dynamics 365 - chorus.co · 0125 39900 hellochorus.co dynamics 365 (enterprise) includes the...
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01275 398900 | [email protected] | www.chorus.co
PowerApps Sales Customer Service
Field Service Project Service OperationsMarketing(coming soon)
New Microsoft Dynamics CRM Online Dynamics AX
Dynamics 365 combines CRM and ERP software into one unified package. This
is made up of Microsoft Dynamics CRM Online, Dynamics AX for Operations
and the recent Microsoft acquisitions for field service management and project
management.
Instead of disparate systems these are now aligned on one business application
platform so that companies and users can pick and choose which apps (or
‘modules’) they need.
Microsoft Dynamics CRM Online users will already recognise most of the
apps such as Sales or Customer Service within Dynamics 365 but now with the
addition of an Operations module (formerly AX7) and recent acquisitions, such
as Field Service.
What is Dynamics 365?
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The Benefits of Dynamics 365
Flexible Licensing
Mix and match licence types to suit your users’
requirements so you pay for what you need
Full Suite
Benefit from one, all-encompassing platform but
only use the modules that you need
More Storage
Enjoy twice as much data storage with a default of
10GB instead of 5GB and larger increases
Non-Production Instance
Receive one free non-production instance for
testing and development
Dual Use Rights
Enterprise edition allows online and on-premise
dual rights for greater flexibility
Common Data Model
Simplify integration and database management
with the new common data model
Device Licensing
Benefit from cost effective device licensing that is
ideal for shift workers
Social Engagement
Social Engagement included with all apps and plans
for social analytics and management
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Dynamics 365 (Enterprise) includes the following applications and functionality:
Apps in Dynamics 365
3 1 x non-production instance
3 1 x web portal
3 10GB default storage
3 Mobile offline access
3 Social Engagement
3 Voice of customer survey
3 Knowledge management
3 PowerApps
3 Microsoft Flow
What’s Included?
Sales – Equip your sales team with the tools that they need to help them sell
more and with greater speed while giving fantastic reporting insights for smarter
decision making.
Customer service – Allow your customer service team to work quickly
and effectively to resolve and manage cases, delivering fantastic customer
satisfaction and building customer loyalty.
Field service – Empower your field service team, giving them the technology
they need to easily book and manage field service calls - from scheduling
assistance to inventory management.
Project service – Successfully manage your projects with Project Service,
which includes features such as resource scheduling, customer billing, time and
expense management and more.
Marketing – coming soon (2017) and built on Abode Marketing Cloud to give
a comprehensive marketing solution.
Operations - based on Microsoft Dynamics AX, this gives smarter operations
capabilities from transportation to budget planning, inventory management to
demand forecasting.
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Business edition Enterprise edition
Aimed at 10 - 250 employees
300 seat maximum
Cloud only
Currently only includes Financials
Sales & Marketing coming soon
No Customer Service
Aimed at 250+ employees
No maximum seat count
Online/ On premise dual rights
Sales, Customer service, Field service, Project service apps
Includes Operations (AX7)
Marketing coming soon
Licensing: Editions
Dynamics 365 will be available through two Editions: Business and Enterprise.
Coming soon
Currently only the Enterprise
edition is available in the UK.
The Business Edition will be
released soon but will only start
with the Financial app - Sales
and Marketing are to be added
at a later date.
This guide will only focus on the
Enterprise Edition until further
Business Edition information is
released.
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Licensing: Users
In Dynamics 365 there will be two types of users: Light and Full users.
• Allows full read functionality
across Dynamics 365 and some
limited write access
• Access Dynamics 365 from any
device via the web app, tablet &
mobile app and via Outlook
• Highly cost effective
• Allows full functionality
• Choose an App or Plan licence
dependent on the number of apps
the user needs to access
• Access Dynamics 365 from any
device via the web app, tablet &
mobile app and via Outlook
Light User
Team Member licence
Full User
App licence
Plan licence
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Licensing: Structure
PowerApps Sales Customer Service
Field Service Project Service OperationsMarketing(coming soon)
PLAN 1 (CRM)
PLAN 2 (CRM & Operations)Plan Licence
App Licence
Team Member
Light User:
Team Member - License users for limited functionality but access across all applications.
Full User:
App Licence - License users for a single application to give them full access to this one app (or module).
Plan Licence - License users for across all applications to give them complete flexibility, choosing between Plan 1 and Plan 2.
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Team Members
Team Member Licences provide users light access to all the Dynamics 365 apps to gain
organisation-wide visibility, connect employees and allows them to read data from all
Dynamics 365 applications as well as perform light tasks. It is a highly cost effective
licensing method.
3 Light access required
3 Those who need to gain visibility
over all modules
3 Those who need to create reports
3 Need the ability to complete
lightweight tasks
Tiered pricing applies
Dynamics CRM Basic &
Essential
Who is this for?
Key Info
Access functionality Write functionality
3 Full read access across
Dynamics 365
3 PowerApps for Team
Members
3 Anywhere access: web,
mobile and Outlook
3 Export data, Mail merge
3 Saved views, Advanced Find
3 Time & expense records
3 Accounts
3 Contacts
3 Activities
3 Tasks and notes
3 User reports & dashboards
3 Custom entities
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If users only need to have full access to one app or ‘module’ within Dynamics 365 then an
App Licence is the most suitable and cost effective option. This gives full use of the named
app, however, if they need to have write access for another app then a Plan can be more
cost effective option.
App Licences
3 Specific job roles that only need
to access one app
3 Need full write access to an app
and Team Member is not enough
functionality
Tiered pricing does not apply
Dynamics CRM Basic &
Professional
Who is this for?
Key Info
X
Sales – Lead management, opportunity management, accounts and contacts,
price lists, quotes, orders, invoices, marketing lists, marketing & quick campaigns,
goals and custom entities
Customer service – case management, accounts, contacts, SLAs, service
entitlements, contracts, resources, work hours, unified service desk (USD) and
custom entities
Field service – work order management, scheduling, resource bookings,
scheduling assistant, inventory management, field service invoices, territories,
work hours, customer agreements, field service mobile app and custom entities
Project service – project management, estimates, expenses, resource
availability, schedule management, project contracts, price lists, invoice
management, work hours and custom entities
Marketing – coming soon (2017)
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Plan Licences
If a user needs to have full read/write access to multiple apps then a Plan is the most cost
effective route to take. With a Plan you gain access to the full CRM suite of apps, which is
ideal for power users or those than need to access multiple business apps in their role.
There are two plans available:
Plan 1
Provides all CRM functionality, which is: Sales, Customer Service, Field Service, Project
Service & Marketing (coming soon)
Plan 2
Provides CRM and Operations functionality, which is all of the above plus Operations
3 Needs flexibility to access all apps
3 Needs to access more than one
app (more cost effective than
access to two plans)
3 Super users or power users
Tiered pricing applies
Dynamics CRM Basic,
Professional & Enterprise
Who is this for?
Key Info
PowerApps Sales Customer Service
Field Service Project Service OperationsMarketing(coming soon)
PLAN 1 (CRM)
PLAN 2 (CRM & Operations)
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Licensing: Devices
You can now also licence devices so that any individual can use Dynamics 365 on the
licensed device. This can be a very cost effective licensing method, for example for
organisations that have shift workers or those in Retail. Rather then having to licence
each user you can simply licence devices and then anyone can use these.
Enterprise edition only
Only Field Service, Customer
Service & Sales apps
Plans do not apply
Mix and match user and
device licenses
Key Info
Device License User License3 Organisations with shift workers
or volunteers
3 Organisations that have a lot of
workers using individual devices
Who is this for?
X
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Dynamics 365 provides tiered pricing to give discounted prices based on the number of
seats being purchased. This only applies to Plan 1 and Team Member licenses and not to
App licenses. Plan 2 licenses do not apply but are counted toward Plan 1 totals.
Tiered Pricing
How does it work?
Your total seat counts for Plan 1 and
Team Members will place you into a
‘Tier’ and give you a cost per user per
month for these licences.
Additional seats will be purchased at
tiered pricing. At renewal, your Tier
will be recalculated.
Applies to Team Members
Applies to Plan 1
Does not apply to App
licenses or Plan 2
Key Info
X
For example: If you wanted to purchase 150 Plan 1 licenses and 300 Team Member
licenses then you would have Tier 2 pricing for Plan 1 licenses and Tier 3 pricing for Team
Member licenses.
Price decreases with seats
Tier 1 Tier 2 Tier 3 Tier 4 Tier 5
0-99 100-249 250-499 500-999 1k+
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Transition Mapping
CRM Partner Support
Unfortunately transitioning from
Microsoft Dynamics CRM Online
licensing to Dynamics 365 licensing
is not a simple mapping exercise.
These mappings are suggestions
from Microsoft but we recommend
discussing this with your CRM
partner to ensure that you
transition to the most cost effective
licenses. These will be a mix and
match of team members, apps and
plan licenses.
If you need CRM support
please contact us.
Basic
Essential
Professional
Enterprise
Team Member
Team Member
Plan 1 Licence
Plan 1 Licence
App (i.e. Sales)
App (i.e. Sales)
or
or
Depends on level of write functionality required and app access
CRM Online Dynamics 365
Depends on which apps user is required to access
No longer includes Parature or Microsoft Dynamics Marketing
Plan 1 Licenceor
Notes
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What Next?
Check your renewal date: Your renewal date will determine when you can
transition. CRM Online customers (via CSP) can auto-renew to their existing
subscription until 1st Feb 2017.
Audit your user base: Gather a clear list of the number of users you have , the
different breakdown of licenses and assess system usage to see if each user is
fully using their access level.
Assess your needs: Assess what access each user or team needs. Some team
members may find that a Team Member licence is enough access and could
reduce licensing costs.
Contact your CRM partner: Your CRM partner will have a clearer knowledge
of the new Dynamics 365 licensing and pricing. Contact them so that you can
work together to assess your transition path.
Think of the tiers: If you’re close to the next Tier then consider additional
seats to take advantage of the lower tiered pricing.
Understand your licensing program: Dynamics 365 is not available Open
licensing and you must transition to a new licensing channel. Contact your
CRM partner to discuss options.
About Chorus
We are Microsoft Gold Partners
based just outside Bristol, providing
the full range of Microsoft Dynamics
365 services including migration,
consultancy, development, UX,
integration, training and support.
If you need support with your CRM
system or transitioning to Dynamics
365 then please contact us:
www.chorus.co
012745 398 900