EXEC11 - Understanding Microsoft Licensing: Getting the Most Out of What We Already Own

1. EXEC11 - Understanding Microsoft Licensing: Getting the Most Out of What We Already Own Ben Corwin Sr. Technical Product Manager – Microsoft Dynamics GP

2. Agenda • Two Types of Licensing Methodologies: Module Based Licensing (MBL) and Business Ready Licensing (BRL) • Customer Source Familiarization • How do I navigate to CustomerSource? • What Modules Do I Own a License to Use? • When does my Service Plan Expire? • How Many Remaining Support Requests? • How many “Full” vs. “Light” Users are on my account? • What are the capabilities of a “Light-User” within Microsoft Dynamics GP? • Suite Pricing • Materials That May Be of Assistance When Reviewing Your License Agreement with Your Partner • What questions should I be asking my partner?

3. Licensing Types • Module Based Licensing: • Module Based Licensing (MBL) places value primarily in functionality (modules.) MBL is no longer offered to new customers. Under MBL, customers buy individually priced functionality components (called modules in Microsoft Dynamics GP - all of which work together to build a complete ERP solution that is appropriate for their business needs. MBL is offered in a Standard or Professional edition for Microsoft Dynamics GP. “You purchase User Licenses separately and then your corresponding modules (GL, AP, AR, SOP, IV….etc.)”

4. Licensing Types • Business Ready Licensing: • Business Ready Licensing places value primarily in users. As a result, Business Ready Licensing streamlines pricing for Microsoft Dynamics solutions. This is accomplished by moving from a pricing model based on hundreds of modules to a new model based primarily on the number of concurrent users who actually use the software. This new model has two simple offerings: Microsoft Dynamics Business Essentials and Microsoft Dynamics Advanced Management. They are based primarily on a common Microsoft Dynamics ERP solution and represent a price reduction for a typical entry-level configuration, eliminating much of the complexity of licensing enterprise resource planning software. “You purchase either a Business Essentials User or Advanced Management User. Depending on your selection, all of the functionality “bundled” in either the Business Essentials SKU or Advanced Management SKU would be unlocked.”

5. Licensing Types • Business Ready Licensing (a la Carte Purchases): • The “a la-Carte” pricing option allows customers to purchase additional functionality, not included within the traditional Business Essentials SKU or Advanced Management SKU

6. What Modules Compose BE & AM?

7. What Modules Compose BE & AM?

8. What Modules Compose BE & AM?

9. Navigation To… • http://www.microsoft.com/dynamics

10. Navigation To…

11. Navigation To…

12. CustomerSource

13. What Do We Have Registered? • Once you are logged into CustomerSource, Navigate to: My Account> Product & Service Summary • You will then see all of your registered modules:

14. Registered Module Example

15. Available Service Requests/History

16. Extend and Connect with a “Light-User” Now Available for Business Essentials SharePoint Portal Business Intelligence Database Access

17. Extend and Connect with “Light-User” • SharePoint Portal Business Intelligence Database Access • New Executive & Role Center Dashboards (15) • External Lists with Write Back (17 with SharePoint 2010) • Business Portal applications (9) • Workflow approvals (9) • Enterprise Search • Excel Reports (220+) • SSRS Reports (90+) & Report Models (13) • SSRS Metrics, Graphs & KPI’s (100+) • Analysis Cubes (6) • Management Reporter Viewer • Web Services Run-Time (380+ services) • eConnectRun-Time (300+ procedures) • Database Access License

18. Available to Advanced Management ALC and BUSINESS ESSENTIALS ALC Consolidate Risk, Integration & Customization Suites *Suites are ONLY available with Dynamics GP2010 and GP 10.0 – BRL Licensing Only

19. Consolidate Manufacturing & Distribution Available to Advanced Management ALC *Suites are ONLY available with Dynamics GP2010 and GP 10.0 – BRL Licensing Only

20. Consolidate Enterprise Reporting Available to Advanced Management,Business Essentials, and Professional ALC *Suites are ONLY available with Dynamics GP2010 and GP 10.0 – BRL Licensing Only

21. Builder Available on all Price Lists ALC *Due to the addition of Navigation List Builder capabilities to SmartList Builder (SLB), the price of SmartList Builder licenses will be increased from $1,550 to $1,950 across all Editions in the U.S., with similar price increases in other Pricing Regions.  This price increase was not discussed in the January 1st, 2010 announcement.  However, this 90 day notice meets the SPA requirements of notification mentioned above. *Suites are ONLY available with Dynamics GP2010 and GP 10.0 – BRL Licensing Only

22. Important Materials • Microsoft Dynamics ERP Pricing and Software Licensing Models: http://www.microsoft.com/dynamics/en/us/licensing.aspx • Microsoft Dynamics Business Ready Licensing Transitions: License Model, Product Line and Edition: https://mbs.microsoft.com/customersource/newsevents/news/generalnews/md_transitions.htm?printpage=false&stext=Business Ready Licensing • License Model Transition Customer FAQ: https://mbs.microsoft.com/downloads/customer/msdynamics/LMT_FAQ_customer_FINAL.pdf • Microsoft Dynamics GP Light User Fact Sheet: https://mbs.microsoft.com/customersource/productinformation/factsheets/msd_gp2010lightuserfactsheet.htm?printpage=false • Business Ready Advantage Support Plan: https://mbs.microsoft.com/customersource/worldwide/us/serviceplans/customerserviceplans/GP_StandardA.htm • Business Ready Enhancement Support Plan: https://mbs.microsoft.com/customersource/worldwide/us/serviceplans/customerserviceplans/GP_BREP.htm

23. Business Ready Licensing Product Module Guide (Click To Open)

24. What Questions Should I Be Asking? • What Licensing Methodology Are We Using (Module Based Licensing or Business Ready Licensing?) • Would it make business sense for us to transition to Business Ready Licensing (if you are currently a MBL Customer?) • What is the cost of a License Model Transition to BRL? • What Microsoft Dynamics GP Service Plan are we registered for? • Should we re-evaluate the various Microsoft Dynamics GP Service Plans regarding our usage/needs over the past year? • How do I access the knowledge base articles on CustomerSource? • What are the benefits/new features of Microsoft Dynamics GP 2010? – Would these new features benefit our business? If so, why?

25. What Questions Should I Be Asking? • Do you have an annual process to review licensed modules and support plans? • Do you believe a License Model Transition is right for our organization? – Why or Why Not? • What are the modules offered as “a la carte?” • What are the differences between Advanced Management and Business Essentials? • Can we transition from Business Ready Licensing Back to Module Based Licensing? • Can we have a combination of Module Based Licenses and Business Ready Licenses? • What are the financial benefits of transitioning to Business Ready Licensing?