Vendor Management - Tools

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 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.

Contract or SOW Guide

Use this tool to establish a standard approach for which provisions go in the master agreement and which go in the SOW.

SOW Maps Tool

Use this tool to map the project's requirements to the SOW provisions and to create a list of customer and vendor responsibilities under the SOW.

Red-Flag Words and Phrases Tool

Use this tool to identify common words and phrases that can shift the performance risk from the vendor to the customer.

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 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.

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.

Existing CLM Process Worksheet

This worksheet will help document and track your current contract lifecycle management (CLM) processes and identify stakeholders.

CLM Maturity Assessment Tool

This tool will help you measure the maturity level of every stage of your current contract lifecycle management (CLM) processes.
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