Dynamics 365 Has Launched! What You Need to Know about Licensing and More

As of November 1, 2016, Microsoft has officially launched Dynamics 365. This new product combines the best of Microsoft Dynamics CRM and Microsoft’s cloud-based enterprise resource planning software into a single business intelligence platform that delivers purpose-built apps for the typical business unit functions at most organizations. If that sounds like a lot of change to digest, you’re absolutely right. So in today’s blog, we’re going to help by clarifying Dynamics 365’s licensing model.

Want to dive deeper? Review IOTAP’s technical blog series on Dynamics 365 at the link below:

What are Dynamics 365 Editions Available? 

  • Enterprise edition: (Available November 1, 2016) designed for organizations with 250+ employees that are already using Dynamics CRM online and AX
  • Business edition: (available mid-2017) designed for small and medium-sized businesses. This edition will launch with apps that support financials and bookkeeping.

The New Dynamics 365 Licensing Model – Users, Plans, and Teams 

Microsoft has tweaked it is Dynamics 365 licensing plans to better fit the way businesses and teams actually use the software. Here’s how:

User Types

  • Dynamics 365 licenses can now be purchased for individual users OR devices
  • Individual users have two license tiers:
  • Full Users are those who will be interacting with the full version of Dynamics 365 every day. Think of your customer service, sales, or finance teams. (Current Microsoft Dynamics CRM customers may have called these licenses “Professional” subscribers in the past)
  • These individuals will be licensed under either a Dynamics 365 App or a Plan license
  • Light Users are those who only need to accomplish a single task, like enter data or access a report.
  • These individuals will have their licenses covered under a Dynamics 365 for Team Members subscription.
  • Device licenses will be tied to a particular device and be useful for shared-device environments

liberating customers from traditional business

Dynamics 365: The Difference Between Apps and Plans 

Full Users can be licensed in two ways:

  • For specific apps: this Dynamics 365 licensing model is ideal for specialized employees who only work in one area (e.g. bookkeeping, social media, etc.), as it removes any extraneous functionality from the user and keeps things simple.
  • Via Plans (pre-packaged groups of apps): this licensing model is a good fit for individuals who work across functions and need access to a number of different apps on a regular basis.

Here’s a list of all the plans that will eventually be available with Dynamics 365:


And let’s not forget to address a few of the other common Dynamics 365 questions we’ve received: 

Do I Need a Server for Dynamics 365?  

Not if you don’t want to be on the premise. Dynamics 365 licensing is flexible and supports both cloud and on-prem usage. If you are currently using Dynamics CRM Online or Dynamics AX, contact IOTAP to review your options.

Will my Dynamics CRM installation still be supported? 

Yes. IOTAP and Microsoft will continue to support existing Dynamics CRM installations for the foreseeable future, with planned Dynamics CRM functionality improvements still scheduled for at least the next 2 years.

What does all this mean? If your business depends on data-driven intelligence, Dynamics 365 is an incredible tool worth investigating. And if you’re already using Microsoft Dynamics CRM, there’s lots of change coming that can benefit you. At IOTAP, we’re here to help you through the Dynamics 365 transition. Please contact us at [email protected] for more information or to help answer any questions related to Dynamics 365.

Big Changes for Microsoft Dynamics CRM: Here’s What You Need to Know About Dynamics 365

Microsoft recently announced that Microsoft Dynamics CRM will be discontinued on November 1st, replaced by Dynamics 365. Dynamics 365 represents an evolution of Dynamics CRM that will combine customer relationship management tools with enterprise resource planning (ERP) capabilities and predictive artificial intelligence in a cloud-based environment

As you can imagine, this is an exciting step for today’s on-the-go businesses. Over the coming weeks, IOTAP will be sharing what we’ve learned about the many changes that have been incorporated into the new Microsoft Dynamics 365 product. To begin, here’s an overview of the changes that will roll out on November 1st.

What changes are in store with Dynamics 365?

Microsoft’s vision for Dynamics 365 is to offer organizations a flexible way to manage customer relationships and business operations in any kind of environment while providing a greater level of personalized automation. The software will have a variety of purpose-built apps to manage important business functions such as those below:

  • Financials
  • Field Service
  • Sales
  • Operations
  • Marketing
  • Product Service Automation
  • Customer Service

The other big change in addition to delivering purpose-built applications is that Dynamics 365 will be available in two editions- the Enterprise Edition and Business Edition. The Enterprise edition applications will include all the great innovation, technology, and extensibility that we are all currently used to seeing. These applications are also available as Plans and also include tiered pricing. Please contact us to learn more about the pricing and which plans may be better suited for your organization.

The Business edition is expected to be a simpler and more small business-friendly version of the well known Dynamics suite. The sales and marketing applications in the Business application are going to be available in the Spring of 2017. Currently, the Business Edition of Dynamics only includes Financials. The pricing for the business edition is certainly more geared towards the SMB marketplace and is expected to be at $40/user/month. In the Business edition, the number of users you can have on the plans is limited to 300 total users. The features and functionality of the Sales, Marketing and customer pieces are not all known and available at this time.

Dynamics 365 Relationship Insight Tools Help Deliver Better Customer Experiences

Dynamics 365 is built to allow businesses to focus on all aspects of personalized customer experience delivery. On-going analysis of data in Dynamics 365 allows sales professionals to nurture customer relationships and plan daily activities. Tools like Relationship Assistant, Email Engagement, Engagement Analytics, and Auto Capture help connect the dots to ensure that customers receive the personal touches they’ve come to expect.

  • Relationship Assistant: This app will allow service providers to monitor all activities, opportunities, and customer communication in a single location that is able to gauge that relationship’s health. Dynamics 365’s business intelligence capabilities will help your organization find patterns in the data and make informed decisions to optimize your communications based on analytics and analysis.
  • Email Engagement: Author and monitor messages inside Dynamics 365. Track email performance and get insights into your most invested prospects with Dynamics 365 business intelligence capabilities. Microsoft’s Email Engagement app makes it easier to send the right message to the right person at the right time.
  • Engagement Analytics: Compare successful deals to current communications to discover patterns and optimize engagement with an app backed by artificial intelligence and machine learning algorithms. Understand prospect sentiments, and use metrics to inform your outreach and turn leads into sales.
  • Auto Capture: With the Dynamics 365 Auto Capture app, you can instantly analyze your Microsoft Exchange inbox to locate important messages and trace them back to your communications via Dynamics 365. This is another example of Microsoft using artificial intelligence capabilities to improve communications and increase efficiency for sales and service professionals.

More Options and Opportunities with IOTAP and Microsoft Dynamics 365

IOTAP helps you use Microsoft products to create the opportunities that power their businesses. The new Dynamics 365 offers expanded options and opportunities for personalization and intelligent automation throughout your business. The product’s improved selection of apps, coordination between platforms, and integrated solutions will unlock an entirely new universe of business process possibilities.

What does this mean for Dynamics CRM Online customers?

If your organization is already invested in Dynamics CRM, your service will continue uninterrupted until it comes due for renewal. And if your organization wants to purchase Dynamics CRM before the October 31st deadline, that option is available. When it comes time to renew, your Dynamics CRM subscription will convert to Dynamics 365.

Check back for a detailed analysis of more Dynamics 365 features in the coming weeks, or contact IOTAP today to learn more about the changes coming to Dynamics CRM.  

What’s New in CRM 2016?

Are you ready for 2016? Dynamics CRM 2016 focuses on maximizing customer engagement. Dynamics CRM 2015 offered a simple and seamless user experience across the application that focused on improved productivity of customer-facing employees through applications like Exchange, Excel and OneDrive for Business for easier task management. The 2016 version provides several enhancements with intelligence and mobility features, including integration with applications like BI and Office 365.

Dynamics CRM 2016 presents a unique design for you to manage all your customer-facing activities through a single experience. Toggling between different functions in Excel, writing proposals in Word, accessing documents stored in OneDrive for Business, increasing the productivity of your sales team through Delve; you can do all this and more directly from the CRM platform while improving your customer service process.

Below are some of the enhancements that are in store for Dynamics CRM 2016: If you’d like to learn more, check out a video demonstration of the new features.

New Excel Templates:

Dynamics CRM 2015 allows you to conduct analysis in Excel directly within the platform, view sales data in familiar Excel templates, get analysis and insights directly into the sales process and efficiently manage sales forecasts, eliminating time and effort required to switch between applications. In addition, it allows you to export and analyze Excel data from your mobile device with Dynamics CRM 2016 apps for tablets and smartphones.


CRM App for Outlook:

Getting key sales capabilities within the Outlook desktop and mobile browser has become more streamlined. You will be able to open documents using different applications like Word or PowerPoint on various devices like iPads and smartphones. Now, you have the option to get contextual information from Dynamics CRM delivered right in your mailbox for quick and easy review.


Improved Outlook Experience:

Harness the power of O365 Groups, in 2016, you can get easy access to Excel templates and create personalized sales documents in Word. Easily track emails and add contacts with the touch of a button from within an email. You can also generate new records to track emails through a web browser on a PC, or a mobile browser on a smart phone

Enhanced Mobile Experience:

Full offline capabilities are now available for your sales and service professionals on smartphones and tablets across all major operating systems. Quickly complete sales related activities while on the go and streamline important deals, accounts, and activities with verbal instruction to Cortana


SMS Marketing:

Build your sales pipeline and chart out your marketing activities, from planning, and execution to measuring your marketing performance. You’ll be able to create powerful SMS campaigns and integrate them with your multi-channel campaigns. Easily configure inbound SMS campaigns, send outgoing promotional SMS messages and maintain a database of your marketing contacts.


Cloud Enhancements:

Discover information that’s most relevant and interesting to you. Track documents wherever they are stored (via OneDrive or O365). You will also be able to get a list of trending documents from Delve inside CRM. View a consolidated set of documents across SharePoint, OneDrive for Business and O365 groups. Discover information that can help you with your current opportunities or accounts.

Cortana Integration:

Dynamics CRM 2016 embeds various sales activities, accounts and opportunities into Cortana to provide the most relevant information to your sales team. Get access to advanced data management and advanced analytics capabilities and improve your customer service with the Cortana Analytics Suite.


Improved Document Generation:

Build personalized sales documents with Document Generation using pre-defined Word and Excel templates with one click. Ultimately, saving you time in building documents. Automatically have CRM data from account summaries, quotes, and invoices, and product sheets extracted.

Enriched Data and Analytics:

Turn business critical data into intelligent action and achieve elevated business transformation. Obtain intelligent product suggestions for cross-selling and recommend solutions to solve customer service issues. You will also be able to gain insights into your business and efficiently predict customer needs with Azure Machine learning.

Microsoft Social Engagement:

Evaluate and drive social engagement within Dynamics CRM 2016. Easily pinpoint leads from social media and understand the social buzz around a product. You’ll instantly gain access to powerful social tools and connect with customers, partners, and prospects on various social media sites. Obtain social insights about your brand and get a true understanding of your position in the industry.


Superior Customer Engagement:

Superior customer engagement is the principal goal of Dynamics CRM 2016. By delivering end-to-end customer solutions across field service, assisted service and self-service, Dynamics CRM 2016 drives its entire focus on delivering remarkable customer experiences. Reap benefits of productivity and intelligence through a single platform to personalize experiences and have proactive and contextual interactions with customers to identify and meet their distinct needs. You can also check out the Dynamics CRM 2016 Release Preview Guide here.