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