Microsoft Dynamics 365/CRM

Do you consider yourself a novice or a beginner when it comes to Microsoft Dynamics 365? Whatever your level of expertise, licensing can be a complicated topic for anyone, with any Microsoft Dynamics 365 experience.

Licensing is a complex topic to navigate, but, as a newbie, you may especially wonder: “What license do I need?”

In this post, we will focus on answering that question to help guide you towards the right licensing.

However, in order to license the system and find out exactly what you need from Microsoft, we always recommend conducting a thorough business analysis, which the experts at Ledgeview can help you with.

In general, Microsoft publishes its licensing guidelines and rules into Licensing Guides by product. Ledgeview has knowledge of these guidelines and can help break them down and summarize them to ensure you get the license you need.

These documents can certainly be overwhelming and assume a certain level of knowledge to be able to interpret them. That is why we strongly recommend working with Ledgeview’s licensing specialist to confirm your decision.

Since the launch of Microsoft Dynamics 365 in November 2016, the system has continued to evolve. It has frequently changed since its original release.

Microsoft provides different types of licenses and prices to accommodate a variety of business scenarios, but, with that, comes complexity to weed through it in order to determine what is really needed.

This makes consulting a specialist, who is well-versed and knowledgable with these vast licensing guides, even more important for your organization’s efficiencies and success.

You’re not in it alone! There is always the choice to consult an expert and eliminate all of those licensing headaches.

In order to determine which licensing is best for your organization, a licensing specialist will go over these important questions with you:

  • Will you deploy On-premises or Online?
    • Not all licensing types are available for each deployment method.
  • Are your users “internal” to your organization, “external”, or both?
  • Do you have any users that share devices?
    • There is the option to license each individual users, or, if your users share a device, you can just license the device.
  • What application(s) will you be using in Dynamics 365? And, will the user be interacting with one or more of these applications?
    • Examples of Applications include the following:
      • Dynamics 365 for Sales
      • Dynamics 365 for Marketing
      • Dynamics 365 for Customer Service
      • Dynamics 365 for Field Service
      • Dynamics 365 for Project Service Automation
  • In what way will the user be interacting with the applications? WIll they be maintaining data or just retrieving it?
  • Do you need the full version of the application, or will a “light” version do the trick?
    • Some applications offer these levels such as Dynamics 365 for Sales Enterprise or Dynamics 365 for Sales Professional.

Whenever possible, at Ledgeview, our experts strive to help you select the right licensing after a system design completion. Why? You won’t know exactly what features you will be using until the system is designed.

You also don’t know the way the user will be interacting with the system until it’s designed. It’s a lot to consider, and consulting the experts will always save you time, money, and, as we mentioned – loads of licensing headaches.

To get started with your licensing journey, contact Ledgeview. We are eager to help you set up your system from start, to finish, to providing ongoing support.

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