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PDF Dynamics 365 Licensing Guide

Using this Guide Use this guide to improve your understanding of how to license Microsoft Dynamics 365 (Dynamics 365) Dynamics 365 brings your customers and business together with the next generation of Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) applications

PDF Microsoft Dynamics 365 Licensing Guide

Microsoft Dynamics 365 has two types of SLs: (i) User SLs are assigned on a “named user” basis meaning each user requires a separate User SL; User SLs cannot be shared but an individual with a User SL may access the service through multiple devices (ii) Device SLs are assigned to license a device a

  • How are dynamics applications licensed?

    Dynamics applications are licensed under a variety of models consisting of assigned licenses that are dedicated to a named user or device and unassigned licenses that provide access to a feature or service at tenant level. Assigned licenses provide a named user or dedicated shared device with access to applications.

  • Who can access Microsoft Dynamics 365 server?

    Users or devices licensed with the Dynamics 365 Plan, Dynamics 365 Customer Engagement Plan, Dynamics 365 for Sales, Dynamics 365 for Customer Service, or Dynamics 365 for Team Member SLs may access the on-premises Microsoft Dynamics 365 Server software provided via dual use rights.

  • Does Dynamics 365 need a license?

    Device: Dynamics 365 may be licensed with user or device SL, only the user or the device requires a license, but not both. If the user of a device has a user SL, then the device does not need to be licensed. Likewise, if the device is licensed with a device SL, the user does not need a license. Customers may mix both user and device SLs.

  • Do I need a Power BI license for Dynamics 365 unified operations?

    Customers who require Power BI Pro will need to license and pay for it separately. The Dynamics 365 Unified Operations applications themselves may embed Power BI content within the service User Interfaces. This is simply a product feature, and no Power BI licensing is required to access this content.

Licensing requirements

To implement the Customer portal, you must have the following licenses: •Power Apps portals – This license is required to host the Customer portal. Portals are licensed based on usage. For more information, see the Power Apps portals licensing requirements. learn.microsoft.com

Dependencies on dual-write and Power Apps portals

The Customer portal depends on Power Apps portals and dual-write, as shown in the following illustration. Unlike other features from Supply Chain Management, the Customer portal template resides in Power Apps portals. Therefore, the Customer portal is limited by the functionality and capabilities that are provided by Power Apps portals and the tables in dual-write. learn.microsoft.com

Required setup to enable the Customer portal

After you've made sure that you have the required licenses, you can set up dual-write as described in the dual-write initial synchronization instructions. Be sure to enable the following table mappings in dual-write: •Sales Order Header •Sales Order Details •Accounts •Contacts learn.microsoft.com

Provision the Customer portal

Before you begin, make sure that you've already completed the required setup. Then follow these steps to provision the Customer portal. 1.Go to Power Pages. 2.Make sure that you're using the environment where you enabled dual-write. 3.On the Templates tab, open the Dynamics 365 tab, and select the template named Customer Portal. 4.Follow the on-screen instructions. After provisioning is completed, you can access the Customer portal on the Active Sites tab of the Home page. learn.microsoft.com

Update the Customer portal

More functionality might be added to the Customer portal later. Any changes that Microsoft makes to the underlying solution components will automatically appear in your environment. However, the website that is provisioned in your environment won't automatically reflect changes that are made to the configuration data. You will have to manually appl

Additional resources

To learn how you can set up and customize the Customer portal, you should start by reviewing the following documentation for the underlying technologies: •Power Pages documentation •Dynamics 365 templates •Dual-write documentation To effectively manage your sites, you must understand the Power Pages and Microsoft Dataverse lifecycle. For more information, see the following resources: •About Power Pages lifecycle learn.microsoft.com

Basics of Microsoft Dynamics 365 licensing  Everything you need to know

Basics of Microsoft Dynamics 365 licensing Everything you need to know

Dynamics 365 Licensing

Dynamics 365 Licensing

Microsoft Dynamics 365 Portal Integration

Microsoft Dynamics 365 Portal Integration

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