MB-900 Microsoft Dynamics 365 Fundamentals – Licensing

Licensing always seems to find itself into exams and the fundamentals exam in no different. Microsoft Licensing is hard and complex. As for other exam topics, there are differences between Customer Engagement and Operation that are spelt out below.

App and Plan Licenses

There are several ways you can license Dynamics 365:

Any individual app

Customer Engagement Plan

All Customer Engagement Apps

Dynamics 365 for Sales
Dynamics 365 for Customer Service
Dynamics 365 for Field Service
Dynamics 365 for Project Service Automation

plus

Dynamics 365 for Marketing
Microsoft PowerApps Plan 2

Unified Operations Plan

Finance & Operations
Retail
Talent

plus

Microsoft PowerApps Plan 2

Dynamics 365 Plan

Customer Engagement Plan
Unified Operations Plan

There are then a number of Add-Ons and Offers:

Microsoft Relationship Sales Solution
Dynamics 365 for Marketing
Dynamics 365 for Marketing Additional Contacts
AI for Sales
Customer Insights
Remote Assist
Layout
Talent: Attract
Talent: Onboard

User licenses for Marketing are free but you need to have a number of plan licenses to qualify, if not you can purchase Marketing as an Add-On.

User vs Device Licences

Normally users are licenses on a named user basis but you can also buy device licenses. With a Device license, multiple users can log on to the same shared device but they are restricted to just that device.

In Customer Engagement, there is no different in use rights between Named User and Device and the Device license is a full license however, the Operations Device license is limited to a subset of retail and warehouse functionality.

Additional Users

Team Member has been popular license and was aimed at light touch users but again there are difference between Customer Engagement and Operations. There are no plan licenses for Team.

Team Member license for Customer Engagement Team Member is limited to:

Create, view, update, and delete contacts, activities, tasks, and notes [Note not accounts]
In PSA, record time and expenses and apply for projects
Update personal employee information
User reporting and dashboards
Only 15 custom entities (per App)

Team Member for Operations is limited to:

Record time and expenses
Approval of time and expense
Manage personal employee information
Manage direct employee and candidate activities for hiring, onboarding, and human resources
Create requisitions
Create or edit the items related to quality control and departmental budgets
Approval of invoices

Operations has an Activity license, not available for Customer Engagement, which is a a named user license which sits somewhere between a full user and a team member license. The Operations Activity license has the same rights as an Operations Team Member license plus:

Approval of Activity related transactions
Creating and editing items for warehousing, receiving, shipping, orders, vendor maintenance, and budgets
Operation of Point-of-Sale (POS) devices, store manager devices, shop floor devices, or warehouse devices

Business Central

Dynamics 365 Business Central has the following license options.

Dynamics 365 Business Central Essentials has full access to:

Financial Management
Customer Relationship Management
Project Management
Supply Chain Management
Human Resources Management
Warehouse Management

Dynamics 365 Business Central Premium is everything in Essentials plus:

Service Management
Manufacturing

Business Central has a Team Members license that permits a named user to:

Read everything
Update existing data and entries
Approval of tasks in workflows assigned to a user
Creating and editing quotes
Updating personal employee information
Recording time against jobs

More Information

Pricing
https://dynamics.microsoft.com/pricing/
License Guide for CE & Operations
https://go.microsoft.com/fwlink/?LinkId=866544
License Guide for Business Central
https://go.microsoft.com/fwlink/?LinkId=871590

The post is part of a series for preparing and revising for the Dynamics 365 Fundamentals exam. MB-900. You can find the whole series here.