Demystifying Dynamics 365 Licensing

Dynamics 365 Customer Engagement comprises of apps suite aligned to business roles:

• Dynamics 365 for Sales
• Dynamics 365 for Customer Service
• Dynamics 365 for Field Service
• Dynamics 365 for Project Service
• Dynamics 365 for Marketing

Three Dynamics 365 Customer Engagement Licence Types:

You can mix and match licences by individuals apps, by purchasing a plan that covers the entire Customer Engagement suite or by having a team member licence for light users.

Licencing by Application

You can licence to single users and provide them access to just one application within the Customer Engagement suite.

For example, a Customer Sales Representative will likely only have use for the Customer Service application with the capability, they will, however, have access to a deep upgrade path and extra add-ons such as purchasing the Enterprise licence. The Application Plan starts from £49+VAT per user / per month.

Licence by Plan

The Customer Engagement plan provides users with functionality across the entire Customer Engagement suite. This is ideal for users in managerial roles and users whose role requires different disciplines such as account managers. This cost of the Customer Engagement Plan is £86.70+VAT per user / per month.

If your team requires access to extra applications including Finance and Operations, Retail and Talent, the full Dynamics 365 Plan is £158.40+VAT per user / per month.

Team Member Licence

This meets the needs of employees who only need basic access to Dynamics 365. Users can create, edit contacts or activities and read reports and dashboards. If you have users who only need to access data and aren't involved in the production of activities, these licences are very cost effective at £6+VAT per user per month.

Check your Dynamics 365 Customer Engagement Licences

It's important you have the correct licencing for your organisation as it can save you significant money. With a review, you should be examining if tasks from one user could be passed on to another power user, and then reducing the licence to a team member.

We suggest that you examine which activities and entities all of your users are modifying, such as shown in the below example:

In this example, we would recommend moving Ricky into the Team Member Plan as user output to the CRM is low, and this level of licence would suffice.

We would also recommend moving Derek from the full Customer Engagement Plan to the Customer Service app, as the output on the Marketing app is low. We would recommend these responsibilities be passed over to Barbara or Peter.

If these recommendations are carried out, this would represent savings of £118.40+VAT per month. That's £1420.8+VAT per year you are saving. If you were to scale this example up across your business, you could make significant savings in your IT budget.

Download the full Dynamics 365 Licencing Guide

If you want to take a look at the comprehensive Dynamics 365 guide across the entire platform including On-Premise, Cloud, extra add-ons, Power Platform and more, you can download it directly from Microsoft.

As a Dynamics 365 specialist, we understand that business roles aren't so neat and tidy in the real-world and employees wear many hats. This is why we're offering a free checkup of your licencing where we can identify if we can recommend savings, and also see if your existing licences are suitable for a particular users needs.

We pride ourselves on understanding the licencing complexities of the Microsoft Dynamics 365 platform and can map it to your business, enabling you to allocate budget to accelerate growth.