The options on the Licence Type field on the user profile is confusing. You can't convert an activity to a case using the Sales licence though. As the CEP licence is more expensive I would check what the Sales and Customer Service licences permit and see if either of them are satisfactory as they both allow Case management permissions (create, read, update, reassign, add to quote, route, resolve and delete cases). This would also licence them to Field Service and Project Service Automation if you have the solutions installed for these. I believe it isn't possible for a user to have both a Sales and a Customer Service licence, they would need the Customer Engagement Plan (CEP) licence. The Licensing School have handily collected all the links for the licensing guides (there is a January 2019 version). I found the July 2018 licensing guide the most helpful but really struggled with the November 2018 guide.

I'm assuming the licensing for On-Prem and Online is the same but I haven't read up on this so I will give answers based on our experience. Hi Wallace, we're on Dynamics 365 Online v9 and recently migrated from the Professional, Basic and Essential licensing model to the Customer Engagement Plan licensing model (Sales, Service, Team Member). Thank you in advance for anyone who may have direction for me. In the April 2018 guide, the sales professional and sales enterprise are not listed, only the sales and service CALs, yet in the CAL selection for a user, enterprise and sales are listed as options. If there is a later version for on-premise, I am not aware of it.

The last licensing guide I have, specifically for D365 on-premise is dated April 2018. Why is that? Question 2 : Assuming one selects both sales and service for a user, either as an upgrade or new user, how do you assign both CALs? The user profile only allows for a single CAL assignment.Īre Sales Professional and Sales Enterprise required selections for licensing a user with a sales role in D365 on-premise? Question 1 : In reviewing the options for user CALs in D365, there remains the 2016 license CALs in the option set. I am struggling to understand licensing with D365 on-premise and the associated permissions related to user roles as we upgrade from CRM 2016 to D365 On-premise (v9.0.2).Īssumption 1 : If a client desires access/functionality previously covered by a 2016 professional CAL, they would have to acquire both a sales and service license in D365.Īssumption 2 : A client that is upgrading a professional license from CRM 2016 to D365, can choose a sales license, a service license or both sales and service, however unit support/maintenance will then apply to each.

Microsoft dynamics 365 licensing guide