We remove the complexity of Microsoft Dynamics 365 licensing.
Our team will help you assess what licenses your organisation needs so that you operate efficiently and compliantly.
With so many Microsoft Dynamics 365 licensing options, it’s easy to get confused. We work alongside clients to ensure they do not pay any more than necessary for Microsoft Dynamics 365 licenses whilst making sure their users have access to the required Microsoft Dynamics 365 functionality.
We can work alongside you to set up Microsoft Dynamics 365 licensing as well as to review existing licensing. Use our Microsoft Dynamics 365 License Check service to make sure you are not paying more than necessary.
Microsoft Dynamics 365 Customer Engagement comprises apps for a number of different business roles comprising:
- Dynamics 365 for Sales
- Dynamics 365 for Customer Service
- Dynamics 365 for Field Service
- Dynamics 365 for Project Service
- Dynamics 365 for Marketing
Types of License
You can buy licenses for individual users for each application. These can be bought as either Enterprise or Professional licenses (Enterprise offers the greatest level of functionality). Per user prices including Caltech’s support are as follows:
- Dynamics 365 for Sales Professional – £79.00
- Dynamics 365 for Enterprise Sales Application – £115.00
- Customer Engagement Plan (Plan 1) – £160.00
- Dynamics 365 for Customer Service application – £115.00
- Team Member Dynamics 365 License – £13.00 (A team member license provides basic access to Dynamics 365. A team member may consume data, use reporting of data or carry out light access duties. For more information on team member licensing see full post.)
Please note that Microsoft Dynamics 365 licenses are purchased per user. Each license is called a CAL and is named against each user. Device licenses give the ability to share a Dynamics 365 license but these users must use one device. The Device CALs are perfect for 24 / 7 operations such as large call centres with shift workers.
Another option is to buy license plans. This enables you to utilise all Customer Engagement apps giving you greater flexibility to tailor the solution to particular roles within your organisation. We can work with you to analyse your requirements and advise on the best license plan to meet the needs of your organisation.
Enterprise or Professional?
The Sales Professional application allows basic sales functionality in Dynamics 365 as well as creating cases. The Sales Enterprise Application has greater customisation capability as well as full sales automation and case creation and marketing lists, plus it allows ‘goals’ to be managed.
Goals provide a powerful toolset for monitoring progress against business KPI targets across all areas of CRM and Microsoft Dynamics 365. Goals are an excellent way to track sales teams / individual sales commissions.
Dynamics 365 Customer Engagement Plan functionality
The Dynamics 365 Customer Engagement Plan license, also known as Plan 1, is a combination of applications available from Microsoft Dynamics 365. Its functionality includes:
• Sales – full sales functionality including goals, marketing lists and account management
• Customer Service – managing cases, using SLAs and reporting
• Field Service- managing service scheduling
• Project Service Automation
• Marketing using the Microsoft Dynamics Marketing functionality
It also includes the Power apps and the mobile application platform service. If you need more than one application in Dynamics 365 then you will find this is a cost-effective way to license Microsoft Dynamics 365 as it gives full access across the entire CRM site.
Licensing for custom entities
Custom entities in Microsoft Dynamics 365 are created to enable a process or a bespoke requirement a within your system. Users will still require a Dynamics 365 license to work within a custom entity. For example, if the entity dovetails into the ‘accounts’ entity (area in Microsoft Dynamics 365) then the license will need to cover the work that is carried out in accounts. Therefore, custom entities will require an appropriate license as customisations can only be made against the entities included in the use rights.
We can help you create, plan and structure custom entities.
Licensing and business growth
As your business grows it is likely that your Microsoft Dynamics 365 site will expand. This will impact on your license which can usually be managed by purchasing more storage for your CRM site.
It’s good practice to ‘clean’ your site at set intervals, we can help you do this. We can also offer document stripping as well as SharePoint integration which will help manage and optimise your site size.
Find out more
To discuss your Microsoft Dynamics 365 licensing requirements, please get in touch with a member of our team. We will be pleased to help you.