Dynamics 365 has different licensing options. Here we will look at the different types of users.
Full Users are described as users that require the full rich business applications functionality, such as Salespeople, Finance employees etc.
There are also users that do not require this full functionality. These users perform duties such as:
- consume data or reports
- complete light tasks like time or expense entry and HR record updates
- be heavier users of the system, but not require full user capabilities
These users are referred to as:
- Dynamics 365 for Team Members
- Dynamics 365 for Operations Activity
- Dynamics 365 for Talent subscriptions
To configure licensing, go to https://portal.office.com and under Billing select Purchase Services:
Note there are several options available for Dynamics, including:
You can also go to: https://www.microsoft.com/en-us/dynamics365/pricing
Then under each plan you will see the reduced user types:
Team members “execute basic processes and share knowledge.”
Operations Activity “perform transactional tasks with Finance and Operations or Retail applications.”
Operations Devices “access Finance and Operations or Retail application functionality through a shared, licensed device.”
The different plans are listed as:
- Dynamics 365 Plan – Get full use of all applications in one comprehensive, cost-efficient option. This is basically all the other plans combined in terms of functionality (AX, CRM)
- Unified Operations Plan – Get full use of applications that help connect and manage your business operations. This used to be called “Plan 2”. This is basically Dynamics AX functionality
- Customer Engagement Plan – Get full use of applications that help build and support customer relationships. This used to be called “Plan 1”. This is basically Dynamics CRM functionality
- Applications and Offers – Start with what you need and upgrade to plans as your business grows. Here you can buy individual applications such as Talent, Sales, Retail, Project Service Automatiom etc.