Companies around the world are relying on Microsoft business solutions today and enjoy the benefits of intelligent, networked collaboration, automated processes and comprehensive insight into customer data.

Microsoft is following this path consistently and has combined the previously separately provided solutions Microsoft Dynamics AX and Microsoft Dynamics CRM in Microsoft Dynamics 365 and makes this business platform available in the cloud.

Cloud and mobile solutions will transform business processes and support new working styles. While replacing existing business systems in the past often entailed risks, failures and high costs, the advantages of today’s modern cloud applications clearly outweigh the advantages: more efficiency, more security, and more mobility. Without high initial investments and without large IT resources. This turns technology into a competitive advantage.

But what about the Microsoft Dynamics applications in which people have invested, which have been used in the company for years and with whom they enjoy working? Do they need replacing? No, because Microsoft offers its customers a transition to the new world that takes investment into account and provides access to the significant benefits, especially the cloud.

In general, existing systems can continue to be used, both for applications used online and those installed at the customer’s site (on-premise). Extensions with additional users or functions are still available.

What happens if a new version of the Dynamics application is to be used?

Users of Microsoft Dynamics CRM Online retain their subscription and use the corresponding Dynamics 365 components in the cloud after the conversion.

For customers who purchased their Dynamics CRM licenses via Open License, Open Value or Open Value Subscription, licensing is now available via a Cloud Solution Provider (CSP), under an Enterprise Agreement (EA), via Web-Direct or Microsoft Products and Service Agreement (MSOP). The components of Microsoft Dynamics 365 will also be used here after the release upgrade.

What is the transition from Dynamics CRM to Dynamics 365 about?

The Dynamics CRM user who will be replaced by the Dynamics 365 user:

CRM Online EnterpriseDynamics 365 Enterprise Customer Engagement Plan
CRM Online ProfessionalDynamics 365 for Sales or Dynamics 365 for Customer Service
CRM Online BasicDynamics 365 for Team Members for Lead or Case-Management
CRM Online Field Service Add-OnDynamics 365 for Field Service
CRM Online Project Service Automation Add-OnDynamics 365 for Project Service Automation

How does the transition from the local installation to the cloud work?

There are basically two options for switching from a local installation to the Microsoft cloud:

  • Hybrid use of the Dynamics application, i.e. working with the local version and additionally with the options of the cloud. For the local version, the software assurance or the enhancement plan will continue to be paid and the cloud components will be made available as a subscription at a discounted price.
  • The direct migration to the Microsoft Cloud, i.e. only the Cloud will be used after the release upgrade. Software assurance and enhancement plans are no longer required. The licenses are provided as part of a subscription at a discounted price.

Microsoft Dynamics 365 helps you to focus on your core competencies and to get rid of the complexity of classic ERP and CRM systems: Manage your company and provide professional support to your customers.

Good reasons to move to the cloud:

Creating transparency
Realize the great potential of your data: Improve your processes and identify trends faster than others to outperform your competitors.

Reduce overall costs
Why should you take care of the installation and maintenance of software or hardware? Concentrate on your strengths and achieve your goals faster.

Increase productivity
Leave behind the era of isolated solutions: By networking and automating processes and promoting more productive work.

Involving employees
Our cloud solutions also provide non-technicians with powerful tools to create meaningful analyses and keep on top of what’s happening around customers and prospects.

With the variety of options available, the individual licensing situation is always the key factor when making decisions in the direction of the cloud. Based on the current situation, we would be happy to point out the options for the transition to the cloud.

Sales Manager at AlfaPeople

Since the beginning of 2017 Rüdiger Voß is Sales Manager at AlfaPeople. He brings nearly 16 years of experience as an Account Manager with a Microsoft Dynamics AX Partner, covering both sales and support of AX implementation projects in various industries. The focus was always on the trade. This time was marked by the change of Microsoft Dynamics AX from Axapta 3.0 to Dynamics 365.