Upgrade Preparation Series V Dynamics 365 FO Licensing

Upgrade Preparation Series V: Dynamics 365 F&O Licensing 04/23/2019 Gregor Newland • Regional Director of Business Development, Ellipse Solutions • Over 20 years of experience in the Dynamics channel • Email: gnewland@ellipsesolutions. com

24 13 2016 Years ERP Consulting Years Dynamics Focus First D 365 Go-Live Dynamics 365 Concierge - Step 1: Approach Re-implementation, upgrade, or a mix of the two – work closely with our experts to determine the optimal route for your organization to take when moving to Dynamics 365 solutions@ellipsesolutions. com

Agenda What You Get When You Purchase Dynamics 365 • Environments • Add-ons & Embeds Understanding User Licensing • Mapping User Types • Definitions & Testing Buy Your Licenses • Know your rights • Purchasing options

Licensing Basics

Getting Started Named Licenses • AX 2009 concurrent licensing schemas no longer in play • Mimics AX 2012 in terms of user types Minimal Purchase Required • Code requires 20 Operations Users for deployment What Do You Get? • Three environments • Development • Test • Production • 24/7/365 high availability SLA • Embedded Power BI and Io. T Suite

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

Security layers Roles Duties Privileges

Roles Highest level of security hierarchy • Consist of several Duties Closely represent user job descriptions Commonly assigned to users to provide access Many roles out-of-the-box Examples: • Compensation and benefits manager • Product designer

Duties More granular than Roles • Rolled up into Roles • Consist of several Privileges Represent specific functional scenarios Examples: • • Maintain tax engine basic setup Enable absence process Maintain absence transactions Set up Affordable Care coverage information for workers

Privileges The most granular • Rolled up into Duties • Give access to one or more Entry Points Represent specific actions in D 365 Examples: • • • Maintain eligibility events and forms Maintain benefit eligibility process Maintain benefit setup Maintain benefits Maintain the expiration date of benefits and worker enrollments

Example – “Product Designer” Role 29 Duties 295 Privileges License breakdown • • • Operations 163 Activity 55 Team member 115 None 40 Server 1

Thoughts and Insights • Relieve yourself of the responsibility of getting it right the first time • Best Practices & Custom User Definitions • Third Party Tools • Test, test

Purchasing Your Licenses

Two Steps Know Your Rights • Existing Customers Get Discounts EA – Enterprise Agreement CSP – Cloud Service Provider Decide How to Buy • On Premise? • EA or CSP?

Know Your Discount Rights – AX 2009 D 365 1 Full AM User 1 Operations User & 2 Activity Users 1 Light User 1 Activity User 1 Device 1 Server (On-Premise) Limited Upgrade Offer *1 Operations User *1 Activity User for every 10 Light Users

Know Your Discount Rights – AX 2012 D 365 1 Enterprise User 1 Operations User 1 Functional User 1 Operations User 1 Task User 1 Activity User 1 Self Service User 1 Team Member 1 Device 1 Server (On-Premise) Limited Upgrade Offer *1 Activity User for every 3 Task Users *1 Device for every 3 AX 2012 Devices

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 • Minimum 20 Operations Users for deployment • Two levels of SKUs • One if you continue Annual Maintenance • One if you wrap Annual Maintenance into the monthly fee

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 EA – Enterprise Agreement LSP – Licensing Solution Provider CSP – Cloud Service Provider DPOR – Digital Partner of Record

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

Questions?

Gregor Newland - Ellipse Solutions gnewland@ellipsesolutions. com (937) 718 -3524