How to save money with Dynamics 365 Apps?

Understanding Microsoft license subscriptions can be daunting, regardless of your level of expertise. The abundance of options available can be overwhelming. It’s important to note that mostly all license subscriptions can be obtained through two primary avenues: EA (Enterprise Agreement) or Microsoft CSP (Cloud Solution Provider) agreements. In the Volume Licensing program, you have access to Office 365, Dynamics 365, and Azure, which are available through three channels: Enterprise Agreement (EA), Enterprise Agreement Subscription (EAS), and Server and Cloud Enrollment (SCE).  

This blog aims to provide an overview of these options and guide users in optimizing their licensing costs. By exploring these aspects, readers will gain valuable insights into navigating the complexities of Microsoft license subscriptions and achieving cost efficiency. 

First and subsequent application licenses: 

All Dynamics modules have a base license. This includes the Customer Engagement Suite (Sales, Field Service, Customer Service, Project Operations / Project Service Automation, and Marketing) and Financial Suite (Business Central and Finance and Supply Chain). Most applications have multiple license types like enterprise or professional for customer engagement suite. For example, users can buy a Professional or Enterprise sales license. On a tenant level, these licenses cannot be mixed and matched. If one CRM tenant is set up with a professional license, then it cannot have users with enterprise licenses.  

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Dynamics 365 also has additional licenses, offering more advanced AI and features. These include Dynamics 365 Sales Premium, Viva Sales, Relationship Sales, Remote Assist, and other advanced licenses.  

Exploring the features of professional and enterprise licenses for Dynamics 365: 

Professional Edition: 

The Professional edition of Dynamics 365 is designed for small to medium-sized businesses that require a comprehensive CRM solution with essential functionalities. Here are some of the key features of the Professional edition: 

  1. Sales Management: The Professional edition offers robust sales management capabilities, allowing businesses to track leads, manage opportunities, and streamline the sales process. It provides tools for managing contacts, accounts, and sales pipelines efficiently. 
  2. Customer Service: With the Professional edition, organizations can deliver exceptional customer service by efficiently managing cases, tracking customer interactions, and providing self-service options. It enables businesses to resolve customer issues promptly and enhance customer satisfaction. 
  3. Integration: Professional edition supports integration with other Microsoft products and services, such as Office 365 and Power Platform. This integration enables seamless collaboration and data exchange across different platforms. 

Enterprise Edition: 

The Enterprise edition of Dynamics 365 targets larger organizations with more complex CRM requirements. It offers advanced features and scalability to support enterprise-level operations. Here are some of the key features of the Enterprise edition: 

  1. Sales Intelligence: The Enterprise edition provides advanced sales intelligence capabilities, leveraging AI-driven insights, predictive analytics, and machine learning algorithms. It enables businesses to gain deeper customer insights, identify sales trends, and make data-driven decisions. 
  2. Customer Service Optimization: With the Enterprise edition, organizations can optimize their customer service operations by leveraging advanced tools such as service level agreements (SLAs), entitlements, and AI-powered virtual agents. It allows for personalized customer interactions and efficient case resolution. 
  3. Advanced Marketing Automation: The Enterprise edition offers robust marketing automation features, including advanced segmentation, customer journey orchestration, and multi-channel marketing campaigns. It empowers businesses to deliver personalized, targeted marketing experiences at scale. 
  4. Field Service Management: This edition includes comprehensive field service management capabilities, enabling organizations to schedule and dispatch field technicians, manage work orders, and track service performance. It facilitates efficient field operations and enhances customer satisfaction. 
  5. Unified Service Desk: The Enterprise edition provides the Unified Service Desk (USD), a powerful tool for contact center agents. USD offers a unified view of customer information, streamlines agent workflows, and enhances productivity by integrating with telephony systems and other applications. 

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Qualifying Application Licenses: 

Almost all modules also have the subsequent qualifying application license option. Subsequent qualifying license only applies to users licensed for the base application. For example, suppose a user has a Sales Enterprise license and needs to use any other application like field service or customer service. In that case, the user can be provided access via a subsequent qualifying application license at a fraction of the cost of the base license.  

Module-Specific Considerations: 

  1. Dynamics Marketing: The Marketing module provides tenant-level access. Once Dynamics Marketing is configured, all users can access the marketing module without requiring additional licenses, ensuring broad access to marketing capabilities within the organization. 
  2. Project Service Automation (PSA): PSA is no longer available as a standalone license and has been replaced by Project Operations, which requires a Dynamics Finance license. Users with the Customer Engagement Suite can upgrade to a Sales Premium license and then add the Project Operations add-on, providing a cost-effective approach compared to acquiring a separate Project Operations license. For users to have stand-alone project operations licenses without finance and supply chain, requires a minimum of 10 sales licenses.  
  3. Dynamics Business Central: Dynamics Business Central offers an attached option for licenses. The subsequent application license discount applies only to professional sales and customer service licenses with a Business Central license, allowing businesses to optimize costs when integrating Business Central with other modules. 
  4. Prerequisite Licenses: Some licenses can only be purchased if prerequisite licenses are provisioned. This list covers those licenses: 
LicenseLicense Prerequisites (Base License only)
Dynamics 365 Team MembersDynamics 365 user SLs other than the Team Members SL
Dynamics 365 Marketing Attach*10 or more seats of ONE the following:
- Dynamics 365 Customer Service Enterprise
- Dynamics 365 Customer Service Professional
- Dynamics 365 Sales Enterprise
- Dynamics 365 Sales Premium
- Dynamics 365 Sales Professional
- Dynamics 365 Field Service
- Dynamics 365 Finance
- Dynamics 365 Supply Chain Management
- Dynamics 365 Commerce
- Microsoft Relationship Sales
Dynamics 365 Sales Insights- Dynamics 365 Sales Enterprise, or
- Dynamics 365 Sales Premium, or
- Microsoft Relationship Sales
Dynamics 365 Conversation IntelligenceDynamics 365 Sales Insights
Dynamics 365 Customer Insights AttachDynamics 365 Marketing, or

20 or more seats of ONE of the following:
- Dynamics 365 Sales Enterprise
- Dynamics 365 Sales Premium
- Dynamics 365 Customer Service Enterprise
- Microsoft Relationship Sales
Chat for Dynamics 365Dynamics 365 Customer Service Enterprise
Dynamics 365 Intelligent Order Management User SLDynamics 365 Intelligent Order Management
Dynamics 365 Customer Service MessagingDynamics 365 Customer Service Enterprise
- Sensor Data Intelligence Scenario Add-in for Dynamics 365 Supply Chain Management
- Cloud Scale Unit Add-in for Dynamics 365 Supply Chain Management
- Edge Scale Unit Add-in for Dynamics 365 Supply Chain Management
Dynamics 365 Supply Chain Management
- Dynamics 365 e-Commerce Tier
- Dynamics 365 Commerce Scale Unit - Cloud
- Dynamics 365 Commerce Recommendations
- Dynamics 365 Commerce Ratings and Reviews
Dynamics 365 Commerce

*Users with less than ten seats of the Prerequisites or are new to Dynamics may purchase the Marketing (Standalone) application 

Conclusion: 

Microsoft licensing has many options, and it can get complicated. This blog was kept short and specific to certain scenarios on purpose. If you have additional questions on licenses, please get in touch with us, and we will be more than happy to help with the best licensing option for your scenario.