fperformance Microsoft Dynamics 365 Licensing Guide June 2019 Table of Contents Using This Guide ................................................................................................................................................................................... 2 What’s new in this licensing guide ................................................................................................................................................ 2 Introduction to Dynamics 365 ......................................................................................................................................................... 3 How to buy Dynamics 365 ................................................................................................................................................................ 3 Licensing Programs............................................................................................................................................................................................. 3 International Availability ................................................................................................................................................................................... 4 Minimum License Purchase Requirements ............................................................................................................................................... 4 How to License Dynamics 365 ........................................................................................................................................................ 5 Licensing Requirements for Internal Users ............................................................................................................................................... 5 Licensing Requirements for External Users .............................................................................................................................................. 7 Multiplexing ........................................................................................................................................................................................................... 8 Dual Use Rights .................................................................................................................................................................................................... 9 Dynamics 365 Subscriptions ......................................................................................................................................................... 11 Dynamics 365 Plan ........................................................................................................................................................................................... 11 Dynamics 365 Customer Engagement Plan .......................................................................................................................................... 11 Dynamics 365 Unified Operations Plan ................................................................................................................................................... 11 Dynamics 365 Applications .......................................................................................................................................................................... 12 Dynamics 365 Additional Users .................................................................................................................................................................. 12 Dynamics 365 Device ...................................................................................................................................................................................... 13 Product Licensing .............................................................................................................................................................................. 15 Dynamics 365 for Sales .................................................................................................................................................................................. 15 Dynamics 365 for Marketing ....................................................................................................................................................................... 17 Dynamics 365 for Customer Service ......................................................................................................................................................... 19 Dynamics 365 for Field Service ................................................................................................................................................................... 20 Dynamics 365 for Project Service Automation ..................................................................................................................................... 21 Dynamics 365 for Finance and Operations ............................................................................................................................................ 21 Dynamics 365 for Retail ................................................................................................................................................................................. 22 Dynamics 365 for Talent ................................................................................................................................................................................ 23 Dynamics 365 ...................................................................................................................................................................................... 25 Dynamics 365 Customer Insights .............................................................................................................................................................. 25 Additional Services and Software ............................................................................................................................................... 25 Dynamics 365 Default Subscription Capacities ..................................................................................................................... 27 Customer Engagement Plan Applications.............................................................................................................................................. 28 Dynamics 365 Unified Operations Plan Applications ........................................................................................................................ 29 Dynamics 365 Customer Insights .............................................................................................................................................................. 31 Dynamics 365 Trial and Implementation ................................................................................................................................. 32 Dynamics 365 Service Support .................................................................................................................................................... 32 Tiered Pricing ...................................................................................................................................................................................... 33 Additional Resources ....................................................................................................................................................................... 34 Appendix A: Team Members Overview by Plan .................................................................................................................... 35 Appendix B: Customer Engagement Plan Applications Use Rights .............................................................................. 37 Appendix C: Dynamics 365 Unified Operations Plan Security Roles by User SL Level .......................................... 42 Appendix D: Custom Entities ........................................................................................................................................................ 49 Appendix E: Operations Customization and Licensing Requirements ......................................................................... 50 Appendix F: Dynamics 365 Capacity Add-ons ....................................................................................................................... 51 Customer Engagement Plan and Applications capacity add-ons ................................................................................................ 51 Unified Operations Plan and Applications capacity add-ons ........................................................................................................ 53 Customer Insights capacity add-ons ........................................................................................................................................................ 56 Appendix G: Licensing Channel & Segment Availability ................................................................................................... 57 Appendix H: Support Policies ....................................................................................................................................................... 59 Appendix I: Change Log ................................................................................................................................................................. 60 Dynamics 365 Licensing Guide | June 2019 P a g e