An introduction

to licensing the

Dynamics 365

ERP apps

Louise Ulrick

AgendaThe basics• Understanding the different ERP apps

• Choosing the right licenses for different

types of users

• Licensing internal and external users

• License availability

Some specialist solutions• Asset Management

• Talent Comprehensive Hiring

• Fraud Protection

• Default capacities

The basics

January 2020

Dynamics 365

Customer Relationship Management (CRM) Enterprise Resource Planning (ERP)

January 2020

Dynamics 365

On-premises CRM solution On-premises ERP solution

Online ERP solutionOnline CRM solution

Customer Relationship Management (CRM) Enterprise Resource Planning (ERP)

January 2020

Dynamics 365

On-premises CRM solution On-premises ERP solution

Online ERP solutionOnline CRM solution

Customer Relationship Management (CRM) Enterprise Resource Planning (ERP)

January 2020

The Dynamics 365 Licensing Guide

Great to refer to for:

• Information on the licenses for

the different plans and apps

• The types of people who will

use each of the apps

• Examples of external users

• Licenses required for internal

users by task

• Default subscription capacities

http://bit.ly/D365LGJan2020

January 2020

What is ERP?Enterprise Resource Planning

InsightsRetail

PersonnelOperations

Finance

Fully Integrated

January 2020

Licensing the Dynamics 365 ERP apps

RETAILSUPPLY CHAIN MANAGEMENT

FINANCE

TALENT

TEAM MEMBERS

OPERATIONS – DEVICE

OPERATIONS – ACTIVITY

User Subscription License Device Subscription License

January 2020

Meeting minimum purchase requirements

Base license minimums:• 20 x Finance

• 20 x Supply Chain Management

• 20 x Retail

• 5 x Talent

No combinations are allowed,

and thus each app must meet

the minimum purchase

requirements

separately

Licenses may be mixed to achieve minimums

For example: 10 x Finance + 10 x Retail

Operations – Device SLs can be used to satisfy the minimums with a ratio

of 2.5 to 1

For example: 50 Operations – Device SLs = 20 SLs equivalent for

Finance, Supply Chain Management or Retail

For example: 13 Operations – Device SLs = 5 SLs equivalent for Talent

CSPEA

January 2020

Licensing for Retail scenariosRetail scenarios are licensed through a combination of licenses, depending on a user’s needs

TEAM MEMBERS

OPERATIONS –DEVICE

OPERATIONS –ACTIVITY

RETAIL

$180

$50

$75

$8

Headquarters and central operations users

Store employees, managers and point-of-sale devices

$190/$210

Light usage across Dynamics 365Read

For example:

• A clothing store with 10 users

sharing a store computer

• User licensing: 10 x $50 = $500

• Device licensing: $75

January 2020

Licensing a user for more than one app

RETAILSUPPLY CHAIN MANAGEMENT

FINANCE

TALENT

Base licenses

Attach licenses

$180 $180 $180

$40

RETAILSUPPLY CHAIN MANAGEMENT

FINANCE

$30 $30 $30

Page 64, January 2020 Licensing Guide

Notes

• Base license must be the higher priced app

• Base and attach license provide access to

same application functionality

January 2020

Using the Team Members license

Users can:

• Read Dynamics 365 data across all apps

• Participate in a specific set of scenarios for the ERP apps

Dynamics 365 Finance and Operations Scenarios

Supply Chain Management

Finance

Retail

Talent

Scenarios you are permitted to use Team Members license to customize

• To record any type of time

• To record any type of expenses

• Manage personal information

• Manage direct employee and candidate activities for hiring, onboarding, and human resources

• Create requisitions

• Create or edit the items related to the following capabilities: quality control, service orders and

departmental budgets

• Approval of time, expense, invoices

A Team Members license is a named user subscription, designed for

users who are not tied to a particular function, but who require basic

Dynamics 365 functionality, priced at $8 per user per month

A Team Members license does not provide access to custom applications, and a Power Apps license or a

full Dynamics 365 license is then required, dependent on the scenario

January 2020

Choosing the right licenses: internal users

Pages 43 – 52, January 2020 Dynamics 365 Licensing Guide

January 2020

Choosing the right licenses: external users

No licenses are required for external users

Who ARE External Users?

• End customers of the organization

• Off-site vendors not in an employee-like

relationship with the organization

Who ARE NOT External Users?

Contractors, vendors or agents who:

• Provide business processes on the customer’s behalf

• Use Microsoft Dynamics 365 to manage any portions of

their business

January 2020

Step-up licenses

Step-up licenses enable an EA customer to move from a lower license to a higher one at any time

Step-up licenses are not required in CSP since a new Subscription is started for the higher license,

and the Subscription for the lower license is reduced or suspended.

Original license Can step up to

Operations – Activity User SL

Finance User SL

Supply Chain Management User SL

Retail User SL

Team Members User SL

Finance User SL

Supply Chain Management User SL

Retail User SL

Talent User SL

Operations – Activity User SL

January 2020

Availability of the Dynamics 365 ERP licenses

Team

Members

User SLs

Activity and

Device SLs

Finance, Supply Chain

Management, Retail

and Talent User SLs

EA Y Y Y

MPSA Y Y Y

Open/OV

CSP Y Y Y

Web Direct Y

DPL

SPLA

Some specialist solutions

January 2020

Licensing Asset Management

SUPPLY CHAIN MANAGEMENT

Asset Management

$100

Asset Management helps manage and maintain physical assets throughout the lifecycle

Initial capacity:

100 assets per tenant

per month

Asset Management

$100

Additional capacity:

100 assets per tenant

per month

…

There is no limit to the number of Asset Management packs that may be purchased

After 50 Asset Management packs have been purchased, customers may manage

unlimited assets with no additional purchase required

$180

January 2020

Licensing Talent

TEAM MEMBERS

$8

TALENT

$40

Human Resource

professionals

and recruiters

Employees who

need self-serve HR

access or hiring

managers who will

be hiring for their

own teams

Comprehensive Hiring

$200

Comprehensive Hiring

$200…

Expands Talent Attract capabilities for

recruiters, talent specialists, and people

managers

Comprehensive Hiring packs must be bought to cover the total

number of employees. 100 employees are covered per pack

SKU Total employees Minimum purchase Cost per pack

Comprehensive Hiring Tier 1 <1,000 2 packs $200

Comprehensive Hiring Tier 2 1,000 – 5,000 10 packs $150

Comprehensive Hiring Tier 3 >5,000 50 packs $100

January 2020

Licensing Fraud Protection

Fraud Protection

$10,000

Initial capacity:

10,000 assessments

per tenant per month

Additional Assessments

$1,000

Additional capacity:

10,000 assessments

per tenant per month

…

Fraud Protection is a cloud-based anti-fraud solution for medium to large-sized organizations worldwide,

designed to help lower fraud-related costs, increase profits, and improve customer experience

https://dynamics.microsoft.com/en-us/ai/fraud-protection/

January 2020

Default and additional subscription capacitiesInitial entitlement is accrued for qualifying SLs (Finance, Supply Chain Management, Retail), and additional

entitlement is accrued for these licenses or 4 x Operations – Activity, or 2.5 x Operations – Device licenses

Initial entitlement

per tenant

Additional

entitlement

per qualifying SL

Purchase of

20 x Retail SLs

12 x Operations – Activity SLs

5 x Operations – Device SLs

Total

entitlement

Database Capacity 20GB 500MB

20 x 500 = 10,000MB

12/4 x 500 = 1,500MB

5/2.5 x 500 = 1,000MB

32.5GB

File Capacity 40GB 4GB

20 x 4 = 80GB

12/4 x 4 = 12GB

5/2.5 x 4 = 8GB

140GB

Additional capacity may also be purchased

Add-on capacity per tenant

per month

Database Capacity $40 per GB

File Capacity $2 per GB

January 2020

Default and additional instances

Default instances

• 1 x Production instance

• 1 x Sandbox Tier 1 instance

• 1 x Sandbox Tier 2 instance

The first base license purchased for Finance, Supply Chain

Management or Retail includes the default instances

Additional instances may be purchased

Sandbox Description Purpose Cost

Tier 1 Developer – single box Customize applications and unit testing $425

Tier 2 Standard Acceptance Testing – multi-box User acceptance, integration testing and training $1,350

Tier 3 Premium Acceptance Testing – multi-box Large scale user acceptance testing, integration testing and training $4,050

Tier 4 Standard Performance Testing – multi-box Performance, load, and staging with user acceptance testing $7,900

Tier 5 Premium Performance Testing – multi-box Performance, load, and staging with user acceptance testing $12,000

An introduction

to licensing the

Dynamics 365

ERP apps

Louise Ulrick