Subscription Licensing Guide

Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide January 2014 Partner Edition Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide January 2014 Partner Edition Page 1

Using This Guide Use this guide to improve your understanding of how Microsoft customers license Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 for Subscription offerings. It does not apply to Microsoft Dynamics AX, Microsoft Dynamics SL, or versions of Microsoft Dynamics GP and Microsoft Dynamics NAV prior to 2013. This guide is not intended to influence the choice of Microsoft Dynamics products and services. The examples presented in this guide are illustrative. Microsoft Corporation reserves the right to review and/or update the existing version of this document without any advance notice. For help determining the right technology solution for any given organization, including the license requirements for a specific product or scenario, consult with your Microsoft Dynamics Certified Partner or your Microsoft account team. This guide does not supersede or replace any of the legal documentation covering use rights for Microsoft products. Specific product license terms are detailed in the Software License Terms (SLT) document, which are available at http://go.microsoft.com/fwlink/?linkid=389358&clcid=0x409. License Keys vs. License Entitlements An important distinction to make is between license keys (activation keys) and license entitlements. License keys are used to activate the Microsoft Dynamics software that the customer has licensed. License entitlements are what customers are entitled to run and use based on the licenses they have acquired as described in the SLT. Contents Overview of the Subscription Licensing... 3 Subscription Licensing Model... 3 Licensing User Access to the Solution Functionality... 3 Available SALs... 4 Access by External Users for Microsoft Dynamics NAV 2013 R2... 5 Multiplexing... 6 Subscription Term... 6 Customizing the ERP Solution... 6 Enhancement Plan Benefits... 7 Partner Support Policy... 7 Deploying the Solution on the Customer s Premises... 7 Licenses for Additional Software... 7 Partner Eligibility to License Subscription... 8 Additional Resources... 9 Appendix A: Limited User Included Tables...10 Appendix B: Microsoft Dynamics NAV 2013 for Subscription Functionality...11 Appendix C: Microsoft Dynamics GP 2013 for Subscription Functionality...13 Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide January 2014 Partner Edition Page 2

Overview of the Subscription Licensing With subscription licensing, customers receive term-based rights to use Microsoft products and services as part of a service offering instead of licensing the software with perpetual usage rights. The customer may benefit from a lower initial licensing cost and flexibility to increase or decrease subscription license counts from one subscription term to the next. Subscription Licensing Model Under the Subscription Licensing model, Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013R2 are licensed per user. The customer must license a unique Subscription Access License (SAL) for each individual accessing the solution. SALs are non-perpetual (subscription) licenses that can be only used during the term of the agreement. The solution functionality is included within the SALs. Figure 1: Subscription Licensing Model Licensing User Access to the Solution Functionality Each individual user that will access the Microsoft Dynamics ERP solution functionality requires a SAL. SALs are specific to an individual and cannot be shared. Figure 2: Per User Licensing Note: If a user leaves the organization, the SAL may be reassigned to another user. Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide January 2014 Partner Edition Page 3

Available SALs SALs for Full Users A Full User is licensed for access across the ERP Solution to all of the functionality contained in the SAL. There are two types of SALs for Full Users: Standard User SALs and Extended User SALs. Standard User SAL: Entitles the licensed user to perform Full User tasks across the ERP Solution using all of the functionality included in the Starter Pack. Extended User SAL: Entitles the licensed user to perform Full User tasks using all of the functionality contained in the Starter Pack and the Extended Pack. Refer to Appendix B: Microsoft Dynamics NAV 2013 R2 for Subscription Functionality and Appendix C: Microsoft Dynamics GP 2013 for Subscription Functionality and for a list of the included functionality in the Starter Pack and Extended Pack. Limited User SALs A Limited User means a user who accesses the ERP solution directly or indirectly for purposes of completing only the tasks described below. Any access beyond these limitations requires a Full User SAL. Read access to data contained in the ERP solution through any client; or Write access via the time and expense functionality (Microsoft Dynamics GP only) or timesheet functionality (Microsoft Dynamics NAV only); or Write access (Microsoft Dynamics NAV only) through any client accessing the ERP solution via the Microsoft Dynamics NAV API to a maximum of 3 table objects with the following exceptions: o Limited users are not authorized to write to any of the following tables: General Ledger Entry (table number 17), Permission Set (table number 2000000004), Permission (table number 2000000005) or Access Control (table number 2000000053); and o Any table described in Appendix A does not count towards the 3 table objects. Microsoft may update such Appendix A of the Licensing Guide from time to time, at its discretion, to include additional Tables. Write access (Microsoft Dynamics GP only) through non-microsoft created windows through any client accessing the ERP solution. Choosing the Appropriate SAL Type To choose the appropriate SAL type, determine the functionality the customer requires for their ERP solution. If the customer requires only the functionality included in the Starter Pack, then license Standard SALs (or a combination of Standard SALs and Limited SALs). If the customer requires the functionality of the Extended Pack in addition to the Starter Pack, then license Extended SALs (or a combination of Extended SALs and Limited User SALs). Note: You cannot mix Standard SALs and Extended SALs for the same customer. Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide January 2014 Partner Edition Page 4

Figure 3: Choosing the appropriate SAL type Customers are provided at no charge two SALs of the same type used by their Full Users: one for the purpose of providing supplemental professional accounting or bookkeeping services related to the auditing process, and one for the purpose of accessing the software, solely to install, configure and maintain the server software, including management of user rights. Access by External Users for Microsoft Dynamics NAV 2013 R2 External users are customers of the customer licensing Microsoft Dynamics NAV 2013 R2. External users are defined in the user table by assigning such users the External User designation. External users do not consume SALs for access. External users are not available to customers performing business processes on behalf of their customers. Figure 4: Internal vs. External Users Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide January 2014 Partner Edition Page 5

Multiplexing Multiplexing is the use of hardware or software (including manual procedures) that reduces the number of users that directly access the Microsoft Dynamics ERP solution by pooling connections. Multiplexing does not reduce the number of SALs required. Any user that accesses the Microsoft Dynamics ERP solution even when accessing indirectly must be properly licensed. When connecting to Microsoft Dynamics through a pooling resource, users must be licensed with the appropriate SAL types in compliance with the Software License Terms. Note: Licensed users may manually rekey information (when coming from non-licensed users) into the Microsoft Dynamics ERP solution. This scenario is not considered to be multiplexing. Figure 5: Multiplexing Multiplexing does not reduce the number of SALs required. Subscription Term The subscription term for Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 is one month. As such, customers pay for their SALs on a monthly basis, and they have the flexibility to change their SAL counts from month to month. When adding SALs, the cost of the added SALs will be pro-rated based on the number of days remaining in the current month s term. When removing SALs, the reduced SAL count will go into effect at the start of the monthly term following such removal. There is no minimum subscription term, so customers can cancel their subscription at any time without penalty. Customizing the ERP Solution A suite of tools is available to help partners customize the ERP Solution for their customers. For Microsoft Dynamics GP 2013, the optional Customization Pack includes functionalities of the customization suite and the integration suite. For Microsoft Dynamics NAV 2013 R2, partners retain the ability to license the application objects needed to customize the solution for their customers. Please note that objects are licensed in packs. Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide January 2014 Partner Edition Page 6

Enhancement Plan Benefits The Microsoft Dynamics solution is mission-critical to the success of your customers businesses, and the Subscription licensing model includes enhancement plan benefits. Microsoft provides unlimited access to resources and tools to help your customers better understand how the software works and how to get the most out of their solution for improved business performance. The Enhancement Plan helps customers: Maximize value: Provides the latest upgrades, updates, hotfixes, training, and more, enabling customers to realize the full potential of their Microsoft Dynamics solution from the moment they make their purchase decision through their full lifecycle as a customer. Protect their investment: Having an up to date solution helps customers maintain legal and regulatory compliance and keep their solution running at its peak performance. Increase business productivity: Self-support tools and training through our online portal, CustomerSource, enables customers employees to troubleshoot issues on their own, enhancing overall productivity. Note: Protected List Price and Transition Investment Credits do not apply when purchasing Subscription Licensing. Additional Customer Support offerings may be available in your region. For information on the availability of the Advantage Plus for Subscription Licensing, or for more detailed information on the benefits, visit http://www.microsoft.com/dynamics/customer/en-us/service-plans.aspx. Partner Support Policy Partners purchasing a Microsoft Dynamics Partner Support Plan will receive 1 or 2 incidents, based on your MPN Gold/Silver status, for every 40 seats sold through Subscription Licensing. Accounts will be updated on a quarterly basis. Deploying the Solution on the Customer s Premises Under the Subscription Licensing model, you may install the software on your customer s premises as long you (the partner) maintain the day to day management and control of the software. Licenses for Additional Software Licenses for additional software that may be required for the solution such as Microsoft Windows Server, Microsoft SQL Server, and Microsoft SharePoint Server are not included with the Microsoft Dynamics GP 2013 or the Microsoft Dynamics NAV 2013 R2 licenses. Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide January 2014 Partner Edition Page 7

Figure 6: Licenses for Additional Software are not included with Microsoft Dynamics GP or NAV licenses For more information about licensing SQL Server, refer to http://www.microsoft.com/sqlserver/en/us/getsql-server/how-to-buy.aspx. Licenses for other products required for the solution must be acquired separately in accordance with the applicable licensing requirements for these products. Partner Eligibility to License Subscription To be eligible to license Microsoft Dynamics GP 2013 or Microsoft Dynamics NAV 2013 R2 via Subscription Licensing, partners must meet the following criteria: Partners need to be eligible for and sign the most current SPA Subscription-Hosted Solution Addendum Infrastructure partners ordering subscription licenses must designate a Microsoft Dynamics Value Added Reseller (VAR) certified for the product being licensed as consultant on the customer s account. If installing the ERP solution on the customer s premises, the partner must maintain day to day management and control of the software. Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide January 2014 Partner Edition Page 8

Additional Resources Microsoft Dynamics Website Learn about what Microsoft Dynamics solutions can do for your organization and how to get started. http://www.microsoft.com/dynamics/en/us/default.aspx Software License Terms Get specific product license terms. http://go.microsoft.com/fwlink/?linkid=389358&clcid=0x409 CustomerSource Microsoft Dynamics CustomerSource is a password-protected site for customers who use Microsoft Dynamics products. Included as a benefit of your service plan, CustomerSource allows you to search a powerful Knowledge Base for Microsoft Dynamics, view online training for Microsoft Dynamics, download updates, and find other timely information and resources virtually 24 hours a day. (Sign-in required.) http://www.microsoft.com/dynamics/en/us/customersource.aspx PartnerSource Get Dynamics-specific information, including detailed ordering instructions, order forms, and more. https://mbs.microsoft.com/partnersource/marketing/marketingcollateral/messagingframeworks/software plusservices.htm Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide January 2014 Partner Edition Page 9

Appendix A: Limited User Included Tables The following tables do not count towards the maximum of three permitted for Limited Users in Microsoft Dynamics NAV 2013. Table Table Name Date added Table Table Name Date added 43 Purch. Comment Line Nov 20, 2012 5150 Integration Page Oct 1, 2012 44 Sales Comment Line Nov 20, 2012 5151 Integration Record Oct 1, 2012 51 User Time Register Oct 1, 2012 5199 Attendee Oct 1, 2012 97 Comment Line Oct 1, 2012 5648 FA Allocation Dimension Oct 1, 2012 309 No. Series Line Oct 1, 2012 5766 Warehouse Activity Header Oct 1, 2012 336 Tracking Specification Nov 20, 2012 5772 Registered Whse. Activity Hdr. Oct 1, 2012 337 Reservation Entry Oct 1, 2012 5773 Registered Whse. Activity Line Oct 1, 2012 355 Dimension Ledger Entry Oct 1, 2012 5814 Inventory Period Nov 20, 2012 356 Journal Line Dimension Oct 1, 2012 6550 Whse. Item Tracking Line Oct 1, 2012 357 Document Dimension Oct 1, 2012 5200 Employee Jan 1, 2014 358 Production Document Dimension Oct 1, 2012 5201 Alternative Address Jan 1, 2014 359 Posted Document Dimension Oct 1, 2012 5203 Employee Qualifications Jan 1, 2014 361 G/L Budget Dimension Oct 1, 2012 5205 Employee Relative Jan 1, 2014 389 Service Contract Dimension Oct 1, 2012 5207 Employee Absence Jan 1, 2014 405 Change Log Entry Oct 1, 2012 5214 Misc. Article Information Jan 1, 2014 455 Approval Line Comment Nov 20, 2012 7135 Item Budget Dimension Oct 1, 2012 480 Dimension Set Entry Oct 1, 2012 7310 Warehouse Journal Batch Nov 20, 2012 481 Dimension Set Tree Node Oct 1, 2012 7311 Warehouse Journal Line Nov 20, 2012 952 Time Sheet Detail Oct 1, 2012 7312 Warehouse Entry Oct 1, 2012 953 Time Sheet Comment Line Oct 1, 2012 7313 Warehouse Register Oct 1, 2012 5050 Contact Oct 1, 2012 7318 Posted Whse. Receipt Header Oct 1, 2012 5051 Contact Alt. Address Oct 1, 2012 7319 Posted Whse. Receipt Line Oct 1, 2012 5052 Contact Alt. Addr. Date Range Oct 1, 2012 7320 Warehouse Shipment Header Oct 1, 2012 5054 Contact Business Relation Oct 1, 2012 7321 Warehouse Shipment Line Oct 1, 2012 5061 Rlshp. Mgt. Comment Line Oct 1, 2012 7322 Posted Whse. Shipment Header Oct 1, 2012 5062 Attachment Oct 1, 2012 7323 Posted Whse. Shipment Line Oct 1, 2012 5065 Interaction Log Entry Oct 1, 2012 7324 Whse. Put-away Request Oct 1, 2012 5072 Campaign Entry Oct 1, 2012 7325 Whse. Pick Request Oct 1, 2012 5075 Logged Segment Oct 1, 2012 7326 Whse. Worksheet Line Nov 20, 2012 5078 Segment History Oct 1, 2012 7331 Whse. Internal Put-away Header Nov 20, 2012 5080 To-do Oct 1, 2012 7332 Whse. Internal Put-away Line Nov 20, 2012 5106 Document Dimension Archive Oct 1, 2012 7354 Bin Oct 1, 2012 5107 Sales Header Archive Oct 1, 2012 2000000067 User Default Style Sheet Oct 1, 2012 5108 Sales Line Archive Oct 1, 2012 2000000068 Record Link Oct 1, 2012 5109 Purchase Header Archive Oct 1, 2012 2000000073 User Personalization Oct 1, 2012 5110 Purchase Line Archive Oct 1, 2012 2000000075 User Metadata Oct 1, 2012 5123 Inter. Log Entry Comment Line Oct 1, 2012 2000000080 Page Data Personalization Oct 1, 2012 5125 Purch. Comment Line Archive Oct 1, 2012 2000000111 Session Event Nov 20, 2012 5126 Sales Comment Line Archive Oct 1, 2012 Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide January 2014 Partner Edition Page 10

Appendix B: Microsoft Dynamics NAV 2013 for Subscription Functionality Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide January 2014 Partner Edition Page 11

Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide January 2014 Partner Edition Page 12

Appendix C: Microsoft Dynamics GP 2013 for Subscription Functionality Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide January 2014 Partner Edition Page 13

2014 Microsoft Corporation. All rights reserved. This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. This information is provided to help guide your authorized use of products you license; it is not your agreement. Your use of products licensed under your license agreement is governed by the terms and conditions of that agreement. In the case of any conflict between this information and your agreement, the terms and conditions of your agreement control. Prices for licenses acquired through Microsoft resellers are determined by the reseller. 0114 Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide January 2014 Partner Edition Page 14