Microsoft Dynamics CRM license mapping to Dynamics 365

Hi everyone.  I wanted to showcase and display for you how your Dynamics CRM licenses will alter when you transition to Dynamics 365, and how the licenses map across each product.  For CRM users new to Dynamics 365 check out our previous blogs which will help position the direction Microsoft is taking CRM.

If you currently have Microsoft Dynamics CRM Online (prior to 1.11.16) Professional, Basic or Essential licenses, then when you move to Dynamics 365, you will do so at your concessionary transitional pricing.  The concessionary price will be in place for 12 months.

Microsoft Dynamics CRM license mapping to Dynamics 365 can be simplified, although there is no direct link to the licenses in Dynamics CRM to those in Dynamics 365.  The CRM licenses were based around capability and allowed access to all entities; for example Sales, Marketing and Customer Service are entities.  With Dynamics 365 Microsoft has moved to role based licensing and applications.  This means that if you are in a sales role, you will need a sales app and unless you use the customer service entity, you would only need sales.

 

Recommended Step Microsoft Dynamics CRM license mapping to Dynamics 365:

Look at each user in your Microsoft CRM base and find out what entities they use and need for their job role.  Create a spreadsheet recording each named user and start to record the entities they use and the processes they are involved in.  Also check their security rights and permissions and record these.

Example of Microsoft Dynamics CRM license mapping to Dynamics 365

Professional CRM licenses : will your users need sales or customer service app or both?

Basic CRM licenses : Sales, customer service, both, or move to a team member license

Essential CRM licenses : team member licensing

New Dynamics 365 Licenses and applications

The new Enterprise Edition Dynamics 365 licenses and applications cover 5 core areas:

Sales

Customer Service

Marketing (coming soon)

Field Service

Project services.

Additionally, there will be a new application type called PowerApps.  This is new functionality that will empower your teams, however this functionality will only be available Online and this will not be released to On Premises sites.

Many of these apps you will recognize from your CRM entities, such as Sales and Customer Service.  Please note that the basic marketing functionality is held in the Sales app, however Microsoft is bringing out a brand-new marketing application which will be more powerful and enable true marketing.

Each application can be purchased in isolation (depending upon the user’s needs), or as a “plan”.

The plan based licensing means that your users can have access to more than one application.  Please see our illustrations of Plan 1 and Plan 2.   Please note Plans are not available for on premise sites.

Microsoft Dynamics 365 Enterprise Edition Plan 1 Microsoft Dynamics CRM license mapping to Dynamics 365

Note PowerApps will only be available for cloud licensing

Microsoft Dynamics 365 Enterprise Edition Plan 2 Microsoft Dynamics CRM license mapping to Dynamics 365

Note PowerApps will only be available for cloud licensing

Within Plan 2 is the Operations app, which contains powerful ERP capability, all within the Enterprise Edition Dynamics 365 platform.

For both Online and On premises customers, applications will be available stand alone, or you can purchase using plan options.  For On premises customers wanting to purchase via a plan they will need to transition using dual use rights.

A note about Tiered Licensing

Please note that there will be tiered pricing for Microsoft Dynamics 365 in the cloud.  This will allow cost savings; the more people that are licensed the bigger the savings.

Tiered pricing is only available for Cloud customers and is not available for On Premises.  Tiered pricing also only operates on Plan 1 licenses.

For more information on Licensing, download our Enterprise Edition Dynamics 365 licensing summary:

Dynamics 365 Click Through Button 625x207 Microsoft Dynamics CRM license mapping to Dynamics 365

Posted by Caltech IT Limited a UK based CRM partner 

Let’s block ads! (Why?)

CRM Software Blog