1

Sales GuidePlanning Services for Microsoft Dynamics

How Planning Services work?

PartnersEnroll

SA customers earn points

Customersuse points

for PS voucher

Consultants deliver

engagement

Microsoftpays

3 days

5 days10

days15

days

Activity

Educate &

Assess Requirements

& Process

es

Analyze Upgrade Requirem

ents

Showcase &

Validate Custom

er Benefits

Showcase &

Validate Customer Benefits

Pre-engagement Assessment

Workshop

Demo

Technical Assessment

Basic PoCSocial or Mobile

Extended PoC: BI or Mobile & Social

This guide is intended to help you drive successful conversations about Planning Services for Microsoft Dynamics (CRM and AX), enrich SA discussions and demonstrate how your customers can leverage their SA benefits to create custom implementation plans, simplify implementations, driving upgrades to the latest version of Microsoft Dynamics CRM.

What this Guide is and how to use it?

The Planning Services Benefits are part of Software Assurance and designed to help customers through the assessment and deployment planning stages of the implementation of Microsoft solutions. Customers can choose certified partners or Microsoft Services to conduct Planning Services engagement, which structured around shared best practices, analysis of the customer's existing environment, and helps create comprehensive implementation plans.

What is Software Assurance Planning Services?

Post-Sales Deployment Discussions

Talk to customers when they: • Already purchased Dynamics CRM or AX licenses• Are looking to deploy or extend their solution or

upgrade CRM• Have Software Assurance and eligible for 3 or more

Planning Services days - eligible customer list here. Determine which length of engagement your customer is eligible for before you begin the discussion.

Pre-Sales Planning Discussions

Talk to customers when they are:• New or renewal customers investing in an EAP or and

EA. Check customer eligibility here• Attaching SA to their license

When to talk about Planning Services?

Details about the Engagements

3 days5

days10

days15

days

Activity

Educate & Assess

Top Requirements & Processe

s

Plan CRM

Implementatio

n Architec

ture

Showcase&

Validate Custome

r Benefits

Showcase&

Validate Custome

r Benefits

– extended

Pre-engagement Assessment

Solution Overview Workshop

Requirements & Process Review

Scoping Assessment High-Level Solution Architecture

Proof of Concept (online)

Upgrading Microsoft Dynamics CRMImplementing Microsoft Dynamics CRM

3 days5

days10

days15

days

Activity

Assess &

document

processes &

requirements

Plan architecture

& solutio

n fit

Showcase &

Validate

Customer

Benefits

Showcase &

Validate

Customer

Benefits –

extended

Pre-engagement Assessment

Assessment & process documentation (LCS)

High-level Solution Architecture

High level fit gap & scoping

PoC one to few processes

Implementing Microsoft Dynamics AX

2

Sales Guide (continued)

Choose Planning Services for Microsoft Dynamics to optimize your investment in Dynamics, and start realizing the benefits today.

Put your IT Investmentto work

Streamline your MicrosoftDynamics Implementation

Create a custom solution blueprint for an efficient Microsoft Dynamics CRM or AX implementation or upgrade CRM by working with Microsoft Services or a qualified partner trained in Microsoft leading practices.

Attain Gold Competency in Customer Relationship Management or Enterprise Resource Planning

Enroll as a Planning ServicesProvider of DYDPS

Partners can learn more at http://microsoftdydps.com/. Find a list of qualified partners here.

Partner Requirements

Planning Services for Microsoft DynamicsCustomer Benefits

3 Days 5 Days 10 Days 15 Days

Application Points 500 – 1,999 2,000 – 3,999 4,000 – 29,999 30,000 – 49,999

Customers receive a set number of Planning Services days based on the type and number of qualified Software Assurance licenses they have. Planning Services days are pooled and can be used on any of the Planning Services offerings regardless of the products purchased. The number of service days varies by the type and number of licenses they have with Software Assurance, and can be used for planning engagements ranging from 3 to 15 days in length. Your customer can find out how many Planning Services days they have by visiting the Volume Licensing Service Center.

Customer Eligibility

Software Assurance Planning Services Voucher Lifecycle

Get the details and talk to your customers about Planning Services for Microsoft Dynamics today.DYDPS on InfoPedia DYDPS on Partner PortalSA InfoPedia PortalSoftware Assurance Partner Portal

Learn More

Partner Customer Customer Partner Partner Partner Partner

Register to provide SSDPS

Activate Voucher Benefit

Create & Assign Voucher Reserve

Voucher

Deliver Engagement Redeem

VoucherInvoice Voucher

Combines the power of productivity with ease of use. Implement Microsoft Dynamics solution to connect your people, processes, and systems to work where and when they are needed most, and improve marketing effectiveness, operational and administrative processes, boost sales, and enrich customer service interactions.

Experience the power of productivity