Microsoft Dynamics CRM user CALs
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Team Member Modules
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Microsoft Dynamics 365 Module Specific Licensing
Dynamics for Team Members $329.00
Dynamics for Customer Service $4109.00
Dynamics for Sales $4109.00
Basic Licensing Requirements
For software deployments, Microsoft Dynamics 365 (On-Premises) is licensed under the Server + Client Access License (CAL) model, which requires that you license the server(s) running the software as well as the users and/or devices that connect to the solution. With Dynamics 365 (On-Premises) the Dynamics 365 Server License(s) are included with purchase of the Client Access License(s).
Server and Client Access Licenses
All Microsoft Dynamics 365 (On-Premises) customers need to license:
Microsoft Dynamics 365 (On-Premises) software running on the server(s), which is (are) included with the purchase of the Microsoft Dynamics 365 (On-Premises) Client Access Licenses (CALs).
Access to the Microsoft Dynamics 365 (On-Premises) software by users or devices, which is licensed through CALs.
Microsoft Dynamics 365 (On-Premises) Server offers a rich feature set supporting multi-tenant deployments. Users or devices accessing the server software on multi-tenant deployments need to purchase the Microsoft Dynamics 365 (On-Premises) CALs.
Licensing Requirements for Internal Users
You may license access to the Microsoft Dynamics 365 (On-Premises) by purchasing a Client Access License (CAL) for every internal user who directly or indirectly accesses the Microsoft Dynamics 365 (On-Premises) server software, files, data content, or any “Microsoft Dynamics 365 (On-Premises) functionality”.
“Microsoft Dynamics 365 (On-Premises) functionality” is any service or feature of Microsoft Dynamics 365 (On-Premises) that allows a user to view, manipulate, input, query, or otherwise structure “Live Data”. “Live Data” is information that, via user action, dynamically writes to, reads from, or synchronizes with Microsoft Dynamics 365 (On-Premises). Internal users are required to have the appropriate client access licenses, regardless of their direct or indirect connection to the product.
Dynamics 365 (On-Premises), Enterprise edition has two types of CALs:
User CALs are assigned on a “named user” basis, meaning each user requires a separate CAL; User CALs cannot be shared but an individual with a User CAL may access the service through multiple devices without need for separate Device CALs. Purchasing a User CAL might make more sense if your company employees need to have roaming access to the corporate network using multiple devices, or from unknown devices, or if there are simply more users than devices in the organization.
Device CALs license access on a device. Any user may access a licensed device without the need for a separate User CAL. Device CALs may make more economic and administrative sense if your company has workers who share devices, such as for shift-based work.
Users can convert CALs from Device CALs to User CALs, or vice versa, on their Software Assurance renewal.
Licensing Requirements for External Users
With Microsoft Dynamics 365 (On-Premises), you must license each internal user who will access the service. However, access by external (third party) users is included with the license and does not require Client Access Licenses (CALs) unless using the Microsoft Dynamics 365 (On-Premises) client applications or Graphical User Interface (GUI).
External users are users that are not an employee, contractor, or agent of the customer or its affiliates, providing business processes on the customer’s behalf. Please note you may not use Microsoft Dynamics 365 (On-Premises) to provide business process outsourcing services to your clients or customers.
Note: Offsite vendors are considered external users only when their time is shared between multiple customer organizations (for example, IT support service vendors serving multiple customer organizations) and they are not in an employee-like relationship.
Multiplexing
Multiplexing refers to the use of hardware or software that a customer uses to pool connections, reroute information, or reduce the number of devices or users that directly access or use Microsoft Dynamics 365 (On-Premises) software.
Multiplexing does not reduce the number of CALs of any type required to access the Microsoft Dynamics 365 (On-Premises) software. Any user or device that accesses Microsoft Dynamics 365 (On-Premises) software —whether directly or indirectly—must be properly licensed.
Microsoft Dynamics 365 (On-Premises) CALs are required for users or devices that directly input, query, or view data from the Microsoft Dynamics 365 (On-Premises) software. Similarity, Microsoft Dynamics 365 (On-Premises) CALs are required for users or devices that input data into, query, or view data from.
Microsoft Dynamics 365 (On-Premises) software through a pooling device. Pooled connections use a non-interactive user account in Dynamics 365 (On-Premises) that can access the system but only via the web service layer. Internal users and devices accessing Microsoft Dynamics 365 (On-Premises) data indirectly through a portal or via an API to a separate service such Microsoft Outlook must also be properly licensed, regardless of if they are set up as a Dynamics 365 (On-Premises) user in the service.
Any user or device that accesses the service, files, data, or content provided by the software that is made available through an automated process requires a Microsoft Dynamics 365 (On-Premises) CAL.
The number of tiers of hardware or software between the Microsoft Dynamics 365 (On-Premises) software and the user or devices that ultimately use its data, services, or functionality does not affect the number of CALs required.
For additional information about multiplexing refer to the Microsoft Volume Licensing Brief Multiplexing—Client Access License (CAL) Requirements.
Note: Licensed users may manually rekey information (when coming from non-licensed users) into the Dynamics 365(On-Premises) software. This scenario is not considered multiplexing.
Dual Use Rights
One of the advantages of Microsoft Dynamics 365 is the option to deploy either in Microsoft’s cloud or in a private on-premises or partner-hosted cloud. In some cases, customers may want to deploy both modes simultaneously, for migrating a Microsoft Dynamics 365 on-premises deployment to Microsoft Dynamics 365, running private Dev/Test deployments in Microsoft Azure.
Dual Use Rights convey Microsoft Dynamics 365 (On-Premises) Server license access rights to Microsoft Dynamics 365 SLs. Microsoft Dynamics 365 (On-Premises) CALs have no reciprocal rights to access functionality provided exclusively to Microsoft Dynamics 365 SLs, nor do Dual Use Rights imply equivalent capabilities between Microsoft Dynamics CALs and Microsoft Dynamics Microsoft Dynamics 365 SLs.
Users or devices licensed with Dynamics 365 User Subscription Licenses (User SLs) have use rights equivalent to a CAL for the purpose of accessing on-premises functionality. With Microsoft Dynamics 365 the Dynamics 365 (On-Premises) server license is included with the SLs. Licenses for all supporting servers (e.g., Windows Server and CAL(s)) must be obtained separately.
Dual Use Rights are conveyed through Microsoft Dynamics CRM 2015 and later Server licenses, so Dual Use Rights may only be exercised with servers licensed with Microsoft Dynamics CRM 2015 or later. However, customers may use downgrade rights to deploy a qualifying server license with an earlier version of Microsoft Dynamics CRM Server and use Dual Use rights to access it with Microsoft Dynamics 365 User SLs.
Dual Use Rights included with Dynamics 365 SLs are non-perpetual and will expire when the cloud subscription expires.
Microsoft Dynamics 365 (On-Premises) License Types
Dynamics 365 simplifies licensing of business applications. The primary licensing is by named user subscription. The Dynamics 365 user subscriptions classify users into two types. One user type is a “full user” and the other is a “light user”.
Full users are the users whose work requires use of the feature rich business apps functionality. Examples of full users are sales people or customer service representatives. These users have also been referred to in the past as Professional users or Power Users. In the Dynamics 365
(On-Premises) license model, full users are licensed with a Dynamics 365 (On-Premises) application license. There is no Plan license for Dynamics 365 (On-Premises).
Light users are often large number of users in an organization that may consume data or reports from line of business systems and who complete light tasks like updating account or contact information. In the Dynamics 365 (On-Premises) model “light users” are licensed with the Dynamics 365 for Team Members (On-Premises) license.
Dynamics 365 for Team Members (On-Premises)
The Dynamics 365 for Team Members (On-Premises) license is designed for users who are not tied to a particular function, but who require basic Dynamics 365 (On-Premises) functionality or lightweight access to custom applications*, or users who perform business analytics.
This license includes read-only access for all Dynamics 365 (On-Premises) data as defined in this licensing guide. Unlike the Dynamics 365 online equivalent, this does not include read access to Microsoft Dynamics AX or any other on-premises software. Additionally, this license provides for lightweight write management such as account, contact, activity, or knowledge management, as well as use of user reports and dashboarding.
Dynamics 365 (On-Premises) Applications
Application subscriptions are named user subscriptions where a user is licensed only for one individual application. A user needing access to multiple applications would need to pay for multiple applications. Dynamics 365 (On-Premises) has the following Applications: Dynamics 365 for Sales (On-Premises), Dynamics 365 for Customer Service (On-Premises), Dynamics 365 for Field Service (On-Premises).
Microsoft Dynamics 365 for Sales (On-Premises)
For your sales team, Microsoft Dynamics 365 for Sales (On-Premises) provides licensed users with access to core sales capabilities for a significantly lower price than comparable offerings from other vendors, including lead and opportunity management, product, price list, and order management, as well as sales group management functionality. Each Dynamics 365 for Sales (On-Premises) CAL with active Software Assurance also receives rights to Unified Service Desk. Additionally, this license includes rights to configure and administer the Dynamics 365 for Sales (On-Premises) application.
Microsoft Dynamics 365 for Customer Service (On-Premises)
Microsoft Dynamics 365 for Customer Service (On-Premises) is the recommended choice for your customer support teams. It provides licensed users with access to core customer service capabilities for a significantly lower price than comparable offerings from other vendors, including Enterprise case management, Interactive Service Hub, SLAs and Entitlements, and other Service group management functionality. Each Dynamics 365 for Customer Service (On-Premises) CAL with active Software Assurance also receives rights to Unified Service Desk. Additionally, this license includes rights to configure and administer the Dynamics 365 for Customer Service (On-Premises) application.
Microsoft Dynamics 365 for Field Service (On-Premises) Functionality*
Microsoft Dynamics 365 for Field Service (On-Premises) is not available as a standalone on-premises Client Access License. Rather, access to on-premises functionality is available only through Dual Use Rights leveraging the Dynamics 365 for Field Service, Enterprise edition User Subscription License.
Microsoft Dynamics 365 for Field Service provides licensed users with access to field service capabilities including work order management, schedule, dispatch, and routing capabilities, repairs and returns management, and inventory management, online and on-premises. Each Dynamics 365 for Field Service User Online User SL also includes additional online-only rights. Additionally, this license includes rights to configure and administer the Dynamics 365 for Field Service application.
This User SL also includes the Field Service Mobile Application, a Microsoft application that is specifically designed for Dynamics 365 for Field Service, distinct from the Dynamics CRM Mobile Client Application. This application is technically limited to only Field Service entities and a maximum of 10 custom entities.