Dynamics Discounted Licensing For Global Finance NZ Company

About Client

Global Finance is a smart mortgage firm in Auckland since 1999. They have won a bunch of awards like:

  • ANZ: Top Mortgage Adviser of the Year (2012-2018)
  • ASB: No.1 Mortgage Broker of the Year (2014, 2015, 2016)
  • Westpac Auckland Business Award (2014-2016 & 2019)
  • AIA Insurance: Top Insurance Advisor of the Year (2008-2019)

https://www.globalfinance.co.nz/

Location: Auckland, New Zealand

Project Background- Dynamics Discounted Licensing

Peritos and Global Finance got together for Dynamics customization project. Client was also keen to explore how they could save cost via discounted licensing. We presented the Quote which got the client interested to choose our services and support for managing their licensing. So, we became the client’s authorized Microsoft partner. 

Scope & Requirement for Dynamics Discounted Licensing

Below are some of the scope items 

  •  Changing the Microsoft subscription to avail partner discount for licenses 
  • Assist the Best Practices for Microsoft License Management
  • Recommend a saving plan
  • Understand the different Types of Dynamics and Power App plan
  • Provide recommendations and Ongoing discounted price after final discussion. 
  • Handover and questions

Implementation

Technology and Architecture

Technology 

Microsoft Dynamics  Licenses

  •  Power Apps per User Plan
  • Power App per App plan

Integrations

  • NA 

Security:

  • Recommended the right License needed based on client’s requirement for standard Security cover.

Backup and Recovery

Standard MIcrosoft Cover

 

 

Scalability

This was not in scope 

Cost Optimization 

  • Explained to the client how the cost could be saved for monthly and Annual commitment orders
  • How a combination of Mixed license strategy would be best suited  

Code Management, Deployment

New Licenses procured can be seen in the Admin center 

 

Go Live

After confirmation from the client the Licenses can be migrated within 1 week of time  and with no downtime

Challenges of Dynamics Discounted Licensing

  • We migrated the license from an existing provider to Peritos Solutions which took a bit of time as it needs to be approved by the previous partner as well as client on the admin portal
  • We also reviewed the existing license and took over the Azure licensing part as well to support client manage all the systems more effectively. 
  •  

Project Completion

Duration

July  2022 ~ 1 week 

Deliverables

  • Below licenses were being used by the client  Dynamics License, Power App License, Power App per use License , Power App per app license , dataverse and storage
  •  The Dynamics along with Power app , dataverse and storage costs client a license fee of approx 1000$ a month and with 15% discount they are able to save 150$ a month and approx 1800$ a year by working with peritos as a partner. 

Support for Dynamics Discounted Licensing

  • For all Licenses we implement we provide monthly billing with 20 days credit Terms. 
  • We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility 
  • We also review the license, storage and Azure Costing and advise on how to best save cost with a further set of our recommendation that can be implemented per quarter. 

Testimonial

Awaited 

Next Phase

We are also  in discussion with other projects for the client

1. Dynamics CRM system Support 

2. O365 License Management 

If You Are Looking For Similar Services? Please Get In Touch

Read more