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What You Should Know

About Dynamics 365


WHAT IS DYNAMICS 365?

• Microsoft’s first cloud accounting/ERP offering


• Two editions:
Business – This is primarily what we’re looking at today and known
as Dynamics 365 for Financials

Enterprise - This for very large companies, Fortune 500, etc.


MICROSOFT DYNAMICS 365
EVOLUTION FROM CURRENT OFFERINGS

Before Now
Dynamics 365 for Sales
Dynamics CRM
Dynamics 365 for Customer Service
• Field Service
Dynamics 365 for Field Service
• Project Service Automation
Dynamics 365 for Project Service
• Parature
Automation

Dynamics AX Dynamics 365 for Finance &


Operations
MICROSOFT DYNAMICS 365 SOLUTION SET

Project Service
Automation

Finance and
Operations

Talent

Retail
ACCESS ACROSS ALL THE PLATFORM
D365 F&O SUBSCRIPTION

• Included in D365FO subscription*: 2 non-prod and 1 PROD- environment

LCS Customer [Customer] Azure


Project Tennant

**Additional
DevOps environments if
Project needed

BUILD DEV SIT GOLD UAT PROD


environment environment environment environment environment environment

DEV DEV DEV

*A minimum of 20 Unified Operations Plan subscription licenses or similar required


**Based on project complexity additional environment could be required such as: Migration-, Training-, Performance
6
and Pre-Prod environments
ENVIRONMENT PLANNING - GENERIC
SELECT THE CORRECT TIER
DYNAMICS 365 FOR FINANCE AND OPERATIONS

GL Transport
Finance Supply Chain

AR Warehouse

AP Inventory

Bank Procure

Budget
Manufacturing Sales

Process Lean
Discrete
DYNAMICS 365 FOR TALENT

Attract People
Analytics
Candidate Human
Resources

Employees &
Onboard Managers Core
Administrative
HR

Thrive Self-service
DYNAMICS 365 FOR RETAIL

Merchandising Customer
Service
Back Office Call Center

Store
Catalog Order Taking
Management

Unified Commerce Point of Sale


DEPLOY A SINGLE,
COMPREHENSIVE SOLUTION

• Automatically pull
systems and processes
together to manage
financials, sales,
service, and operations

• Connect with 3rd party


applications like
payroll, banking, CRM,
or industry-specific
systems
QUESTIONS?

Licensing Guide
Dynamics 365 Pricing
Transition Guide

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