WHAT IS DYNAMICS 365?

You’ve probably heard the announcements and discussions about Microsoft Dynamics 365. But what is Dynamics 365?

Microsoft Dynamics 365 is the next generation of intelligent business applications in the cloud. Microsoft 365 unifies CRM and ERP capabilities by delivering new purpose-built applications to help manage specific business functions, including Sales, Customer Service, Field Service, Operations, Marketing, Project Service Automation and Financials. Designed to be personalized, enable greater productivity, deliver deeper insights and adapt to business needs, Dynamics 365 applications help businesses accelerate digital transformation to meet the changing needs of customers and capture the new business opportunities of tomorrow.

Dynamics 365

 

Dynamics 365 is available in two editions:

 

Dynamics 365 Business Edition

Dynamics 365

 

  • Optimized for 10-250 Employees
  • It will contain Project Madeira (called “Financials”) and in the future a Sales and Marketing application as well
  • It is cloud only
  • 300 seat Maximum

 

Dynamics 365 Enterprise Edition

Dynamics 365

  • Optimized for 250+ Employees
  • It includes the Dynamics CRM Online and Dynamics AX (called “Operations”)
  • 20 user Minimum

 

 

In addition to Dynamics 365 business applications both the Business and Enterprise Editions offer the following:

  • You have Power BI and Cortana Intelligence which are natively embedded to help companies achieve their business goals with predictive insights, prescriptive advice and actionable next steps. Azure IoT brings device data to enable preemptive action to business functions like field service.
  • There is deep integration between Dynamics 365 and Office 365 which brings together the two worlds of business process and personal productivity for empowered employees and a much more productive experience.  
  • Business applications will be able to adapt and innovate in real-time with a common data model and extensible business application platform. Dynamics 365 apps will:
    • Use a common data model, shared with Office 365, to simplify data management and integration across apps and business processes.
    • Offer tech savvy business customers/analysts, aka “citizen developers,” (using Power Apps) and professional developers (using Azure platforms services) a consistent business platform they can use to compose new apps and easily extend and modify existing ones.
    • And it will come with connectors that let you integrate with applications and services from Microsoft and our partners – including custom API’s and on premise systems.
  • Microsoft AppSource – Microsoft’s new destination for business users to easily find and evaluate line of business SaaS apps, add-ins and content packs from Microsoft and our partners, including those built on top of Dynamics 365, Office 365, Cortana Intelligence and the Azure platform.

 

Dynamics 365 will be available for purchase starting November 1, 2016. To learn more about Dynamics 365 visit: https://www.microsoft.com/en-us/dynamics/dynamics-365

This article was written by Sandra Knight, Senior Sales Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider

 

Designating a Partner of Record for Microsoft Online Services

1. Sign in to Microsoft Online Services at https://portal.office.com/

2. Click Admin in the top right corner of the screen.

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3. On the Left hand Pane go to Billing and click Subscriptions

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4. Select the Subscription for which you wish to add Tridea Partners as your Partner of Record, in this example Microsoft Dynamics CRM Online Trial, each subscription has a separate Partner of Record.

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5. Once you have selected your Subscription click on More Actions and click Edit Partner of Record.

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6. Enter the Partner ID for Tridea Partners, (which is: 724952) in the field, click Check ID button. “Partner found: Tridea Partners” should then be displayed in green below the Microsoft Partner ID field. 

7. Then click Submit

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8. You should now see Tridea Partners listed under partner information on the right.

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9. Tridea Partners is now designated as the Partner of Record for your Microsoft Dynamics CRM Online organization.

To name Tridea Partners as your POR for another subscription, such as Office 365, please repeat steps 4 through 7.

Alternatively, if you are already logged into your Microsoft Dynamics CRM Online organization, you can get to the Office 365 Admin center to designate us as your Partner of Record.

To do this go to Microsoft Dynamics CRM > SETTINGS > Administration > Subscription Management.

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And go through steps 4 to 7 to designate us as your Partner of Record.

Contact Tridea Partners for more information.

 

 

How To Change Partner of Record For CRM Online

Instructions for Designating a Partner of Record for Microsoft Dynamics CRM Online Services subscriptions

  1. Sign in to Microsoft Online Services at https://portal.microsoftonline.com/ and go to the Office 365 admin center page (see below). The Office 365 Portal opens.
  2. Click “Admin” in the top right corner of the screen. A drop-down menu appears. Click “Office 365”.

Office 365

The Office 365 admin center appears.

Office 365 admin center

Alternatively, if you are already logged into your Microsoft Dynamics CRM organization, you can get to the Office 365 admin center by navigating to SETTINGS > Administration and clicking on Subscription Management.

Microsoft Dynamics CRM

The Office 365 Portal opens. Click “Admin” in the top right corner of the screen. Select “Office 365” from the drop-down menu.

Office 365 Portal

The Office 365 admin center appears.

Office 365 admin center

  1. Click the billing link in the navigation menu on the left-had side of the screen (see below).

Ofice 365 billing

4.  Click the link for the SUBSCRIPTION for which you wish to add Tridea Partners as your Partner of Record, in this example Microsoft Dynamics CRM Online Trial (see below). Each subscription has a separate Partner of Record. To name Tridea Partners as your Partner of Record for each subscription requires you to complete steps 3 through 6 in this guide for each subscription.

CRM

5. Click the add link under partner information (see below)

Partner Infomation

6. Enter the Partner ID for Tridea Partners (“724952”) in the Microsoft partner ID field, and click the check ID button. “Partner found: Tridea Partners” should then be displayed in green below the Microsoft Partner ID field. Click the OK button

7. When the page refreshes (see below), you should now see “Tridea Partners” listed under partner information on the right.

Contact Tridea Partners for more information.