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 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.
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