Dynamics 365 Licensing Guide-September 2021
- Dynamics 365 Licensing Overview
- Dynamics 365 Commerce
- Dynamics 365 Customer Service
- Dynamics 365 Field Service
- Dynamics 365 Finance
- Dynamics 365 Guides
- Dynamics 365 Human Resources
- Dynamics 365 Project Operations
- Dynamics 365 Remote Assist
- Dynamics 365 Sales
- Dynamics 365 Supply Chain Management
- Dynamics 365 Customer Voice
- Dynamics 365 Electronic Invoicing
- Dynamics 365 Fraud Protection
- Dynamics 365 Intelligent Order Management
- Dynamics 365 Marketing
- Dynamics 365 extensibility
Dynamics 365 Licensing Overview
Dynamics 365 applications are licensed by subscription in two broad categories:
• Assigned licenses, which include:
o User licenses, which grant access for a named user, regardless of the device used. For products that offer licenses for both enterprise and professional levels of functionality (such as Sales), user licenses may be referred to as Enterprise licenses or Professional licenses. Note, however, that an organization may not install both versions in the same environment.
o Device licenses, which grant access via certain devices, using either assigned or shared logins.
• Unassigned licenses that provide access to a feature or service at the tenant level, regardless of the user or device involved.
o Options include full application access, cross-application access, and additional capacity for components, such as storage, that may be subject to capacity limits.
An organization may have both assigned and unassigned licenses. Details about each type are below.
Licenses grant users non-perpetual rights (with no buy-out rights) to the use of one or more specific Dynamics 365 products in the cloud (not on-premises). As long as your subscription payments are up to date and you adhere to the Product Terms, you will have access to the current licensed Dynamics 365 product.
Admins do not need any license to configure and administer Dynamics 365 applications.
Note: It’s easiest to determine the licensing that’s right for you if you understand a few related terms, such as user licensing and tenant licensing. If you’re not already familiar with them, please see Appendix B.
Assigned licenses give a named user or dedicated shared device access to specific products. Full-access user licenses are the most common, but assigned licenses include several options for additional users, usually with limited functionality.
Full user access licenses
Full users are those whose work requires the full, feature-rich functionality of Dynamics 365, whether in a large organization with Enterprise licenses or a small company with a Professional license. Enterprise and Professional licenses may not be mixed.
Several products are also available with standard and enhanced levels of functionality, such as Sales Enterprise and Sales Premium. The licenses for these products indicate which functionality level has been purchased.
Note that Business Central (Essentials or Premium) stands alone. Reference the Business Central section for exceptions.
Base licenses and cost savings opportunities for “attach” licenses
Microsoft provides a cost-effective way for a single Dynamics 365 user to obtain full user licensing for multiple products. Licenses for products that provide core business functionality qualify as base licenses. (See the table below.) Each has one or more additional applications that are frequently used by people in the same roles and that qualify as “attach” licenses for that user. (These are sometimes referred to as subsequent qualifying applications.) To take advantage of the special attach license pricing:
1. Buy the first base user license at standard pricing.
2. Review which attach licenses are available for that base. (See the qualifying products for each base license below.)
3. Buy attach licenses for the same user at an attach license price. You may buy as many attach licenses as are available for that base license.
Every full user must have a base license, though the base licenses don’t need to be for the same product. (For instance, an attach license for Customer Service Professional is available both for a user with a Finance base and another with a Commerce base.)
Base applications and their qualifying products for attach licensing
If you require multiple products on the base licenses list, you may buy as many qualifying attach licenses as you need at an attach license price.
Attach licensing details
Only assigned user licenses (not device licenses or unassigned licenses) may be bought as an attach license.
Tenant-based licenses (for Fraud Protection, for instance), additional access licensing, and capacity licensing do not qualify for attach licensing pricing but may be licensed separately. Some specialized Dynamics 365 products (such as Guides) also are not eligible.
Base and attach licenses are identical in their core capabilities and are only differentiated in price.
Note: System administrator will not be able to assign an attach license to a user who does not have the required base license.
Customers who obtain licensing through an Enterprise Agreement and who accidentally buy an attach license—when a base license is required—may step-up to the appropriate base license as needed. Customers with licensing through the Cloud Solution Provider (CSP) or MPSA programs would need to return the attach license and buy the appropriate base license instead.
Additional user access licenses
Additional users often represent a large percentage of the total users in an organization. They may consume data or reports from line of business systems; complete light tasks like time or expense entry and HR record updates; or use the system more heavily without requiring full user capabilities. Additional users may access all the functionality of the respective Dynamics 365 product within the constraints described below.
Several different types of additional user license are available, all priced per month. The minimum durationrequirement for each (such as a minimum 12-month commitment, for example) is determined by the licensing program. You must buy at least one full user license to buy additional user licenses.
• Device license: With a device license for a specific Dynamics 365 application, any number of unlicensed users can access the product through the licensed device. Device licenses may use shared logins (such as “Warehouse Computer” and a shared password) or individual logins (each user’s personal credentials), depending on the application and license:
o Shared logins are available for Sales Device, Customer Service Device, Field Service Device, Operations – Device, and Business Central Device licenses. Note that when individual users share a login, their individual usage cannot be tracked.
o Individual logins are available for Operations – Device and Business Central Device licenses (with no separate user license required).
• Human Resources Self Service license: This license, assigned to a single named user, enables the user to manage their own basic HR activities (such as time entry or benefits look-up) without a full user license for Human Resources.
• Operations – Activity license: This named user license is intended for additional users who require more capabilities than the Team Members license, but do not require the use rights of a full user.
• Team Members license: This license, also assigned to a named user, is for users who are not tied to a particular function but require read-only access to all data and basic Dynamics 365 functionality for designated scenarios such as expense entry or updating contacts.
Users with a Team Members license can read Dynamics 365 data generated from Finance, Supply Chain Management, Commerce, Human Resources, Project Operations, Sales, Customer Service, and Field Service. They may access a specific set of the functionalities of these products. The Team Members license does not provide access to custom applications. You have limited table (formerly known as ‘entity’) customization options for Team Members, read more about custom tables in Appendix D.
• Business Central Team Members license: This license, assigned to a named user, provides read-only access to certain data and functionality in Business Central deployments.
Unassigned licenses provide tenant level access to Dynamics 365 applications and resources. They are not assigned to specific users or devices.
Full application access licenses
These licenses are the primary licensing mechanism for certain products, such as Dynamics 365 Marketing, Fraud Protection, and Customer Insights, which are only licensed per tenant.
Cross-application access licenses
Cross-application licenses, such as the Operations – Order Lines license, may be used to provide access to some Dynamics 365 applications in some situations as a supplement or alternative to assigned user access.
The subscriptions for many Dynamics 365 products come with capacity entitlements or allowances, such as for data storage, transaction volume, case routing requests, or customer profiles, for instance. The exact entitlement depends on the specific product and licensing agreement. Capacity add-on licenses provide more flexibility for those components subject to capacity limits but needed to support a product.
• Default subscription capacities leverage the same tenant and infrastructure and accrue across the single tenant. Dataverse (formerly Common Data Service) capacities are shared between the following products: Sales, Customer Service, Field Service, Finance, Supply Chain Management, Commerce, Human Resources, Project Operations, Remote Assist, Guides, Business Central Essentials, and Business Central Premium. Database and file storage capacities (as distinct from the Dataverse capacities) are shared between only a few products: Finance, Supply Chain Management, Commerce, Human Resources, and Project Operations.
• Capacity add-on licenses, which apply across a single tenant, are not associated with a specific user. Additional capacity can be bought at any time and remains a part of the subscription for the remainder of the subscription term.
• Capacity licenses require a minimum of a one-year subscription commitment with annual allowances for the entitlements (such as the number of allowed transactions). The annual allowance applies even for capacities that are allotted per month. For instance, an annual subscription that provides a total of 36K transactions is licensed at 3,000 transactions per month for 12 months, but those transactions can be consumed at any point in the year, including all in one month. For instance, a seasonal business would be able to use its allowance in six months at a rate of 6,000 transactions per month.
Note: As with other Microsoft products, add-on licenses are available only to customers with valid (paid) base licenses. Capacity add-ons may not be purchased for unpaid licenses such as demo/dev or Internal Use Rights (IUR) licenses.
Because assigned licenses are the primary licensing approach for most Dynamics 365 products, the remainder of this guide presents assigned licensing information for each application that uses it, followed by unassigned licensing options.
Assigned Application Licensing
Assigned licenses provide user or device access to Dynamics 365 products. Licenses for some products are available for different levels of functionality known as Professional, Enterprise, and Premium. Enterprise licenses are the standard; Professional licenses offer streamlined functionality for smaller businesses or less complex needs; and Premium licenses provide additional functionality.
While the Enterprise and Professional designations are primarily intended to distinguish between the complete functionality required by larger organizations and more cost-effective support for small or medium-sized businesses, these licensing options may also provide more flexibility for organizations deploying Dynamics 365 across multiple environments.
• Enterprise licenses are appropriate for users such as salespeople, customer service representatives, finance employees, controllers, human resources, and supply chain managers typically need the most extensive access and most advanced functionality. Enterprise licenses are available for these Dynamics 365 products: Sales Enterprise, Customer Service Enterprise, Field Service, Human Resources, Finance, Supply Chain Management, Commerce, Project Operations, Remote Assist, Guides, Business Central Premium, and Business Central Essentials.
• Professional licenses suit users whose work scenarios are generally less complex and who need streamlined capabilities.
Note that enterprise and professional users may not be deployed in the same environment. That means most customers will want enterprise or professional licenses, but not both.
Business Central connects teams across your business with tools to help them work more efficiently, collaborate better, and respond more quickly to changes to meet your business goals. Business Central is a complete standalone solution that does not fully operate with all the Dynamics 365 products. Exceptions being you may purchase Customer Service Professional attach and/or Sales Professional attach user licenses.
Marketing and Fraud Protection, tenant-based licenses, are also available for Business Central users.
Business Central, licensed by assigned user, is available with Essentials or Premium levels of capabilities. You may license users either with an Essentials license or a Premium license, but not both.
➢ Business Central Essentials
Business Central Essentials provides a wide range of operational and management capabilities, including:
Business Central Essentials capabilities
➢ Business Central Premium
Business Central Premium is licensed by assigned user and includes all Essentials license capabilities plus Service Order Management and Manufacturing.
Business Central Premium Additional Capabilities
Essentials and Premium user licenses include:
• Unrestricted Business Central Team Members access.
• 3 External Accountant licenses for organizations with third-party accountants who wish to connect to Business Central. External Accountant licenses provide all the same use rights as assigned Business Central licenses except access to user set up or administrative tasks.
• Unlimited companies.
• 1800 seconds (30 minutes) per tenant of access to Cortana Intelligence, which can compile data from a variety of sources to deliver more actionable insights and analytics.
Business Central licenses include the following configuration components. Customers choosing to exercise their dual use rights receive the full custom objects range numbered 50,000 – 99,999.
Dynamics 365 Commerce
Commerce, which is licensed per user, helps retailers manage their operations, connect employees with data, and offer exceptional shopping experiences. Dynamics 365 Commerce helps unify the customer shopping experience by bringing in-store, back office, and call center functionality together in one end-to-end platform.
E-commerce may be added as an option. Commerce also eases integration to emerging channels (such as new social media platforms) through an API-driven, headless commerce engine. Intelligent forecasting and product recommendations enables retailers to:
• Improve in-store and e-commerce profitability.
• Drive intelligent business insights to optimize strategy and cost.
• Accelerate buying behavior through customer experiences that are unified and consistent across buying channels.
When you license Commerce, you automatically become entitled to the Fraud Protection capabilities and transaction capacities noted below. Once you have Commerce, you may also buy additional capacity license for Fraud Protection.
Commerce user roles
Full user licenses for Commerce are ideal for employees at the headquarters and central operations of a retail
organization. Employees in retail stores will generally use either the Operations – Device license or the Operations – Activity license instead, depending on the scenario and their precise roles or point-of-sale devices. A Team Members license may be sufficient for some employees, as suggested in the table below.
Find Commerce administer roles here, and refer to the Product Terms for minimum purchase requirements.
Commerce security roles
Additional Commerce applications and capacities
ll optional Commerce licenses and capacities are tenant-based.
➢ Dynamics 365 e-Commerce tiers
The Dynamics 365 e-Commerce application, which is licensed per tenant, enables Commerce to support e-commerce. Every e-Commerce Tier license comes with one Commerce Scale Unit – Cloud and includes a specified allowance of e-commerce transactions. A transaction is defined as the final purchase of an e-commerce shopping cart, regardless of the number of items in the cart.
E-Commerce Tiers are purchased based on the anticipated B2B and B2C transactions and average order value (AOV) expected for the year. AOV is the total annual e-commerce Gross Merchandise Value (MV) divided by total transaction volume. GMV is the total value of all transactions processed through Dynamics 365 including returns, excluding shipping, handling, customs fees, tax or financial charges. If you need additional transactions, you can purchase the corresponding overage tier. If you expect a change in AOV, you need to re- assess the appropriate band.
If you need Commerce Scale Unit – Cloud to support your e-Commerce operations, you need to purchase the appropriate e-Commerce Tier license regardless of whether you need Dynamics 365 e-Commerce store front or
not. If you need additional environments for e-commerce (more environments for Commerce Scale Unit – Cloud) you can purchase additional units of the e-Commerce Tier. E-Commerce Tier licenses are licensed per month, but transactions are enforced on an annual basis.
E-Commerce tiers and transaction capacities
➢ Dynamics 365 Commerce Scale Unit
Scale units are licensed per tenant to enable companies to execute mission-critical processes without interruption even during periods of peak demand. Scale units are offered in three different sizes: Basic, Standard or Premium, and they include Operations – Device entitlements. Scale units may be in the cloud or self-hosted. You may buy additional scale units if you need additional Commerce cloud environment(s) for co- location, performance, additional redundancy, or customization purposes.
Commerce Scale Unit – Cloud
After the minimum Commerce purchase requirements have been met, you are entitled with default Commerce Scale Unit – Cloud when buying licenses with device use rights. These scale units may only be used to support device transactions.
Default Commerce Scale Unit – Cloud entitlements are based on number of licenses with indicative device use rights. Contact your Microsoft representative for more details on the Commerce Scale Unit – Cloud mapping.
Commerce Scale Unit – Self-Hosted
Customers who license Dynamics 365 Commerce also have the option to use a self-hosted scale unit—a retail server, cloud point-of-sale (POS) website, and channel database deployed locally in a store. This type of scale unit maintains connectivity with and extends a retail Commerce deployment, improving performance, ensuring business continuity, and providing in-store hybrid capabilities.
A self-hosted Commerce scale unit and its use rights are included at no additional cost with a qualifying minimum purchase of Commerce licenses. (It is not available as a standalone license.) All servers, users, and devices accessing the self-hosted scale unit must be appropriately licensed, along with any required hardware and licenses for Windows Client or Windows Server and SQL Server, which must be acquired separately Note: If dual use rights are being exercised and you use downgrade rights to downgrade to Dynamics AX 2012, the Retail Store Server is not an included use right and appropriate licensing must be obtained. Please see the AX 2012 Retail Licensing Guide and refer to the AX downgrade mappings table in the Dynamics 365 for Operations, on-premises Licensing Guide to determine appropriate licensing.
Commerce Scale Unit – Cloud capacity
➢ Dynamics 365 Commerce Recommendations
The Commerce Recommendations application helps customers easily and quickly find products they want based on the purchase trends of their fellow customers. Recommendations is a tenant-based license.
One purchased Commerce Recommendations license confers an allotment of 20K transactions per month. For this purpose, a transaction is defined as the final checkout of a shopping order, whether in-store or online. As with other capacity licenses, a one-year subscription is required, and the total allotted transactions may be consumed at any point in the year.
➢ Dynamics 365 Commerce Ratings and Reviews
The Commerce Ratings and Reviews application helps capture product reviews and ratings from customers.
Retailers can then display average ratings and review information across their e-commerce website.
Commerce Ratings and Reviews is a tenant-based license. One license provides up to 250K active ratings and reviews.
Dynamics 365 Customer Service
Customer Service helps you manage customer relationships, empower your customer service agents, and provide a branded, personalized self-service experience through a searchable knowledge base that delivers consistent, up-to-date answers. Streamline customer support and help customers find the understanding they need to ensure product satisfaction and build customer loyalty.
➢ Dynamics 365 Customer Service Professional
Customer Service Professional provides basic resources for customer service agents. It also provides self- service customer portal and access to knowledge base for end customers. It’s meant for less complex scenarios that need streamlined capabilities to support customers and customer service teams.
➢ Dynamics 365 Customer Service Enterprise
Customer Service Enterprise licenses expand on the functionality of Customer Service Professional. In particular, the enterprise license grants use rights that give users the ability to schedule and dispatch service, create teams, and manage resources through integration with other Dynamics 365 applications such as Field Service and Project Operations, when the organization also licenses them.
When you license Customer Service Enterprise, you automatically become entitled to 2,000 Customer Voice responses per tenant per month, and you can buy additional response packs (in packs of 1,000 responses/tenant/month) as needed.
Unified routing provides intelligent and automated routing and assignment capabilities to customer service organizations. This allows organizations to use advanced capabilities such as multi-stage classification rules and automated assignment based on agent availability, capacity, or specialization. Routing records, excluding Chat and Digital Messaging conversation records, are subject to a licensed capacity. Customer Service Enterprise includes unified routing with 50 record routes per user per month. See this documentation for more details.
Customer Service Insights provides integrated analytics and AI capabilities to help you better understand support engagements and emerging trends. It helps to identify opportunities for enhancing your automated support system and track the performance of support options and agents. Topic clustering groups related cases or those with commonalities to help customers or service agents to discover the information they need in the knowledge base. An enterprise license includes access to the capabilities of Customer Service Insights at no extra cost, as long as you have met the minimum requirements for purchase. Other service limits apply.
Customer Service Enterprise capacities
Customer Service use rights
Additional Customer Service applications
➢ Chat for Dynamics 365 Customer Service
Chat for Dynamics 365 Customer Service is an add-in application for Customer Service enterprise licenses. It helps agents engage in real time with customers to resolve issues faster. Chat is licensed per user.
➢ Dynamics 365 Digital Messaging
Dynamics 365 Digital Messaging is an add-in application for Customer Service enterprise licenses. It includes Chat for Dynamics 365 Customer Service and third-party SMS. Digital Messaging is licensed per user.
Record routing (previously entity routing) requests capacity
Incoming conversation records (chat, call, text message) can be routed within an organization without additional capacity requirements. However, organizations often need to route other records (support cases, activities etc.) to a work queue or a specific support agent using advanced capabilities such as multi-stage classification rules and automated assignment based on agent availability, capacity, or specialization. This is possible through unified routing. Routing records besides conversations through unified routing is subject to a licensed capacity. See Customer Service Enterprise for more details about record routing capacities.
Dynamics 365 Field Service
Field Service connects and empowers field-based service teams. It leverages tight integration between Customer Service case management capabilities and field service work orders to deliver business process-driven, best in class management of your field service operations. Field Service is licensed per user and/or device.
The Field Service user license also includes the latest version of Field Service Mobile, a Microsoft product specifically designed for Field Service and distinct from Dynamics 365 Mobile Client. When you license Field Service, you automatically become entitled to 2,000 Customer Voice responses per tenant per month, and you can buy additional response packs (in packs of 1,000 responses/tenant/month) as needed.
Additional Field Service capabilities
➢ Dynamics 365 Field Service Resource Schedule Optimization
Resource Scheduling Optimization is an add-in capability for Field Service that enables you to automatically create a schedule for the appropriate resource—either a person or a non-human asset—while simultaneously optimizing appointments for travel time, mileage, and many other constraints.
Resource Schedule Optimization is licensed per resource. It will typically be used by a scheduler or dispatcher with a Field Service user license, who will designate any number of resources to be included.
The add-in license allows for unlimited use of schedule optimization, whether on a regular cadence (such as daily or weekly) or ad-hoc.
Dynamics 365 Finance
Finance enables medium-sized organizations and enterprises to monitor the performance of global financial operations in real time and predict future outcomes.
Finance provides deep data and process integrations across Dynamics 365, Office 365, and partner applications to offer a centralized source of information that saves time, facilitates collaboration across your organization, and enables faster, more data-driven decisions to drive growth. It is licensed per user with a minimum purchase requirement. Refer to the Product Terms. When you license Finance, you automatically become entitled to 100 electronic invoice transactions per tenant per month. See Electronic Invoicing section for more information about this entitlement.
Dynamics 365 Guides
Dynamics 365 Guides, a mixed-reality application for Microsoft HoloLens, enables employees to learn in the flow of work by providing holographic instructions when and where they need them. A series of step-by-step instruction cards with image and video support are visually tethered to the place where the work needs to be done. Additional guidance in the form of holographic models shows what needs to be done and where, so workers can get the job done faster, with fewer errors and greater retention of learned skills. Guides is licensed per user and requires a Microsoft Windows PC and Microsoft HoloLens 2.
Dynamics 365 Human Resources
Human Resources enables organizations to optimize compensation, benefits, leave and absence tracking, regulatory and policy compliance, performance feedback, standardized training, and self-service programs. Enable HR teams to operate with dexterity by using Dataverse and Power Platform to centralize people data and easily extend the solution.
Human Resources is licensed per user. Refer to the Product Terms for minimum purchase requirements.
Human resource professionals are typically licensed as full users. Users outside of the HR organization, such as
employees who need self-serve access, may be licensed through the Team Members license, the Human Resources Self Service license, or the Operations – Activity user license. When you license Human Resources, you automatically become entitled to 2,000 Customer Voice responses per tenant per month, and you can buy additional response packs (in packs of 1,000 responses/tenant/month) as needed.
Dynamics 365 Project Operations
Project Operations connects sales, resourcing, project management, and finance teams within a single product to help you win more deals, accelerate project delivery, and maximize profitability. It is licensed per user, with a minimum number of users required. Refer to the Product Terms.
Account managers, project managers, project assistants, and project accountants are typically licensed as full users. Users who create and approve time and expenses, such as a user with a Project Timesheet security role, only need a Team Member license. Project Operations licenses have no roles at the Operations – Activity level, but full users of Project Operations have rights to Operations – Activity roles for other Dynamics 365 products, such as Finance and Supply Chain Management.
Dynamics 365 Remote Assist
Dynamics 365 Remote Assist, a mixed reality application for Microsoft HoloLens, is licensed per user. It enables colleagues to collaborate during a video call using Microsoft Teams—a separate Microsoft product that provides videoconferencing, chat, calling, screensharing, and other team collaboration tools. With the combination of Teams and Remote Assist, the expert can see everything that the Dynamics 365 Remote Assist user sees, and they can holographically draw and annotate together.
Note that Remote Assist users, such as frontline workers, field workers, or technicians, do not need a separate license for Microsoft Teams. They can make or receive calls using Remote Assist on HoloLens without a separate Microsoft Teams license. The expert they contact for remote assistance—who is often an expert at headquarters—does require a Teams license. Remote Assist requires a Microsoft HoloLens 2 or an AR capable iOS or Android device (phone or tablet).
Dynamics 365 Sales
➢ Sales Professional
A Sales Professional licenses provides essential sales force automation (SFA) for organizations without complex sales processes.
➢ Sales Enterprise
A Sales Enterprise license takes your organization beyond sales force automation to meet the needs of more complex sales processes. In addition to all the functionality available with a Sales Professional license, Sales Enterprise capabilities include customization, extensibility, embedded intelligence, and manual forecasting.
When you license Sales Enterprise, you automatically become entitled to 2,000 Customer Voice responses per tenant per month, and you can buy additional response packs (in packs of 1,000 responses/tenant/month) as needed.
➢ Sales Premium
If you need both Sales Enterprise and Sales Insights capabilities, you may buy Sales Premium, which is licensed per user.
➢ Microsoft Relationship Sales solution Plus
Microsoft Relationship Sales solution (MRSs) Plus helps sales professionals build the relationships they need to harness the power of relationship selling. MRSs Plus includes Sales Enterprise and LinkedIn Sales Navigator Enterprise. It is licensed per user.
Since MRSs Plus includes a Sales Enterprise license, it qualifies as a base license, and MRSs Plus customers may use it to buy eligible attach licenses. Refer to the Product Terms for minimum purchase requirements, programs, and conditions.
Additional Sales application
➢ Sales Insights
Sales Insights, which is licensed per user, improves engagement and decision-making with prebuilt and embedded business insights that are easy to act upon. Sales Enterprise licenses automatically include select Sales Insights features, including assistant cards, email engagement, auto capture of Outlook activity, and business card scanning. (Business card scanning in this case has a capacity limit of 10/user/month, pooled at the tenant level).
Sales Premium includes the full capabilities of Sales Insights, which you can also buy as an additional application if you have a Sales Enterprise or MRSs Plus license (not available to Sales Professional users). A full Sales Insights license enables these additional features:
Sales Insights has a capacity limit for business card scanning of 200/user/month and a Conversation Intelligence capacity of three hours/user/month. If additional business card scanning capacity is required, you may buy additional Sales Insights capacity licenses. When Sales Insights is licensed via Sales Premium, additional Sales Insights capacity can be bought by purchasing additional Sales Premium licenses.
Dynamics 365 Supply Chain Management
Supply Chain Management provides manufacturers, distributors, and retailers with the real-time visibility and intelligence they need for proactive operations. It unifies data and uses predictive insights from AI and IoT—across order fulfillment, planning, procurement, production, inventory, warehousing, and transportation processes—to maximize operational efficiency,
product quality, and profitability. Supply Chain Management is licensed per user and has minimum purchase requirements detailed in the Product Terms.
Supply Chain Management automatically includes enough Asset Management capacity for you to manage and maintain up to 100 physical assets throughout their lifecycles. If you need additional asset capacity, you may buy more.
Additional Supply Chain Management applications and capacities
➢ Asset Management capacities
Additional Asset Management capacities are licensed per tenant. If you use Asset Management, you must license sufficient Asset Management capacity to meet or exceed the number of assets you want to manage. For example, if you have 1,500 assets to manage in Asset Management, you’ll need 14 additional asset capacity licenses. Once you’ve bought 50 Asset Management capacity licenses—enough for 5,000 assets—you may manage unlimited assets with no additional purchase.
The only assets that must be counted against these capacities are:
• Assets you want to manage with Asset Management
• Parent level assets for which you want to track maintenance, costs, and/or location
➢ Sensor Data Intelligence Add-in for Dynamics 365 Supply Chain Management (previously IoT Intelligence Scenario)
The Sensor Data Intelligence Add-in helps shop floor workers manage machine failures, enables shop floor managers to effectively manage operations across multiple production lines, and provides manufacturing executives with a unified global view of operations.
The Sensor Data Intelligence Scenario Add-in is a set of capabilities to enable a specific business process. For example, a “machine down” scenario enables the manufacturing system to detect machine failures through IoT signals and generate an alert.
To enable the Sensor Data Intelligence Add-in, buy at least one Sensor Data Intelligence Scenario Add-in license plus sufficient capacity for the number of machines being monitored. License capacities are pooled across the tenant. One Sensor Data Intelligence Scenario Add-in license is required for every scenario you need, and each includes 10 machines. You can buy additional machine capacity.
For instance, you may want a “machine down” scenario and a product quality monitoring scenario for 20 machines. You’d need two scenario licenses, each of which includes 10 machines per tenant per month. A machine only needs to be licensed once, so if the same machine is being monitored by two scenarios, only one machine license is required for it.
You may manage unlimited scenarios or machines with no additional purchase after licensing:
• Six Sensor Data Intelligence Scenario Add-ins (Six scenarios and 60 machines)
• 10 Sensor Data Intelligence Additional Machines Add-ins (100 machines)
➢ Cloud Scale Unit Add-in for Supply Chain Management
The Cloud Scale Unit for Supply Chain Management enables companies to execute mission-critical warehouse and manufacturing processes without interruptions. Cloud Scale Units for Dynamics 365 Supply Chain Management deliver on two key business objectives:
• When network latency is high and mission-critical processes must keep running.
• When throughput is high and heavy processes run in parallel, warehouse and manufacturing processes must still support high user productivity.
Cloud Scale Unit Add-in for Supply Chain Management is licensed per tenant, and you can purchase multiple Basic or Standard Cloud Scale Units for separate scenarios like managing outbound processes at different warehouse locations. If you need more transactions than are included in the Basic or Standard Cloud Scale Unit, you can purchase additional overage capacity for those respective units.
Unassigned Application Licensing
Dynamics 365 Customer Insights
Customer Insights, not to be confused with Customer Service Insights, helps you unify and understand customer data to harness it for intelligent insights and actions. It eliminates data silos, enabling you to bring data from any source, unify customer data, and view it from within other Dynamics 365 products. Customer Insights is licensed per tenant and includes Customer Voice entitlements (2K responses).
Customer Insights capacities
Customer Insight capacities are based on profiles—a report for a uniquely identified customer that is created through collection of defined data source sets from multiple applications. Customer Insights license also grants capacities for data injection refreshes, Power Platform requests (formerly known as API calls), and environments. Buying add-on capacity does not increase the allotment of segments, KPIs, or allowed data injection refreshes. Find more details about capacity add-ons and Power Platform requests in the Capacity Licenses section.
Dynamics 365 Customer Voice
Customer Voice is a feedback management solution that empowers everyone in the organization to develop enterprise-grade surveys and collect timely feedback from key customers across channels. Customer Voice is licensed per tenant, with capacity allowances based on the number of responses that distributed surveys receive.
Customers of Dynamics 365 enterprise products (Sales Enterprise, Customer Service Enterprise, Customer Insights, Field Service, Marketing, and Human Resources) are automatically entitled to Customer Voice capabilities and 2,000 responses/tenant/month. Customers with Sales Professional or Customer Service Professional licenses may also buy Customer Voice. (See below.)
Survey respondents do not need to be licensed. Only the survey designer/editor must be licensed for the tenant.
Anyone who wants to enable Customer Voice, can purchase the license separately. The license comes with 2,000 responses/tenant/month. Any Customer Voice customer can buy additional response packs (in packs of 1,000 responses/tenant/month) as needed. For more details and options, visit How to Buy Customer Voice.
Dynamics 365 Electronic Invoicing
Electronic invoicing is the process of creating, presenting, and exchanging structured, transactional invoice documents between businesses and governments for tax reporting purposes, or trading partners in an integrated electronic format.
Dynamics 365 Commerce, Finance, Project Operations, and Supply Chain Management applications include 100 electronic invoice transactions per tenant per month. This included capacity does not rollover and is 100 transactions per tenant regardless of the number of Dynamics 365 licensed applications.
If you need additional transactions, you can buy the Electronic Invoicing additional capacity license for 1K electronic invoice transactions per tenant per month. The transaction capacity is use-it-or-lose-it on a monthly basis, and customers will need to purchase for peak capacity.
Dynamics 365 Fraud Protection
Fraud Protection is a cloud-based anti-fraud solution for medium to large organizations worldwide. It is designed to help lower fraud-related costs, increase profits, and improve the customer experience. Fraud Protection consists of Account Protection (AP), Purchase Protection (PP), and Loss Prevention (LP).
Note: Fraud Protection may be deployed in the same tenant as, but cannot share the same environment with, Sales, Customer Service, Field Service, or Marketing, or with Finance, Supply Chain Management, or Commerce.
There are two ways to purchase Dynamics 365 Fraud Protection: Pre-paid capacity model and Pay-as-you-go model.
Pre-paid capacity model
Fraud Protection transaction capacities are included with the license and additional capacity is available.
When you automatically receive Fraud Protection entitlements because you have licensed Commerce,
you can also buy additional Fraud Protection capacity as needed.
➢ Account Protection
Fraud Protection account protection helps merchants protect online customer accounts by detecting and preventing fraudulent activities. Note that the initial capacity license includes capacities for purchase protection and lost prevention.
➢ Purchase Protection
Fraud Protection purchase protection helps merchants to protect online transactions by detecting and preventing fraudulent activities. Note that the initial capacity license includes capacities for account protection and loss prevention.
➢ Loss Prevention
Fraud Protection loss prevention helps retailers reduce shrinkage in their stores. Note that the initial capacity license includes capacities for account protection and purchase protection.
You can enable pay-as-you-go billing for Dynamics 365 Fraud Protection services via dynamics.microsoft.com. With pay-as-you-go model you will pay based on your actual monthly consumption for each Fraud Protection service. In order to enable Fraud Protection pay-as-you-go billing, you need to have Azure subscription and you need to purchase the Web Direct capacity license first. After that you can link your Azure subscription with the Fraud Protection meters. See this documentation to learn more.
Dynamics 365 Intelligent Order Management
Intelligent Order Management is an intelligent multitenant standalone service that allows customers to adapt quickly and fulfill orders efficiently at the fastest speed and lowest possible cost. It also provides intelligent fulfillment with event driven orchestration and AI & rules-based fulfillment, including anomaly detection and inventory reallocation. Intelligent Order Management is licensed per tenant, and it comes with 1K order lines and 100K Power Platform requests per month. If you need additional capacity, you can buy multiple units of the same license.
Dynamics 365 Marketing
Build deeper relationships with coordinated marketing campaigns that deliver personalized messages and yield better data to guide ongoing efforts. Marketing tracks all your interactions with contacts and keeps a detailed record of the results of your marketing initiatives, including all the ways in which each contact interacts and responds so you can measure performance and build more effective campaigns.
Dynamics 365 Marketing is licensed per tenant. Because marketing contacts are its heart, the license entitles you to capacities based on the number of contacts used. To identify Marketing contacts, Marketing monitors key interaction types. Any contact that performs one or more interactions will be flagged as a Marketing contact and count against the allotment.
A marketing interaction is a personalized message sent to any entity, such as a contact, lead, account or Customer Insights profile, using the Customer Journey Orchestration. The message can be sent through out-of-box channels available in Dynamics 365 Marketing (e.g., email, web-form submissions, push notifications, event check-ins, LinkedIn), or external channels (e.g., SMS providers), or third- party systems integrated with Dynamics 365 Marketing.
A marketing contact is any entity, such as a contact, lead, account or Customer Insights profile, engaged in a marketing interaction. Contacts that are not marketed to using Dynamics 365 Marketing do not count towards their marketing-contacts quota. After a key interaction is logged for a contact, it does not matter how many of the same or follow-up interactions that contact performs, the contact is still counted just once.
Note: Customers may install, use, and configure one Marketing license with only one Dynamics 365 environment.
➢ Marketing (standalone)
Customers who don’t have any other Dynamics 365 product or have fewer than 10 full users of Sales Professional, Sales Enterprise, Customer Service Professional, Customer Service Enterprise, Field Service, Finance, Supply Chain Management, Commerce, or Project Operations may license Marketing as a standalone application for a production environment, with a capacity allotment of 10K contacts and 100K interactions per month. In this case, you’ll receive capacity entitlements for the following (provided they’re not already on your account):
➢ Marketing (attached)
If you have at least 10 full users of Sales Professional, Sales Enterprise, Customer Service Professional, Customer Service Enterprise, Field Service, Finance, Supply Chain Management, or Commerce, you may license Marketing with a “base pack” of one environment and a capacity allotment of 10K contacts and 100K interactions per month. You can only buy one base pack, but additional environments and additional contact and interaction packs are available. Dataverse capacity and Customer Voice entitlements are not included with this license, because those entitlements will already apply due to the prerequired eligibility criteria of 10 full licenses.
Additional Marketing options
➢ Additional Marketing application (production)
You can buy an additional Marketing application, licensed per tenant, to deploy for production use on a separate (second or subsequent) environment. Additional marketing contacts or interactions are not included, but you may continue to use your existing, tenant-level pool of marketing contacts.
➢ Additional Marketing application (nonproduction)
You can also buy an additional Marketing application, licensed per tenant, to deploy for nonproduction use on a separate environment. Additional marketing contacts or interactions are not included, but you may continue to use your existing, tenant-level pool of marketing contacts.
➢ Additional Marketing contacts and interactions
You can license additional marketing contacts and interactions beyond the initial capacity entitlement. All Marketing contacts and interactions used in a tenant are counted regardless of which environment (production and nonproduction) may be involved. See this help documentation to learn more.
• Sales Device, Customer Service Device, and Field Service Device licenses are full access licenses. They include the same rights as the equivalent Enterprise user license, except that access is limited to only the licensed device.
• The Operations – Device license provides limited access to a subset of Finance, Supply Chain Management, Commerce, and Project Operations capabilities. The Business Central Device licens provides limited access to a subset of Business Central capabilities.
These device licenses allow multiple users to operate a licensed point-of-sale device, shop floor device, warehouse device, or store manager device. If multiple users, who only require these limited use rights, work exclusively on shared devices, it will generally be more cost effective to license those devices than the users themselves.
Operations – Device license use rights are also available to Operations – Activity users. However, an Operations – Device license does not include all the capabilities of the Operations – Activity user license. When a single user needs to work on one or more dedicated personal devices, it will be more cost effective to license that user with an Operations – Activity user license.
A single device can provide any of the following functionality in any combination. Operations – Device or Business Central Device licenses do not include full user capabilities.
Human Resources Self Service license
The Human Resources Self Service user license enables access to employee and manager self-serve capabilities, such as:
• Update personal employee information
• Manage the human resources activities of direct employees or those reporting up through the user’s reporting chain
• Report sick leave
• Submit vacation requests
• View employee benefits
• Approve employee leave as a manager
• View employee information as a manager
The HR Self Service license only grants access to Human Resources, not any other Dynamics 365 product. It does not include full user rights for Human Resources but does provide access to functionality employees often need to manage themselves.
Operations – Activity license
The Operations – Activity user license provides limited access to the Commerce, Finance, Human Resources, Project Operations, and Supply Chain Management applications. Operations – Activity use rights include all Team Members use rights as well as the right to:
• Approve all Operations – Activity related transactions (see Appendix F for details).
• Create or edit items related to warehousing, receiving, shipping, orders, vendor maintenance, and all budgets
• Operate a point-of-sale (POS) device, store manager device, shop floor device, or warehouse device.
Team Members licenses
The Dynamics 365 Team Members user license grants a named user the following rights for Customer Service Team Member, Sales Team Member and Project Resource Hub application modules. These rights are for their own use and not for activities for, or on behalf of, other people. (For instance, the license doesn’t grant managers the right to perform the same actions for direct reports.)
• Create, read, update, and delete contacts, activities, and notes
• Update their own employee information
• Record time and expense for Project Operations, and apply for projects
• User reporting and dashboards
• Participate as a consumer of Dynamics 365 services, such as responding to surveys
The Dynamics 365 Team Members user license also grants a named user the following rights for Finance, Supply Chain, Commerce, Human Resources, and Project Operations. Again, these rights are for their own use, or for limited HR use by managers, and not for activities for, or on behalf of, others.
• Record any type of time or expense
• Approve time, expenses, and invoices
• Create requisitions
• Create or edit items related to quality control and departmental budgets
• Manage their own employee information
• Manage human resources activities for direct employees or those reporting up through the user’s reporting chain
• Use Human Resources Self Service functionality (when Human Resources is licensed by the organization)
A Dynamics 365 Team Members license holder may customize a maximum of 15 additional tables (custom tables or standard Dataverse tables) that are available to licensed users per the pre-approved scenarios in Appendix C. For additional details, refer also to the use rights and security rights for each Dynamics 365 product provided previously in this guide.
The Dynamics 365 Business Central Team Members license, not to be confused with Dynamics 365 Team Members license, grants a named user the following rights for their own use only (not for, or on behalf of, others):
• Read data within Business Central
• Update existing data and entries in Business Central, such as previously created customer, vendor, or item records. Entries are defined as specific accounting information that, may be updated, such as a due date on customer ledger entries.
• Approve or reject tasks in all workflows assigned to that user, with the limit that approvals and rejections can only update data in records that Business Central Team Members can access.
• Create, edit, and delete a sales or purchase quote
• Create, edit, and delete personal information
• Edit job time sheets for approval
• Use the Dynamics 365 Power Apps/Power Automate use rights provided with a Dynamics 365 license • Business Central Team Members application module may be customized with maximum 15 additional tables (custom tables or standard Dataverse tables) available to the Business Central Team Members license.
For additional details, refer to the Essentials and Premium capabilities.
Operations – Order Lines license
Operations – Order Lines allows you to extend the use of the Commerce, Finance, Project Operations, or Supply Chain Management applications with an alternative to user and device-based licensing. The Operations – Order Lines license enables internal users, partners, customers, connected automated systems, loT devices and bots to update specific tables with transactional licensing based on the number of order lines updated in those tables.
Operations – Order Lines licenses:
• Alleviate pricing and licensing friction in many common multiplexing scenarios.
• Support more scenarios that involve external users.
• Enable licensing of automated systems and devices that don’t include users, such as in IoT scenarios.
• Improve licensing cost transparency and predictability.
• Tie licensing costs more directly with business outcomes.
To qualify for Operations – Order lines licensing, a transaction must:
• Be an indirect transaction that utilizes an OData or DIXF integration. Direct use of the Dynamics application or integrations outside of OData or DIXF do not qualify.
• Only update data in the tables designated as qualifying for Operations – Order Lines use. The table below determines the relevant entity even if you use custom entities on these operations tables. Access to any other tables or user actions requires a user license.
If a Commerce or Manufacturing transaction includes a qualifying order line type and utilizes OData or DIXF for integration, then use of Operations – Order Lines is permitted. Additional support for Commerce and Manufacturing scenarios beyond those limitations is not currently supported.
The following scenarios require a user or device license:
• Direct access to the Commerce, Finance, Project Operations, or Supply Chain Management applications • Indirect access to these applications with a transaction type or action that is not covered by the qualifying order lines types
The Operations – Order Lines license does not apply for outbound integration.
While order line licensing is restricted to designated order line types, additional entity records that are required to support and are directly referenced by an order line, may be created or updated with the order line without a user or device license. Those additional entity records will not be counted as extra order lines unless they are a designated order line record type (see table above).
Operations – Order Lines capacity details
Operations – Order Lines is licensed by tenant per month, with an annual commitment, and includes an allowance of 100K order lines per month, enforced annually for a total of 1.2 million order lines. The creation of new order lines and updates to existing order lines count against the 100K order line allowance. Deletions do not count. If you reach the order line limit before the subscription year is complete, orders will not be blocked, but you’ll receive warnings and can address the difference on your subscription anniversary by purchasing additional capacity.
You can opt in and opt out of an Operations – Order Lines license. Opt-in by buying the license. Dynamics 365 will then track all creation of designated order line types through OData and DIXF. If you don’t buy an Operations – Order Lines license, you must have appropriate user or device licenses for all direct and indirect access.
Default subscription capacity
The first base license (subscription) for a Dynamics 365 product includes its default capacity, which is shared per tenant. Default capacity is not cumulative, so additional licenses do not increase your default capacity.
Attach licenses have the same capacity entitlements of the base license. For bundled offers such as Sales Premium and MRSs Plus, the capacity entitlements come with the core application (in this case, Sales Enterprise).
Sales Enterprise, Customer Service Enterprise and Field Service Enterprise accrue additional database and file capacities at no charge for each enterprise base license.
Types of default capacity
• Dataverse database: Stores and manages table definitions and data. This relational database capacity is for any Dynamics 365 product that utilizes Dataverse. You can increase available capacity, shared tenant-wide, in 1 GB increments.
• Dataverse file: Stores attachments to notes or emails, which may include documents, image files, videos, PDF files, and other crucial files. This file capacity is for any Dynamics 365 product that utilizes Dataverse. You can increase available capacity, shared tenant-wide, in 1 GB increments.
• Dataverse log: Records table and attribute data changes over time for use in analysis and reporting.
This log data (audit/tracing) capacity is for any Dynamics 365 product that utilizes Dataverse for Apps.
You can increase available capacity, shared tenant-wide, in 1 GB increments.
• There are additional Microsoft subscriptions beyond Dynamics 365 that grant Dataverse capacity entitlement. Please see the Power Apps, Power Automate and Power Virtual Agents Licensing guide for other entitlements, as well as this page for details related to Project Online.
• Operations database capacity: Relational database capacity for all applicable products (specified in the table above) that have storage requirements outside of Dataverse for Apps.
o For every 1 GB of database capacity, you receive 1 GB each of production, reporting, and table store databases.
• Operations file capacity: Stores attachments to notes or emails, which may include documents, image files, videos, PDF files, and other crucial files. This file capacity is for applicable products (specified in the table above) that have storage requirements outside of Dataverse for Apps.
• Business Central database storage: Structured database storage.
o Production: a service that can be accessed by end users and is designed, built, and scaled to accommodate your applications to process live and/or real-time data in connection with your
ongoing business operations and is deployed within a single geographic region
▪ Dataverse environment: The foundation for Power Platform and Sales, Customer Service,
Field Service, Marketing, Remote Assist, Guides, Human Resources, and Project Operations,
which partially run on Dataverse environments
▪ Application object server (AOS): For Human Resources, Finance, Supply Chain Management, Commerce, and Project Operations. Note that the production environment for Finance, Supply Chain Management, Commerce, and Project Operations comes with disaster recovery and high availability and is monitored 24×7 for service health. Additional
production environments are not available. To ensure the environment is used for live operations, Microsoft will provision the production environment only after your Dynamics 365 implementation nears the operational phase, after completion of required activities in the Lifecycle Services (LCS) methodology.
▪ Business Central environment: For Business Central Premium or Essentials
o Nonproduction: User acceptance testing (UAT), sandbox, and testing environments that cannot be accessed by end users and cannot be used to process live and/or real-time data in connection with your ongoing business operations.
• Power Platform requests (formerly known as API call requests): To ensure service levels, availability, and quality, Microsoft enforces limits on the number of requests users can make each day across their Dynamics 365 products. Power Apps and Power Automate usage counts against the Power Platform request entitlements provided by your license. If you exceed these limits, overage charges may apply.
For more details, refer to the request limits and to the Power Apps, Power Automate, and Power Virtual Agent Licensing Guide.
• Power Apps portals: Deliver the ability to build standalone, external-facing portals over the Dataverse.
Portals are licensed based on usage.
• Power Virtual Agents: Capacity is enforced monthly and unused sessions do not carry over month to month. You will get the seeded Power Virtual Agents capacity only one time per tenant, when you buy the first license that includes this capacity regardless of how many user licenses you have. Learn more in the Power Apps, Power Automate, and Power Virtual Agent Licensing Guide.
Power Platform capacity add-ons
• You may buy the Power Apps and Power Automate capacity add-on to increase the daily service limits for Power Platform requests.
• You may buy the Power Apps Portals add-on for additional portals.
• You may buy the Power Virtual Agents capacity add-on to increases the number of chat bot sessions and daily Power Platform request limit.
For more information, refer to the Power Apps, Power Automate, and Power Virtual Agent Licensing Guide.
Additional Dataverse capacity
Dataverse capacity add-ons provide the flexibility for you to increase the storage capacity associated with your Power Apps subscription in increments of 1 GB per add-on license. The storage allotment corresponding to your subscription is tracked against all environments associated with the tenant.
Sandbox add-ons (for Finance, Commerce, Supply Chain Management and Project Operations only) These nonproduction sandbox add-on environments may be configured for testing and training. Users licensed for Finance, Supply Chain Management, Commerce, and Project Operations can access associated licensed nonproduction environments. Note: For Tiers 4 and Tier 5, Finance, Commerce, Supply Chain Management and Project Operations accrue an additional 128 MB of Operations database and file capacity for each full user license.
Additional Licensing Requirements
Minimum license purchase requirements
To activate a Dynamics 365 subscription, you must buy a minimum quantity of qualifying licenses for some products. See the Product Terms for details about minimum purchase requirements.
Licensing requirements for external users
External user access is available in limited situations to customers and third parties who interact with your organization or its affiliates (that is, separate companies or contractors). Off-site vendors who are not in employee-like relationships (such as IT help desk vendors who serve multiple organizations) also qualify as external users. These external users do not require user licenses to access Dynamics 365.
Limited external user access is included with your internal user licenses. However, the graphical interfaces for Business Central, Sales, Customer Service, and Field Service may not be accessed by external users. You also have the option to license Power Apps Portals to provide external access to your business processes or data.
External user access does not extend to your employees, onsite or independent contractors, vendors, agents, or those of your affiliates who are providing business processes on behalf of you or an affiliate. Those users are considered internal users. External user access also does not extend to contractors, vendors, or agents who are using Dynamics 365 to manage any portions of their business (such as accounting, payroll, human resources, telemarketing, data recording, or social media marketing.). In this sense, you may not use Dynamics 365 to outsource business processes.
Additional licensing information and requirements for external users can be found on Product Terms and Commercial Licensing Terms. Note that for qualifying indirect transaction types, the Operations – Order Lines license may be used by internal or external users for indirect access scenarios where a user or device license is not required. Please see the Operations – Order Lines license section for more details.
Multiplexing refers to your use of hardware or software to pool connections, reroute information, or reduce the number of devices or users that directly access Dynamics 365. Multiplexing does NOT reduce the required number of licenses of any type. Any user or device that accesses Dynamics 365—whether directly or indirectly—must be properly licensed or otherwise granted access (such as for external users) in one of the manners already discussed.
Dynamics 365 licenses are required for users or devices that directly input, query, or view data from Dynamics 365. Similarly, licenses are required for users or devices that input, query, or view data from Dynamics 365 through a pooling device. Pooled connections use a non-interactive Dynamics 365 user account (or application access in Business Central) that can access the system but only via the web service layer. Internal users and
devices accessing Dynamics 365 data indirectly through a portal or via an API to a separate service (such Microsoft Outlook) must also be properly licensed, regardless of whether they are set up as a Dynamics 365 user for the service.
• Any user or device that accesses the service, files, data, or content provided by the service that is made available through an automated process requires a Dynamics 365 license.
• The number of tiers of hardware or software between Dynamics 365 and the ultimate user or devices does not affect the number of licenses required.
Dynamics 365 applications use Dataverse capacity and features to store and secure data. Power Apps users who have a Power Apps license may use custom applications to access (that is, create, read, update or delete) any Dynamics 365 non-restricted table in the Dataverse. However, Power Apps users and devices that need to create, update, or delete data in Dynamics 365 restricted tables must be properly licensed for Dynamics 365.
Note that if a licensed user receives data from an unlicensed user, the licensed user may manually enter this information into Dynamics 365. This scenario is not considered multiplexing because the manual action of moving and entering the data is performed by a licensed user.
For qualifying indirect transaction types, the Operations – Order Lines license may also be used for indirect access without a user or device license. Please see the Operations – Order Lines license section for details.
For additional information about multiplexing, see the Microsoft Multiplexing Overview.
Dual use rights
Dual use rights are one of the advantages of Dynamics 365. These rights allow you to deploy Dynamics applications either in Microsoft’s cloud or in a private on-premises or partner-hosted cloud. In some cases, you may want to deploy in multiple environments simultaneously. For instance, you might do this to help migrate a Dynamics 365 on-premises deployment to Dynamics 365 while running private dev/test deployments in Microsoft Azure. Dual use rights mean that properly licensed users do not also need additional client access licenses (CALs) to access applications hosted in on-premises environments.
Users with Dynamics 365 licenses have use rights equivalent to a CAL for the purpose of accessing equivalent on-premises workloads. Device use rights are equivalent to the cloud device use rights. Any server licenses that would be otherwise required for an on-premises deployment are included with the Dynamics 365 licenses.
Access to the on-premises server software provided via dual use rights is reserved for users assigned a qualifying Dynamics 365 license and external users. Reference the applicable on-premises licensing guides for more details. For an online user/device license to on-premises user/device CALs mapping, see the Dynamics 365 Dual Use Rights section in the Product Terms.
You may use downgrade rights to deploy an earlier version of a server, but downgrade rights are limited to:
• Dynamics AX 2012 R3 for Dynamics 365 for Operations on-premises server
• Dynamics CRM 2016 for Dynamics 365 (On-Premises) Server
• Dynamics 365 Business Central, on-premises server (current released version with downgrade rights of minus 3 versions)
• Dual use rights included with Dynamics 365 licenses are non-perpetual and expire when the cloud subscription expires.
• Dynamics CALs have no reciprocal rights to access functionality provided exclusively to Dynamics 365 licenses. Nor do dual use rights imply equivalent capabilities between Dynamics CALs and Dynamics 365 licenses.
• Licenses for all supporting servers (such as Windows Server and any CALs) must be obtained separately.
• If you choose to deploy with dual use rights, Microsoft technical support will assist with resulting issues, but support is not included for the on-premises deployment.
• If you choose to deploy on-premises, you have the following technical support options:
o Seek support from your partner.
o Buy professional support incidents to get support directly from Microsoft.
o Use support incidents from an existing Software Assurance contract.
o Buy Premier or Unified Support resources or use resources you’ve already paid for.
If you have bought Dynamics 365 and are entitled to on-premises software, you can obtain it as follows:
• Volume Licensing: Volume Licensing Service Center (VLSC)
• Cloud Solution Provider Program: Contact your partner
• Microsoft Online Subscription Program: CustomerSource
Registration may be required. For more information regarding on-premises licensing see the Microsoft Dynamics 365 Business Central, on-premises, Microsoft Dynamics 365 (On-Premises), and Microsoft Dynamics 365 for Operations on-premises licensing guides here.
Dual write enables customers to synchronize data from the AOS applications Commerce, Finance, Supply Chain Management, and Project Operations into Dataverse. The dual write capability is configured at the table level, enabling you to designate the specific tables to synchronize with Dataverse. Find more details here.
A specific license is not required to enable dual write, nor is additional licensing required if you want to configure dual write against unrestricted tables. When dual write is configured against a restricted table, however, users making updates in Dynamics 365 that result in updates to those restricted tables must be appropriately licensed. For example, if Finance users are leveraging dual write to integrate the Invoice Process (a Dataverse restricted table), these users need to be appropriately licensed.
Dynamics 365 extensibility
Power Platform: Dynamics 365 extensibility is provided through Power Platform. The Power Platform functionality available to Dynamics users is detailed in the Power Apps, Power Automate, and Power Virtual Agent Licensing Guide.
Power BI: Some Dynamics 365 applications may embed Power BI content within the user interfaces, such as the ability to view or configure embedded tables and charts. This is simply a product feature, to the extent it is provided; a Power BI license is not required to access or configure this content. Dynamics 365 users are not provided with any standalone or general-purpose Power BI license or use rights. If you require Power BI Pro, you will need to license and pay for it separately.
Other extensibility: For applicable products, Dynamics 365 licenses also include the ability use custom tables, as described in Appendix D, and create custom security roles, as described in Appendix E.
For more informations download the document:
(© 2020 Microsoft Corporation. All rights reserved.)