Update to Dynamics 365 Portal Entitlement

In its latest licensing guide for Dynamics 365, Microsoft has made a change to the entitlement rules for its integrated web portals.

Since Dynamics 365 was launched in 2016, all customers have been able to provision a portal for their instance of Dynamics 365 at no additional cost. As a result, a portal could be deployed with just one full Dynamics 365 app user.

With the new licensing agreement, customers are required to purchase a minimum of 5 full licences of Dynamics 365 Customer Engagement Plan (formerly Plan 1), or standalone applications (namely Sales, Customer Service, Field Service &/or Project Service), or a combination of these.

In addition to the 5 user threshold, the other important point to note is the term 'full' user. To clarify, this means that team member licenses for Dynamics 365 will not contribute towards the minimum user count.

We've listed a selection of examples to demonstrate the Dynamics 365 portal entitlement with the new licensing rules:

Will automatically receive access to one included Dynamics 365 web portal: 

A Dynamics 365 tenant licensed with:

  • 5 x Dynamics 365 Sales app users
  • 3 x Sales apps and 2 x Customer Service app users 
  • 5 x Customer Engagement Plan users

The following examples would NOT automatically receive access to one Dynamics 365 web portal:

  • 3 x Sales app users and 2 or more Team Member licences (fewer than 5 full licences and Team Member licences do not count towards the 5 user minimum)
  • 2 x Customer Engagement Plan users (fewer than 5 full licences)
  • 5 x Team Member licences (only full plan or app licenses are counted)

In instances where customers have fewer than 5 full user licenses of Dynamics 365, the portal add-on can be purchased. This will then enable an integrated portal to be applied for a customer service, partner, community, or custom scenario.

Existing Customers

Existing Dynamics 365 customers won't be impacted by the licensing change until the renewal of their agreement. 

For customers that have 5, or more, full Dynamics 365 licences there isn't any change. In instances where existing customers have fewer than 5 users on their Dynamics 365 tenant upon renewal and want to deploy, or continue using, the Dynamic 365 integrated portal this solution will need to purchased as an add-on subscription. 

Please don't hesitate to contact us if you have any questions about Dynamics 365 portals, or you have any other licensing questions.


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