What You Should Know About Dynamics 365 Transition

What You Should Know About Dynamics 365 Transition Options

About the Speakers Cody Marshall Vice President of Services cody@stoneridgesoftware. com 10 Years in Dynamics AX Co-Founder Stoneridge Software Eric Newell CEO eric@stoneridgesoftware. com 18 years in Dynamics – with 13 at Microsoft and 5 at Stoneridge

Topics What’s in Dynamics 365 Deployment Options Transition Options License Types Upgrade

Dynamics 365 Components

What’s in Dynamics 365? App. Source Microsoft Stack – Power BI, Flow, Power Apps, Common Data Service, Azure Machine Learning, Cortana Intelligence

Deployment Options

Deployment and Licensing Options cloud Use case scenarios • • Licensing Options • • Fully managed by Microsoft Systems of Intelligence Planned multi-instance federation Elastic scale out Subscription Cloud Licensing Only Available Now cloud + edge • • • local business data Cloud – MS managed, Edge – customer managed (AKA “Hybrid”) Expected December 2017 Multiple local compute and storage workplaces for retail, shop floor and warehouse while utilizing cloud for scale, master data mgmt. , data aggregation • • • Disconnected data center (AKA “On Premise”) Local data residency Single instance only Subscription Cloud Licensing (Pricing Not Yet Available) Single node Edge licensing provided as use right – no additional cost per node (perpetual) • • • Standard perpetual license options Volume Licensing EA Subscription Additional Details • Customers with active Microsoft Dynamics Enhancement Plans or Software Assurance, may upgrade to local business data as they remain entitled to access new versions and updates • Transitions to Dynamics 365 cloud subscriptions are available to customers with active Microsoft Dynamics Enhancement Plans or Software Assurance

License Options

Dynamics 365 Plans & Standard Pricing $210 $190 $115 $40 $95 $95 $40 20 seat min $170 5 seat min $40 Included with Unified Operations Plan $50 $8 All pricing subject to change please consult price list for actual pricing

Operations Licenses & Use Rights Operations • Full Access • This license includes full read, edit and approval access across the entire solution Activity • Heavy User but not full access • This license includes the rights to: ü ü Approve all Activity related transactions Create or edit the items related to the following capabilities: warehousing, receiving, shipping, production orders, purchase orders, sales orders, project activities, vendor maintenance, and all budgets Team Members • Read Access with select ‘Light’ write access tasks • This license includes read access across any and all Dynamics 365 apps as well as the rights to: ü Record time and expense ü Approval of time, expense, invoices ü Manage personal information ü Manage direct employee activities in human resources ü Create requisitions ü Create or edit the items related to the following capabilities: quality control, service orders, and department level budgets Device • Shared with subset of capabilities • This license provides multiple users with access through a device to operate a point of sale device, shop floor device, warehouse device or store manager device.

Transition Options

AX 2012 to D 365 EE Online Continue with Enhancement • Operations - $76/u/m • From Functional to Activity $10/u/m • From Task to Activity $25/u/m • Device - $36/u/m • Self Service – no charge Discontinue Enhancement • Operations - $126/u/m • Activity - $30/u/m • Self Service - $4. 80/u/m • Task - $45/u/m

AX 2012 to D 365 EE On-Premise No license fee unless you need to move to more encompassing license Primary Path Purchased before April 1, 2017 Purchased April 1, 2017 & after • • Only SA payments on successor licenses will be needed at renewal as license was already paid, and replacement Licenses granted Only one license can be assigned per user at a given time Customers can choose any listed transition unless outside of the specified date range Downgrades are permissible without repurchasing the license Secondary Path

AX 2009 to D 365 EE Online 1. Transition from concurrent 2009 licenses through to named 2012 licenses using either the 1. Formula based method 2. Credit based method 2. Transition to Dynamics 365 for Operations Online Continue with Enhancement • Operations - $76/u/m • From Functional to Activity - $10/u/m • From Task to Activity - $25/u/m • Device - $36/u/m • Self Service – no charge Discontinue Enhancement • Operations - $126/u/m • Activity - $30/u/m • Self Service - $4. 80/u/m • Task - $45/u/m

AX 2009 to D 365 EE On-Premise 1. Transition from concurrent 2009 licenses through to named 2012 licenses using either the 1. Formula based method 2. Credit based method 2. Transition to Dynamics 365 for Operations On-Premise 1. No charge unless you want a more encompassing role 2. See chart on earlier page

Timing Matters Licensing Model Timing for Transitioning On-Premises to Online Volume License – At Renewal Cloud Add-On – Anytime Dynamics Price List – Customer’s choice From Software Assurance – At Renewal License Renewal or Anniversary Date Mainstream Support End Date Extended Support End Date Full Platform Transition to Dynamics 365 SKU’s AX 2009 AX 2012 R 1 & R 2 April 10, 2018 AX 2012 R 1 & R 2 October 12, 2021 AX 2012 R 3 October 10, 2021 January 10, 2023 Must be current on Software Assurance or Enhancement

What Should You Do? • Code check to identify customizations and level of effort to upgrade those code pieces. • Dynamics AX License Audit: • Runs a report to identify all of the users in the system • Document the Roles associated to each user • Identifies the highest license level for each role (Enterprise, Functional, etc. ) • Final report showing # of users in each license level • A consultation to review the license report • Analyze roles/duties assigned to users • Identify any that can be changed, modified or dropped to save you money when mapping your existing licenses to the Dynamics 365 models. • Review cost associated to code and license upgrades.

Executing the Upgrade

AX 2009 to Dynamics 365 Data Migration Code Migration • DIXF Export from 2009 • Data Entity Import • Not Available

AX 2012 to Dynamics 365 Data Migration Code Migration • DIXF Export from 2012 • Data Entity Import • R 3 Supported • RTM expected

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