November 2017
Licensing
Dynamics 365
Part 1
Louise Ulrick
Licensing School
November 2017
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Understanding Dynamics 365 Licensing: User & Device Subscriptions, Minimums, and Step-ups, Schemes and Mind Maps of Dynamics
An introduction to Dynamics 365 licensing for new customers, covering online and on-premises solutions, available licenses and minimums, choosing the right licenses for internal and external users, and step-ups and tiered pricing. It also includes information on licensing for CRM and ERP, as well as minimums and step-up licenses.
What you will learn
- What are the different types of licenses available for Dynamics 365?
- How does licensing for CRM and ERP differ in Dynamics 365?
- What are the minimum licensing requirements for Dynamics 365?
- What are step-ups and how do they apply to Dynamics 365 licensing?
- How do I choose the right licenses for internal and external users?
Typology: Schemes and Mind Maps
2021/2022
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Licensing
Dynamics 365
Part 1
Louise Ulrick
Licensing School
November 2017
An introduction to Dynamics 365
Solutions for new customers
Agenda
Useful resources
Licensing Dynamics 365
Online
- Available licenses and minimums
- Choosing the right licenses for internal
and external users
- Step-ups and tiered pricing
On-premises
- Understanding the licensing models for
on-premises solutions
- Licensing hybrid solutions
A History
Enterprise
Professional
Basic
Essentials
Employee
Self Service
CRM Online AX Online
✓ Microsoft Social Engagement
✓ Microsoft Dynamics Marketing
✓ Parature from Microsoft
✓ Project Service Automation
✓ Field Service
✓ Interactive Service Hub
✓ Unified Service Desk
Enterprise
Task
Self-Serve
Device
What is CRM?
Sales and
Opportunities
Service
Campaigns
Insights Social Engagement
Customer
Relationships
Customer Relationship Management
Fully
Integrated
New Customers
Who want an on-premises CRM solution Who want an on-premises ERP solution
Who want an online CRM solution Who want an online ERP solution
November 2017
Licensing Dynamics
365 online
November 2017
November 2017
Licensing for CRM – Customer Engagement
$
All pricing subject to change please consult price list for actual pricing
Licensed with User or Device Subscription Licenses
- User SLs available for all Plans and Apps
- User and Device SLs give access to the same
functionality
- User and Device SLs may be mixed
Included access
- All SLs include Team Members rights
- Team Members includes Project Online Essentials
- Project Service Automation includes Project Online
Premium
$
$
$
$40 $
$
$
$
$
$
New Customers
Who want an on-premises CRM solution Who want an on-premises ERP solution
Who want an online CRM solution Who want an online ERP solution
Licensing for Dynamics 365 online
- November - $ All pricing subject to change please consult price list for actual pricing - $ - $ - $40 $
- $
- $
- $ - $ - $ - $ - $40 $ - $ - $ - $ - $
- $
November 2017
Choosing the Right Licenses: Internal Users
See the Dynamics 365 online Enterprise Licensing Guide, July 2017
Minimums
No mixing of minimums
allowed
20 x Dynamics 365 Plan SLs or 20 x Unified Operations Plan SLs
20 x Retail SLs
5 x Talent SLs
Plans may be mixed to achieve
minimums
- Dynamics 365 Plan or Unified Operations Plan SLs
can count towards Retail or Talent minimums
Operations Device SLs can be used to
satisfy Retail SL minimums with a ratio
of 2.5 to 1
- For example, 50 Operations Device SLs = 20 Retail
SLs
EA CSP
Step-up SLs
Step up From To
Team Members User SL Sales User SL
Customer Service User SL
Field Service User SL
Project Service Automation User SL
Operations Activity User SL
Retail User SL
Talent User SL
Unified Operations Plan User SL
Sales User SL
Customer Service User SL
Field Service User SL
Project Service Automation User SL
Customer Engagement Plan User SL
Operations Activity User SL Retail User SL
Retail User SL
Talent User SL
Unified Operations Plan User SL
Unified Operations Plan User SL Dynamics 365 Plan User SL
Customer Engagement Plan User SL Dynamics 365 Plan User SL
Project Online Essentials User SL Team Members User SL
Project Online Premium User SL Project Service Automation User SL
Use at any time in an Enterprise Agreement to move from a lower SL to a higher one
Tiered Pricing
What is it?
Pricing with discounts available as the number of licenses
increases
Availability
Available for Customer Engagement Plan SLs
EA, MPSA and CSP
Each pricing tier is a different SKU
Rules
Add together number of Customer Engagement Plan and
Dynamics 365 Plan SLs to find the pricing tier for Customer
Engagement Plan SLs
November 2017
Customer Engagement Plan Pricing Tiers
No tiered pricing
All pricing subject to change please consult price list for actual pricing