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Microsoft Dynamics C5 2012 Upgrade Policy - November 2018 P a G E | 2

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Microsoft Dynamics C5 2012 Upgrade Policy - November 2018 P a G E | 2 Microsoft Dynamics C5 2012 Upgrade Policy November 2018 Contents Dynamics C5 2012 to Dynamics C5 2016 Transition Upgrade Policy ................................................................................. 3 Dynamics C5 2012 to Dynamics NAV 2018 or Dynamics 365 Business Central on-premises Transition Upgrade Policy .......................................................................................................................................................................................... 3 License Model Transition Upgrade ................................................................................................................................................... 4 Eligibility ................................................................................................................................................................................................. 4 Migration ................................................................................................................................................................................................ 4 Customer Service Policy for License Migration Transition Upgrade .............................................................................. 4 License Migration Transition Upgrade Protected List Price Policy .................................................................................. 4 License Credit Transition Upgrade .................................................................................................................................................... 5 Eligibility ................................................................................................................................................................................................. 5 License Credit ....................................................................................................................................................................................... 5 Applying License Credit .................................................................................................................................................................... 5 Customer Service Policy for License Credit Transition Upgrade ...................................................................................... 5 Credit for Remaining Value of Customer Service Plan when Transitioning ................................................................. 6 Additional Policies ................................................................................................................................................................................... 6 Use and Service Plan Benefits of Old Product Line ............................................................................................................... 6 Downgrade Policy ............................................................................................................................................................................... 6 Transition Upgrade Fee .................................................................................................................................................................... 6 Appendix A: LMT Upgrade conversation Table ........................................................................................................................... 7 Appendix B: LMT Upgrade conversation Table ............................................................................................................................ 8 Microsoft Dynamics C5 2012 Upgrade Policy - November 2018 P a g e | 2 Overview Microsoft Dynamics C5 is only available through the Subscription Licensing model for new customers. Customers wanting Dynamics C5 2016, the most current version of product, may license up to three Full users and seven Limited users by paying a quarterly subscription fee. For more information on the Dynamics C5 2016 Subscription Licensing model, please refer to the Microsoft Dynamics C5 2016 Licensing Guide. This transition upgrade policy document describes the three upgrade paths for customers wanting to upgrade from Dynamics C5 2012 to Microsoft Dynamics C5 2016, Microsoft Dynamics NAV 2018 or Microsoft Dynamics 365 Business Central on-premises, along with additional policies that may affect upgrades including but not limited to the Downgrade Policy and the Enhancement Plan Policy. Note: Dynamics C5 2016 and Dynamics NAV 2016 are developed on a different code base than Dynamics C5 2012 (or prior). Dynamics C5 2016, Dynamics NAV 2018 and Dynamics 365 Business Central on-premises might have different functionalities than those available with Dynamics C5 2012. Customers are informed that moving to Dynamics C5 2016, Dynamics NAV 2018 or Dynamics 365 Business Central on-premises may result in a loss of functionality or in a difference of experience when using similar functionality. Microsoft also expressly declines any responsibility regarding the upgrade compatibility of a functionality offered by an Independent Software Vendor. Dynamics C5 2012 to Dynamics C5 2016 Transition Upgrade Policy Existing Dynamics C5 2012 customers with three or fewer users on their license may switch to Dynamics C5 2016 simply by placing an order for a Dynamics C5 2016 license and start paying the quarterly Subscription fee. Please note that no transition credit will be provided for the Dynamics C5 2012 license towards the cost of the Dynamics C5 2016 Subscription license. Dynamics C5 2012 to Dynamics NAV 2018 or Dynamics 365 Business Central on- premises Transition Upgrade Policy We recognize that not all customers may want or be able to transition to Dynamics C5 2016. For example, existing Dynamics C5 2012 customers licensed through Order Central have perpetual licensing rights and may therefore not want to upgrade to Subscription Licensing, a model with non-perpetual rights. Additionally, Dynamics C5 2012 customers may need more than three users which are not available under Dynamics C5 2016. So, to accommodate these scenarios, Dynamics C5 2012 customers with an active Enhancement Plan will be able to transition upgrade to Dynamics NAV 2018 or Dynamics 365 Business Central on-premises on the Perpetual Licensing model via a Transition Upgrade path dependent on when customers first acquired their upgrading Dynamics C5 license: • License Migration Transition Upgrade (LMT Upgrade) The LMT Upgrade path is only available to customers with an active Dynamics C5 product with a first registration date prior to October 6, 2013, as indicated in PartnerSource Business Center (PBSC), regardless of when the customer chooses to upgrade. The LMT Upgrade path maps a customer’s Dynamics C5 2012 license configuration to an equivalent license configuration on Dynamics NAV 2018 or Dynamics 365 Business Central on-premises on the Perpetual Licensing model with the same number of users, except as noted below. • License Credit Transition Upgrade (LCT Upgrade) The LCT Upgrade is the only path available to customers with an active Dynamics C5 2012 product line with a first registration date in PBSC on or after October 6, 2013 regardless of Microsoft Dynamics C5 2012 Upgrade Policy - November 2018 P a g e | 3 when the customer chooses to upgrade to Dynamics NAV 2018 or Dynamics 365 Business Central on-premises on the Perpetual Licensing model. The LCT Upgrade is conducted through a license investment credit aligned with the Microsoft Dynamics Licensing Transition Policy. License Model Transition Upgrade Eligibility Dynamics C5 2012 (or prior versions) customers that are enrolled in an Enhancement Plan are eligible to upgrade to the most current version of Dynamics NAV or Dynamics 365 Business Central on-premises on the Perpetual Licensing model. The LMT Upgrade is the only transition upgrade path available to customers with a first registration date in PBSC before October 6, 2013 for their active Dynamics C5 2012 (or prior versions) product. The LMT Upgrade policy applies to these customers regardless of when they choose to upgrade. Note: The LMT Upgrade to Dynamics NAV must be ordered through Order Central. Migration The Appendix A details the Dynamics NAV and the Appendix B details the Dynamics 365 Business Central on-premises mapping that Dynamics C5 2012 (or prior versions) customers will receive when migrating from Dynamics C5 2012 to Dynamics NAV or to Dynamics 365 Business Central on-premises using the LMT Upgrade path. By choosing to upgrade, the customer acknowledges that there could be material changes impacting the use of functionality and users deployed in the ERP Solution prior to the LMT Upgrade. Customer Service Policy for License Migration Transition Upgrade Customers are required to be on an Enhancement Plan when the LMT Upgrade order is placed. The Enhancement Plan’s expiration date and the Protected List Price (PLP) of the Dynamics C5 2012 (or prior versions) configuration prior to the LMT Upgrade will be carried over to the Dynamics NAV or Dynamics 365 Business Central on-premises configuration as per the Protected List Price Assignment in the table above. The cost of the Enhancement Plan will not be recalculated when performing an LMT Upgrade from Dynamics C5 2012 (or prior versions) to Dynamics NAV or to Dynamics 365 Business Central on- premises. Once carried over to Dynamics NAV or to Dynamics 365 Business Central on-premises, the PLP will only change when a customer modifies their license configuration or according to the then- current Dynamics policies. License Migration
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