Sales Guide Planning Services for Microsoft Dynamics 1 How Planning Services work? Partners Enroll SA customers earn points Customers use points for PS voucher Consultants deliver engagement Microsoft pays 3 days5 days10 days15 days Pre- engagement Assessment Workshop Demo Technical Assessment Basic PoC Social 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.here Pre-Sales Planning Discussions Talk to customers when they are: New or renewal customers investing in an EAP or and EA. Check customer eligibility herehere Attaching SA to their license When to talk about Planning Services? Details about the Engagements 3 days5 days10 days15 days Pre- engagement Assessment Solution Overview Workshop Requirements & Process Review Scoping Assessment High-Level Solution Architecture Proof of Concept (online) Upgrading Microsoft Dynamics CRM Implementing Microsoft Dynamics CRM 3 days5 days10 days15 days 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

Sales Guide (continued) Choose Planning Services for Microsoft Dynamics to optimize your investment in Dynamics, and start realizing the benefits today. Put your IT Investment to work Streamline your Microsoft Dynamics 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 Services Provider of DYDPS Partners can learn more at Find a list of qualified partners here.here Partner Requirements Planning Services for Microsoft Dynamics 2 Customer Benefits 3 Days5 Days10 Days15 Days Application Points 500 – 1,9992,000 – 3,9994,000 – 29,99930,000 – 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.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 Portal SA InfoPedia Portal Software Assurance Partner Portal Learn More PartnerCustomer 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