Tools

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.

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.

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.

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.

Microsoft Dynamics 365 Cost Estimator

This tool will provide an estimate of the Dynamics 365 cloud user licensing costs and give you a costing model for three transition options.

Security Certification Selection Tool

Use this tool to determine whether your organization should consider SOC 2 or ISO 27001 certification to help manage customer expectations for information security.

Security Certification Business Case Tool

Use this tool to help build a business case for obtaining an information security certification such as SOC 2 or ISO 27001.

Subject Access Request (SAR) Registry Tool

Use this tool as a starting point to track all types of subject access requests throughout the process.

Security Incident Metrics Tool

Identify relevant metrics to assist in evaluating the success of your organization's incident response processes.

Security Incident Runbook Prioritization Tool

Prioritize the order in which the security incident runbooks will be developed based on the frequency and the impact of the potential incidents.
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