Deciphering the licensing model in your project solution
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Session prepared for the Dynamics 365 Bootcamp 2022
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Deciphering the licensing model in your project solution
- 2. Deciphering the licensing model in your project solution Dynamics 365 Bootcamp
- 3. • Nico Fernández • Microsoft MVP x2 & MCTx2 • +13 years exp. CRM & No Code solutions, • +8 years exp. Dynamics CRM/365 CE & Power Platform • +6 years exp. In Pre-Sales • Solution Director – HCL EMEA Pre-Sales Team • Co-Founder – Power 365 Initiatives About me
- 4. You can find me in… • Web: nfernandezba.com • Twitter: @nfernandezba • LinkedIn: /in/nfernandezba • Instagram: /nfernandez.ba or nametag • nicolas@nfernandezba.com • nicolas.fernandez@hcl.com
- 5. First steps in Dynamics 365 Licensing Introduction 01 Identify the right licensing model Where to begin 02 Licensing guide and more… Learning resources 03 Agenda
- 6. License types Tenant User Device Customer Insights, Customer Voice, Marketing Sales enterprise, Customer Service Enterprise, etc. Sales enterprise, Customer Service Enterprise, Field Service.
- 7. User License 01 02 Main user license Base Additional user license Attach
- 8. User License Base Licenses Sales Enterprise Customer Service Enterprise Field Service Project Operations Sales Professional Customer Service Professional MRSSP Sales Premium
- 9. User License Attach Licenses Sales Enterprise Customer Service Enterprise Field Service Project Operations Sales Professional Customer Service Professional Guides Remote Assist
- 11. Base license vs Attach license Matrix
- 12. User License Add-ons Digital Messaging Chat Voice RSO Sales Insights
- 13. User License Sales Enterprise Customer Service Enterprise Field Service Digital Messaging Chat Base Licenses Attach Licenses Add-ons
- 14. Team Member License Team Member Power Apps • Only three native apps with limited customisation • No Power Apps rights • Limited privileges on restricted tables • Supports full D365 users • Limited/unlimited apps • No CUD privileges on restricted tables • Access custom processes / apps
- 15. Custom tables use rights
- 16. Device Licenses Sales Enterprise Customer Service Enterprise Field Service Unlimited users in one device
- 17. Multiplexing
- 18. Enterprise vs Professional Licenses
- 19. Tenant Licenses Marketing Customer Insights Customer Voice
- 20. And Power Platform licenses and add-ons… Power Apps Power Automate Power Virtual Agents Power BI AI Builder Power Pages Dataverse Capacity
- 21. Building the licensing model 1 2 3 4 5 Type of user Is it an internal or external user? Quotas Number of marketing contacts, CI profiles, CV responses. Power Platform Capabilities Do we need to build a bot? Do we need a flow to be triggered for anyone in the organization? Functional area Opportunity Management, Case management, Work order management, etc. Additional capabilities AI, Mixed reality, custom apps, social selling Identify the right licensing model When we analyze our customer’s requirements, and when we start designing, we need to take a few things in consideration in order to propose the right licensing model
- 22. Licensing Guide
- 26. Let's keep in touch • Web: nfernandezba.com • Twitter: @nfernandezba • LinkedIn: /in/nfernandezba • Instagram: /nfernandez.ba or nametag • nicolas@nfernandezba.com • nicolas.fernandez@hcl.com
Notas del editor
- So, Customer insiights in an hour. What can you expect from this sesión? We’l start making a quick introduction to the Customer Data Platform and customer Insights. Then we’ll make also a quick review of the solution architecture. We’ll review step by step how to start working with customer insights And at the end we’ll talk about the integration scenarios with Power platform and Dynamics 365. So let’s get started.