If you want to save money, it is important to understand the license types available in the new Microsoft Dynamics 365.
The primary licensing model is a subscription by named user. (There are also device licenses, which is the topic for another post). The two license types we will discuss in Microsoft Dynamics 365 are “Full User” and “Team Member User”.
Full users are people who want to use a full range of functionality. For example, sales people, customer service reps, finance professionals, supply chain managers etc… Perhaps you have referred to these people as “Power Users” or “Pro Users”. In Microsoft Dynamics 365 they can be licensed for an individual application (aka module) such as Sales, Field Service, Project Service Automation, Customer Service. Or they can be licensed on a Plan, which gives them full access to ALL of these applications.
Team Member Users are “light users”. These are people who consume data or reports (read only), and complete light tasks like time/expense entry or updates to HR records.
Of course, Team user licenses are much less expensive. By using them strategically you can allow more people within your organization to use and benefit from your data.
It’s important to ask, what can full users and team member users do in Microsoft Dynamics 365?
So let’s dig into a little more detail on each license type.
UPDATE:
Note: As of May 1, 2017 Team Members tiers are being consolidated to a new single price point in Microsoft Dynamics 365. This means ALL Team Member licenses are $8 regardless of the quantity.
Team Users vs Full users in the Sales App – Microsoft Dynamics 365
| SALES APP | Team Members Per User |
Full User Per User |
|
| Access | Access Anywhere: Web App, Mobile App, Tablet App, via Outlook | • | • |
| Read | Full Read across all Dynamics 365 Applications | • | • |
| Team Members | Team Members Funtionality: Accounts, Contacts, Activities, Knowledge, etc. | • | • |
| Custom Entities* | • | • | |
| Edit | Sales Lead Management | See Details** | • |
| Sales Opportunity Management | • | ||
| Competitor Tracking, Sales Product Management, Sales Price Lists | • | ||
| Sales Quote, Sales Order, Sales Invoice | • | ||
| Marketing Lists, Marketing & Quick Campaigns | • | ||
| Unified Service Desk | • | ||
| Sales Goals, Sales Territory Management, Business Units, Teams | • | ||
| Voice of Customer, Social Engagement, Mobile Offline | • (online only) |
||
| Platform | PowerApps for Sales | • | • (online only) |
| $8 user/month | $95 user/month | ||
| *Actions can be performed only against records corresponding to entities included in the use rights.
**Create and Update opportunities via Portal only for non-employee or non-dedicated contractor users.
Online only means there is no equilvalent on-premises functionality for dual-use rights. |
|||
Team Users vs Full users in the Customer Service App – Microsoft Dynamics 365
| CUSTOMER SERVICE APP | Team Members Per User |
Full User Per User |
|
| Access | Access Anywhere: Web App, Mobile App, Tablet App, via Outlook | • | • |
| Read | Full Read across all Dynamics 365 Applications | • | • |
| Team Members | Team Members Funtionality: Accounts, Contacts, Activities, Knowledge, etc. | • | • |
| Custom Entities* | • | • | |
| Edit | Enterprise Case Management | See Details** | • |
| Unified Service Desk | • | ||
| Customer Service Agent Queues & Scripts | • | ||
| Customer Service SLAs & Entitlements | • | ||
| Contracts & Contract Templates | • | ||
| Facilities & Equipment | • | ||
| Services, Resources, & Work Hours | • | ||
| Voice of Customer, Social Engagement Enterprise, Mobile Offline | • (online only) |
||
| Platform | PowerApps for Customer Service | • | • (online only) |
| $8 user/month | $95 user/month | ||
| *Actions can be performed only against records corresponding to entities included in the use rights.
**Include Self Service rights to create own personal tickets via Portal only as ‘supportee’ , not as agent. |
|||
Team Users vs Full users in the Field Service App – Microsoft Dynamics 365
| FIELD SERVICE APP | Team Members Per User |
Full User Per User |
|
| Access | Access Anywhere: Web App, Mobile App, Tablet App, via Outlook | • | • |
| Read | Full Read across all Dynamics 365 Applications | • | • |
| Team Members | Team Members Funtionality: Accounts, Contacts, Activities, Knowledge, etc. | • | • |
| Custom Entities* | • | • | |
| Edit | Work Order Management | See Details** | • |
| Schedule & Dispatch engine-Scheduling Assistant, Drag & Drop, Resource Bookings & Schedule Board Management | • | ||
| Repair & Return (RMA/RTV) Management, Inventory Management, Customer Assets, Field Service Invoices | • | ||
| Field Service Customer Agreements | • | ||
| Territories, Resources, & Work Hours | • | ||
| Field Service Mobile Application | • | ||
| Field Service Mobile Application | • | ||
| Voice of Customer, Social Engagement Enterprise, Mobile Offline | • (online only) |
||
| Platform | PowerApps for Field Service | • | • (online only) |
| $8 user/month | $95 user/month | ||
| *Actions can be performed only against records corresponding to entities included in the use rights. **Update Work Orders and view Schedule via Portal only for non-employee or non-dedicated contractor users Online only means there is no equilvalent on-premises functionality for dual-use rights. |
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Team Users vs Full users in the Project Service Automation App – Microsoft Dynamics 365
| PROJECT SERVICE AUTOMATION APP | Team Members Per User |
Full User Per User |
|
| Access | Access Anywhere: Web App, Mobile App, Tablet App, via Outlook | • | • |
| Read | Full Read across all Dynamics 365 Applications | • | • |
| Edit | Team Members Funtionality: Accounts, Contacts, Activities, Knowledge, T&E | • | • |
| Custom Entities* | • | • | |
| Edit | Project Management | See Details** | • |
| Project Estimates & Project Expenses | • | ||
| Resource Availability View and Resource Schedule Management | • | ||
| Project Contracts, Project Price List, Project Invoice Management | • | ||
| Approve Project Transactions | • | ||
| Manage Services Resources, Competencies & Work Hours | • | ||
| Voice of Customer, Social Engagement Enterprise, Mobile Offline | • (online only) |
||
| Platform | PowerApps for Project Service Automation | • | • (online only) |
| $8 user/month | $95 user/month | ||
| *Actions can be performed only against records corresponding to entities included in the use rights. Online only means there is no equivalent on-premises functionality for dual-use rights. |
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Common Capabilities For Full User Licenses – Microsoft Dynamics 365
| Common Capabilities For Full User Licenses | |
| Sales, Customer Service, Field Service, and Project Service Automation | |
|
|
What can Team Member users do for Plan 1 Apps in Microsoft Dynamics 365?
| TEAM MEMBERS OVERVIEW FOR PLAN 1 APPS | ||
| Access | Access Anywhere: Web App, Mobile App, Tablet App, via Outlook | • |
| General System Use | Use Relationship and Connections between records | • |
| Run as an On-demand process*, Run an Automated Workflow | • | |
| Saved views, personal views | • | |
| Search, Advanced Find Search | • | |
| Export data to Microsoft Excel, Perform Mail Merge | • | |
| Read | Full Read across all Dynamics 365 Applications | • |
| Edit/Actions | Accounts & Contacts, Activities & Notes, Shared Calendar, Announcements | • |
| Knowledge Management, Interactive Service Hub for KM, User Dashboards & Reports | • | |
| Time & Expense, Apply for Project | • | |
| Collaboration experience: Activity Feeds & Yammer Integration | • | |
| Use a Queue Item, start dialog* | • | |
| Custom Entities | • | |
| Special Portal Only Items | Employee Self Service Via Web Only: Start Personal Support Chat & Cases | • |
| Respond to Voice of the Customer Surveys | • | |
| Non-Employee, Non-Outsourced users: Create & Update Opportunities, update work orders | • | |
| Operations | Light Dynamics 365 Operations Functionality | • |
| Platform | PowerApps for Team Members | • |
Next Steps?
A good Microsoft Dynamics 365 (Dynamics CRM) partner will be able to help you evaluate the people and roles within your organization so you can purchase the right mix of Full users vs Team Member Users.
We are ready to help. Contact us at 877-600-2253 or [email protected]
By Crowe Horwath, Microsoft Dynamics CRM Gold Partner.
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Oliver, Yes, Team members can create a record for a custom entity.
This may sound like a silly question, but can a Team License user create a record for a custom entity, or only edit existing records?
Hello, our parent company will be introducing Dynamics 365 later this year but a couple of the Southern California salespeople would like to get started with the Team Member version so we can input contacts, update the accounts with meetings, calls etc. and assign tasks (for ourselves and to others). Is this possible with the Team version? Ideally, we would like to integrate our data to the company version of Dynamics when they launch it. The parent company has over 50,000 employees.
Thank you!
Dave Warren
You can certainly use the Team Member license to perform the actions you mentioned. There is a new May internal use rights document that outlines the team member license in more detail. Feel free to send me an email ([email protected]) and I’ll be happy to send it and answer any questions you may have.
Formerly known as Axapta, Microsoft Dynamics 365 is a powerful purpose-built business solution for global enterprises that renders support to industry-specific and other business processes, and also provides a comprehensive, core ERP functionality for financial, Supply chain, production, procurement and sourcing, sales and marketing, project management and accounting, services management, BI and reporting and human resources management
According to the Microsoft Dynamics 365 pricing page the Operations app subscription is $190/user/mo. and Project Services is $95/user/mo. Plan 2 which includes both is $210/user/mo. Note that volume discounts and other promos may be applicable for current CRM Online, Office 365 users and subscribers to competitive products.
I'm going insane trying to figure out how much it would cost to purchase Operations and Project Service Automation only. There are dozens of blog posts about demystifying the licensing structure & costs, but not one answers this question. A bunch of the images show operations as its own a la carte app when describing the purchase options, but not one shows a price for this app. Can it only be purchased as part of a Plan (in this case, Plan 2)? Many thanks!