Microsoft Dynamics 365 Enterprise Edition Licensing Guide-July 2017

Dynamics 365 Enterprise Edition – Subscription Licensing Requirements

Licensing Requirements for External Users
External users are end customers and third-party users of the organization or its affiliates and do not require SLs to access Microsoft Dynamics 365. External user access is included with the organization’s internal user SLs. Customer Engagement Applications graphical user interfaces may not be accessed by external users.
In addition, external users include off-site vendors not on an employee-like relationship with the organization or its affiliates (e.g. IT help desk support vendors serving multiple customer organizations).
However, external user access does not extend to the customer or the customer’s affiliate’s contractors, vendors, or agents providing business processes on the customer’s behalf or using Microsoft Dynamics 365 to manage any portions of their business. In this sense, the customer may not use Microsoft Dynamics 365 to provide business process outsourcing services to its clients.
Microsoft Social Engagement, a service included as part of select Microsoft Dynamics 365 licenses, does not distinguish between internal and external users. You must license external users, as well as, internal users who will access services with a Microsoft Dynamics 365 license.

Licensing Requirements for Internal Users

Customers must purchase Subscription Licenses (SLs) for their organization or their affiliates’ employees and on-site agents, vendors or contractors who directly or indirectly access the Microsoft Dynamics 365 services.
Microsoft Dynamics 365, Enterprise edition has two types of SLs:
• User SLs are assigned on a “named user” basis, meaning each user requires a separate User SL; User SLs cannot be shared but an individual with a User SL may access the service through multiple devices.
• Device SLs are assigned to license a device.
o With the Customer Engagement Plan Business Application Device SL any number of users can use the licensed device with a shared login, such as ‘truck1@contoso.com’ without the need for separate User SLs. Individual users cannot be tracked as they all share one login. Customer Engagement Plan device licenses are full devices – they include the same rights as the equivalent user license.
o With the Dynamics 365 Operations Device SL any number of users can access a licensed device with individual logins without the need for separate User SLs. The Operations device is a limited license with a subset of Unified Operations capabilities.
Since Microsoft Dynamics 365 may be licensed with User or Device SL, only the user or the device requires a SL, but not both. If the user of a device is licensed with a User SL, then the device does not need a Device SL. Likewise, if the device is licensed with a Device SL, then the user does not need a User SL. Customers can mix both User and Device SLs.
The User and Device SL grants users non-perpetual rights (with no buy-out rights) to the use of the Dynamics 365 service. As long as you are current on your subscription payments and adhere to the Product Terms and the Online Service Terms, you will have access to the most up-to-date version of Microsoft Dynamics 365.

The subscription licenses include access rights to the default Microsoft Dynamics 365 instances included in the subscription account, and every additional Microsoft Dynamics 365 instance (production or non-production) associated with the same Azure AD tenant. For more information on Azure AD tenants, please see here.

Multiplexing
Multiplexing refers to the use of hardware or software that a customer uses to pool connections, reroute information, or reduce the number of devices or users that directly access or use the Microsoft Dynamics 365 service. Multiplexing does NOT reduce the number of SLs of any type required to access the Microsoft Dynamics 365 service. Any user or device that accesses the Microsoft Dynamics 365 service —whether directly or indirectly—must be properly licensed.
Microsoft Dynamics 365 SLs are required for users or devices that directly input, query, or view data from the Microsoft Dynamics 365 service. Similarity, Microsoft Dynamics 365 SLs are required for users or devices that input data into, query, or view data from the Microsoft Dynamics 365 service through a pooling device. Pooled connections use a non-interactive user account in Microsoft Dynamics 365 that can access the system but only via the web service layer. Internal users and devices accessing Microsoft 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 if they are set up as a Microsoft Dynamics 365 user in the service, for example:
• Internal users and devices access Microsoft Dynamics 365 data indirectly through a PowerApp must still be properly licensed for Dynamics 365.
• 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 Microsoft Dynamics 365 SL.
• The number of tiers of hardware or software between the Microsoft Dynamics 365 service and the user or devices that ultimately use its data, services, or functionality does not affect the number of SLs required.
For additional information about multiplexing refer to the Microsoft Volume Licensing Brief Multiplexing—Client Access License (CAL) Requirements.

Note: Licensed users may manually rekey information (when coming from non-licensed users) into the Microsoft Dynamics 365 service. This scenario is not considered multiplexing.

Dual Use Rights
One of the advantages of Microsoft Dynamics 365 is dual use rights. This allows customers the option to deploy the server software either in Microsoft’s cloud or in a private on-premises or partner-hosted cloud. In some cases, customers may want to deploy both types of instances simultaneously. This might be done to help with migrating a Microsoft Dynamics 365 on-premises deployment to Microsoft Dynamics 365, running private Dev/Test deployments in Microsoft Azure. With Dual Use Rights, Microsoft Dynamics 365 users licensed with the required User SL do not need to acquire CALs to access Server instances.
Users or devices licensed with Microsoft Dynamics 365 SLs have use rights equivalent to a CAL for the purpose of accessing equivalent on-premise workloads. With Microsoft Dynamics 365 the server license is included with the SLs. For the Unified Operations Plan and applicable Unified Operations applications, this is the Microsoft Dynamics 365 for Operations Server and for the Customer Engagement Plan Business Applications this is the Microsoft Dynamics 365 On-premises Server. Customers may use downgrade rights to deploy an earlier version of a server, however, for Microsoft Dynamics 365 for Operations Server, downgrade rights are limited to Dynamics AX 2012 R3 Server. Licenses for all supporting servers (e.g., Windows Server and CAL(s)) must be obtained separately.
Users or devices licensed with the Microsoft Dynamics 365 Plan, Customer Engagement Plan, Sales, Customer Service, or Team Member SLs may access the on-premises Microsoft Dynamics 365 Server software provided via dual use rights.
Users or devices licensed with the Microsoft Dynamics 365 Plan, Unified Operations Plan, Retail, Operations Device, or Team Member SLs may access the on-premises Microsoft Dynamics 365 for Operations Server software provided via dual use rights. Access to the Microsoft Dynamics 365 for Operations Server software provided via dual use rights is exclusive to those users assigned a qualifying Microsoft Dynamics 365 SL and External Users and not provided for users licenses with on-premises CALs.

Dual Use Rights included with Microsoft Dynamics 365 SLs are non-perpetual and will expire when the cloud subscription expires.
Microsoft Dynamics CALs have no reciprocal rights to access functionality provided exclusively to Microsoft Dynamics 365 User SLs, nor do Dual Use Rights imply equivalent capabilities between Microsoft Dynamics CALs and Microsoft Dynamics 365 SLs.
Customers who have purchased Microsoft Dynamics 365 and are entitled to On-Premises software can obtain their software as follows. Volume Licensing: Volume Licensing Service Center (VLSC), Cloud Solution Provider Program: PartnerSource, Microsoft Online Subscription Program: CustomerSource. Registration may be required.

Microsoft Dynamics 365 Subscription License Types

Microsoft Dynamics 365 simplifies licensing of business applications. The primary licensing is by named user subscription. The Microsoft Dynamics 365 user subscriptions classify users into two types, “full users” and “other users”.

Full users are the users whose work requires use of the feature rich business applications functionality. Examples of full users are sales people, customer service representatives, finance employees, controllers and supply chain managers. These users have also been referred to in the past as Pro users or Power Users. These full users are licensed with a Dynamics 365 Plan, or Dynamics 365 application subscription (not including Dynamics 365 for Talent).
Other users often represent a large percentage of users in an organization and may consume data or reports from line of business systems, complete light tasks like time or expense entry and HR record updates or be heavier users of the system, but not require full user capabilities. These other users are licensed with Dynamics 365 for Team Members, Dynamics 365 for Operations Activity or Dynamics 365 for Talent subscriptions.
There is also device licensing available for the Enterprise edition for shared device scenarios. See the Device Subscription License section for more information.

Dynamics 365 for Team Members
The Microsoft Dynamics 365 for Team Members subscription is a named user subscription designed for users who are not tied to a particular function, but who require basic Dynamics 365 functionality. This license includes read access as well as some write access for select light tasks across all Dynamics 365 applications for a given tenant. As a result, as more Dynamics 365 applications are adopted across an organization, any user previously licensed with Team Members subscription would be licensed already to access those additional applications.
The Team Members SL user may access Dynamics 365 data from Dynamics 365 for Unified Operations Plan and Dynamics 365 Customer Engagement Plan Applications. Note, at least one Full user must be assigned to the tenant to administer and configure the service. A Plan subscription is the most cost-effective option to provide ultimate flexibility for a user to administer and configure more than one Dynamics 365 application.
The Team Members SL grants a user full read access across all the Dynamics 365 Enterprise edition applications for a given tenant. In addition, the Team Members SL includes some limited use write access across Unified Operations Plan and Customer Engagement Plan Business Applications as defined below.

Dynamics 365 for Team Members, Enterprise edition also includes the “PowerApps for Dynamics 365 Applications” license. Team Members users can use PowerApps to access Dynamics 365 within the bounds of their Team Members license.

Team Member use rights for Dynamics 365 for Unified Operations Plan Applications
The Team Members SL grants a user the following Dynamics 365 for Finance and Operations, Dynamics 365 for Retail and Dynamics 365 for Talent rights for their own use and not for, or on behalf of, other individuals:
(i) To record any type of time
(ii) To record any type of expenses
(iii) Manage personal information
(iv) Manage direct employee activities in Human Resources
(v) Create requisitions
(vi) Create or edit the items related to the following capabilities: quality control, service orders and departmental budgets
(vii) Approval of time, expense, invoices

Team Member use rights for Dynamics 365 Customer Engagement Plan Applications
The Team Members SL grants a user the following Dynamics 365 for Sales, Dynamics 365 for Customer Service, Dynamics 365 for Field Service, or Dynamics 365 for Project Service Automation rights for their own use and not for, or on behalf of, other individuals:
(i) Write access to Accounts, Contacts, Activities, Tasks and notes
(ii) Record time and expense for Dynamics 365 for Project Service Automation, and apply for projects
(iii) Set up and manage the knowledgebase and Interactive Service Hub
(iv) Update personal information
(v) User Reporting and dashboards
(vi) Edit Custom Entities*
(vii) Participate as an end-consumer of Dynamics 365 services such as responding to surveys, or applying for projects

4. Customizations can only be performed against entities included in the Team Member use rights. Custom Entities may be either based on entities included in Dynamics 365 or created by a customer or partner. Access to Custom Entities based on entities not part of Team Members rights require a higher USL, depending on the required access.

Dynamics 365 for Operations Activity
The Dynamics 365 for Operations Activity subscription is a named user subscription intended for users who may be heavy users of the application, but do not require the use rights of a full user. Dynamics 365 for Operations Activity use rights include all Team Member user rights as well as the right to:
(i) Approve all Activity related transactions
(ii) Create or edit the items related to warehousing, receiving, shipping, orders, vendor maintenance, and all budgets
(iii) Operate a Point-of-Sale (POS) device, store manager device, shop floor device, or warehouse device.

Dynamics 365 Enterprise Edition Applications

Application subscriptions are named user subscriptions where a user is licensed only for one individual application. This is largely how business applications have traditionally been licensed. Application subscriptions also include use rights to PowerApps for mobile app creation and use against Dynamics 365 data. Dynamics 365 will have the following Applications as part of the Enterprise edition: PowerApps, Dynamics 365 for Sales, Dynamics 365 for Field Service, Dynamics 365 for Customer Service, Dynamics 365 for Project Service Automation, Dynamics 365 for Finance and Operations, Dynamics 365 for Retail and Dynamics 365 for Talent.

Microsoft PowerApps
PowerApps and Microsoft Flow capabilities are included in all the Dynamics 365 applications and Dynamics 365 for Team Members subscriptions so that users can create, modify and use mobile apps based on Dynamics 365 data. Dynamics 365 Business and Enterprise edition Plans include PowerApps P2, which provides users full create and run capabilities across data sources including the ability to model business data in the Common Data Model (CDM).

Microsoft Dynamics 365 for Sales
For your sales team, Microsoft Dynamics 365 for Sales provides licensed users with access to core sales capabilities for a significantly lower price than comparable offerings from other vendors, including lead and opportunity management, product, price list, and order management, as well as sales group management functionality. Each Dynamics 365 for Sales User SL also includes rights to Unified Service Desk for Microsoft Dynamics 365, Microsoft Social Engagement, Voice of the Customer for Microsoft Dynamics 365, Dynamics 365 Mobile Offline, Dynamics 365 – Gamification, and Microsoft PowerApps capabilities. Additionally, this license includes rights to configure and administer the Dynamics 365 for Sales application.

Microsoft Dynamics 365 for Customer Service
Microsoft Dynamics 365 for Customer Service is the recommended choice for your customer support teams. It provides licensed users with access to core customer service capabilities for a significantly lower price than comparable offerings from other vendors, including Enterprise case management, Interactive Service Hub, Unified Service Desk for Microsoft Dynamics 365, SLAs and Entitlements, and other Service group management functionality. Each Dynamics 365 for Customer Service User SL also includes rights to Microsoft Social Engagement, Voice of the Customer for Microsoft Dynamics 365, Dynamics 365 Mobile Offline, Microsoft Dynamics 365 – Dynamics 365 – Gamification, and Microsoft PowerApps capabilities. Additionally, this license includes rights to configure and administer the Dynamics 365 for Customer Service application.

Microsoft Dynamics 365 for Field Service
Microsoft Dynamics 365 for Field Service is the recommended choice for your field-based service teams, leveraging tight integration between Dynamics 365 for Customer Service case management capabilities and field service work orders to deliver business process driven, best in class field service management. It provides licensed users with access to field service capabilities including work order management, schedule, dispatch, and routing capabilities, repairs and returns management, and inventory management. Each Dynamics 365 for Field Service User SL also includes rights to Microsoft Social Engagement, Voice of the Customer for Microsoft Dynamics 365, Dynamics 365 Mobile Offline, Dynamics 365 – Gamification, and Microsoft PowerApps capabilities. Additionally, this license includes rights to configure and administer the Dynamics 365 for Field Service application.
This User SL also includes the Field Service Mobile Application, a Microsoft application that is specifically designed for Dynamics 365 for Field Service, distinct from the Dynamics CRM Mobile Client Application. This application is technically limited to only Field Service entities and a maximum of 10 custom entities.

Microsoft Dynamics 365 for Project Service Automation
Microsoft Dynamics 365 for Project Service Automation is designed for professionals who manage projects and the associated customer engagement process end-to-end. This provides licensed users with capabilities required for setting up a project organization, engaging with customers, project scheduling and costing, managing and approving time and expense, and closing projects. Each Dynamics 365 for Project Service Automation Service User SL also includes rights to Microsoft Social Engagement, Voice of the Customer, Dynamics 365 Mobile Offline, Dynamics 365 – Gamification, and Microsoft PowerApps capabilities. Additionally, this license includes rights to configure and administer the Dynamics 365 for Project Service Automation application.
This User SL also includes the Microsoft Project Online Premium license. The details for this license can be found on the Microsoft Project Online website.

Note: The SharePoint that comes with Project Online plans is a use rights restricted version that only allows SharePoint usage within the scope of Project Online. Please see the Service Description for additional details.

User SL Comparison Dynamics 365 for Sales, Customer Service, Field Service, and Project Service Automation
The following provides a high-level summary of the use rights associated with each of the five User SL levels.

Dynamics 365 for Finance and Operations
The Microsoft Dynamics 365 for Finance and Operations includes full read, edit and approval access across the Finance and Operations application plus Microsoft PowerApps capabilities. Finance and Operations provides the operations features and capabilities including but not limited to financial, manufacturing and supply chain capabilities that are not included in other standalone Unified Operations Plan applications.
The Dynamics 365 for Finance and Operations application cannot be licensed as a standalone application and is licensed exclusively with the Dynamics 365 Unified Operation Plan or Dynamics 365 Plan SLs. For Plan SLs purchase requirements, refer to Dynamics 365 Plans section in this licensing guide document.

Dynamics 365 for Retail
The Dynamics 365 for Retail application is designed to help retailers manage their operations, deliver a connected employee experience, and offer exceptional shopping experiences. By leveraging intelligent forecasting and product recommendations, retailers may: (i) improve in-store and e-commerce profitability, (ii) drive intelligent business insights to optimize strategy and cost, and (iii) accelerate buying behavior through ubiquitous customer experiences.
The Retail application is optimized for full users, including headquarter and central operation employees of retail organizations. Depending on the scenario, employees in retail stores will generally be licensed with either the Operations Device SL or Operations Activity SL. Examples of these scenarios may include store employees, store managers and point of sale devices. For Operations Device and Operations Activity use rights, refer to those licenses descriptions in this licensing guide document.
There is a 20-seat minimum of Dynamics 365 for Retail (or Dynamics 365 Plan or Unified Operations Plan) SLs required to license the application.
Retail deployments may also utilize the Retail Store Scale Unit, which is a retail server, cloud POS website and channel database deployed locally in a store. It maintains connectivity with and extends a Dynamics 365 for Retail deployment, providing improved performance, business continuity and hybrid capabilities in store.
The Retail Store Scale Unit installation and use rights are included with a qualifying minimum purchase of Dynamics 365 for Operations Plan, Unified Operations Plan and Retail Application SLs and may be downloaded and installed at no additional cost. All servers, users and devices accessing the Retail Store Scale Unit must be appropriately licensed. The Retail Store Scale Unit is not available as a standalone license. Required hardware, Windows Client or Windows Server and SQL licenses must be acquired and licensed separately.
If dual use rights are being exercised and downgrade rights are utilized to downgrade to AX 2012, the Retail Store Server is not an included use right and appropriate licensing must be obtained. Please see 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.

Dynamics 365 for Talent
The Microsoft Dynamics 365 for Talent application helps organizations strategically attain, empower and optimize human resources to achieve high-impact, sustainable results for the organization. There are two sets talent experiences:
1) HR Experience: strategic HR experience to drive operational excellence through intuitive experiences, visibility and collaboration and impactful programs.
2) Talent Experiences: hire the best talent faster, build high performing agile teams and maximize the potential of your team.

Both of these experiences are licensed together in the Dynamics 365 for Talent application. Examples of full users who would be licensed with Talent application SLs would include human resource professionals and recruiters.
Other users who sit outside of HR and recruiting, such as employees who need self-serve HR access and hiring managers who will be hiring for their own teams would be licensed through the Team Members SL.
There is a 5 seat minimum of full Dynamics 365 for Talent (or Dynamics 365 Plan or Unified Operations Plan) SLs required to license the Talent application.

Dynamics 365 Plans

Plan subscriptions are new with Dynamics 365. With one single user subscription, a Plan subscription is the most cost-effective option to provide ultimate flexibility for a user to have access to any Dynamics 365 functionality to get their job done. Plan subscriptions provide users rights to use functionality across any of the respective Plan applications as well as use of Microsoft PowerApps, the mobile application platform service.

Enterprise Edition Customer Engagement Plan
Customer Engagement Plan gives you the flexibility to work with any application functionality. Customer Engagement Plan includes flexibility to use Dynamics 365 for Sales, Dynamics 365 for Field Service, Dynamics 365 for Customer Service, Dynamics 365 for Project Service Automation, and full PowerApps P2. Licensing becomes simpler because all Customer Engagement Plan business application rights are included.

Enterprise Edition Unified Operations Plan
Unified Operations Plan includes full read, edit and approval access across the entire ERP solution (formerly known as Microsoft Dynamics AX) plus Microsoft PowerApps capabilities. Unified Operations Plan includes flexibility to use Dynamics 365 for Finance and Operations, Dynamics 365 for Retail and Dynamics 365 for Talent.

Please note there is a minimum quantity of SLs required:
• 20 Microsoft Dynamics 365 for Unified Operations Plan or Dynamics 365 Plan User SLs, 20 Dynamics 365 for Retail SLs and 5 Dynamics 365 for Talent SLs
• Customers may also license equivalent Microsoft Dynamics 365 for Operations Device SLs per tenant
o Dynamics 365 Plan, Dynamics 365 Unified Operations Plan and Dynamics 365 for Retail application SLs may be combined to satisfy the 20-user minimum for a Finance and Operations and/or Retail deployment.
o Dynamics 365 for Operations Device SLs may also be applied toward satisfying the 20-user minimum with 2.5 Device SLs to equal 1 Dynamics 365 for Unified Operations Plan User SL.
o Dynamics 365 Plan, Dynamics 365 Unified Operations Plan and Dynamics 365 for Talent application SLs may be combined to satisfy the 5-user minimum for a Talent deployment.
o For example, a customer could meet the minimum requirement with 10 Dynamics 365 for Unified Operations Plan User SLs and 25 Dynamics 365 for Operations Device SLs
o The Microsoft Cloud Solution Provider (CSP) program does not allow for mixing of SKU types to satisfy the minimum requirement. The CSP minimum is 20 Dynamics 365 Plan SLs, 20 Dynamics 365 for Unified Operations Plan User SLs, 20 Dynamics 365 for Retail SLs or 5 Dynamics 365 for Talent SLs.

Enterprise Edition Dynamics 365 Plan
Dynamics 365 Plan includes access to Customer Engagement Plan functionality plus Dynamics 365 for Unified Operations Plan.

Device Subscription License

Microsoft Dynamics 365 for Sales Device SL
With the Dynamics 365 for Sales device license, multiple users can access the Dynamics 365 for Sales application through a shared device login. The use rights are equal to the that of the Dynamics 365 for Sales User SL, except that access is limited to only the licensed device. Please note there is no Dynamics 365 Enterprise Customer Engagement Plan device license. For a detailed view of the use rights associated with Dynamics 365 for Sales device.

Microsoft Dynamics 365 for Customer Service Device SL
With the Dynamics 365 for Customer Service device license, multiple users can access the Dynamics 365 for Customer Service application through a shared device login. The use rights are equal to the that of the Dynamics 365 for Customer Service User SL, except that access is limited to only the licensed device. Please note there is no Dynamics 365 Enterprise Customer Engagement Plan device license. For a detailed view of the use rights associated with Dynamics 365 for Customer Service device.

Microsoft Dynamics 365 for Field Service Device SL
With the Dynamics 365 for Field Service device license, multiple users can access the Dynamics 365 for Field Service application through a shared device login. The use rights are equal to the that of the Dynamics 365 for Field Service User SL, except that access is limited to only the licensed device. Please note there is no Dynamics 365 Enterprise Customer Engagement Plan device license. For a detailed view of the use rights associated with Dynamics 365 for Field Service device.

Microsoft Dynamics 365 for Operations Device SL
With the Dynamics 365 for Operations Device license, multiple users can access through a device to operate a point of sale device, shop floor device, warehouse device or store manager device.
• “Point of Sale Device” means one device located in the Commerce location, used by any individual, for completing customer facing sales of goods or services transactions.
• “Store Manager Device” means one device located in the Commerce Location, used by any individual, dedicated to performing the following tasks solely for that Commerce Location (i) managing and replenishing inventory, (ii) balancing cash registers and processing daily receipts, (iii) configuring and maintaining menu options displayed by the ISV Devices, (iv) purchasing supplies and services required to run the Commerce Location operations, (v) managing Commerce Location staff, (vi) processing reports required to analyze and manage Commerce Location results, and (vii) managing master data related to Commerce Location operations.
• “Commerce Location” or “Store” means a physical location (static or itinerant) operated by you when closing goods or services transactions with customers.
• “Shop Floor Device” means one device dedicated to performing manufacturing shop-floor functions and that device may not be used for other purposes.
• “Shop Floor Functions” means clock-in and clock-out, starting and finishing production jobs (including project activities carried out on the shop floor), reporting progress, materials consumption and completion, viewing documents and instructions related to production jobs, and viewing worker holiday balances.
• “Warehouse Device” means one device dedicated to Performing Warehousing Functions, and that may not be used for any other purposes.
• “Performing Warehousing Functions” means receiving, putting-away, doing internal stock transfers, picking, packing, capturing product attributes, and shipping goods plus performing inventory count checks in the context of a warehouse management system and posting output and materials consumption against production orders when captured as transfers of raw materials and finished goods between a warehouse and a production line (all other types of transactions are excluded).
Note: Dynamics 365 for Operations Device SL use rights are also available to Dynamics 365 for Operations Activity users. When multiple users who only require these use rights work exclusively on shared devices, it will generally be more cost effective to license those devices with the device SL. When a single user utilizes one or more dedicated personal devices, it will be more cost effective to license that user with an Activity USL.

Additional Services and Software

Microsoft offers additional services and software that work in tandem with Microsoft Dynamics 365, including Microsoft Social Engagement, Voice of the Customer for Microsoft Dynamics 365, Microsoft Dynamics 365 – Gamification, Interactive Service Hub, Dynamics 365 Mobile Offline, and Unified Service Desk for Microsoft Dynamics 365.

Microsoft Social Engagement
Microsoft Social Engagement provides volume and sentiment analysis of social networking data and is recommended for sales, marketing and customer service workers interested in social media discussion of their products, competitors and industry.
All Microsoft Social Engagement functionality is included with Dynamics 365 for Sales, Dynamics 365 for Customer Service, Dynamics 365 for Field Service, and Dynamics 365 for Project Service Automation applications.

Unified Service Desk for Microsoft Dynamics 365
Unified Service Desk for Microsoft Dynamics 365 (USD) consolidates numerous communication channels (such as phone, chat, email, and social media) and relevant services into a single interface to enable greater efficiency and productivity.
USD installation rights are included with Dynamics 365 for Sales and Dynamics 365 for Customer Service SLs. USD is not available as a standalone license.
USD software is installed and run locally on the user’s device. The use rights expire upon expiration of the qualifying User SL subscription term or Software Assurance subscription. Only licensed users may use the software.

Interactive Service Hub
Interactive Service Hub provides a modern and intuitive end user experience for Customer Service and knowledge management roles through an online user experience (UX) design. It unifies customer interactions and pulls together all related information, enabling customers to be productive and view what’s most relevant at all times. The interactive service hub includes a multi-stream dashboard where users can view and act on their workload across multiple data streams as well as a single-stream dashboard where users are provided an aggregate view of the workloads.
Interactive Service Hub is licensed with Microsoft Dynamics 365 for Team Members and higher User SLs and Microsoft Dynamics CRM Server 2016 or later for Team Members CALs.

Voice of the Customer for Microsoft Dynamics 365
Voice of the Customer for Microsoft Dynamics 365 provides general sentiment, contextual feedback, and transactional understanding based on insight captured through feedback and surveys. Customer feedback is captured and leveraged to shape engagements with easy to use, mobile and touch-enabled tools. Feedback is analyzed as part of a single customer record, enabling a direct response to a specific customer concern, or as a whole, so that organizations can better understand their market and programmatically respond to customer needs.
Full Voice of the Customer capabilities are licensed with Dynamics 365 for Sales, Dynamics 365 for Customer Service, Dynamics 365 for Field Service and Dynamics 365 for Project Service Automation, or Enterprise Plan license.

Dynamics 365 Mobile Offline
Dynamics 365 Mobile Offline capabilities enable offline entities, provides auto-reply for offline actions, a strong security model and offline views and offline search.
Dynamics 365 Mobile offline sync is licensed with Dynamics 365 for Sales, Dynamics 365 for Customer Service, Dynamics 365 for Field Service and Dynamics 365 for Project Service Automation, or Enterprise Plan license.

Dynamics 365 – Gamification
The Dynamics 365 – Gamification service allows customers to incent their workers by turning work into play via individual and team contests, as well as engaging the broader organization by enabling them to build fantasy team competitions.
Microsoft Dynamics 365 – Gamification Commissioner, Game Manager and Player rights are licensed with Dynamics 365 for Sales, Dynamics 365 for Customer Service, Dynamics 365 for Field Service and Dynamics 365 for Project Service Automation, or Enterprise Plan license. Fan and Spectator rights are licensed with Dynamics 365 for Team Members.

Default Subscription Capacities

Dynamics 365 will come with many great default features. We want to start by giving you a run through of what will come standard when you start a subscription for either the Customer Engagement Plan Business Applications, or the Unified Operations Plan Applications. We have broken this default section down into all Customer Engagement Plan Business Applications, Dynamics 365 for Sales, Dynamics 365 for Field Service, Dynamics 365 for Customer Service, and Dynamics 365 for Project Service Automation, which will leverage the same tenant and infrastructure will accrue across this one tenant. Unified Operations Plan Applications leverages an entirely different tenant and will have its own set of default capabilities.

Customer Engagement Plan Business Applications
The following Customer Engagement Plan Business application subscriptions share the same tenant and share infrastructure capacity: Dynamics 365 for Sales, Dynamics 365 for Field Service, Dynamics 365 for Customer Service, and Dynamics 365 for Project Service Automation. They will have access to the following shared Customer Engagement Plan Business Application default subscription capacities. If a customer purchases Dynamics 365 Plan they will obtain default access to both the Customer Engagement Plan Business Applications and the Dynamics 365 for Unified Operations Plan Application.

Default Production Instance
The Customer Engagement Plan Business Application subscriptions offer one production instance per tenant, shared across all Customer Engagement Plan Business Applications.

Default Non-Production Instance Capacity
The Customer Engagement Plan Business Application subscriptions offer one non-production instance per tenant, shared across all Customer Engagement Plan Business Applications.

Default Microsoft Dynamics 365

The Dynamics 365 Portal provides you the capability to extend your Dynamics 365 for Sales, Dynamics 365 for Customer Service, Dynamics 365 for Field Service, or Dynamics 365 for Project Service Automation scenarios into cloud hosted web portals, each of which is easily configurable for your employees, partners and customers.
One portal is included with any Dynamics 365 Customer Engagement Plan Business Application subscription, per tenant, shared across all Customer Engagement Plan Business Applications. A Customer Engagement Plan Business Application subscription is required to administer and configure the portal. Each portal may only be associated with one instance.
Starting August 1st 2017, access to the first included portal for the tenant, customers will be required to purchase a minimum of 5 Full User licenses of Dynamics 365 Customer Engagement Plan, stand-alone Dynamics 365 Applications (Sales, Customer Service, Field Service or Project Service Automation) or a combination. Existing customers will not be impacted with this change until renewal. New customers who need to purchase less than 5 users, may purchase the Portal
Role Use Rights Included in Team Members Included in Select Applications Spectator View Results on Leaderboards (web, mobile, and TV screens) & chat with participants Fan Draft personal Fantasy Teams & Earn points, badges & trophies on team results Player Play/Compete in Game (earn points, badges, and trophies) & participate in Chat Game Manager Setup Games: Define game model, metrics, positions, & prizes Commissioner Oversee Games: Admin, role management “Add-on” (see “Microsoft Dynamics 365 Add-ons section” below). Please note: Team Member Licenses will not contribute to the minimum user requirement. Internal users indirectly accessing Microsoft Dynamics 365 application data via a portal are required to have the appropriate Microsoft Dynamics 365 license. The Microsoft Dynamics 365 Portal includes the following capacity for each portal, with additional capacity available for purchase as a subscription add-on to Microsoft Dynamics 365 Customer Engagement Plan Business Application subscriptions. Unused capacity expires at the end of the month and does not roll over to the next month.

Default Database Storage
The tenant for Customer Engagement Plan Business Application subscriptions includes by default 10 GB database storage as long at least one instance of the tenant is on v8.2. Additional storage capacity is granted at no charge as an organization increases the number of full users and is accrued at the rate of 5GB for every 20 full users. Full users have a Dynamics 365 for Sales, Dynamics 365 for Customer Service, Dynamics 365 for Field Service, Dynamics 365 for Project Service Automation, or Enterprise Plan license. For example, for every increment of 20 Dynamics 365 for Sales SLs, the included storage capacity increases by 5 GB. So, a customer with 20 Dynamics 365 for Sales SLs receives a default storage of 15 GB. The cap on the amount of free storage that may be earned is subject to the technical limit of 30 TB.
The Customer Engagement Plan applications storage and the Dynamics 365 for Unified Operations Plan storage are not shared.

Microsoft Social Engagement Capacity in Dynamics 365 Enterprise Customer Engagement Plan
The Microsoft Social Engagement service included with Customer Engagement Plan Business Application subscriptions includes 10,000 social posts per month, per tenant. Unused posts expire at the end of the month and do not roll over to the next month. Additional capacity is available for purchase as a subscription add-on to the Microsoft Customer Engagement Plan Business Application subscriptions in increments of 10,000, 100,000 and 1 million additional posts per month.

Dynamics 365 for Unified Operations Plan Applications
The following Unified Operations Plan Applications share the same tenant and share infrastructure capacity: Dynamics 365 for Finance and Operations and Dynamics 365 for Retail. They will have access to the following shared Unified Operations Plan Application default subscription capacities. If a customer purchases Dynamics 365 Plan they will obtain default access to both the Customer Engagement Plan Business Applications and the Unified Operations Plan Applications.

Default Production Instance
Each Dynamics 365 for Unified Operations Plan subscription offers one production instance per tenant. The production instance comes with disaster recovery and high availability. As a reminder, there is a minimum of 20 Dynamics 365 for Unified Operations Plan User SLs and/or equivalent Device SL per tenant. It takes 2.5 Device SLs to equal 1 Dynamics 365 for Unified Operations Plan User SL. Also, the production instance is monitored 24 X 7 for service health. To ensure the environment is used for live operations, we will provision the production instance only after the implementation nears the ‘operate’ phase after completion of the required activities in the Microsoft Dynamics Lifecycle Services (LCS) methodology.

Default Non-Production Instance Capacity
The Dynamics 365 for Unified Operations Plan and Dynamics 365 for Retail Application will come with one Sandbox Tier 1 and one Sandbox Tier 2 environment per customer. Additional non-production instances can be purchased. See
• Sandbox Tier 1: Developer Instance is provided for the life of the tenant. Additional Developer Instances can be purchased separately as an optional add-on. This is a non-production single box instance that customers can use to customize Dynamics 365 for Unified Operations Plan and unit test their changes. The Non-Production Developer Instance add-on license does not include any incremental default storage capacity.
• Sandbox Tier 2: Standard Acceptance Testing Instance is provided for the life of the tenant. Additional Standard Acceptance Testing Instances can be purchased separately as an optional add-on. This is a non-production multi-box instance that customers can use for User Acceptance Testing, integration testing, and training. The Non-Production Standard Acceptance Testing Instance includes 10 GB of default storage at no additional charge.

Default Database Storage
The tenant for the Dynamics 365 for Unified Operations Plan and Dynamics 365 for Retail Application subscriptions includes by default 10 GB database storage. Additional storage capacity is granted at no charge as an organization increases the number of full users and is accrued at the rate of 5GB for every 20 Dynamics 365 for Unified Operations Plan, Dynamics 365 Plan or Dynamics 365 for Retail users. The Customer Engagement Plan application storage and the Dynamics 365 for Unified Operations Plan storage are not shared between them.

Default File Storage Capacity
Each Dynamics 365 for Unified Operations Plan or Dynamics 365 for Retail application customer will receive 100 GB of file/Azure Binary Large Objects (BLOBs) cloud storage for files and binary data. Additional file storage if required can be purchased separately.

Microsoft Power BI in Microsoft Dynamics 365
Dynamics 365 for Unified Operations Plan and Dynamics 365 Plan users are not provided with any standalone or general-purpose Power BI license or use rights. Customers who require Power BI Pro will need to license and pay for it separately.
Dynamics 365 for Unified Operations Plan and applications may embed Power BI content within the service User Interfaces. This is simply a product feature, and no Power BI licensing is required to access this content. Please consult the Dynamics 365 roadmap for more information on this feature.
Dynamics 365 Enterprise Customer Engagement Plan and Customer Engagement Plan Business Application subscriptions include an option to embed Power BI content as a product feature, but require users to subscribe to Power BI (free user or Power BI Pro depending on content) separately to configure access to this content. More details are available in this article.

Microsoft Dynamics 365 Add-ons
If you require additional subscription capacity (such as additional instances or storage), you can include these optional add-on licenses with your subscription. Subscription add-ons apply across tenant; they are not tied to a specific user. Subscription add-ons can be purchased at any time and remain a part of the subscription for the remainder of the subscription term. We have broken this add-on section down into all Customer Engagement Plan Business Applications, Dynamics 365 for Sales, Dynamics 365 for Field Service, Dynamics 365 for Customer Service, and Dynamics 365 for Project Service Automation, which will leverage the same tenant and infrastructure will accrue across this one tenant. Dynamics 365 for Unified Operations Plan Applications leverages an entirely different tenant and will have its own set of add-on capabilities.

Customer Engagement Plan Business Applications
The following Customer Engagement Plan Business Application subscriptions share the same tenant and share infrastructure capacity: Dynamics 365 for Sales, Dynamics 365 for Field Service, Dynamics 365 for
Customer Service, and Dynamics 365 for Project Service Automation. They will have access to the following Customer Engagement Plan Business Application default subscription capacities, shared across the Customer Engagement Plan Business Applications. If a customer purchases Dynamics 365 Plan they will obtain default access to both the Customer Engagement Plan Business Applications and the Dynamics 365 for Unified Operations Plan Application.

Production Instance Add-on
The Production Instance Add-On is well suited for multi-instance deployments such as departmental applications configured within an organization. Licensed users associated with a Dynamics 365 Customer Engagement Plan Business Application subscription can access the default Dynamics 365 Customer Engagement Plan Business Applications instance included in the subscription, and every Dynamics 365 Customer Engagement Plan Business Application additional instance associated with the same tenant, shared across the Customer Engagement Plan Business Applications.
The Production Instance Add-On license does not include any default storage capacity.

Non-Production Instance Add-on
The Non-Production Instance Add-On is well suited for deployments such as test environments, training applications, and sandbox environments configured within an organization. Licensed users associated with a Dynamics 365 Customer Engagement Plan Business Application subscription can access the default Dynamics 365 Customer Engagement Plan Business Application Non-Production instance included in the subscription, and every additional Non-Production instance associated with the same tenant. The additional Non-Production Instance Add-On license does not include any default storage capacity.

Microsoft Dynamics 365 Additional Portals and Page Views
The default Portal provided with Dynamics 365 Customer Engagement Plan business application subscriptions may be extended by purchasing licenses for additional portals, for use as a non-production portal, or additional production portals.
Customers may also extend the default 1 Million monthly page views capacity of the Portal by purchasing additional page views in increments of 500,000.

Dynamics 365 Customer Engagement Plan Business Application Additional Storage Add-on
The Additional Storage Add-On provides flexibility to increase the storage capacity associated with your Microsoft Dynamics Online subscription in increments of 1 GB per Additional Storage Add-On license, up to 5,000 GB (5 TB) of storage.
Note: The subscription storage corresponding to a customer subscription is tracked against all the Microsoft Dynamics 365 Customer Engagement Plan Business Application instances associated with the tenant.

Social Engagement Additional Posts Add-on
The Additional Posts Add-On provides additional capacity to a Microsoft Social Engagement subscription in increments of 10,000 posts per month. On the first day of the month, the number
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of purchased additional posts is added to the included capacity of 10,000 posts. All unused posts expire at the end of each month.

Dynamics 365 for Field Service – Resource Schedule Optimization Add-on
Resource Scheduling Optimization is an Add-on capability for the Dynamics 365 for Field Service application that enables the customer to automatically schedule work orders to the most appropriate resources, while simultaneously optimizing appointment setting for travel time, mileage, and many other constraints.
Resource Schedule Optimization is licensed per Resource included in the optimization process and will typically be accessed by a scheduler or dispatcher user who will designate any number of resources to be included. Resources may be individuals, such as field technicians or other human resources, equipment, or even designated groups of resources.
The add-on license allows for unlimited use of schedule optimization, which may be on a regular cadence such as daily or weekly, or ad-hoc.
A Dynamics 365 for Field Service license is required for managing the Resource Schedule Optimization.

Unified Operations Plan Applications
The following Unified Operations Plan Applications share the same tenant and share infrastructure capacity: Dynamics 365 for Finance and Operations and Dynamics 365 for Retail. They will have access to the following additional capacities, shared across the Unified Operations Plan Applications. If a customer purchases Dynamics 365 Plan they will obtain default access to both the Customer Engagement Plan Business applications and the Dynamics 365 for Unified Operations Plan application.

Sandbox Tier 1 Add-on (one included with subscription)
This is a non-production single box Developer Instance that customers can use to customize Dynamics 365 for Unified Operations Plan and Retail application and unit test their changes. Licensed users associated with a Dynamics 365 for Unified Operations Plan or Retail subscription can access the default developer instance included in the subscription, and every additional instance associated with the same customer. The additional Non-Production Developer Instance Add-On license does not include any incremental default storage capacity.

Sandbox Tier 2 Add-on (one included with subscription)
This is a non-production multi-box Standard Acceptance Testing instance that customers can use for User Acceptance Testing, integration testing and training. .Llicensed users associated with a
Dynamics 365 for Unified Operations Plan or Retail application subscription can access the default Standard Acceptance Testing instance included in the subscription and every additional instance associated with the same customer. The additional Non-Production Standard Acceptance Testing Instance Add-On license includes 10 GB of default storage at no additional charge per instance.

Sandbox Tier 3 Add-on
This is a non-production multi-box Premium Acceptance Testing instance that customers can use for larger scale user acceptance testing, integration testing and training. This sandbox environment can also be used for performance testing for smaller customers or customers with lighter loads. Licensed users associated with a Dynamics 365 for Unified Operations Plan or Retail application subscription can access every additional instance associated with the same customer. The additional Non-Production Premium Acceptance Testing Instance Add-On license includes 10 GB of default storage at no additional charge per instance.

Sandbox Tier 4 Add-on
This is a non-production multi-box Standard Performance Testing instance that customers can use for performance testing, load testing and staging along with user acceptance testing. This sandbox environment is intended for smaller to medium sized customers or customers with medium load. Licensed users associated with a Dynamics 365 for Unified Operations Plan or Retail application subscription can access every additional instance associated with the same customer. The additional Non-Production Premium Acceptance Testing Instance Add-On license includes 10 GB of default storage at no additional charge per instance. Additional storage capacity is also granted at no charge per instance as an organization increases the number of Full User and Device SLs. For every increment of 20 Full User SLs (excludes Team Members and Activity Users), the included storage capacity increases by 2.5 GB. Again, the total SQL storage of Dynamics 365 for Unified Operations Plan is capped at 1 TB.

Sandbox Tier 5 Add-on
This is a non-production multi-box Premium Performance Testing instance that customers can use for performance testing, load testing and staging along with user acceptance testing. This sandbox environment is intended for larger sized customers or customers with heavier load. Licensed users associated with a Dynamics 365 for Unified Operations Plan or Retail application subscription can access every additional instance associated with the same customer. The additional Non-Production Premium Acceptance Testing Instance Add-On license includes 10 GB of default storage at no additional charge per instance. Additional storage capacity is also granted at no charge per instance as an organization increases the number of Full User and Device SLs. For every increment of 20 Full User SLs, the included storage capacity increases by 2.5 GB. Again, the total SQL storage of Dynamics 365 for Unified Operations Plan is capped at 1 TB.

Additional Storage Add-On
The Additional Storage Add-On provides flexibility to increase the SQL database storage capacity associated with your Dynamics 365 for Unified Operations Plan or Retail application subscription in increments of 1 GB per Additional Storage Add-On license, for a max of 1 TB. This Additional Storage Add-on can be used to increase database storage across the production and/or non-production instances.
Note: The subscription storage corresponding to a customer subscription is calculated as cumulative across Dynamics 365 for Unified Operations Plan instances associated with the tenant.

Visual Studio
Dynamics 365 for Unified Operations Plan development requires Visual Studio Professional 2015 for standard development, customization and extension activities. However, if you want to run performance and load tests, you will need Visual Studio Enterprise 2015. Please note that Visual Studio licenses are not included as part of the Dynamics 365 for Unified Operations Plan Subscription Licenses and must be acquired separately.

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