Vendor Management - 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.

Contract Review Tool

Use this tool as a checklist and progress tracker when reviewing and negotiating IT contracts.

Vendor Classification Tool

This tool will classify your vendors according to Info-Tech's best practice C.O.S.T. quadrant.

Vendor Information Sheet

This template gives you a place to consolidate all your vendor information, including escalation chains, issues logs, transition in/out considerations, and TCO.

SAP Digital Access Licensing Pricing Tool

Use the SAP Digital Access Licensing Pricing Tool to create a cost estimate that will help determine if SAP's new document model makes sense for your organization.

Vendor Management Strategic Roadmap

Info-Tech’s VM Strategic Roadmap tool will help you design and document decisions about your VMO.
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