dynamics 365 user license types
Dynamics 365 Licensing Guide
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 Dynamics 365 Licensing Guide November 2020 P a g e 4 Assigned Licenses |
How does Dynamics 365 license a business application?
Dynamics 365 simplifies the licensing of business applications. The primary licensing method is by named user subscription. The Dynamics 365 user subscriptions classify users into two types. One user type is a “full user” and the other is a "light user."
How do I assign a Microsoft 365 user license?
Return to the Microsoft 365 admin center and go to Users > Active users and select the user you want to assign a license to. The settings for that user open in a fly-out. Select the Licenses and Apps tab in the flyout and then select the Dynamics 365 Customer Insights - Journeys User License check box to assign the license to this user.
What types of users are included in Dynamics 365 user subscriptions?
The Dynamics 365 user subscriptions classify users into the following types: Full users: are the users whose work requires use of the feature rich business applications functionality. Examples of full users are salespeople, customer service representatives, finance employees, controllers, human resources, and supply chain managers.
Overview
Read this article to learn how to work with user accounts, user licenses, and security roles in Dynamics 365 Customer Insights - Journeys. learn.microsoft.com
Create user accounts and assign licenses
Warning To use entities, tables, operations, or components associated with a specific app like Sales or Service, you must be licensed for those apps. The license requirement applies regardless of whether you create a custom app to access the data. Like most model-driven apps in Dynamics 365 (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Customer Insights - Journeys, and Dynamics 365 Project Service Automation), Customer Insights - Journeys integrates with the user management and licensing features of the Microsoft 365 admin center. To get started, each user who requires access to Customer Insights - Journeys must have a user account on your Microsoft 365 tenant. More information: Add users individually or in bulk to Microsoft 365 Unlike most Dynamics 365 apps, Customer Insights - Journeys is licensed per instance (also based on certain quotas, such as the number of Customer Insights - Journeys contacts and monthly email messages) but it isn't licensed per seat, which means that you can add as many users to each Customer Insights - Journeys instance as you like for no extra charge because Customer Insights - Journeys user licenses are free. learn.microsoft.com
Assign security roles to users
Security roles enable administrators to control users' access to data through a system of access levels and privileges. The combination of access levels and privileges that are included in a specific security role sets limits on each user's view of data and on what actions the user can perform with that data. You can assign more than one security role to a user. The effect of multiple security roles is cumulative, which means that the user has the permissions associated with all security roles assigned to the user. Administrators can also create teams, apply security roles to those teams, and add users to each team. All users that belong to a team inherit the security roles applied to that team for as long as they remain a member, and lose those roles as soon as they leave the team (other than roles also granted to them personally or by other teams they are on). Important You must assign at least one security role to every user. The app doesn't allow access to any user who does not have at least one security role. To apply security roles to users, and to customize each role, do the following: learn.microsoft.com
Inspect and create customized copies of security roles
All model-driven apps in Dynamics 365 come with a collection of preconfigured security roles to help get you started. Each of these roles provides various levels of access to a collection of entities that are typically used together by specific security roles. Each of these roles is given a name that indicates the type of user who should be assigne
Special permissions for marketing pages and assist edit
Two features of Customer Insights - Journeys require that users have security roles with unexpected privileges for some entities. These are: •To go live with marketing pages, elevated privileges are required for the website entity The error checker for marketing pages requires full organization-level access to the Website entity, which enables the feature to confirm that the page is configured correctly to be published on your Power Apps portal. Therefore, all users that need to check and/or go-live with a marketing page published on a portal must have a security role with the privileges shown in the table and illustration following this list. This doesn't affect captured forms or forms embedded on an external site or CMS system. •To access assist edit, elevated privileges are required the for the marketing email dynamic-content metadata entity learn.microsoft.com
Form and field level security
In addition to the entity-level security set directly on each security role, you can also control access to specific forms and/or fields. These work as follows: •Form-level security restricts access to specific forms, so even if a user has a security role that grants access to a given entity (such as customer journeys), that user might not be able to access some of the forms of that entity (such as the insights) unless they have one of the additional roles required by that form. Most of the entities added by Customer Insights - Journeys don't include any form-level security out of the box, so users that can access these entities can also access all the forms that belong to them, though some exceptions exist (including insights forms for some entities). •Field-level security applies extra restrictions on specific fields, so even if a user can view a given form, some fields on that form could be hidden if they require an additional field security profile. Field security profiles are similar to, but separate from, the entity-level security roles otherwise described in this article. You don't see form or field settings when you edit the security role, so you must manage these separately. learn.microsoft.com
Security roles added by Customer Insights - Journeys
The tables in this section summarize the purpose of each role added by Customer Insights - Journeys. They should give you a good idea of which roles to assign each of your users. For details information about precisely which permissions and access levels any single role provides, inspect the permissions tables provided in the Security roles window, as described previously in Inspect and customize security roles. To see the permissions required for each role, see Permissions for out-of-the-box roles learn.microsoft.com
Don't modify or remove service users
Customer Insights - Journeys includes a preconfigured user called D365 Marketing, which must have the following security roles: •EventManagement S2SInbound •LinkedIn LeadGen S2SInbound •Marketing Services User •Marketing, Business App Access •Marketing Service user extensible role learn.microsoft.com
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