamics AX customers. • https: //dynamics. microsoft. com/enus/migration-program/

FREE 2 -Day D 365 Implementation Discovery ü Project Timeline ü Resource Utilization Matrix ü Implementation Estimate solutions@ellipsesolutions. com

TODAY’S AGENDA What will you learn today? 1. Steps to Upgrade Licensing 2. Identifying User Types & Application Access 3. How Will You Buy? (CSPs, EAs and Life) 4. Deployment Options TCO Models 5. Long Term TCO Models & Competitors

Steps to Upgrade Licensing

Three Steps Know Your Rights • Existing Customers Have Discount Rights Deployment Choices • On Site • Cloud Decide How to Buy • EA – Enterprise Agreement • CSP – Cloud Service Provider

40% Transition Discounts – Enhancement Plan Compliant

Identifying User Types & Application Access

Dynamics 365 Named Licensing Types Operations Team Members (~ AX 2012 Enterprise) (~ AX 2012 Task) Activity Device (~ AX 2012 Functional) (Multiple Log-Ins)

D 365 Licensing Type - Summary • Operations • ‘Enterprise’ in AX 2012 • Anything in the system that their role and security allows • Activity • ‘Functional’ in AX 2012 • Meant for data entry • Posting is not included • Team Members • ‘Task’ in AX 2012 • NOT ‘read only’ • Very specific tasks • Time/Expense • Employee HR Portal • POS (retail) • Device • Multiple named users can log into a single device without individual licenses

What Do You Have Now? • https: //ellipsesolutions. com/true-user-licenses-dynamics-ax-2012/

Application Access – Operations Users

List Pricing (CSP) – ‘Pre-EA’ Discount

Summary Spreadsheet • You can do this! (or pay a Partner) • Column A – User Name • Column B – User Type • Column C – Application Access (Operations Users Only) • The perfect is the enemy of the good

How Will You Buy?

CSP or EA? Run the Numbers CSP EA • Make sure it is Direct or Tier 1 • Offers specific licensing expertise • Month-to-month pricing on all offerings • Offer better pricing for small and mid sized customers • Can be DPOR LARs and LSPs No specific licensing expertise Multi-year commitments Offer better pricing for enterprise customers • Cannot be DPOR • • LAR – Large Account Reseller LSP – Licensing Solution Provider DPOR – Digital Partner of Record EA – Enterprise Agreement CSP – Cloud Service Provider

When to Use Both • Every customer can have multiple CSPs & LSPs • D 365 Cloud Provides • Production Environment • 1 Development Environment • 1 Test Environment • Consider CSP for • Additional Development Environments • Build Environment • Data Warehouse & Azure Services

Deployment Options TCO Models

On Premise • Just continue to pay Annual Maintenance • Expect Increase in Infrastructure Cost • No Embedded Azure Offerings like Io. T & Power BI • No Constant Back Up & Restore (last 60 days – restore to the second) • No High Availability 24/7/365 SLA

In the Cloud • You will pay for every user in the Cloud, so only pay for the licenses you actually need • 20 Minimum Finance + Supply Chain Users for deployment

Building Your TCO • Be granular • A Server is not just a Server • • Hardware (& Refresh) Licensing Deployment effort Ongoing Maintenance • Fast. Track Analysis • Unequal benefits

Long Term TCO Models and Competitors

Competitive ERP Systems and the TCO Nightmare If you think an ERP system is expensive already, consider this…. • Every few years, you’re spending at least 1/3 of the original cost just to upgrade! • Then add in the business disruptions, internal resource allocation and opportunity costs

The old cycle of upgrading ERP Purchased ERP System New features continue to roll out month by month While your business could benefit, implementing them would be like a mini -upgrade each time A few years have passed, a new version is out, time to upgrade?

Management resistance Costs Disruptions

The compromise The need to modernize is recognize Management still resisting upgrade “cost/disruption” Customizations & third party solutions become the go-to

Pressure building More new features released, considering upgrade again Now more expensive to move (more features, more third party) Strategy becomes Reactive vs. Proactive

The Microsoft Concept Dynamics 365 Always updated Always ready

“Project Evergreen” “One Version” “Constant Update” Minor fixes and functionality tweaks 8 times a year Major functionality additions every 6 months

Business users and IT resistance Testing Disruptions

How is it possible? Automated Tools and Testing: Code Upgrade Tool Data Upgrade Tool Regression Testing Performance Testing

Release cadence Release notes published in advance Pre-releases available Update to new version up to 8 times a year (2 required) Delay up to 90 days New features are turned off Backward Compatible

What’s New in Implementations? BPM & Task Recording Refinement Build Test Scripts Implement Regression Testing Suite

What’s Next if You are Moving to D 365? Follow best practices (Your Partner should ensure that) Use the tools LCS tells you to use • BPMs, Task Recordings, Extensions

THANK YOU! Any questions now? If not, you can always contact me later: Gregor Newland gnewland@ellipsesolutions. com (937) 718 -3524