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01275 398900 | [email protected] | www.chorus.co Dynamics 365 Licensing & Pricing

Dynamics 365 Licensing & Pricing - Chorus · Dynamics 365 Licensing & Pricing. 5 3 hechrsc chrsco Pers aes ... delivering fantastic customer satisfaction and building customer loyalty

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Page 1: Dynamics 365 Licensing & Pricing - Chorus · Dynamics 365 Licensing & Pricing. 5 3 hechrsc chrsco Pers aes ... delivering fantastic customer satisfaction and building customer loyalty

01275 398900 | [email protected] | www.chorus.co

Dynamics 365 Licensing & Pricing

Page 2: Dynamics 365 Licensing & Pricing - Chorus · Dynamics 365 Licensing & Pricing. 5 3 hechrsc chrsco Pers aes ... delivering fantastic customer satisfaction and building customer loyalty

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

What is Dynamics 365?

Dynamics 365 (formerly known as Microsoft Dynamics CRM)combines CRM

and ERP software into one unified package and is our CRM system of choice.

Dynamics 365 is one of the most popular customer relationship management

(CRM) systems on the market thanks to its flexibility, familiarity, integration

possibilities and progressive roadmap. It allows businesses to benefit from

features, such as:

• Mobile Access

• Realtime Business Intelligence

• Complex Reporting Capabilities

• Automated Processes and Process Flows

• Deployment flexibility

• .NET development and integration

Page 3: Dynamics 365 Licensing & Pricing - Chorus · Dynamics 365 Licensing & Pricing. 5 3 hechrsc chrsco Pers aes ... delivering fantastic customer satisfaction and building customer loyalty

01275 398900 | [email protected] | www.chorus.co

The Benefits of Dynamics 365

CustomisableDynamics 365 can be fully customised to fit with your business processes and continue to be tailored as your business evolves

Full SuiteBenefit from one, all-encompassing platform but only use the modules that you need

Great StorageEnjoy a default of 10GB data storage and cost effective storage increases

Highly ScalableDynamics 365 receives regular updates and improvements for continual innovation and is simple to scale as your business grows

Online or On-PremiseEnterprise edition allows online and on-premise dual rights for greater deployment flexibility

Integration & AutomationIntegrate Dynamics 365 with other busienss systems and benefit from powerful workflows and automation possibilities

Mobile and Offline AccessDynamics 365 is mobile friendly with mobile app access for smartphones and tablets as well as offline access

Familiarity of MicrosoftMost workers are used to the familiar and intuitive Microsoft interface allowing reduced training and faster user adoption

Page 4: Dynamics 365 Licensing & Pricing - Chorus · Dynamics 365 Licensing & Pricing. 5 3 hechrsc chrsco Pers aes ... delivering fantastic customer satisfaction and building customer loyalty

01275 398900 | [email protected] | www.chorus.co

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.

Page 5: Dynamics 365 Licensing & Pricing - Chorus · Dynamics 365 Licensing & Pricing. 5 3 hechrsc chrsco Pers aes ... delivering fantastic customer satisfaction and building customer loyalty

01275 398900 | [email protected] | www.chorus.co

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 is 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.

Page 6: Dynamics 365 Licensing & Pricing - Chorus · Dynamics 365 Licensing & Pricing. 5 3 hechrsc chrsco Pers aes ... delivering fantastic customer satisfaction and building customer loyalty

01275 398900 | [email protected] | www.chorus.co

Licensing: Users

In Dynamics 365 there are 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

Page 7: Dynamics 365 Licensing & Pricing - Chorus · Dynamics 365 Licensing & Pricing. 5 3 hechrsc chrsco Pers aes ... delivering fantastic customer satisfaction and building customer loyalty

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Licensing Strcuture & Pricing

PowerApps Sales Customer Service

Field Service Project Service OperationsMarketing(coming soon)

PLAN 1 (CRM)

PLAN 2 (CRM & Operations)Plan Licence£71.70 - £37.40

App Licence£59.20 each

Team Member£6.20 - £2.50

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.

Page 8: Dynamics 365 Licensing & Pricing - Chorus · Dynamics 365 Licensing & Pricing. 5 3 hechrsc chrsco Pers aes ... delivering fantastic customer satisfaction and building customer loyalty

01275 398900 | [email protected] | www.chorus.co

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

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

Page 9: Dynamics 365 Licensing & Pricing - Chorus · Dynamics 365 Licensing & Pricing. 5 3 hechrsc chrsco Pers aes ... delivering fantastic customer satisfaction and building customer loyalty

01275 398900 | [email protected] | www.chorus.co

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

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)

Page 10: Dynamics 365 Licensing & Pricing - Chorus · Dynamics 365 Licensing & Pricing. 5 3 hechrsc chrsco Pers aes ... delivering fantastic customer satisfaction and building customer loyalty

01275 398900 | [email protected] | www.chorus.co

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

Who is this for?

Key Info

PowerApps Sales Customer Service

Field Service Project Service OperationsMarketing(coming soon)

PLAN 1 (CRM)

PLAN 2 (CRM & Operations)

Page 11: Dynamics 365 Licensing & Pricing - Chorus · Dynamics 365 Licensing & Pricing. 5 3 hechrsc chrsco Pers aes ... delivering fantastic customer satisfaction and building customer loyalty

01275 398900 | [email protected] | www.chorus.co

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

Page 12: Dynamics 365 Licensing & Pricing - Chorus · Dynamics 365 Licensing & Pricing. 5 3 hechrsc chrsco Pers aes ... delivering fantastic customer satisfaction and building customer loyalty

01275 398900 | [email protected] | www.chorus.co

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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01275 398900 | [email protected] | www.chorus.co

www.chorus.co 012745 398 900 [email protected]

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.

We have dedicated consultants, system architects and development teams

specialising in Microsoft Dynamics CRM. Through our agile project methodology,

we combine technical excellence with commercial awareness to create cutting-

edge CRM systems that integrate seamlessly with existing systems using .NET

development.

As well as specialising in Microsoft Dynamics CRM, we also help businesses with:

Office 365

Microsoft SharePoint

IT & Cloud Services

Web Development

Bespoke Development

Creative Services