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Microsoft Dynamics 365: Everything You Need to Know

By - Source: Toms IT Pro

Microsoft recently took the wraps off of Microsoft Dynamics 365, a new cloud powered service that repackages and rebrands several Microsoft Dynamics programs into an offering that is both. The cloud-enabled Software-as-a-Service project combines the customer relationship management (CRM) and enterprise resource planning (ERP) of previous versions of Microsoft Dynamics with additional features including Microsoft Flow and Microsoft PowerApps. Read on to find out all the nitty gritty details.

What is included with Microsoft Dynamics 365?

Microsoft combines Dynamics CRM and ERP solutions into one cloud-enabled product offering. The Dynamics 365 Apps are Sales, Field Service, Customer Service, Project Service Automation, Marketing, Financials, and Operations.

When will Dynamics 365 be available? 

The initial launch is scheduled for November 1, 2016. Reportedly, also Flow and PowerApps will be available that same day. 

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How much will Dynamics 365 it cost?

There will be two editions of Microsoft Dynamics 365 – Enterprise and Business. Enterprise Edition is for organizations with more than 250 users, and Business Edition is for companies with 10 to 250 users. The Business Edition, being focused more on smaller organizations includes Dynamics 365 for Financials. In the Enterprise Edition, Financials is not available but Dynamics 365 for Operations is.

Business Edition licensing is $50 (per user per month) for full users. Light users are $5 (per user per month).

Enterprise Edition is available in two plans – Plan 1 includes everything except Operations, and Plan 2 includes everything including Operations. Plan 1 is $115 and Plan 2 is $210 (per user per month). Light users are $10 (per user per month). These prices make up the lowest pricing tier. As more users are licensed, the cost of the licenses goes down, except Enterprise Plan 2 which has fewer needed users in organizations and does not have tiered pricing.

How is Microsoft Dynamics 365 Licensed?

Licenses are available on a per user or per device basis. That is further broken down into Full Users and Light Users. Full Users have access to all features in their plan, such as Operation, Sales and Customer Service. Light Users get access to reading reports and business data, as well as performing updates in some records such as HR forms and time tracking.

Per device licensing is available only for the Enterprise Edition. It is a good licensing option when multiple people use a machine, such as a 24-hour support desk.

For Business Edition and Enterprise Edition Plan 1 have no minimum user requirements. To license Microsoft Dynamics for Operations (or Plan 2) a minimum of 20 users are required.Are there non-production instances available with the plans?Enterprise Edition plans include non-production environment for each application, regardless of the number of users that are licensed for that application. Additionally, the Dynamics 365 for Operations application includes two sandbox environments – one for development and one for standard acceptance testing.

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Are mobile apps available for Microsoft Dynamics 365?

There are apps available for iOS, Android and Windows Phone so that you can easily enter in Field Service data while on the job with an iPad. Additionally, the apps have offline mode so if you're entering data in the field or in a remote part of the warehouse where connectivity is an issue you won’t lose your data.

AppSource is an App Store for Microsoft Dynamics 365 that lets you evaluate, purchase and provision apps and extensions, similar to the Office Store available in Office 365. If you need any help setting up or customizing an extensions, AppSource also has hundreds of partner implementers available to assist your organization.

Does Dynamics integrate with Office 365?

Integration with Office 365 is smooth, especially with Outlook. For instance, when an email comes in from a customer, you can send documents, including price quotes and invoices, directly from Outlook. Updating a document to modify quantities or apply a discount can also be done without leaving your email client.

And when emailing multiple clients, you can easily see related documents, opportunities and account status for all recipients in the sidebar.

Bottom Line

Microsoft’s mission statement is to empower every person and every organization of the planet to achieve more. With the release of Microsoft Dynamics 365, you can clearly see the results of those efforts, with barriers being removed and integration made between different data silos in the organization.

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