Microsoft Dynamics 365 Customer Engagement Licensing Check

Licensing Microsoft Dynamics 365 can be complex. This risks individuals having insufficient use rights - or paying unnecessary cost for functions that aren't needed.

If your organisation is licensed with Microsoft Dynamics 365 sales or service apps, our checker tool will quickly confirm the correct licence types for each user that reflects their actual usage.

We'll review each active user's usage for any Dynamics 365 Customer Engagement instance and present a Power BI report with our findings that lists what licence type each person should be equipped with.

This free check will help you identify and fix any non-compliant licensing issues and reduce costs if some users are licensed with more capabilities than they need.

Specifically, this will help you identify these frequently encountered licensing mistakes:

  • Users being licensed with a Plan when an app licence would be sufficient
  • Team Member users who should be licensed with a full Dynamics app
  • Users licensed with the Sales App who only need a Team licence 

Review Your Licensing Now

If the renewal of your Dynamics 365 UK agreement is near, review your licensing now across all users to identify if savings can be made, and make sure that existing licences are sufficient for use needs. Contact us today to arrange this free check and gain clarity about your Dynamics licensing. 

Dynamics 365 Licensing Check Example 

In the example below, the report has identified 5 active end users. Of these, three are updating records across sales and service roles (such as opportunities and cases) and will need to be equipped with Plan licences. 

However, because users 'James Greaves' and 'Simon Shaw' have created / updated few service entities during this period, there may be an opportunity to review internal processes whereby these activities could potentially be passed to another user. As a result, this would enable efficiencies to be made in reducing both or either of these users to a Sales app licence instance.

One user, 'Daniel Hunter' is creating and updating sales entities so a sales app licence is needed in this scenario. Finally, a further user, 'Ian Mennie' has only carried out light usage tasks so a Team Member licence will suffice.

Using this analysis, system administrators can make a quick comparison with their current licences and make changes accordingly. 

A Quick Guide to Dynamics 365 License Options

Role-Based Dynamics App

License individual users by a single application defined by their role: Sales, Customer Service, Project Service or Customer Service. For Sales and Customer Service apps, choose between Enterprise or Professional (SMB) capabilities. From £49 per user / month

Customer Engagement Plan

Equip users with functionality across all Customer Engagement apps. £86.70 per user / month
Microsoft has announced the withdrawal of the Plan licence from 1 October...READ MORE

Team Member

Lowest price point to access Dynamics 365 designed for light usage requirements including create / edit contacts and activities and read any data stored in Dynamics. From £6.00 per user / month 

PowerApps P2

Platform licence providing the full power of the Common Data Service for Apps to build and deploy bespoke model-driven apps using the Dynamics 365 interface and connect these with other apps and services using Microsoft Flow. £30.20 per user / month

All prices exclude VAT and reflect standard commercial licensing

Dynamics 365 Licensing Entitlements

Depending on the type and volume of Dynamics 365 licences, a selection of entitlements include:

  • Multiple production / non-production instances
  • Deploy an integrated self-service web portal
  • Dynamics 365 mobile apps
  • Knowledge base capabilities
  • Customer Service Insights AI app
  • Microsoft Flow
  • PowerApps
  • Gamification

READ MORE: Microsoft Dynamics 365 Licensing Resources