Put your IT investment to work

Planning Services for Microsoft Dynamics CRM

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Agenda About Planning Services Planning Services for Microsoft Dynamics CRM Experience the Benefits Implementing Microsoft Dynamics CRM Upgrading Microsoft Dynamics CRM Process for Using Planning Service Days Eligibility Learn More Appendix

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A Software Assurance benefit

Planning Services

Software Assurance (SA) customers can use their Planning Services (PS) days to receive pre-defined deployment planning engagements from Microsoft Services or qualified Microsoft partners.

Depending on your Software Assurance agreement, you may be eligible for up to 15 days of consulting services.

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Understanding the value for customers

Dynamics CRM Planning Services Benefits

Optimize investments in DynamicsStart realizing the benefits of your software investment today

Expert guidance for an efficient implementation or upgradeWork with Microsoft Services or a qualified partner trained in Microsoft leading practices

Microsoft Dynamics CRM 2013 provides: • Reimagined user experience• Increased productivity• CRM on the go• Social conversations in a business

context• Real-time actionable insights• Enterprise-scale services.

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Choose from 3, 5, 10 or 15 days

Implementing Microsoft Dynamics CRM

High-level estimate of cost, resources & timeline

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Choose from 3, 5, 10 or 15 days

Upgrading Microsoft Dynamics CRM

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Determining your Planning Service days

Eligibility

The number of days are calculated based on the type and number of licenses you have with Software Assurance.• Check your organization’s benefits

www.microsoft.com/softwareassurance

• Access and manage your Planning Services days using the Volume Licensing Service Center https://licensing.microsoft.com

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Two steps for customers

Process for Using Planning Service Days

Redeem your PS days for an engagement by:

Check here

Voucher Lifecycle

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Learn More

Visit http://www.microsoft.com/licensing/software-assurance/planning-services-overview.aspx for more information

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Appendix

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What is Software Assurance

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Putting Software Assurance to Work

• New Product Versions• Spread Payments• Step-Up Licensing

Services• Planning Services • Training Vouchers for IT

Training• E-Learning for End Users• Office Home Use Program• 24x7 Problem Resolution

Support• TechNet• Enterprise Source

Licensing

Technologies• License Mobility• Windows Thin PC• Windows 7 Enterprise• Windows Virtual Desktop

Access• MDOP: Deployment Tools• Office Multi-Language

Pack• Office Roaming Use

Rights

• System Center Advisor• MDOP: Desktop

Management• 24x7 Problem Resolution

Support• Training Vouchers for IT

Training• TechNet• E-Learning for End Users• Office Home Use Program• Extended HotFix Support• Cold Back-ups for Disaster

Recovery

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Planning Services

In-depth planning assistance from qualified Microsoft partners or Microsoft Services to help you plan on-premises, cloud-based, or hybrid software deployments

On-site consulting engagements to help support IT staff’s deployment planning efforts

Vouchers earned for 1, 3, 5, 10 or 15 day consultations based on Software Assurance coverage

Documented plan with deployment guidance provided

Planning Services offerings available across broad range of Microsoft offerings

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Helps you understand the value of your technology purchases

Removes ambiguity and fear around deployment

Provides expertise in specific Microsoft technology

Augments and reinforces IT staff’s deployment planning efforts with on-site consulting engagements

Delivers a deployment plan, Proof of Concept, training or business optimization plan

Reduces cost of deployment by using what you’ve already paid for

Additional Resources: View the How to Manage

Software Assurance Benefits video

The Software Assurance QuickStart Guide provides detailed, step-by-step instructions for accessing and using Planning Services

Planning Services Partner Directory

Why SA Planning Services?

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