Tools

CLM RASCI Diagram

This tool will walk you through the process of identifying who in your organization is responsible for each stage of the contract lifecycle management (CLM) process.

Initiatives Consolidation Tool

Use this tool to consolidate initiatives from improvement opportunities, interview summaries, and in-flight initiatives within your organization.

Microsoft License Agreement Summary Tool

This tool will guide you to a summary of your various Microsoft license agreements that cover your Dynamics on-premises licenses.

Emergency WFH Assessment Tool

Be prepared to launch emergency work-from-home measures during the COVID-19 pandemic. Use this tool to quickly determine eligibility, audit technology and setup...

Existing CRM-AX License Summary Worksheet

This tool will help you summarize all your current CRM or AX licenses and annual costs into one list for use in mapping them to Dynamics 365 cloud-user or plan licenses.

Skills Assessment Tool

Use this tool to capture and prioritize your team's skills, evaluate individuals' capabilities, and understand where you face skill bottlenecks.

Microsoft Dynamics 365 On-Premises License Transition Mapping Tool

This tool will walk you through the actual mapping of on-premises Server/CALs to Dynamics 365 cloud equivalent user-based license and step-up options to Plans.

Work-From-Home Tips for Employees

You may be preparing the workforce to begin working from home to help limit the spread of COVID-19. Provide employees with this infographic to help them remain productive...

Microsoft Licensing Programs Brief Overview

This document will provide you with an overview of Microsoft licensing programs that can be used to buy and manage Dynamics 365 licenses.

Return to the Workplace Workbook

Use this workbook to document key information and make decisions for the return-to-work plan amid COVID-19.
Visit our COVID-19 Resource Center and our Cost Management Center
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