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Current CRM Applications

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Current CRM Applications Agenda • Microsoft Dynamics 365 Enterprise edition • Service Entitlement • Dual Use Rights • Microsoft Dynamics 365 Business edition • Microsoft Dynamics 365 (on-premises) • Customer Transitions Microsoft AppSource Microsoft Dynamics 365 Common application platform: PowerApps, Microsoft Flow, Common Data Model Operations Sales Operations Sales Field Customer Service Service Field Customer Service Service • Optimized for 10-250 Employees • Optimized for 250+ Employees • Dynamics 365 for Financials • Comprises CRMOL and AX • Sales (future), Marketing (future), and • Online / On premises dual use rights Customer Service (future) • 20 user minimum on AX related SKUs • Cloud Only • 300 seat maximum Plans $ Full Users Full Apps NEW APP CURRENT CRM COMPONENTS/PLAN 1 BIZ APPS $ Light User Light CURRENT ‘AX7’ CURRENT PLAN 1 + CRM + OPERATIONS NEW APPS Dynamics 365, Enterprise Edition ENTERPRISE PLANS 3RD PARTY ADOBE MARKETING CLOUD UPDATED Step up 1. Plan 1 Business Apps Plan 1 2. Operations Plan 2 Plans Provide Better Value When 1. Purchasing any App + PowerApps 2. Purchasing more than 1 app for a single user 3. A customer needs Plan 1 & qualifies for tiered pricing * Plans Full Users Full Apps READ DATA FROM ALL DYNAMICS 365 APPLICATIONS $ Light User Light . SIMPLE & INCLUSIVE: . SHARE INSIGHTS . LOWER TCO: . INCLUDED IN ALL APPLICATIONS & PLANS Mix and Match Service Dynamics 365, Enterprise Edition Service Overview Sandbox 1 and 2 N/A N/A 100 GB To Dynamics 365 (On-Premises) To AX 2012 R3 Named Users & Devices Storage Capacity Standard Default Storage Additional Storage 60 50 40 30 GBS 20 10 0 20 40 60 80 100 USER SUBSCRIPTION LICENSES With Dual Use Rights: AX Server With Dual Use Rights: Dynamics 365 Allows Access Via Dynamics Operations USL Allows Access Via Dynamics 365 (on-premises) AX Client Dynamics 365 Operations USL Access License Dynamics 365 (on-premises) USL CAL Client Access Client Access License & License & Server License Server License Included Included Dynamics 365 AX Server Dynamics 365 Dynamics 365 for Operations Server User Subscription License (USL) Device Subscription License You can have a mix of User and Device subscription licenses. Full App Functionality • Optimized for 10-250 employees • Optimized for 250+ employees • Dynamics 365 for Financials • Comprises AX and CRM/OL • Sales (future), Marketing (future), • Online/on-premises dual-use Customer Service (future) rights • Cloud only • 20-user minimum on offers which • Max 300 seats include AX Dynamics 365, Business Edition Plan (coming soon) Full Users Full Sales Marketing Customer Service (coming soon) (coming soon) (coming soon) Light User Light Team Members value: • Simple and inclusive: • Included in all applications and the Business Edition Plan Dynamics 365 (On-premises) Packaging Summary Existing SKUs replaced by Dynamics 365 (On-premises) SKUs as of December 1, 2016 Online vs. On-premises: Current CRM Applications Professional CAL Sales Customer Service Sales Basic CAL Customer Service Essential CAL Team Members CRM Server Included with CAL Workgroup SVR Retiring Dynamics 365 (On-premises) Servers Dynamics Server licenses are no longer sold separately; they’re now included with CALs and USLs licenses. What does that mean for customers? New Existing All AX customers What happened to existing Dynamics CRM Online (CRMOL) & Dynamics AX (AX7) SKUs? Dynamics CRM Online and Dynamics AX cloud SKUs have been replaced with Dynamics 365 SKUs EA and EAS customers with an existing subscription or agreement that includes Dynamics can add additional seats under current contract terms Dynamics CRM Online to 365 Transition Existing Dynamics CRM Online customers get transition pricing to Dynamics 365 at renewal Available in EA, MPSA, CSP and MOSP 2.5 Eligibility for Qualified Offers Customers renewing an agreement with Microsoft Dynamics CRM Online or Microsoft Dynamics AX Subscription Licenses as of November 1, 2016 or later may acquire Microsoft Dynamics 365 Online Services Qualified Offer in agreement renewals before October 31, 2019. Source: December 2016 Product Terms Enterprise Plan 1 Sales Professional Plan 1 Customer Service Sales Basic Plan 1 Customer Service Essential Team Members Emp. Self Service Field Service Add-on Field Service Plan 1 Proj Service Add-on Project Service Au. Plan 1 Social Engagement Included in above Apps & Plan 1 Customer Scenario: CRMOL customer at mid-term of EA is paying subscription 1. Add new users with current CRMOL SKU at locked in pricing during the agreement 2. At renewal, customer moves all users to Dynamics 365 SKUs (Plan 1, in this scenario) Current EA Next EA Signing (Q4) First Anniversary Second Anniversary Renewal Anniversary 50 CRMOL Ent USL 50 CRMOL Ent USL 150 CRMOL Ent USL 150 Dyn. 365 Plan 1 USL Add 100 Users 2 1 Customer Scenario: AX 2012 customer at mid-term of EA is paying L/SA and wants to transition to Dynamics 365 1. Add Cloud add-ons to access Cloud any time during their agreement 2. At renewal, keep paying both SA and Cloud add-on SKU. OR 2. At renewal drop both SA and Cloud add-on SKU and add From SA offers. Current EA Next EA Signing (Q4) First Anniversary Second Anniversary Renewal Anniversary 250 AX Ent CAL L/SA 250 AX Ent CAL L/SA 250 AX Ent CAL L/SA 2 250 AX Ent CAL SA 1 250 Ent Plan 2 Cloud Add-on 250 Ent Plan 2 Cloud Add-on 250 Ent Plan 2 Cloud Add-on 2 250 Ent Plan 2 From SA • Cloud add-on: At any anniversary or renewal, the customer has the option to drop the Cloud add-on and continue with on-premises since they maintained their SA • From SA: Customers can use the SA Reattach Program if they want to go back on-premises CRM On-premises Licenses Dynamics 365 Plan 1 Business App On-premises SKU • Only SA payments on successor licenses will be needed at renewal Customer Scenario: CRM On-premises customer renews their EA and is granted successor licenses using Dynamics 365 On-premises SKUs with transition pricing 1. CRM Pro licenses receive grant for Dynamics 365 for Sales and Dynamics 365 for Customer Service 2. CRM Essential licenses receive grant for Dynamics 365 for Team Members (OP) 3. Customer only pays SA on the new licenses, and receives discounted pricing with transition SKUs Current EA Renewal Next EA 250 Dynamics 365 Sales CAL SA 250 CRM Pro CAL L/SA 250 Dynamics 365 CS CAL SA 500 CRM Essential CAL L/SA 500 Dynamics 365 Team Members SA Enterprise & Business Edition Pricing and Licensing Guides.
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