Agenda Overview Software Assurance Planning

Services and Benefits Planning Services for Microsoft

Dynamics AX Planning Services for Microsoft

Dynamics CRM Partner Readiness Required Deliverables How to Enroll in Planning Services Customer Experience After Delivering the Engagement Learn More

Planning Services for Microsoft DynamicsEffective December 8th, 2014!

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Put IT investments to workOptimize investments in DynamicsStart realizing the benefits of their software today

How Planning Services works

Software Assurance customer earns

Planning Services days

Customer redeems Planning Services days

for engagement

Enrolled Microsoft Dynamics ERP or CRM

Gold Competency partners and Microsoft

services provide the engagements

Customer realizes SA Planning Services

benefits

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Dynamics Planning Services BenefitsUnderstanding the program value for the Microsoft sales teams & partners

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Planning Services Offerings

Desktop (DDPS)

SharePoint (SDPS)

Lync and Exchange (L&EDPS)

Public Cloud, Windows Azure (AZDPS)

Private Cloud, Management & Virtualization (PVDPS)

Dynamics Planning Services (DYDPS)

Developer Tools (DTDPS)

SQL Server (SSDPS)

Available December 8th, 2014

Microsoft Dynamics AX Planning Services Use Planning Services when

implementing Dynamics AX for the first time or expanding a current solution

test drive your solution with a hosted Proof of Concept using LCS.

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Required Activity

Assessment Phase

(1 to few processes)

Architecture Design Phase

(1 to few processes)

Fit Gap Phase

(1 to few processes)

Benefit Showcase

(PoC) Phase

(1 to few processes)

Pre-engagement Assessment

Assessment & process documentation workshop

High level fit gap

High-level Solution Architecture review

 

Proof-of-concept

Customer Benefits

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Implementing Microsoft Dynamics CRMThe first engagement for kicking off CRM implementation

Activity

Educate & Assess Top

Requirements &

Processes

Plan CRM Implementa

tion Architecture

Showcase& Validate Customer Benefits

ShowcaseIntegration

w/ Customer

Environment

Pre-engagement Assessment

Solution Overview Workshop

Requirements &Process Review Scoping Assessment High-Level Solution Architecture

Proof of Concept (online)

Customer Benefits

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Upgrading Microsoft Dynamics CRMSecond CRM engagement to help with upgrading to the latest CRM versionCustomer Benefits 3 days 5 days 10 days 15 days

Activity

Educate & Assess

Top Requirem

ents & Processes

Analyze Technical Upgrade

Requirements

Showcase & Validate Customer Benefits

Basic

Showcase & Validate

Customer Benefits Complex

Pre-engagement Assessment

Workshop

Demo

Technical Assessment

Basic PoCSocial or Mobile

Extended PoC: BI or Mobile & Social

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Partner Readiness

here

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Start Here: SA Planning Services Program Page on MPN

Enrolling in Planning Services5 easy steps

Review the “Partner Quick Guide” (Slide #4) for details on MPN Membership restrictions and renewal.

Visit the MPN Competency Roadmap for details on competency changes.

A Global Admin must

navigate here

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Enrollment Steps 1-2: Select A Program Go to: SA

Planning Services Program Page on MPN

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Enrollment Step 3: Sign in to MPNClick “Sign In” to log in with your Microsoft Account

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Enrollment Step 4: Accept T&C’sClick “View” to Review & Accept the Terms & Conditions

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Enrollment Step 5: Opt-In

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How Customers find Planning Services partnersPS Provider Directory

Customer Search

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The Voucher Lifecycle

Software Assurance Planning Services Voucher Lifecycle

Look up total days on the table

Converting Points to Days

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Application/Service License Example Enrollment

Application Points1x Points Basic & Essential CAL2x Points for Professional CAL

Days

200 – 499 1

500 – 1,999 3

2,000 – 3,999 5

4,000 – 29,999 10

30,000 – 49,999 15

50,000 – 99,999 20

100,000 – 199,999 30

200,000 – 399,999 40

400,000 – 599,999 50

600,000 + 75

TOTAL

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Customer Access to Planning Services Benefits

here

Volume Licensing Service Center (VLSC)How to Manage Software Assurance Benefits - Video Instruction for Customers

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Voucher creation (Customer) in VLSCWatch Steps 1-2: Voucher Life Cycle Videos

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1. A voucher’s lifespan is 180 days from the date of creation in VLSC.

2. If a Customer’s enrollment expires before the voucher’s expiration date, the voucher is still valid up to it’s own expiration date.

3. If the enrollment is still active when a voucher expires (the voucher has not been used), the days will return to the enrollment’s available pool of days (Planning Services remaining days). If the enrollment has already expired when the voucher expires, the days are lost.

4. Assigned Vouchers should be reserved in VVR as soon as possible to ensure that it is not reserved by another partner. (Note that you can change the engagement start and end dates after a voucher is reserved.)

5. Partners must reserve the voucher, deliver the engagement, and redeem the voucher in VVR prior to the stated expiration date of the voucher.

5 Facts about Vouchers

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After Delivery of the Engagement

Completion Report

Infopath Form

3 Day 5 Day 10 Day 15 Day

CRM Requirements & Process Review Final Report

High-Level Solution Architecture Report

PoC Results & Recommendations

PoC Results & Recommendations

AX Processes documentation LCS Final Report

Fit Gap LCS Analysis Report

High-Level Solution

Architecture Report

PoC Results & Recommendations

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The Completion Report InfoPath formhttps://msftxdps.com/SitePages/template.aspx

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Getting paidFour Important Facts about the SAVB tool

SAVB

Implementing Microsoft Dynamics CRM tools and resources

Planning Services for Partners

The Voucher Lifecycle

Software Assurance Planning Services

Planning Services Partner Portal

Module 1: Planning Services Overview, Eligibility & Enrollment

Module 2: Voucher Life Cycle Steps, Conducting the Planning Services Engagement, and Getting Paid Volume Licensing Customer Portal

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Planning Services PointsOffice Applications and Server Licenses Points

Office Application Pool Products (including Office suites, Project Standard and Professional, Visio Standardand Professional)

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SQL Server Standard edition, Windows Server Standard edition, Dynamics CRM Server 2011, Dynamics CRM Server 2013, System Center 2012 Standard Server Management License (2-processor), Visual Studio Professional with MSDN, and Visual Studio Test Professional with MSDN

25

SQL Server Enterprise edition, SQL Server Business Intelligence, Windows Server Enterprise edition, and Visual Studio Premium with MSDN

50

SQL Server Data Center edition, Windows Server Data Center edition, System Center 2012 Datacenter Server Management License (2-processor), and Visual Studio Ultimate with MSDN

75