To determine the impact of these licensing changes, we encourage you to reach out to your CRM partner for support as licensing can be difficult to understand on your own.
Consulting a professional will help you ensure how these changes will affect you and create the best plan to respond to these changes.
The most important changes that Microsoft Dynamics 365 customers should be aware of to date are these key pieces of information:
Team Member enforcement affects Microsoft Dynamics 365 Online customers only – it has no effect on On-Premises, and there is currently nothing on the roadmap to enforce it with On-Premises environments.
The enforcement online takes effect:
On April 1, 2020, for any NEW customers, or customers who create NEW organizations.
On September 30, 2020, for any EXISTING customer organizations (the original date was pushed up due to the current state of the world, which has significantly shifted due to the COVID-19 pandemic).
The Team Member guidance itself has not changed – guidelines for use remain the same.
The enforcement will be caught:
At run-time and will present an invalid license error.
At design time – users have noticed when you are adding entities into the Sales Team Member/Customer Service Team Member, or Project Resource Hub apps in your Microsoft Dynamics 365 environment, it will catch if you are adding in more than the 15 allowed custom entities or any other entity that isn’t a part of the licensing guidelines.
These changes are impacted by the date of purchase:
This enforcement only affects customers who purchased their Microsoft Dynamics 365 team member subscriptions after October 1, 2018. Customers who purchased their licensing before that will not be affected until they renew their agreements and are required to switch to the new team member SKUs.
At the time of renewal, customers who bought their team member license at the time that they were allowed to edit Accounts will no longer be able to do that either.
If you need help determining how or if your team member licensing will be affected by these recent changes from Microsoft, reach out to our Dynamics Consulting team for help.
Whenever possible, at Ledgeview, our experts strive to help you navigate licensing with ease. Licensing can be very difficult to understand, especially if you are relatively new to Microsoft Dynamics 365/CRM environments.
It’s a lot to consider, and consulting the experts will always save you time, money, and loads of licensing headaches. Our team helps reduce technology headaches from the get-go.
To get the Microsoft Dynamics 365/CRM licensing support you need, lean on Ledgeview Partners’ expertise.