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Microsoft Dynamics 365

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Microsoft Dynamics 365

One unified ERP and CRM solution that works seamlessly across your finance, operations, sales, customer service, and field service departments. Start with what you need and then add applications as your business grows.

Why Us

To help you navigate Microsoft’s new Dynamics 365, we’ve put together a list of answers to the top questions we’ve been hearing. Need more information or have a question about your particular scenario? Don’t hesitate to contact our team.

Are there industry options for Microsoft Dynamics 365?

Microsoft’s strategy has always been to develop the overall application platform and then look to recognized Industry Program Partners, like Armanino, to develop solutions that enhance the product and deliver extended functionality to those specific markets.

Armanino’s Dynamics 365 solutions are built and used by manufacturers worldwide and have advanced functionality built in for High Tech and Life Sciences industries. We also offer solutions around specific functionality such as Revenue Recognition, Warranty Management, CAPA and more. Get the tools you need, strategic guidance based on hundreds of manufacturing partnerships, so you can focus your business and grow.  For more information on our assessments and solutions, contact us.

Do I have to move to the cloud or are there on premise options?

Although we’ve seen many companies who previously were operating an on premise model due to data sensitivity and security concerns, with Microsoft’s security guarantee, many are opting to move ERP and CRM (now referred to Dynamics 365 for Operations and Customer Engagement) to the cloud.

But what about companies who aren’t ready to make the leap? The good news is that starting in June, Microsoft will be making Dynamics 365 for Operations available for on premise purchase (Sales, aka CRM, is already available). Just note that some features such as embedded analytics and machine learning which Microsoft offers to cloud subscribers, may not be available.

In addition to cloud and on premise, there are also hybrid deployment models which are available.

If you’re not sure which is right for your company, we encourage you to reach out. We can evaluate your current IT infrastructure and compliance concerns and provide our recommendations on the best way to proceed to achieve your goals and address your business needs.

How does Microsoft Dynamics work with other Microsoft cloud applications?

At its foundation, Microsoft Dynamics 365, Microsoft PowerApps, Microsoft Flow, Office 365, and other advanced applications use the Common Data Model (CDM).

With CDM companies have the power to run their business from from a single application without having to worry about multiple systems and platforms. Users have access to the information they need, at any time, and from anywhere, from all of a company’s data sources.

How is Microsoft Dynamics 365 licensed?

The Dynamics 365 user subscriptions classify users into two types. One user type is a “full user” and the other is a “light user”.

Full users are the users whose work requires use of the feature rich business apps functionality. Examples of full users are sales people, customer service representatives, finance employees, controllers, supply chain managers, etc. These users have also been referred to in the past as Pro users or Power Users. In the Dynamics 365 license model, full users are licensed with either a Dynamics 365 Plan or Dynamics 365 application subscription.

Light users are often large number of users in an organization that may consume data or reports from line of business systems and who complete light tasks like time/expense entry and HR record updates. In the Dynamics 365 model “light users” are licensed with the Dynamics 365 for Team Members subscription.

Plan subscriptions are new with Dynamics 365. With one single user subscription, a Plan subscription is the most cost effective option to provide ultimate flexibility for a user to have access to any Dynamics 365 functionality to get their job done. For example, a controller who might be managing customer credit limits based on sales pipeline information. Plan subscriptions provide users rights to use functionality across any of the respective Plan apps as well as use of Microsoft PowerApps, the mobile application platform service.

What are Dynamics 365 application subscriptions?
Application subscriptions are named user subscriptions where a user is licensed only for one individual application. For example, a sales user who is only licensed for the Sales application. This is largely how business apps have traditionally been licensed. Application subscriptions also include use rights to PowerApps for mobile app creation and use against Dynamics 365 data.

What is Dynamics 365 for Team Members subscription?
The Dynamics 365 for Team Members subscription is a named user subscription that includes read access as well as some write access for select light tasks across any and all Dynamics 365 apps where applicable. One Team Members subscription enables a light user to have access to any of the Dynamics 365 applications. As a result, as more Dynamics 365 applications are adopted across an organization, any user previously licensed with Team Members subscription would be licensed already to access those additional applications.

How is Microsoft Dynamics 365 priced?

Dynamics 365 gives customers the ability to select from a plan or application model and then pay based user and usage. Additionally, with tiered pricing companies with more users can benefit from additional savings. For the latest pricing visit:  https://www.microsoft.com/en-us/dynamics365/pricing

Need help determining pricing for your team? We can help evaluate your usage and needs and provide straightforward pricing.

What does it mean for me as an existing customer with CRM Online?

Microsoft has been sending email notifications out to existing CRM Online customers to inform them of the change to their Dynamics product and letting them know that at the time of renewal they will need to transition their CRM Online plan to Dynamics 365.

What if you don’t have the renewal date handy? Not to worry, these notification emails include the date of renewal and step-by-step instructions.

For companies with heavily customized CRM applications, we encourage you to proactively reach out to your existing Dynamics partner, or our support team to in advance of your product expiration to ensure a smooth switch over.

What does it mean for me as an existing customer with CRM or AX on premise?

For existing Dynamics AX on-premises licenses no changes will be made or required.
Dynamics AX 2012 licenses with annuity will continue to be made available via the EA and DPL. Dynamics AX on premises customers can also make a license transition to Dynamics 365 SKUs in EA, CSP, and MPSA.

Will there be any change to the existing Dynamics CRM on-premises licensing?
Yes. The upcoming release of CRM on-premises will be referred to as Dynamics 365 (on-premises) and will be aligning to similar structure as the on line Dynamics 365 SKUs. There will be an on premises Team

Members license that allows users to have read access to any of the Dynamics 365 applications. CRM on-premises Professional and Basic licenses will be retired in favor of new Sales and Customer Service CALs in all Volume Licensing Programs. The Essential CAL licenses will be replaced by the new Team Members CAL. The CRM server licenses will be included with the CAL licenses and will no longer be sold separately. The CRM server licenses will continue to be available for existing customers until renewal. Customers will be able to add Dynamics 365 on-premises licenses via EA, MPSA, Open and SPLA.

Can new CRM on-premises customers purchase SKUs on DPL?
As of October 2016, no CRM on-premises licenses will be sold to new customers in DPL. Existing Dynamics CRM customers can continue to add on-premises licenses in DPL.

What is path for customers who purchase Dynamics CRM on premises before the new Dynamics 365 on-premises GAs?
Customers who buy licenses and annuity before November 1 will retain their perpetual licenses to use the existing CRM on premises. Customers with active software assurance will get rights to the new Dynamics 365 (on-premises) release. The customer is also eligible for the discounted subscription transition offers, including from SA and add-on.

What happens to Dynamics GP?

What does the release of Dynamics 365 mean for Dynamics GP? Nothing! Microsoft has been very clear that Dynamics GP will not be phased out and will in fact, continue to move forward and Microsoft has plans to further develop it as highlighted in the Dynamics GP Product Roadmap:


What is Armanino’s support of Microsoft Dynamics 365?

Armanino offers the full range of support services for Dynamics 365 and prior versions of Dynamics AX and CRM - including but not limited to; systems assessments, new implementations, upgrades, integration, application support and recognized industry solutions.

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is the next generation of intelligent business applications in the cloud. Microsoft 365 unifies CRM and ERP capabilities by delivering new purpose-built applications to help manage specific business functions, including Sales, Customer Service, Field Service, Operations, Marketing, Project Service Automation and Financials. Designed to be personalized, enable greater productivity, deliver deeper insights and adapt to business needs, Dynamics 365 applications help businesses accelerate digital transformation to meet the changing needs of customers and capture the new business opportunities of tomorrow.

Dynamics 365 has two editions, Enterprise and Business editions.

The Enterprise edition is optimized for 250+ employees and includes the capabilities of Dynamics CRM Online and Dynamics AX products that previously existed in market.

The Business edition is optimized for 10-250 employees and contains Financials (currently known as Project Madeira) at launch with future expected sales and marketing applications.

What is Microsoft AppSource?

AppSource is a website offering hundreds of Microsoft Dynamics 365 solutions that tailor Dynamics to fit your unique business and industry needs – such as Armanino’s Revenue Recognition, High Tech, and Life Sciences for Dynamics 365.

To be listed, solutions on AppSource must go through a thorough vetting and certification process by Microsoft.

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