Dynamics 365 Licensing Guide - March 2023

Dynamics 365
Licensing Guide
March 2023
Dynamics 365 Licensing Guide | October 2020

Using This Guide
Use this guide to understand how to license Microsoft Dynamics 365 intelligent business applications. You
have a variety of options to suit your situation. Whether you need one Dynamics 365 application or many, they
can be easily and independently deployed so you can start with what you need and easily adopt additional
capabilities as your business demands.
To improve the readability of this document, we’ve shortened product names throughout to exclude
“Dynamics 365.” If you’re ever uncertain, see the complete list of full and shortened Dynamics 365 names in
Appendix A.
The Contents page shows how this document is structured, with an overview followed by details organized by
product. The licensing section for each Dynamics 365 product includes information about:
• The specific application
• Related or add-in applications and capacity that may be licensed with it
• Use rights
To easily maneuver between sections, simply click the TOC symbol ( ) at the end of each section to return
to the Contents page.
Other resources you may need
This document is about Dynamics 365 licenses, but it is not a legally binding licensing rights document. It also
does not supersede or replace any legal documentation covering use rights. To understand conditions on
license acquisition, product-specific terms, and conditions governing how Microsoft products can be used in
Microsoft volume licensing programs, review the complete Product Terms and Licensing Terms.
A complete list of product features and capabilities is available in technical documentation at Microsoft
Dynamics 365 documentation | Microsoft Docs. You can also search for in-depth articles and find helpful
information about licensing provisioning and licensing administration at Microsoft Docs.
For help determining the right technology solution for your organization, including the license requirements
for a specific product or scenario, talk to your Microsoft account team or your Dynamics Certified Partner.
Microsoft reserves the right to review or update this document at any time without notice.
This document does not apply to Microsoft Dynamics on-premises solutions; the Microsoft Dynamics
CRM Online service; or the Microsoft Dynamics AX online service. Appendix H provides links to the
applicable licensing guides for these other products, which include details on entitlements and use rights and
the benefits derived from Dynamics 365 licenses.
Give your feedback: Please send us feedback and suggestions on how we can improve the Dynamics 365 Licensing
Guide by submitting the Dynamics 365 Licensing Guide feedback form.
What’s new in this licensing guide?

This licensing guide was updated to reflect licensing updates and new online service offerings as of March
2023. See Appendix I: Change Log for more details.
Dynamics 365 Description New Offer or Change
N/A N/A N/A
Dynamics 365 Licensing Guide | March 2023 P a g e |1

Contents
How to Buy Dynamics 365 ........................................................................................................................................3
Dynamics 365 Licensing Overview ..........................................................................................................................3
Assigned licenses .......................................................................................................................................................................... 4
Full user access licenses ............................................................................................................................................................................................. 4
Additional user access licenses ............................................................................................................................................................................... 5
Unassigned Licenses..................................................................................................................................................................... 6
Full application access licenses ............................................................................................................................................................................... 6
Cross-application access licenses ........................................................................................................................................................................... 6
Capacity licenses........................................................................................................................................................................................................... 6
Assigned Application Licensing ...............................................................................................................................7
Dynamics 365 Business Central ................................................................................................................................................. 7
Dynamics 365 Commerce ........................................................................................................................................................... 9
Dynamics 365 Customer Service ............................................................................................................................................. 12
Dynamics 365 Field Service ...................................................................................................................................................... 16
Dynamics 365 Finance ............................................................................................................................................................... 18
Dynamics 365 Guides ................................................................................................................................................................. 19
Dynamics 365 Human Resources ............................................................................................................................................ 20
Dynamics 365 Project Operations .......................................................................................................................................... 20
Dynamics 365 Remote Assist ................................................................................................................................................... 23
Dynamics 365 Sales ....................................................................................................................................................................24
Dynamics 365 Supply Chain Management........................................................................................................................... 27
Unassigned Application Licensing ......................................................................................................................... 30
Dynamics 365 Customer Insights............................................................................................................................................ 30
Dynamics 365 Customer Voice ................................................................................................................................................ 30
Dynamics 365 Electronic Invoicing ......................................................................................................................................... 31
Dynamics 365 Fraud Protection .............................................................................................................................................. 31
Dynamics 365 Intelligent Order Management .................................................................................................................... 32
Dynamics 365 Marketing .......................................................................................................................................................... 33
Cross-Application Licensing ................................................................................................................................... 34
Assigned licenses ........................................................................................................................................................................34
Device licenses ........................................................................................................................................................................................................... 34
Human Resources Self Service license .............................................................................................................................................................. 36
Operations – Activity license................................................................................................................................................................................. 36
Team Members licenses ......................................................................................................................................................................................... 36
Unassigned licenses.................................................................................................................................................................... 37
Operations – Order Lines license......................................................................................................................................................................... 37
Capacity licenses ......................................................................................................................................................................... 38
Default subscription capacity ............................................................................................................................................................................... 39
Capacity add-ons ...................................................................................................................................................................................................... 41
Additional Licensing Requirements ...................................................................................................................... 42
Minimum license purchase requirements ............................................................................................................................42
Licensing requirements for external users ...........................................................................................................................42
Multiplexing .................................................................................................................................................................................42
Dual use rights .............................................................................................................................................................................43
Dual write ......................................................................................................................................................................................44
Dynamics 365 extensibility .......................................................................................................................................................44
Appendix A: Dynamics 365 Licenses ..................................................................................................................... 46
Appendix B: Definitions........................................................................................................................................... 47
Appendix C: Dynamics 365 Team Members Use Rights Overview .................................................................. 49
Appendix D: Custom Tables (formerly known as ‘Entities’) .............................................................................. 51
Appendix E: Security Role Assignment, Implementation Concerns, and Customization Licensing .......... 52
Appendix F: Operations – Activity Approval Privileges ..................................................................................... 55
Appendix G: Power Platform Use Rights included with Dynamics 365 Applications .................................. 57
Appendix H: Trials and Service Support ............................................................................................................... 59
Appendix I: Additional Resources ......................................................................................................................... 60
Appendix J: Change Log ......................................................................................................................................... 61

How to Buy Dynamics 365
If you’re ready to conquer emerging business challenges with a next-generation ERP and CRM solution, you’re
in the right place. Depending on your situation and geographic location, there are several ways to buy
Dynamics 365, including volume licensing agreements and through certified reseller partners. This guide
defines standard licensing options, and the benefits they confer, generally and for specific Dynamics 365
products. To learn more about volume licensing or to find a reseller, visit the Microsoft Volume Licensing
website. For details about volume licensing options, including Online Services terms, refer to Product Terms.
Find Dynamics 365 country, language, and localization availability here.
Certain Dynamics 365 services may be available for purchase via pay-as-you-go meter. Azure subscription
enables you to pay for what you use, and your account is billed monthly. For example, you can enable pay-as-
you-go billing for Dynamics 365 Fraud Protection services. To learn more about Azure services, see the Azure
Services section of Product Terms.
Note that for Dynamics 365, mixing licenses across different licensing programs—for instance, using a volume
licensing agreement for one product and a license bought through a reseller partner for another—on a single
tenant is not recommended and could lead to incompatible subscriptions. Microsoft Products and Services
Agreement (MPSA) licenses may be mixed with Enterprise Agreement (EA) licenses, however, for short-term
purposes.
Dynamics 365 Licensing Overview

Dynamics 365 applications are licensed by subscription in two broad categories:
• Assigned licenses, which include:
o User licenses, which grant access for a named user, regardless of the device used. For
products that offer licenses for both enterprise and professional levels of functionality (such as
Sales and Customer Service), user licenses may be referred to as Enterprise licenses or
Professional licenses. Note, however, that an organization may not install both versions in the
same environment.
o Device licenses, which grant access via certain devices, using either assigned or shared logins.
• Unassigned licenses that provide access to a feature or service at the tenant level, regardless of the
user or device involved.
o Options include full application access, cross-application access, and additional capacity for
components, such as storage, that may be subject to capacity limits.
Assigned Licenses
User access Device access
The functionality of a single Dynamics 365
application. May be full access or additional user Via shared or assigned logins
access, such as with the Team Members license.
Unassigned Licenses
Full product access Cross-application access Additional capacity

An organization may have both assigned and unassigned licenses. Details about each type are below.
Licenses grant users non-perpetual rights (with no buy-out rights) to the use of one or more specific Dynamics
365 products in the cloud (not on-premises). If your subscription payments are up to date and you adhere to
the Product Terms, you will have access to the current licensed Dynamics 365 product.
Admins do not need any license to configure and administer Dynamics 365 applications.
Note: It’s easiest to determine the licensing that’s right for you if you understand a few related terms, such as
user licensing and tenant licensing. If you’re not already familiar with them, please see Appendix B.
Assigned licenses
Assigned licenses give a named user or dedicated shared device access to specific products. Full-access user
licenses are the most common, but assigned licenses include several options for additional users, usually with
limited functionality.
Full user access licenses
Full users are those whose work requires the full, feature-rich functionality of Dynamics 365, whether in a large
organization with Enterprise licenses or a small company with a Professional license. Enterprise and
Professional licenses may not be mixed.
Several products are also available with standard and enhanced levels of functionality, such as Sales Enterprise
and Sales Premium. The licenses for these products indicate which functionality level has been purchased.
Note that Business Central (Essentials or Premium) stands alone. Reference the Business Central section for
exceptions.
Base licenses and cost savings opportunities for “attach” licenses
Microsoft provides a cost-effective way for a single Dynamics 365 user to obtain full user licensing for multiple
products. Licenses for products that provide core business functionality qualify as base licenses. (See the table
below.) Each has one or more additional applications that are frequently used by people in the same roles and
that qualify as attach licenses for that user. (These are sometimes referred to as subsequent qualifying
applications.) To take advantage of the special attach license pricing:
1. Buy the first base user license at standard pricing.
2. Review which attach licenses are available for that base. (See the qualifying products for each base
license below.)
3. Buy attach licenses for the same user at an attach license price. You may buy as many attach licenses as
are available for that base license.
Every full user must have a base license, though the base licenses don’t need to be for the same product. (For
instance, an attach license for Customer Service Professional is available both for a user with a Finance base
and another with a Commerce base.)
Base applications and their qualifying products for attach licensing
Dynamics 365 attach licenses per user1
Commerce
CS Ent
CS Pro
Field Svc
Finance
HR
Proj Oper.
RA
Sales Ent
Sales Pro
SCM
Dynamics 365 base licenses per user
Business Central Essentials ⚫ ⚫
Business Central Premium ⚫ ⚫
Commerce ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫
Customer Service Enterprise (CS) ⚫ ⚫ ⚫
Customer Service Professional (CS)

Field Service ⚫ ⚫ ⚫ ⚫ ⚫
Finance ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫
Guides

Dynamics 365 attach licenses per user1
Commerce
CS Ent
CS Pro
Field Svc
Finance
HR
Proj Oper.
RA
Sales Ent
Sales Pro
SCM
Dynamics 365 base licenses per user
Human Resources (HR) ⚫ ⚫ ⚫ ⚫ ⚫ ⚫
Microsoft Relationship Sales (MRS) ⚫ ⚫ ⚫ ⚫ ⚫
Project Operations (Proj Oper.) ⚫ ⚫ ⚫ ⚫ ⚫ ⚫
Remote Assist (RA)

Sales Enterprise ⚫ ⚫ ⚫
Sales Premium ⚫ ⚫ ⚫ ⚫ ⚫
Sales Professional ⚫
Supply Chain Management (SCM) ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫
1
See Product Terms for more information on Marketing Attach and Customer Insights Attach eligibility.
If you require multiple products on the base licenses list, you may buy as many qualifying attach licenses as
you need at an attach license price.
Attach licensing details
Only assigned user licenses (not device licenses or unassigned licenses) may be bought as an attach license.
Tenant-based licenses (for Fraud Protection, for instance), additional access licensing, and capacity licensing do
not qualify for attach licensing pricing but may be licensed separately. Some specialized Dynamics 365
products (such as Guides) also are not eligible.
Base and attach licenses are identical in their core capabilities and are only differentiated in price. Attach
licenses do not include additional platform entitlements. They are licensed to access the platform entitlements
included with the assigned base license.
Note: System administrator will not be able to assign an attach license to a user who does not have the
required base license.
Customers who obtain licensing through an Enterprise Agreement and who accidentally buy an attach
license—when a base license is required—may step-up to the appropriate base license as needed. Customers
with licensing through the Cloud Solution Provider (CSP) or MPSA programs would need to return the attach
license and buy the appropriate base license instead.
Additional user access licenses
Additional users often represent a large percentage of the total users in an organization. They may consume
data or reports from line of business systems; complete light tasks like time or expense entry and HR record
updates; or use the system more heavily without requiring full user capabilities. Additional users may access all
the functionality of the respective Dynamics 365 product within the constraints described below.
Several different types of additional user license are available, all priced per month. The minimum duration
requirement for each (such as a minimum 12-month commitment, for example) is determined by the licensing
program. You must buy at least one full user license to buy additional user licenses.
• Device license: With a device license for a specific Dynamics 365 application, any number of unlicensed
users can access the product through the licensed device. Device licenses may use shared logins (such
as “Warehouse Computer” and a shared password) or individual logins (each user’s personal
credentials), depending on the application and license:
o Shared logins are available for Sales Device, Customer Service Device, Field Service Device,
Operations – Device, and Business Central Device licenses. Note that when individual users share
a login, their individual usage cannot be tracked.
o Individual logins are available for Operations – Device and Business Central Device licenses (with
no separate user license required).

• Human Resources Self Service license: This license, assigned to a single named user, enables the user
to manage their own basic HR activities (such as absence or vacation entry or benefits look-up) without
a full user license for Human Resources.
• Operations – Activity license: This named user license is intended for additional users who require
more capabilities than the Team Members license, but do not require the use rights of a full user.
• Team Members license: This license, also assigned to a named user, is for users who are not tied to a
particular function but require read-only access to all data and basic Dynamics 365 functionality for
designated scenarios such as expense entry or updating contacts.
Users with a Team Members license can read Dynamics 365 data generated from Finance, Supply
Chain Management, Commerce, Human Resources, Project Operations, Sales, Customer Service, and
Field Service. They may access a specific set of functionalities of these products. The Team Members
license does not provide access to custom applications. You have limited table (formerly known as
‘entity’) customization options for Team Members, read more about custom tables in Appendix D.
• Business Central Team Members license: This license, assigned to a named user, provides read-only
access to certain data and functionality in Business Central deployments.
Unassigned Licenses
Unassigned licenses provide tenant level access to Dynamics 365 applications and resources. They are not
assigned to specific users or devices.
Full application access licenses
These licenses are the primary licensing mechanism for certain products, such as Dynamics 365 Marketing,
Fraud Protection, and Customer Insights, which are only licensed per tenant.
Cross-application access licenses
Cross-application licenses, such as the Operations – Order Lines license, may be used to provide access to
some Dynamics 365 applications in some situations as a supplement or alternative to assigned user access.
Capacity licenses
The subscriptions for many Dynamics 365 products come with capacity entitlements or allowances, such as for
data storage, transaction volume, case routing requests, or customer profiles, for instance. The exact
entitlement depends on the specific product and licensing agreement. Capacity add-on licenses provide more
flexibility for those components subject to capacity limits but needed to support a product.
• Default subscription capacities leverage the same tenant and infrastructure and accrue across the
single tenant. Dataverse (formerly Common Data Service) capacities are shared between the following
products: Sales, Customer Service, Field Service, Finance, Supply Chain Management, Commerce,
Human Resources, Project Operations, Remote Assist, Guides, Business Central Essentials, and Business
Central Premium. Database and file storage capacities (as distinct from the Dataverse capacities) are
shared between only a few products: Finance, Supply Chain Management, Commerce, Human
Resources, and Project Operations. See Appendix D for more details.
• Capacity licenses require a minimum of a one-year subscription commitment with annual allowances
for the entitlements (such as the number of allowed transactions). The annual allowance, which is
pooled across a single tenant, applies even for capacities that are allotted per month. For instance, an
annual subscription that provides a total of 36K transactions is licensed at 3,000 transactions per
month for 12 months, but those transactions can be consumed at any point in the year, including all in
one month. For instance, a seasonal business would be able to use its allowance in six months at a rate
of 6,000 transactions per month.

• Capacity add-on licenses, which are pooled across a single tenant, are not associated with a specific
user. Additional capacity can be bought at any time and remains a part of the subscription for the
remainder of the subscription term.
Note: As with other Microsoft products, add-on licenses are available only to customers with valid
(paid) base licenses. Capacity add-ons may not be purchased for unpaid licenses such as demo/dev or
Internal Use Rights (IUR) licenses.
Because assigned licenses are the primary licensing approach for most Dynamics 365 products, the remainder
of this guide presents assigned licensing information for each application that uses it, followed by unassigned
licensing options.
Assigned Application Licensing

Assigned licenses provide user or device access to Dynamics 365 products. Licenses for some products are
available for different levels of functionality known as Professional, Enterprise, and Premium. Enterprise licenses
are the standard; Professional licenses offer streamlined functionality for smaller businesses or less complex
needs; and Premium licenses provide additional functionality.
While the Enterprise and Professional designations are primarily intended to distinguish between the complete
functionality required by larger organizations and more cost-effective support for small or medium-sized
businesses, these licensing options may also provide more flexibility for organizations deploying Dynamics 365
across multiple environments.
• Enterprise licenses are appropriate for users such as salespeople, customer service representatives,
finance employees, controllers, human resources, and supply chain managers typically need the most
extensive access and most advanced functionality. Enterprise licenses are available for these Dynamics
365 products: Sales Enterprise, Customer Service Enterprise, Field Service, Human Resources, Finance,
Supply Chain Management, Commerce, Project Operations, Remote Assist, Guides, Business Central
Premium, and Business Central Essentials.
• Professional licenses suit users whose work scenarios are generally less complex and who need
streamlined capabilities.
Note that enterprise and professional users may not be deployed in the same environment. That means
most customers will want enterprise or professional licenses, but not both.
Dynamics 365 Business Central
Business Central connects teams across your organization with tools to help them work more efficiently,
collaborate better, and respond more quickly to changes to meet your business goals. Business Central is a
complete standalone solution that is designed to operate with some of the other Dynamics 365 products. You
may purchase Customer Service Professional attach and/or Sales Professional attach user licenses. Marketing
and Fraud Protection, tenant-based licenses, are also available for Business Central users.
Note: Internal users licensed with Microsoft 365 Business, Enterprise, and select other plans, whose
organization has one or more Business Central licenses, are granted read-only access to Business Central data
from within Microsoft Teams, at no additional cost. See here for full details.
Business Central, licensed by assigned user, is available with Essentials or Premium levels of capabilities.
Customers may deploy Business Central Essentials and Business Central Premium in separate environments, on
the same tenant. However, licensed users can only access the environment for which they are entitled. See
Microsoft Product Terms for service specific terms.

➢ Business Central Essentials
Business Central Essentials provides a wide range of operational and management capabilities, including:
• Financial Management • Human Resources Management
• AI-Supported Forecasting • Project Management
• Customer Relationship Management • Supply Chain Management
• E-Services • Warehouse Management and Inventory
Business Central Essentials capabilities
Financial Management
Account Schedules Basic XBRL Deferrals Responsibility Centers
Allocations Budgets Electronic Payment/Direct Debits1 Unlimited Dimensions
Bank Account Management Cash Flow Forecast Fixed Assets
Bank Reconciliation Check Writing Multiple Currencies
Basic General Ledger Consolidation Payment Handling
Advanced Financial Management
Cost Accounting Intercompany Postings
Artificial Intelligence2
Cash Flow Forecast Late Payment Prediction Image Recognition Inventory Forecast
Sales Forecast
Customer Relationship Management
Business Inbox for Outlook Contact Classification Email Logging Relationship Management
Campaign Management Contact Management Interaction/Document Management Task Management
Campaign Pricing Dynamics 365 Sales Integration3 Opportunity Management
E-Services
Bank Feeds (US, CA) Document Management, Online Map Tax. Reg. No. Validation Service (EU)1
Document Exchange Service Document Capture PayPal
Human Resources Management
Basic Human Resources
Project Management
Basic Resources Job Quotes Project Management Jobs
Capacity Management Multiple Costs Time Sheet
Supply Chain Management
Alternative Order Addresses Item Attributes Purchase Invoicing Sales Line Pricing
Alternative Ship-To Addresses Item Budgets Purchase Line Discounting Sales Order Management
Alternative Vendors Item Categories Purchase Line Pricing Sales Return Order Management
Assembly Management Item Charges Purchase Order Management Sales Tax/VAT4
Basic Inventory Item Cross References Purchase Return Order Management Shipping Agents
Basic Payables Item Substitutions Requisition Management Standard Cost Worksheet
Basic Receivables Item Tracking Demand Forecasting Stock keeping Units
Calendars Location Transfers Sales Invoice Discounts Vendor Catalogue Items
Cycle Counting Multiple Locations Sales Invoicing
Drop Shipments Order Promising Sales Line Discounting
Warehouse Management and Inventory
Automated Data Capture System Internal Picks and Put Aways Warehouse Shipment Warehouse Receipt
Bin Set-Up Pick Warehouse Management Systems
Other Capabilities
Analysis Reports Intrastat1 Retention Policies Workflow
Change Log Job Queue Unlimited Companies Word Reporting/Document
Reporting
Embedded Power BI Notifications (On-Premises User Management
Only)
Extended Text Reason Codes User Tasks
1
For feature availability in your region, consult https://docs.microsoft.com/en-us/dynamics365/business-central/about-localization
2
Requires Intelligent Edge or Azure Machine Learning subscription
3
Dynamics 365 Sales Integration requires a Dynamics 365 Sales license
4
Support for sales tax or VAT depending on country of deployment

➢ Business Central Premium
Business Central Premium is licensed by assigned user and includes all Essentials license capabilities plus
Service Order Management and Manufacturing.
Business Central Premium Additional Capabilities
Service Order Management
Planning and Dispatching Service Item Management Service Price Management
Service Contract Management Service Order Management
Manufacturing
Agile Manufacturing Finite Loading Production Orders
Basic Capacity Planning Machine Centers Sales and Inventory Forecasting
Basic Supply Planning Production Bill of Materials Version Management
Essentials and Premium user licenses include:

• Unrestricted Business Central Team Members access.
• 3 External Accountant licenses for organizations with third-party accountants who wish to connect to
Business Central. External Accountant licenses provide all the same use rights as assigned Business
Central licenses except access to user set up or administrative tasks.
• Unlimited companies.
• 1800 seconds (30 minutes) per tenant of access to Cortana Intelligence, which can compile data from a
variety of sources to deliver more actionable insights and analytics.
Configuration components
Business Central licenses include the following configuration components. Customers choosing to exercise
their dual use rights receive the full custom objects range numbered 50,000 – 99,999.
Configuration and Development
Codeunits Pages Queries Reports Tables XML Port
Dynamics 365 Commerce
Commerce, which is licensed per user, helps retailers manage their operations, connect employees with data,
and offer exceptional shopping experiences. Dynamics 365 Commerce helps unify the customer shopping
experience by bringing in-store, back office, and call center functionality together in one end-to-end platform.
E-commerce may be added as an option. Commerce also eases integration to emerging channels (such as new
social media platforms) through an API-driven, headless commerce engine. Intelligent forecasting and product
recommendations enable retailers to:
• Improve in-store and e-commerce profitability.
• Drive intelligent business insights to optimize strategy and cost.
• Accelerate buying behavior through customer experiences that are unified and consistent across
buying channels.

When you license Commerce, you automatically become entitled to the Fraud Protection capabilities and
transaction capacities noted below. Once you have Commerce, you may also buy additional capacity licenses
for Fraud Protection.
Application Included Capacity Add-On Capacity
Fraud Protection:
• 20K account protection • See the Fraud Protection section for add-on
Commerce: transactions/tenant/month capacity options.
• Fraud Protection • 2K purchase protection
• Intelligent Order transactions/tenant/month Intelligent Order Management:
Management • 8K loss prevention transactions/tenant/month • 1K order lines/tenant/month
• Electronic Invoicing • 1K order lines/tenant/month
• 100 electronic invoice transactions/tenant/month Electronic Invoicing Add-in:
• 1K transactions/tenant/month
Commerce user roles

Full user licenses for Commerce are ideal for employees at the headquarters and central operations of a retail
organization. Employees in retail stores will generally use either the Operations – Device license or the
Operations – Activity license instead, depending on the scenario and their precise roles or point-of-sale
devices. A Team Members license may be sufficient for some employees, as suggested in the table below.
Find Commerce administer roles here, and refer to the Product Terms for minimum purchase requirements.
Commerce security roles

Suggested License
Role Security Role Description Team Operations
Commerce
Members - Activity
Commerce
Performs picking, receiving, and stock counting in a store or
Warehouse clerk ⚫ ⚫ ⚫
warehouse
Performs management functions at the store, such as managing
Store manager ⚫ ⚫
sales reports, inventory movements, and inventory counts
Manages order picking, shipping, and receiving for Commerce
Warehouse manager ⚫ ⚫
channels
Distributed order Defines and maintains the parameters, rules, fulfillment profile, and
management (DOM) frequency of DOM executions for the distributed order ⚫
administrator management feature
Electronic reporting for Creates and updates electronic reporting configurations for
⚫
Commerce Commerce channels
Catalog manager Maintains and publishes catalogs, typically from headquarters ⚫
Maintains and replenishes products and assortments, typically from
Merchandising manager ⚫
headquarters
Dynamics 365 Licensing Guide | March 2023 P a g e | 10

Suggested License
Role Security Role Description Team Operations
Commerce
Members - Activity
Takes responsibility for all non-merchandising operations, such as
Operations manager ⚫
configuring stores, registers, and staff, typically from headquarters
Commerce service Commerce service account responsibilities ⚫
Retail store IT Performs POS client configuration and installation at the store level ⚫
Additional Commerce applications and capacities

All optional Commerce licenses and capacities are tenant-based.
➢Dynamics 365 e-Commerce tiers
The Dynamics 365 e-Commerce application, which is licensed per tenant, enables Commerce to support e-
commerce. Every e-Commerce Tier license comes with one Commerce Scale Unit – Cloud and includes a
specified allowance of e-commerce transactions. A transaction is defined as the final purchase of an e-
commerce shopping cart, regardless of the number of items in the cart.
E-Commerce Tiers are purchased based on the anticipated B2B and B2C transactions and average order value
(AOV) expected for the year. AOV is the total annual e-commerce Gross Merchandise Value (GMV) divided by
total transaction volume. GMV is the total value of all transactions processed through Dynamics 365 including
returns, excluding shipping, handling, customs fees, tax or financial charges. If you need additional
transactions, you can purchase the corresponding overage tier. If you expect a change in AOV, you need to
reassess the appropriate band.
If you need Commerce Scale Unit – Cloud to support your e-Commerce operations, you need to purchase the
appropriate e-Commerce Tier license regardless of whether you need Dynamics 365 e-Commerce store front or
not. If you need additional environments for e-commerce (more environments for Commerce Scale Unit -
Cloud) you can purchase additional units of the e-Commerce Tier. E-Commerce Tier licenses are licensed per
month, but transactions are enforced on an annual basis.
➢E-Commerce tiers and transaction capacities
Application/Capacity Included Capacity Add-On Capacity

e-Commerce Tier • 1 Commerce Scale Unit – Cloud
• Transactions/tenant/month
• Transactions • Transactions/tenant/month
• See Tiers 1 – 3 overage capacity
• Commerce Scale Unit - • See Tiers 1 – 3 capacity entitlements below in
entitlements below in a separate table
Cloud separate table
# of monthly transactions per SKU

BAND 1 BAND 2 BAND 3 BAND 4 BAND 5 BAND 6
AOV<$50 AOV $50-$150 AOV $150-$500 AOV $500-$2K AOV $2K-$5K AOV $5K+
Tier 1 4,700 2,400 1,100 480 275 200
Tier 1 overage 780 365 170 80 45 30
Tier 2 29,000 12,000 5,500 2,900 1,700 1,160
Tier 2 overage 1,250 540 230 125 75 50
Tier 3 86,000 38,750 15,500 8,600 5,065 3,400
Tier 3 overage 1,400 625 250 140 85 55
➢Dynamics 365 Commerce Scale Unit

Scale units are licensed per tenant to enable companies to execute mission-critical processes without
interruption even during periods of peak demand. Scale units are offered in three different sizes: Basic,
Standard or Premium, and they include Operations – Device entitlements. Scale units may be in the cloud or
self-hosted. You may buy additional scale units if you need additional Commerce cloud environment(s) for co-
location, performance, additional redundancy, or customization purposes.

Commerce Scale Unit – Cloud
After the minimum Commerce purchase requirements have been met, you are entitled with default Commerce
Scale Unit - Cloud when buying licenses with device use rights. These scale units may only be used to support
device transactions.
Default Commerce Scale Unit - Cloud entitlements are based on number of licenses with indicative device use
rights. Contact your Microsoft representative for more details on the Commerce Scale Unit - Cloud mapping.
Commerce Scale Unit – Self-Hosted
Customers who license Dynamics 365 Commerce also have the option to use a self-hosted scale unit—a retail
server, cloud point-of-sale (POS) website, and channel database deployed locally in a store. This type of scale
unit maintains connectivity with and extends a retail Commerce deployment, improving performance, ensuring
business continuity, and providing in-store hybrid capabilities.
A self-hosted Commerce scale unit and its use rights are included at no additional cost with a qualifying
minimum purchase of Commerce licenses. (It is not available as a standalone license.) All servers, users, and
devices accessing the self-hosted scale unit must be appropriately licensed, along with any required hardware
and licenses for Windows Client or Windows Server and SQL Server, which must be acquired separately
Note: If dual use rights are being exercised and you use downgrade rights to downgrade to Dynamics AX 2012,
the Retail Store Server is not an included use right and appropriate licensing must be obtained. Please see the
AX 2012 Retail Licensing Guide and refer to the AX downgrade mappings table in the Dynamics 365 for
Operations, on-premises Licensing Guide to determine appropriate licensing.
Commerce Scale Unit – Cloud capacity
Commerce Scale Unit – Cloud • Basic: 65 devices/tenant/month

• Standard: 225 devices/tenant/month • N/A
• Operations – Devices • Premium: 500 devices/tenant/month
➢Dynamics 365 Commerce Recommendations

The Commerce Recommendations application helps customers easily and quickly find products they want
based on the purchase trends of their fellow customers. Recommendations is a tenant-based license.
One purchased Commerce Recommendations license confers an allotment of 20K transactions per month. For
this purpose, a transaction is defined as the final checkout of a shopping order, whether in-store or online. As
with other capacity licenses, a one-year subscription is required, and the total allotted transactions may be
consumed at any point in the year.
➢Dynamics 365 Commerce Ratings and Reviews
The Commerce Ratings and Reviews application helps capture product reviews and ratings from customers.
Retailers can then display average ratings and review information across their e-commerce website.
Commerce Ratings and Reviews is a tenant-based license. One license provides up to 250K active ratings and
reviews.
Dynamics 365 Customer Service

Customer Service helps you manage customer relationships, empower your customer service agents, and
provides a branded, personalized self-service experience through a searchable knowledge base that delivers
consistent, up-to-date answers. Streamline customer support and help customers find the understanding they
need to ensure product satisfaction and build customer loyalty.

Customer Service is available as either an Enterprise or
Professional user license and with several optional add-ins to
deliver the capabilities needed for your situation. Choose user
licenses for one or the other; you can only buy both licenses if
you deploy them in separate environments. Customer Service
Enterprise may also be licensed by device.
➢Dynamics 365 Customer Service Professional
Customer Service Professional provides basic resources for
customer service agents. It also provides a self-service
customer website and access to a knowledge base for end
customers. It’s meant for less complex scenarios that need
streamlined capabilities to support customers and customer service teams.
➢Dynamics 365 Customer Service Enterprise
Customer Service Enterprise licenses expand on the functionality of Customer Service Professional. In particular,
the enterprise license grants use rights that give users the ability to schedule and dispatch service, create
teams, and manage resources through integration with other Dynamics 365 applications such as Field Service
and Project Operations, when the organization also licenses them.
When you license Customer Service Enterprise, you automatically become entitled to 2,000 Customer Voice
responses/tenant/month, and you can buy additional response packs (in packs of 1,000
responses/tenant/month) as needed.
Unified routing provides intelligent and automated routing and assignment capabilities to customer service
organizations. This allows organizations to use advanced capabilities such as multi-stage classification rules
and automated assignment based on agent availability, capacity, or specialization. Routing records, excluding
Chat and Digital Messaging conversation records, are subject to a licensed capacity. Customer Service
Enterprise includes unified routing with 50 record routes per user per month. See this documentation for more
details.
Customer Service Insights provides integrated analytics and AI capabilities to help you better understand
support engagements and emerging trends. It helps to identify opportunities for enhancing your automated
support system and track the performance of support options and agents. Topic clustering groups related
cases or those with commonalities to help customers or service agents to discover the information they need in
the knowledge base. These insights capabilities are included in Customer Service Enterprise license. Other
service limits apply.
Customer Service Enterprise capacities
Unified Routing add-on:

Customer Service Enterprise 50 records/user/month (pooled at tenant • 10K records/tenant/month (pooled at tenant level;
• Record routing level) excluding Chat and Digital Messaging conversation
records)
Customer Service use rights

Team Customer Service
Use Rights Members Pro Ent
Access
Dynamics 365 for Outlook and Dynamics 365 App for Outlook1 ⚫ ⚫ ⚫
Dynamics 365 Mobile Client Application ⚫ ⚫ ⚫
Microsoft Dynamics 365 for iPad & Windows ⚫ ⚫ ⚫
Microsoft Dynamics 365 Web application ⚫ ⚫ ⚫
Read
All Dynamics 365 application data ⚫ ⚫ ⚫

Use Rights
Members Pro Ent
Custom table data ⚫ ⚫ ⚫
Tables: Create, Update, Delete
Accounts ⚫ ⚫
Activities ⚫ ⚫ ⚫
Announcements ⚫ ⚫ ⚫
Calendar: share ⚫ ⚫ ⚫
Case/Incident ⚫ ⚫
Contacts ⚫ ⚫ ⚫
Custom tables (see Appendix D) 15 max3 15 max ⚫
Embedded Intelligence ⚫
Entitlements ⚫ ⚫
Facilities/Equipment ⚫
Leads (create only) ⚫ ⚫
Notes ⚫ ⚫ ⚫
Personal views ⚫ ⚫ ⚫
Product ⚫ ⚫
Product families/hierarchies ⚫
Product relationships ⚫
Resources ⚫ ⚫
Saved views ⚫ ⚫ ⚫
Service (service scheduling) ⚫
Work hours ⚫ ⚫
Tables: Actions
Activity feeds: post & follow activity feeds ⚫ ⚫ ⚫
Activity: convert to a case ⚫ ⚫
Add or remove a connection (stakeholder, sales team) for an account or contact ⚫ ⚫ ⚫
Business units: define and configure ⚫
Case management: reassign, add to queue, route, and resolve cases ⚫ ⚫
Chat with support team (as chat client for self-service, requires third-party solution) ⚫ ⚫ ⚫
Dialog: start dialog ⚫ ⚫ ⚫
Knowledge base: create, update, publish, configure ⚫ ⚫
Mail merge: perform mail merge ⚫ ⚫ ⚫
Marketing list: associate a marketing list with an account or contact ⚫ ⚫ ⚫
Open project position: apply for an open project position for Project Operations ⚫ ⚫ ⚫
Project tasks: update the project tasks status for Project Operations ⚫ ⚫ ⚫
Queue: use a queue item ⚫ ⚫ ⚫
Resource competencies: update own resource competencies for Project Operations ⚫ ⚫ ⚫
Resources (facilities, equipment, people): manage ⚫
Schedule and dispatch capabilities: use scheduling assistant, drag & drop assignment, update
⚫
resource bookings
Schedule board: configure and view ⚫
SLA: manage ⚫ ⚫
Teams: define and configure ⚫
Work hours: manage ⚫
Yammer: use Yammer collaboration (requires the appropriate license, acquired separately) ⚫ ⚫ ⚫
General System Use: Actions
Auditing: configure ⚫ ⚫
Business processes: customize 5 max ⚫
Create and update custom reports, charts and dashboards 5 max ⚫
Customize and extend out of the box reports, charts and dashboards ⚫
Dialogs: define and configure ⚫ ⚫
Duplicate detection: configure rules ⚫ ⚫
Dynamics 365 forms, tables, and fields: create ⚫ ⚫
Email: create, update, and delete templates ⚫ ⚫ ⚫
Forms and views: customize (see Appendix D) 2 max ⚫
Import data in bulk ⚫ ⚫
Microsoft Excel: export data to Excel ⚫ ⚫ ⚫
Queue: define and configure (see Appendix D) 15 max ⚫
Records: use relationships and connections between records ⚫ ⚫ ⚫

Use Rights
Members Pro Ent
Search and advanced find: use ⚫ ⚫ ⚫
Tables: define connections and relationships between tables ⚫ ⚫
Word: create, update, and delete templates ⚫ ⚫ ⚫
Workflows: define and configure ⚫ ⚫
Additional Services and Software
Customer Service Hub ⚫ ⚫
Dynamics 365 Customer Voice ⚫
Dynamics 365 Mobile offline capabilities ⚫
Project Operations Team Members app2 ⚫ ⚫ ⚫
Unified Service Desk (USD) for Microsoft Dynamics 365 ⚫
1
Dynamics 365 App for Outlook can be customized, however usage must comply with use rights for users’ corresponding license and pre-
approved application scenarios in Appendix C.
2
Dynamics 365 Project Operations Lite – deal to proforma invoicing or Dynamics 365 Project Operations for resource/non-stocked
scenarios deployment required for Project Operations Team Members app.
3
Team Members application module may be customized with maximum 15 additional tables (custom tables or standard Dataverse tables)
available to the Team Members license per pre-approved application scenarios in Appendix C.
Additional Customer Service applications

➢Chat for Dynamics 365 Customer Service
Chat for Dynamics 365 Customer Service is an add-in application for Customer Service Enterprise licenses. It
helps agents engage in real time with customers to resolve issues faster. Chat is licensed per user.
➢ Digital Messaging for Dynamics 365 Customer Service
Dynamics 365 Digital Messaging is an add-in application for Customer Service Enterprise licenses. It includes
Chat for Dynamics 365 Customer Service and third-party SMS. Digital Messaging is licensed per user.
Record routing (previously entity routing) requests capacity
Incoming conversation records (chat, call, text message) can be routed within an organization without
additional capacity requirements. However, organizations often need to route other records (support cases,
activities etc.) to a work queue or a specific support agent using advanced capabilities such as multi-stage
classification rules and automated assignment based on agent availability, capacity, or specialization. This is
possible through unified routing. Routing records, besides conversations, through unified routing is subject
to a licensed capacity. See Customer Service Enterprise for more details about record routing capacities.
Chat and Digital Messaging capacities
• Incoming conversation records (chat, call, text message)
Chat and Digital Messaging can be routed within an organization without additional • Power Virtual Agents capacity
capacity requirements add-on: See Power Apps, Power
• Record routing
• 1K Power Virtual Agents sessions/tenant/month (granted Automate, and Power Virtual
• Power Virtual Agents sessions once per tenant regardless of the number of user Agent Licensing Guide
licenses)

➢Voice Channel for Dynamics 365 Customer Service
Voice Channel for Dynamics 365 Customer Service is an add-in application for Customer Service Enterprise
licenses and brings 1st party telephony to Customer Service - AI infused at every stage. Voice Channel is
licensed per user and includes Intelligent Voicebot and Call Intelligence capabilities.
Intelligent Voicebot minutes include entitlements to Power Virtual Agent to be used as a conversational IVR
with the Voice Channel. Call Intelligence minutes include entitlements for intelligence features for Voice
Channel, including call transcription, sentiment analysis, AI suggestions, call insights and topic clustering.
Customers are required to connect to an Azure Communication Services resource to use the Voice Channel.
Azure Communication Services provides the pay-as-you-go pricing for PSTN, SMS, VOIP (for Direct Routing)
and call recording. See here - Azure Communication Services pricing | Microsoft Azure.
Voice Channel capacities
Application/Capacity Included Capacity1 Add-On Capacity
Voice Channel • Intelligent Voicebot minutes add-on:

• 2K Intelligent Voicebot minutes/user/month
500 additional minutes/tenant/month
• Intelligent Voicebot minutes • 6K Call Intelligence minutes/user/month
• Call Intelligence minutes add-on:
• Call Intelligence minutes • Dataverse File storage 35GB for call recording/user
500 additional minutes/tenant/month
1
Included capacity accrued per USL and pooled at the tenant level.
➢ Digital Messaging and Voice Channel for Dynamics 365 Customer Service
Digital Messaging and Voice Channel is an add-in application for Customer Service Enterprise licenses. It
includes Digital Messaging (Chat for Dynamics 365 Customer Service, third-party SMS) and Voice Channel.
Digital Messaging and Voice Channel is licensed per user.
Dynamics 365 Field Service

Field Service connects and empowers field-based service teams. It leverages tight
integration between Customer Service case management capabilities and field
service work orders to deliver business process-driven, best in class management of
your field service operations. Field Service is licensed per user and/or device.
The Field Service user license also includes the latest version of Field Service Mobile, a Microsoft product
specifically designed for Field Service and distinct from Dynamics 365 Mobile Client. When you license Field
Service, you automatically become entitled to 2,000 Customer Voice responses per tenant per month, and you
can buy additional response packs (in packs of 1,000 responses/tenant/month) as needed.
Note: Bing Maps Developer license included with limitations (billable transactions) as described at
https://www.microsoft.com/en-us/maps/licensing. The Bing Maps Notices apply.
Field Service use rights
Team
Use Rights Field Service
Members
Access
Dynamics 365 for Outlook and Dynamics 365 App for Outlook1 ⚫ ⚫
Dynamics 365 Mobile Client Application ⚫ ⚫
Microsoft Dynamics 365 for iPad & Windows ⚫ ⚫
Microsoft Dynamics 365 Web application ⚫ ⚫
Read
All Dynamics 365 application data ⚫ ⚫
Custom table data ⚫ ⚫
Accounts ⚫
Activities ⚫ ⚫
Announcements ⚫ ⚫
Calendar: share ⚫ ⚫

Team
Members
Cases for Field Service: Create cases with limited edit capability. No case SLAs, entitlements,
or case routing. Users only licensed with Field Service license cannot act as customer service ⚫
agents and resolve cases
Contacts ⚫ ⚫
Custom tables (see Appendix D) 15 max2 ⚫
Customer assets ⚫
Dispatch ⚫
Inventory management ⚫
Invoices ⚫
Leads (create only) ⚫
Notes ⚫ ⚫
Opportunities ⚫
Orders ⚫
Personal views ⚫ ⚫
Product ⚫
Purchase orders ⚫
Quotes ⚫
Repairs and returns management ⚫
Resources ⚫
Routing capabilities ⚫
Saved views ⚫ ⚫
Schedule ⚫
Service agreements ⚫
Territories ⚫
Work hours ⚫
Work order management ⚫ ⚫
Tables: Actions
Activity feeds: post and follow activity feeds ⚫ ⚫
Add or remove a connection (stakeholder, sales team) for an account or contact ⚫ ⚫
Chat with support team (as chat client for self-service, requires third party solution) ⚫ ⚫
Dialog: start dialog ⚫ ⚫
Entitlements: manage ⚫
Field Service Mobile application ⚫
Field Service Mobile application Offline sync: use ⚫
Knowledge base: create, update, publish, configure ⚫
Mail merge: perform mail merge ⚫ ⚫
Marketing list: associate a marketing list with an account or contact ⚫ ⚫
Open project position: apply for open project position for Project Operations ⚫ ⚫
Project tasks: update project tasks status for Project Operations ⚫ ⚫
Queue: use a queue item ⚫ ⚫
Repairs: create and manage (RMA) ⚫
Resource competencies: update own resource competencies for Project Operations ⚫ ⚫
Resource Schedule Optimization: manage ⚫
Resources: define and configure ⚫
Returns: create and manage returns (RTV) ⚫
Schedule & dispatch capabilities: use scheduling assistant, drag & drop assignment, update
⚫
resource bookings
Services: define and configure ⚫
SLA: manage ⚫
Work hours: define and configure ⚫
Yammer: use Yammer collaboration (requires the appropriate license acquired separately) ⚫ ⚫

Team
Members
Auditing: configure ⚫
Business processes: customize ⚫
Create and update custom reports, charts, and dashboards ⚫
Customize and extend out of the box reports, charts, and dashboards ⚫
Dialogs: define and configure ⚫
Duplicate detection: configure rules ⚫
Dynamics 365 forms, tables, and fields: create ⚫
Email: create, update, and delete templates ⚫ ⚫
Forms and views: customize (see Appendix D) ⚫
Import data in bulk ⚫
Microsoft Excel: export data to Excel ⚫ ⚫
Queue: define and configure (see Appendix D) ⚫
Records: use relationships and connections between records ⚫ ⚫
Search and advanced find: use ⚫ ⚫
Tables: define connections and relationships between tables ⚫
Word: create, update, and delete templates ⚫ ⚫
Workflows: define and configure ⚫
Dynamics 365 Customer Voice ⚫
Dynamics 365 Mobile offline capabilities ⚫
Project Operations Team Members app3 ⚫ ⚫
1
Dynamics 365 App for Outlook can be customized, however usage must comply with use rights for users’ corresponding license
and pre-approved application scenarios in Appendix C.
2
3
Additional Field Service capabilities

➢Dynamics 365 Field Service Resource Schedule Optimization
Resource Scheduling Optimization is an add-in capability for Field Service that enables you to automatically
create a schedule for the appropriate resource—either a person or a non-human asset—while simultaneously
optimizing appointments for travel time, mileage, and many other constraints.
Resource Schedule Optimization is licensed per resource. It will typically be used by a scheduler or dispatcher
with a Field Service user license, who will designate any number of resources to be included.
The add-in license allows for unlimited use of schedule optimization, whether on a regular cadence (such as
daily or weekly) or ad-hoc.
Dynamics 365 Finance

Finance enables medium-sized organizations and enterprises to monitor the
performance of global financial operations in real time and predict future outcomes.
Finance provides deep data and process integrations across Dynamics 365, Office 365, and partner applications
to offer a centralized source of information that saves time, facilitates collaboration across your organization,
and enables faster, more data-driven decisions to drive growth. It is licensed per user with a minimum purchase
requirement. Refer to the Product Terms. When you license Dynamics 365 Finance, you automatically become
entitled to 100 electronic invoice transactions/tenant/month (see Electronic Invoicing section for more
information on Electronic Invoicing), and 20K AI Builder credits/tenant/month (see AI Builder for more
information on AI Builder).
Finance security roles
Team Ops –
Role Security Role Description Finance
Members Activity
C-Suite

Team Ops –
Role Security Role Description Finance
Members Activity
Chief executive officer Reviews the financial and operational performance ⚫ ⚫
Chief financial officer Reviews the financial performance ⚫ ⚫
Budgeting
Budget contributor Create, update, and approve departmental budget plans. ⚫ ⚫ ⚫
Budget clerk Documents budget events and responds to budget inquiries ⚫ ⚫
Budget manager Reviews budget process performance and enables the budget process ⚫
Financials and Accounting
Accounts payable positive
Document accounts payable positive pay events ⚫ ⚫ ⚫
payment clerk
Accountant Documents accounting events and responds to accounting inquiries ⚫
Reviews accounting, customer invoice, vendor invoice, and payment process
Accounting manager ⚫
performance and enables those processes
Reviews accounting process performance and enables the accounting
Accounting supervisor ⚫
process
Accounts payable Documents accounts payable centralized payment events and responds to
⚫
centralized payments clerk centralized payment inquiries
Accounts payable clerk Documents vendor invoice events and responds to vendor inquiries ⚫
Reviews vendor invoice process performance and enables the vendor invoice
Accounts payable manager ⚫
process
Accounts payable payments Documents accounts payable payment events and responds to payment
⚫
clerk inquiries
Accounts receivable Documents accounts receivable centralized payment events and responds to
⚫
centralized payments clerk centralized payment inquiries
Accounts receivable clerk Documents customer invoice events and responds to customer inquiries ⚫
Accounts receivable Reviews customer invoice process performance and enables the customer
⚫
manager invoice process
Accounts receivable Documents accounts receivable payment events and responds to payment
⚫
payments clerk inquiries
This role is designed for in-house or external auditors. It provides read-only
Auditor access to a majority of the system. It is also used for audit policy ⚫
management
Collections agent Documents collections events and responds to collections inquiries ⚫
Reviews collections process performance and enables the collections
Collections manager ⚫
process
Financial controller Reviews all accounting process performance and enables those processes ⚫
Tax accountant Documents fiscal events and responds to fiscal inquires ⚫
Tax engine developer Create and manage taxable document model mappings. ⚫
Tax engine functional Create and manage generic tax engine components (taxable document and
⚫
consultant tax document)
Treasurer Documents treasury events and responds to treasury inquiries ⚫
Dynamics 365 Guides

Dynamics 365 Guides, a mixed-reality application enabling employees to learn in the
flow of work by providing holographic instructions when and where they need them. A
series of step-by-step instruction cards with image and video support are visually tethered to the place where
the work needs to be done. Additional guidance in the form of holographic models shows what needs to be
done and where, so workers can get the job done faster, with fewer errors and greater retention of learned
skills. For more information on Guides, see Overview of Dynamics 365 Guides. Guides is licensed per user or per
device and requires a Microsoft Windows PC and Microsoft HoloLens 2. For Dynamics 365 Guides Device
licenses, visit the Device Licenses section of the licensing guide.
Role Use Rights Guides
Manager Viewing Guides analytics using Microsoft Power BI dashboards. Viewing Power BI reports
⚫
does not require Microsoft Power BI license but sharing does.
Incorporate workflows using Microsoft Power Apps and Power Automate to view and save
⚫
data
Assign Guides to technicians using Dynamics 365 Field Service1 ⚫
Assign Guides to work orders within Dynamics 365 Supply Chain Management1 ⚫
Author Create guides and use 3D toolkit in the PC app or HoloLens app ⚫

Role Use Rights Guides
Import converted 3D models and import them into guides ⚫
Operator Use the guides to perform tasks ⚫
1
Dynamics 365 Field Service and Supply Chain Management licenses are not included with Dynamics 365 Guides.
Dynamics 365 Human Resources

Human Resources enables organizations to optimize compensation, benefits, leave
and absence tracking, regulatory and policy compliance, performance feedback,
standardized training, and self-service programs. Enable HR teams to operate with
dexterity by using Dataverse and Power Platform to centralize people data and easily extend the solution.
Human Resources is licensed per user. Refer to the Product Terms for minimum purchase requirements.
Human resource professionals are typically licensed as full users. Users outside of the HR organization, such as
employees who need self-serve access, may be licensed through the Team Members license, the Human
Resources Self Service license, or the Operations – Activity user license. When you license Human Resources,
you automatically become entitled to 2,000 Customer Voice responses per tenant per month, and you can buy
additional response packs (in packs of 1,000 responses/tenant/month) as needed.
Human Resource security roles

HR Self Team Operations Human
Role Security Role Description
Service Members – Activity Resources
Contractor Worker in contractor relationship with legal entities ⚫ ⚫ ⚫ ⚫
Employee Worker in employment relationship with legal entities ⚫ ⚫ ⚫ ⚫
Pending worker Worker in pending employment relationship with legal entities ⚫ ⚫ ⚫ ⚫
The manager role represents a direct line manager within HR
who is responsible for managing employees based on
Manager reporting relationships defined by the position hierarchy. It ⚫ ⚫ ⚫ ⚫
grants access to the My team page within employee self-
service
Reviews and manages leave and absence for a limited group of
Absence manager ⚫ ⚫ ⚫ ⚫
employees not in a direct reporting relationship
Documents compensation and benefit events, responds to
Compensation and
compensation and benefit inquiries, and records the financial ⚫
benefits manager
consequences of compensation and benefit events
Information and functionality around managing employees
FMLA administrator ⚫
who are out an FMLA leave
Human resource Documents human resource events and responds to human
⚫
assistant resource inquiries
Human resource Periodically reviews human resource process performance and
⚫
manager enables the human resource process
Payroll Documents payroll events, responds to payroll inquiries, and
⚫
administrator records the financial consequences of payroll events
Payroll manager Authorizes activity in the payroll process ⚫
Documents recruiting events, responds to recruiting inquiries
Recruiter ⚫
and records the financial consequences of recruiting events
Documents training events, responds to training inquiries, and
Training manager ⚫
records the financial consequences of training events
Dynamics 365 Project Operations

Project Operations connects sales, resourcing, project management, and finance teams
within a single product to help you win more deals, accelerate project delivery, and
maximize profitability. It is licensed per user, with a minimum number of users required. Refer to the Product
Terms.
Account managers, project managers, project assistants, and project accountants are typically licensed as full
users. Users who create and approve project timesheets, such as a user with a Project Timesheet security role,
only need a Team Members license. Project Operations licenses have no roles at the Operations – Activity level,

but full users of Project Operations have rights to Operations – Activity roles for other Dynamics 365 products,
such as Finance and Supply Chain Management.
Project Operations security roles
Team Project
Role Security Role Description
Members Operations
Project Management
Works on the project as a team member, usually fulfilling a specialized
Project resource role. Records time and expense entries as they make progress on the ⚫ ⚫
project.
Project timesheet
Enables creation and approval of project timesheets ⚫ ⚫
delegate
Project timesheet user Enables creation and approval of project timesheets ⚫ ⚫
Project approver Approves time, expenses, and materials within a project ⚫ ⚫
Creates and plans projects and tasks. Plan resources and estimate the
cost and revenue for the project. Reviews and approves all consultant
Project manager ⚫
activity on the project and tracks the progress and spend. Reviews draft
invoices.
Project Accounting & Administration
Creates project invoices. Manages and maintains invoice layouts.
Project billing
Reviews invoices for accuracy of sales tax codes and exchange rates. ⚫
administrator
Sends invoices to customers and posts invoices to general ledger.
Expense administrator Configures expense management solution ⚫
Documents project accounting process events and responds to project
Project assistant ⚫
accounting process inquiries
Project accountant Maintains project accounting policies ⚫
Project supervisor Enables and reviews the project accounting process ⚫
Project Sales
Manages sales and relationship for customer-facing projects. Creates
Account manager and manages new project opportunities, builds proposals, and wins ⚫
quotes to create project contracts.
Practice Management
Owns the practice in the project organization. Creates reports and
Practice manager dashboards for deals in the pipeline. Understands resource demand and ⚫
utilization.
Resource Management
Maintains project resource tasks. Staffs project demand and manages
Resource manager ⚫
resource utilization to ensure resources are appropriately utilized.
Project Operations use rights

Team Project
Use Rights
Members Operations
Access
Dynamics 365 for Outlook and Dynamics 365 App for Outlook1 ⚫ ⚫
Dynamics 365 Mobile Client Application ⚫ ⚫
Microsoft Dynamics 365 for iPad & Windows ⚫ ⚫
Microsoft Dynamics 365 Web application ⚫ ⚫
Read
All Dynamics 365 application data ⚫ ⚫
Custom table data ⚫ ⚫
Approve
Time, expense, materials, and invoices ⚫ ⚫
Access via Customer Service app for Team Members, Power Pages2 or API: Create, Read, Update, Delete
Employee self-serve: cases ⚫ ⚫
Non-employees only: work orders ⚫
Non-employees only: opportunities ⚫
Accounts ⚫
Activities ⚫ ⚫
Announcements ⚫ ⚫

Team Project
Use Rights
Members Operations
Calendar: share ⚫ ⚫
Contacts ⚫ ⚫
Custom tables (see Appendix D) 15 max3 ⚫
Notes ⚫ ⚫
Organizational units ⚫
Personal views ⚫ ⚫
Price lists ⚫
Product ⚫
Product bundles ⚫
Project billing backlog views ⚫
Project contracts ⚫
Project estimates ⚫
Project invoice schedules ⚫
Project invoices ⚫
Project management ⚫
Project opportunity ⚫
Project price lists ⚫
Project pricing dimensions ⚫
Project quotes ⚫
Project resource requests ⚫
Project time and expense entries ⚫ ⚫
Project transaction approval ⚫
Quick campaigns ⚫
Resource availability view ⚫
Resource schedule management ⚫
Saved views ⚫ ⚫
Transaction and expense categories ⚫
Tables: Actions
Activity feeds: post and follow activity feeds ⚫ ⚫
Add or remove a connection (stakeholder, sales team) for an account or contact ⚫ ⚫
Chat with support team (as chat client for self-service, requires third-party solution) ⚫ ⚫
Copying project quotes and project contracts ⚫
Create and confirm corrective invoices for projects ⚫
Create and confirm project invoices along a recurring schedule ⚫
Create custom and configurable project pricing ⚫
Dialog: start dialog ⚫ ⚫
Knowledge base: create, update, publish, configure ⚫
Lead: qualify and convert to an opportunity ⚫
Mail merge: perform mail merge ⚫ ⚫
Manage services, resources, work hours, and competencies ⚫
Marketing list: associate a marketing list with an account or contact ⚫ ⚫
Project contract confirmation ⚫
Project tasks: update project task status for Project Operations ⚫ ⚫
Project transactions: approve ⚫
Queue: use a queue item ⚫ ⚫
Resource competencies: update own resource competencies for Project Operations ⚫ ⚫
Resources: define and configure ⚫
Schedule and dispatch capabilities: use scheduling assistant, drag and drop assignment, update
⚫
resource bookings
Services: define and configure ⚫
Setup cost and bill rates for project resources from same division and resource transfer prices for
⚫
resources from other divisions

Team Project
Use Rights
Members Operations
Territories: manage ⚫
Time and expense: submit time and expenses for Project Operations ⚫ ⚫
Use resource availability view and resource schedule management ⚫
Winning a project quote ⚫
Yammer: use Yammer collaboration (requires the appropriate license, acquired separately) ⚫ ⚫
Auditing: configure ⚫
Business processes: customize ⚫
Dialogs: define and configure ⚫
Duplicate detection: configure rules ⚫
Dynamics 365 forms, tables, and fields: create ⚫
Email: create, update, and delete templates ⚫ ⚫
Forms and views: customize (see Appendix D) ⚫
Import data in bulk ⚫
Microsoft Excel: export data to Excel ⚫ ⚫
Queue: define and configure (see Appendix D) ⚫
Records: use relationships and connections between records ⚫ ⚫
Search and advanced find: use ⚫ ⚫
System reports, charts, and dashboards: create and update ⚫
System reports, charts, and dashboards: customize ⚫
Tables: define connections and relationships between tables ⚫
Word: create, update, and delete templates ⚫ ⚫
Workflows: define and configure ⚫
Project for the Web4 ⚫
Project Operations Team Members app5 ⚫ ⚫
1
2
When provisioning capacity-based websites using Dataverse capacity, Power Pages licensing use rights apply.
3
4
Project for the Web is Microsoft’s most recent offering for cloud-based work and project management that is built on the Power Platform.
5
Dynamics 365 Remote Assist

Dynamics 365 Remote Assist enables you to share your real-time view with experts
remotely to get the help you need and stay hands-free on HoloLens or Dynamics 365
Remote Assist mobile. By using heads-up video calling on Microsoft HoloLens and mobile devices, colleagues
can collaborate during a video call using Microsoft Teams—a separate Microsoft product that provides
videoconferencing, chat, calling, screensharing, and other team collaboration tools. With the combination of
Teams and Remote Assist, the expert can see everything that the Dynamics 365 Remote Assist user sees, and
they can holographically draw and annotate together. Dynamics 365 Remote Assist is licensed per user or per
device. For Dynamics 365 Remote Assist Device licenses, visit the Device Licenses section of the licensing guide.
Note that Remote Assist users, such as frontline workers, field workers, or technicians, do not need a separate
license for Microsoft Teams. They can make or receive calls using Remote Assist on HoloLens without a
separate Microsoft Teams license. The expert they contact for remote assistance—who is often an expert at
headquarters—does require a Teams license. Remote Assist requires a Microsoft HoloLens 2 or an AR capable
iOS or Android device (phone or tablet). For more information, see Overview of Dynamics 365 Remote Assist.

Role Use Rights Remote Assist
Technician, inspector, or Access the application on the following device types:
auditor • HoloLens headset
⚫
• iOS - Phone or tablet devices that are running iOS and ARKit
• Android - Phone or tablet devices that are running ARCore
Microsoft Teams: Initiate and receive calls, videoconferencing, instant messaging ⚫
Draw annotation into 3D virtual space ⚫
CRUD: Dynamics 365 Field Service work order ⚫
Dataverse solution (tables) for call logging, asset capture, and one time calling. Does not
⚫
require Dynamics 365 Field Service license.
Remote collaborator1
Use Microsoft Teams to join a Dynamics 365 Remote Assist call, see what a technician or
⚫
inspector sees, and provide guidance in context
1Remote collaborators do not require a Dynamics 365 Remote Assist license but require a separate Microsoft Teams license to join Remote
Assist calls.
You can access additional capabilities through Dynamics 365 Remote Assist, if you have additional software
licenses such as OneDrive for Business, Exchange Online, Dynamics 365 Field Service, Power BI, or Microsoft
Stream. See this help documentation to learn more.
Dynamics 365 Sales

Choose the level of functionality appropriate for your
business with Sales licensing options that include
Professional or Enterprise capabilities—or even more
features with the Premium or Microsoft Relationship Sales
(MRS) licenses. Note: Customers using Professional will
not be able to combine Sales Premium, Enterprise, or Sales Insights within the same environment instance.
Each of the Sales application options is licensed per user. Sales Enterprise may also be licensed per device.
➢ Sales Professional
A Sales Professional license provides essential sales force automation (SFA) for organizations without complex
sales processes.
➢ Sales Enterprise
A Sales Enterprise license takes your organization beyond sales force automation to meet the needs of more
complex sales processes. In addition to all the functionality available with a Sales Professional license, Sales
Enterprise capabilities include customization, extensibility, embedded intelligence, and manual forecasting.
Sales Enterprise licenses also include the Microsoft Viva Sales application. Visit Microsoft Viva Sales for more
information.
When you license Sales Enterprise, you automatically become entitled to 2,000 Customer Voice responses per
tenant per month, and you can buy additional response packs (in packs of 1,000 responses/tenant/month) as
needed.
In addition, Sales Enterprise also includes selected Sales Premium features including assistant cards, email
engagement, auto capture of Outlook activity and three new premium offerings Conversation Intelligence,
Sales Accelerator and Lead & Opportunity scoring. The premium offerings leverage automation and AI to help
sellers prioritize their worklist, provide real-time analysis during calls, automate action notifications, and
programmatically generate meeting summaries.
Users who license Sales Enterprise and activate Conversation Intelligence will be able to do so with unlimited
capacity. Sales Accelerator provides access to the workspace and up to 1500 records connected to any defined
sequence per environment per month. Finally, view up to 1500 Leads/Opportunity records scored per
environment per month with Predictive Scoring. For additional capacity, or for access to all the Sales Premium
features, simply step up your license to Sales Premium. See Digital selling | Microsoft Learn for more details.

➢ Sales Premium
Sales Premium takes the Sales Enterprise capabilities and accelerates engagement and decision-making with
prebuilt and embedded business insights that are easy to act upon. Licensed per user Sales Premium includes
Sales Enterprise feature permissions and our Sales Insights automation and AI offerings.
➢ Sales Insights
Sales Insights is part of Sales Premium and can also be added onto a Sales Enterprise or MRS license (Sales
Professional users are not entitled to these features). A full Sales Insights license enables the following
additional features:
• Predictive Scoring (lead and opportunity) • Pipeline Intelligence
• Predictive Forecasting • Notes Analysis
• Business Card Reader • Conversation Intelligence
• Relationship Analytics • Connection Insights (who knows whom)
• Assistant Studio
• Sales Accelerator
Sales Enterprise users need to access the Sales Hub Application to set up any of these features. Sales
Professional users are only entitled to use the Sales Professional application and are not entitled to use the
Sales Hub application. Learn More
Sales Insights has full access to the features mentioned above except for Business Card Reader. The capacity
limit for Business Card Reader is 200/user/month. If additional Business Card Reader capacity is required, you
may buy additional Sales Insights capacity licenses to increase the pooled amount.
When Sales Insights is licensed within Sales Premium, additional Sales Insights capacity can be bought by
purchasing additional Sales Premium licenses.
Sales Insights capacities
Application Included Capacity1 Add-On Capacity
Sales Insights included with Sales Enterprise
Business Card Reader 10 scans/user/month Available with a purchase of Sales Insights or
Sales Premium
Conversation Intelligence Activated Conversation Intelligence users receive N/A
Unlimited hours/user/month
Sales Accelerator 1500 records connected to a sequence per Available with a purchase of Sales Insights or
environment per month Sales Premium
Lead & Opportunity Scoring 1500 records scored per environment per month Available with a purchase of Sales Insights or
Sales Premium
Sales Insights / Sales Premium Users
Business Card Reader 200/user/month Additional Sales Insights user purchase to
increase 200/user/month (pooled at tenant level)
Conversation Intelligence Unlimited hours/user/month N/A
Sales Accelerator Full Access N/A
Lead & Opportunity Scoring Full Access N/A
1
Unused capacity will roll over for up to 12 months. Learn more
➢Microsoft Relationship Sales

Microsoft Relationship Sales (MRS) helps sales professionals build the relationships they need to harness the
power of relationship selling. MRS includes Sales Enterprise and LinkedIn Sales Navigator Advanced Plus. It is
licensed per user. Refer to the Product Terms for minimum purchase requirements, programs, and conditions.
Learn more about LinkedIn Sales Navigator to understand the full power of the MRS license.

Sales use rights
Team Sales
Use Rights Members Pro Ent Pre
Access
Dynamics 365 for Outlook and Dynamics 365 App for Outlook1 ⚫ ⚫ ⚫ ⚫
Dynamics 365 Mobile Client Application ⚫ ⚫ ⚫ ⚫
Microsoft Dynamics 365 for iPad & Windows ⚫ ⚫ ⚫ ⚫
Microsoft Dynamics 365 Web application ⚫ ⚫ ⚫ ⚫
Read
All Dynamics 365 application data ⚫ ⚫ ⚫ ⚫
Custom table data ⚫ ⚫ ⚫ ⚫
Accounts ⚫ ⚫ ⚫
Activities ⚫ ⚫ ⚫ ⚫
Announcements ⚫ ⚫ ⚫ ⚫
Calendar: share ⚫ ⚫ ⚫ ⚫
Cases for Sales: Create cases with limited edit capability. No case business process flow,
SLAs, entitlements, or case routing. Users only licensed with Sales license cannot act as ⚫ ⚫ ⚫
customer service agents and resolve cases
Competitors ⚫ ⚫
Contacts ⚫ ⚫ ⚫ ⚫
Custom tables (see Appendix D) 15 max2 15 max ⚫ ⚫
Embedded intelligence ⚫ ⚫
Forecasting ⚫ ⚫
Invoices ⚫ ⚫ ⚫
Lead management ⚫ ⚫ ⚫
Marketing campaigns ⚫ ⚫ ⚫
Marketing list ⚫ ⚫ ⚫
Notes ⚫ ⚫ ⚫ ⚫
Opportunities ⚫ ⚫ ⚫
Orders ⚫ ⚫ ⚫
Personal views ⚫ ⚫ ⚫ ⚫
Price lists ⚫ ⚫ ⚫
Product ⚫ ⚫ ⚫
Product bundles ⚫ ⚫ ⚫
Product families/hierarchies ⚫ ⚫
Product relationships ⚫ ⚫
Quick campaigns ⚫ ⚫ ⚫
Quotes ⚫ ⚫ ⚫
Sales goals ⚫ ⚫
Sales literature ⚫ ⚫
Saved views ⚫ ⚫ ⚫ ⚫
Territories ⚫ ⚫
Tables: Actions
Activity feeds: post and follow activity feeds ⚫ ⚫ ⚫ ⚫
Activity: convert to an opportunity ⚫ ⚫ ⚫
Add or remove a connection (stakeholder, sales team) for an account or contact ⚫ ⚫ ⚫ ⚫
Business Card Reader (10/user/month: pooled at tenant level) ⚫ ⚫
Business units: define and configure ⚫ ⚫
Chat with support team (as chat client for self-service, requires third-party solution) ⚫ ⚫ ⚫ ⚫
Dialog: start dialog ⚫ ⚫ ⚫ ⚫
Knowledgebase: create, update, publish, configure, search (basic) ⚫ ⚫
Lead: qualify and convert to an opportunity ⚫ ⚫ ⚫
Mail merge: perform mail merge ⚫ ⚫ ⚫ ⚫
Marketing list: associate a marketing list with an account or contact ⚫ ⚫ ⚫ ⚫
Open project position: apply for open project position for Project Operations ⚫ ⚫ ⚫ ⚫
Project tasks: update project task status for Project Operations ⚫ ⚫ ⚫ ⚫
Queue: use a queue item ⚫ ⚫ ⚫ ⚫
Resource competencies: update own resource competencies for Project Operations ⚫ ⚫ ⚫ ⚫
Teams: define and configure ⚫ ⚫
Yammer: use Yammer collaboration (requires the appropriate license, acquired separately) ⚫ ⚫ ⚫ ⚫

Team Sales
Use Rights Members Pro Ent Pre
Auditing: configure ⚫ ⚫ ⚫
Business processes: customize 5 max ⚫ ⚫
Create and update custom reports, charts and dashboards 5 max ⚫ ⚫
Customize and extend out of the box reports, charts and dashboards ⚫ ⚫
Dialogs: define and configure ⚫ ⚫ ⚫
Duplicate detection: configure rules ⚫ ⚫ ⚫
Dynamics 365 forms, tables, and fields: create ⚫ ⚫ ⚫
Email: create, update, and delete templates ⚫ ⚫ ⚫ ⚫
Forms and views: customize (see Appendix D) 2 max ⚫ ⚫
Import data in bulk ⚫ ⚫ ⚫
Microsoft Excel: export data to Excel ⚫ ⚫ ⚫ ⚫
Queue: define and configure (see Appendix D) 15 max ⚫ ⚫
Records: use relationships and connections between records ⚫ ⚫ ⚫ ⚫
Search and advanced find: use ⚫ ⚫ ⚫ ⚫
Tables: define connections and relationships between tables ⚫ ⚫ ⚫
Word: create, update, and delete templates ⚫ ⚫ ⚫ ⚫
Workflows: define and configure ⚫ ⚫ ⚫
Automation & AI Offerings (Inc Sales Premium Features)
Email Engagement ⚫ ⚫
Assistant Cards ⚫ ⚫
Auto Capture ⚫ ⚫
Conversation Intelligence ⚫ ⚫
Sales Accelerator ⚫3 ⚫
Lead & Opportunity Scoring ⚫3 ⚫
Notes Analysis ⚫
Connection Insights (Who Knows Whom) ⚫
Pipeline Intelligence (Predictive forecasting) ⚫
Relationship Analytics ⚫
Dynamics 365 Customer Voice ⚫ ⚫
Dynamics 365 Mobile Offline capabilities ⚫ ⚫
Project Operations Team Members app4 ⚫ ⚫ ⚫ ⚫
Microsoft Viva Sales ⚫ ⚫
1
2
3
Each of these features are available to Sales Enterprise customers with a limited capacity. See Sales Enterprise for more details.
4
Dynamics 365 Supply Chain Management

Supply Chain Management provides manufacturers, distributors, and retailers with
the real-time visibility and intelligence they need for proactive operations. It unifies
data and uses predictive insights from AI and IoT—across order fulfillment, planning,
procurement, production, inventory, warehousing, and transportation processes—to
maximize operational efficiency, product quality, and profitability. Supply Chain
Management is licensed per user and has minimum purchase requirements detailed
in the Product Terms.
Supply Chain Management automatically includes Asset Management capacity and
Intelligent Order Management capacity. Asset Management capacity is enough for
you to manage and maintain up to 100 physical assets throughout their lifecycles.

Intelligent Order Management capacity includes 1K order lines. Additional capacity is available for purchase
separately.
Supply Chain Management security roles
Team Ops –
Role Security Role Description SCM
Members Activity
Asset Management
Maintenance requester Creates maintenance requests ⚫ ⚫ ⚫
Maintenance worker Documents maintenance events and responds to maintenance inquiries ⚫ ⚫
Plans and authorizes maintenance events. Maintains maintenance
Maintenance clerk ⚫
planning master data and responds to maintenance related inquiries.
Enables and reviews the performance of the maintenance process.
Maintenance manager ⚫
Maintains master data and responds to maintenance related inquiries.
Cost Accounting
Monitors monetary and non-monetary performance of assigned cost
Cost object controller ⚫ ⚫ ⚫
objects
Implements dimensions, policies, and reporting structures according to
Cost accountant ⚫
the strategy set by the cost accounting manager
Performs repetitive tasks aligned with predefined policies and reporting
Cost accountant clerk ⚫
structures
Cost accounting Sets the overall strategy for how cost accounting is performed in the
⚫
manager Enterprise
Documents costs, inventory valuations, and cost accounting events.
Inventory accountant Responds to costs, inventory valuations, and cost accounting events ⚫
inquiries
Authorizes and maintains costs, inventory valuations, and cost
Inventory accountant
accounting calculations. Responds to costs, inventory valuations, and ⚫
clerk
cost accounting inquiries
Customer Service
Customer service Documents customer service events and responds to customer service
⚫ ⚫
representative inquiries.
Customer service Reviews customer service process performance and enables the
⚫
manager customer service process
Engineering
Process engineer Defines processes to make new products ⚫
Process engineering
Reviews and authorizes new production processes ⚫
manager
Product designer Designs new and modifies existing BOM structures ⚫
Product design
Reviews and authorizes product BOM structures ⚫
manager
Distribution
Documents receiving operation events and responds to warehouse
Receiving clerk ⚫ ⚫
receiving operation inquiries
Documents shipping operation events and responds to warehouse
Shipping clerk ⚫ ⚫
shipping operation inquiries
Documents warehouse operation events and responds to warehouse
Warehouse worker ⚫ ⚫
operation inquiries
Enables and reviews processes, maintains master data, and responds to
Materials manager ⚫
inquiries within logistics and material management
Enables and reviews processes, authorizes recordings, maintains master
Warehouse manager ⚫
data, and responds to inquiries within warehouse management
Plans and authorizes warehouse work. Maintains warehouse planning
Warehouse planner ⚫
master information and responds to warehouse work planning inquiries
Field Service
Field service technician Visits customers in the field to perform service orders ⚫ ⚫
Service dispatcher Organizes the service technicians and prioritizes service orders ⚫ ⚫
Service delivery
Reviews and enables the service order process ⚫
manager
Marketing
Marketing coordinator Produces and distributes marketing materials ⚫
Marketing manager Manages product marketing ⚫
Manufacturing
Waterspider Responds to inventory needs on the production line ⚫ ⚫ ⚫
Time registration user Worker enabled to use advanced features for time registration ⚫ ⚫ ⚫

Team Ops –
Role Security Role Description SCM
Members Activity
Works on production orders and makes registrations in manufacturing
Machine operator ⚫ ⚫
execution
Reviews the time registration process and maintain corrections.
Shop supervisor Authorizes production feedback registrations and responds to inquiries ⚫ ⚫
from production
Reviews the production plan and ensures the proper resources are
Production manager ⚫
available
Production planner Schedules and plans productions ⚫
Enables the production process. Ensures the day-to-day execution of
Production supervisor orders/jobs so machine operators know what to work on and who is ⚫
available and can respond to the main requests from machine operator
Procurement
Buying agent Documents purchase events and responds to purchase inquiries ⚫ ⚫
Vendor account
Documents vendor events and responds to vendor inquiries ⚫ ⚫
manager
Documents request for quotation events and responds to request for
quotation inquiries. Documents purchasing events and responds to
Purchasing agent ⚫
purchasing inquiries. Maintains purchasing agreements and vendor
master information
Documents request for quotation events and responds to request for
Purchasing agent –
quotation inquiries. Documents purchasing events and responds to ⚫
public sector
purchasing inquiries
Reviews purchasing process performance and enables the purchasing
Purchasing manager process. Maintains purchasing agreements and vendor master ⚫
information
Quality Control
Documents quality control events and responds to quality control
Quality control clerk ⚫ ⚫ ⚫
inquiries
Quality control Enables and reviews processes, maintains master data, and responds to
⚫
manager inquiries within quality control
Sales
Sales clerk Documents sales events and responds to sales inquiries ⚫ ⚫
Sales representative Documents sales events and responds to sales inquiries ⚫ ⚫
Sales manager Reviews sales process performance and enables the sales process ⚫
Transportation
Transportation Enables inbound, outbound, rating, routing, and handling of
⚫
coordinator transportation process
Set up, maintain, and configure the network planning that are used in
Logistics manager ⚫
transportation management processes
Additional Supply Chain Management applications and capacities

➢ Asset Management capacities
Additional Asset Management capacities are licensed per tenant. If you use Asset Management, you must
license sufficient Asset Management capacity to meet or exceed the number of assets you want to manage. For
example, if you have 1,500 assets to manage in Asset Management, you’ll need 14 additional asset capacity
licenses. Once 50 additional Asset Management capacity licenses have been purchased - enough for 5,000
assets - you may manage an unlimited number of assets with no additional purchase.

The only assets that must be counted against these capacities are:
• Assets you choose to manage with Asset Management
• Parent level assets you choose to track maintenance, costs, and/or location
Note: Active and inactive assets carry historical data and count against the capacity limits.
Supply Chain Management Additional Asset Management:

• 100 assets/tenant/month
• Asset Management • 100 assets/tenant/month
Unassigned Application Licensing
Dynamics 365 Customer Insights

Customer Insights, not to be confused with Customer Service Insights, helps you
unify and understand customer data to harness it for intelligent insights and actions.
It eliminates data silos, enabling you to bring data from any source, unify customer
data, and view it from within other Dynamics 365 products. Customer Insights is
licensed per tenant.
Customer Insights capacities
Customer Insights capacities are based on profiles and accounts—unique customers
identified by combining source data sets from multiple applications. Customer
Insights licenses also grant capacities for data injection refreshes and environments.
Buying add-on capacity does not increase the allotment of segments, KPIs, or allowed data injection refreshes.
Find more details about capacity add-ons and Power Platform requests in the Capacity Licenses section.

• 10K accounts/tenant/month Customer Insights Accounts
• 100K profiles/tenant/month
Add-on:
Customer Insights • 4 data injection refreshes/day
• 1 production and 1 sandbox environment • 10K accounts/tenant/month
• Profile capacity
• Dynamics 365 Customer Voice (2K responses)
• Data injection refresh
Customer Insights Profiles
• Multiple Environments Note: Additional purchased profile capacity does not
increase the number of segments, KPIs, or allowed data Add-on:
injection refreshes. • 100K profiles/tenant/month
➢ Customer Insights (attach)

If you have at least 20 full users of Sales Enterprise, or Customer Service Enterprise, or a Marketing application
tenant license, you are eligible for the Customer Insights attach pricing. For more information on Dynamics 365
licensing pre-requisites see the Product Terms.
Dynamics 365 Customer Voice

Customer Voice is a feedback management solution that empowers everyone in
the organization to develop enterprise-grade surveys and collect timely feedback
from key customers across channels. Customer Voice is licensed per tenant, with
capacity allowances based on the number of responses that distributed surveys
receive.
Customers of Dynamics 365 enterprise products (Sales Enterprise, Customer Service Enterprise, Customer
Insights, Field Service, Marketing, and Human Resources) are automatically entitled to Customer Voice

capabilities and 2,000 responses/tenant/month. Customers with Sales Professional or Customer Service
Professional licenses may also buy Customer Voice. (See below.)
Survey respondents do not need to be licensed. Only the survey designer/editor must be licensed for the
tenant.
Anyone who wants to enable Customer Voice, can purchase the license separately. The license comes with
2,000 responses/tenant/month. Any Customer Voice customer can buy additional response packs (in packs of
1,000 responses/tenant/month) as needed. For more details and options, visit How to Buy Customer Voice.
Dynamics 365 Customer Voice Capabilities
Survey authoring Survey distribution Insights and follow up
Multi-survey project management Anonymous survey link Export results to Excel
Ready-to-use feedback project template QR code Survey result summary
Drag-and-drop survey authoring experience Send survey via email Satisfaction metrics score and trends
Multi-language support Personalized email invitation Link survey results to business application
Advanced branching logic Non-anonymous external survey recipient Custom Power BI report dashboard support
Survey personalization Unsubscribe support Auto alert for low satisfaction metric score
Automate sending survey via Power Manage follow up for low satisfaction metric
Custom styling
Automate score
Satisfaction metrics definition Embed survey in web / app with context data
Customer Voice capacity

Customer Voice Additional Responses (no
Customer Voice
• 2K responses/tenant/month purchase limit):
• Responses
• 1K responses/tenant/month
Dynamics 365 Electronic Invoicing

Electronic invoicing is the process of creating, presenting, and exchanging structured,
transactional invoice documents between businesses and governments for tax
reporting purposes, or trading partners in an integrated electronic format.
Dynamics 365 Commerce, Finance, Project Operations, and Supply Chain Management applications include 100
electronic invoice transactions/tenant/month. This included capacity does not rollover and is 100 transactions
per tenant, regardless of the number of Dynamics 365 licensed applications.
If you need additional transactions, you can buy the Electronic Invoicing additional capacity license for 1K
electronic invoice transactions/tenant/month. The transaction capacity is use-it-or-lose-it on a monthly basis,
and customers will need to purchase for peak capacity.
Electronic Invoicing capacity
Electronic Invoicing Add-in (no purchase
Electronic Invoicing
• 100 electronic invoice transactions/tenant/month limit):
• Transactions
• 1K transactions/tenant/month
Dynamics 365 Fraud Protection

Fraud Protection is a cloud-based anti-fraud solution for medium to large organizations worldwide. It is
designed to help lower fraud-related costs, increase profits, and improve the customer experience. Fraud
Protection consists of Account Protection (AP), Purchase Protection (PP), and Loss Prevention (LP).
Note: Fraud Protection may be deployed in the same tenant as, but cannot share the same environment with,
Sales, Customer Service, Field Service, or Marketing, or with Finance, Supply Chain Management, or Commerce.
There are two ways to purchase Dynamics 365 Fraud Protection: Pre-paid capacity model and Pay-as-you-go
model.

Pre-paid capacity model
Fraud Protection transaction capacities are included
with the license and additional capacity is available.
When you automatically receive Fraud Protection
entitlements because you have licensed Commerce,
you can also buy additional Fraud Protection
capacity as needed.
➢ Account Protection
Fraud Protection account protection helps merchants protect online customer accounts by detecting and
preventing fraudulent activities. Note that the initial capacity license includes capacities for purchase protection
and lost prevention.
Account Protection capacities
Tier 1 (< 2M transactions):
• 100K AP transactions/tenant/month
Account Protection • 20K AP transactions/tenant/month
• 2K PP transactions/tenant/month
• Assessments Tier 2 (>= 2M transactions):
• 4K LP transactions/tenant/month
➢ Purchase Protection
Fraud Protection purchase protection helps merchants to protect online transactions by detecting and
preventing fraudulent activities. Note that the initial capacity license includes capacities for account protection
and loss prevention.
Purchase Protection capacities
Tier 1 (< 500K transactions):
Purchase Protection • 2K PP transactions/tenant/month
• Assessments Tier 2 (>= 500K transactions):
➢ Loss Prevention
Fraud Protection loss prevention helps retailers reduce shrinkage in their stores. Note that the initial capacity
license includes capacities for account protection and purchase protection.
Loss Prevention capacities
Tier 1 (< 250K transactions/month):
Loss Prevention • 4K LP transactions/tenant/month
• Assessments Tier 2 (>= 250 K transactions/month):
Pay-as-you-go model
You can enable pay-as-you-go billing for Dynamics 365 Fraud Protection services via dynamics.microsoft.com.
With pay-as-you-go model you will pay based on your actual monthly consumption for each Fraud Protection
service. In order to enable Fraud Protection pay-as-you-go billing, you need to have Azure subscription and
you need to purchase the Web Direct capacity license first. After that you can link your Azure subscription with
the Fraud Protection meters. See this documentation to learn more.
Dynamics 365 Intelligent Order Management

Intelligent Order Management is an intelligent multitenant standalone service that allows
customers to adapt quickly and fulfill orders efficiently at the fastest speed and lowest
possible cost. It also provides intelligent fulfillment with event driven orchestration and AI rules-based
fulfillment, including anomaly detection and inventory reallocation. Intelligent Order Management is licensed

per tenant, and it comes with 1K order lines. If you need additional capacity, you can buy multiple units of the
same license. Intelligent Order Management license also includes limited Power Automate use rights, such as
Power Platform requests per month, and use of connectors. See Appendix G for more details.
Intelligent Order Management capacities
Intelligent Order Management Intelligent Order Management:

• 1K order lines/tenant/month
• Order Lines • 1K order lines/tenant/month
Dynamics 365 Marketing

Build deeper relationships with coordinated marketing campaigns that deliver personalized messages and yield
better data to guide ongoing efforts. Marketing tracks all your interactions with contacts and keeps a detailed
record of the results of your marketing initiatives, including all the ways in which each contact interacts and
responds so you can measure performance and build more effective campaigns.
Dynamics 365 Marketing is licensed per tenant and includes a default seeded
capacity allotment of 10K Marketing Contacts and 100K Marketing Interactions
per month. Both capacity limits are monitored, and additional capacity is
available for Marketing Contacts and/or Marketing Interactions.
A Marketing Contact is any entity (such as a contact, lead, account, or
Customer Insights profile) engaged in a Marketing Interaction. A Marketing
Interaction is an outbound message sent to any Marketing Contact using Dynamics 365 Marketing. The
message can be sent through out-of-box channels available in Dynamics 365 Marketing (e.g., email, push
notifications), other Microsoft channels (e.g., ACS), or third-party systems integrated with Dynamics 365
Marketing (e.g., other SMS providers).
Contacts that are stored, but not marketed to using Dynamics 365 Marketing do not count towards their
Marketing Contacts quota limit. After an Interaction is logged for a Contact, it does not matter how many
Marketing Interactions that Contact performs, the Marketing Contact is still counted just once. Contacts that
are not marketed to for 12 months will no longer count towards the Marketing Contacts capacity limit. For
more details on Marketing quota limits, see Monitor your monthly quotas (Dynamics 365 Marketing).
Additionally, you’ll also receive capacity entitlements for the following (provided they’re not already on your
account):
• Dataverse Database Capacity • Dataverse Log Capacity
• Dataverse File Capacity • Dynamics 365 Customer Voice (2K responses)
Note: Customers may install, use, and configure one Marketing license with only one Dynamics 365
environment.
➢ Marketing (attach)
If you have 10 or more licenses of ONE the following: Customer Service Professional, Customer Service
Enterprise, Sales Professional, Sales Enterprise, Sales Premium, Field Service, Finance, Supply Chain
Management, or Commerce, you are eligible for the Marketing attach pricing. For more information on
Dynamics 365 licensing pre-requisites see the Product Terms.
Additional Marketing options

➢ Additional Marketing application (production)
You can buy an additional Marketing application, licensed per tenant, to deploy for production use on a
separate (second or subsequent) environment. Additional marketing contacts or interactions are not included,
but you may continue to use your existing, tenant-level pool of marketing contacts.

➢ Additional Marketing application (nonproduction)
You can also buy an additional Marketing application, licensed per tenant, to deploy for nonproduction use on
a separate environment. Additional marketing contacts or interactions are not included, but you may continue
to use your existing, tenant-level pool of marketing contacts.
➢ Additional Marketing Contacts and Interactions
You can license additional marketing contacts and interactions beyond the initial capacity entitlement. All
Marketing contacts and interactions used in a tenant are counted regardless of which environment (production
and nonproduction) may be involved. See this help documentation to learn more.
Marketing capacities
Additional Contacts + 10x Interactions included/month:

• Tier 1: 5K Contacts + 50K interactions
• Tier 2: 50K Contacts + 500K Interactions
• Tier 3: 50K Contacts + 500K Interactions (min purchase 2 units)
• Tier 4: 50K Contacts + 500K Interactions (min purchase 5 units)
Marketing • Tier 5: 50K Contacts + 500K Interactions (min purchase 10 units)
• 10K Contacts/month
• Contacts
• 100K Interactions/month
• Interactions Additional Interactions/month:
• Tier 1: 50K Interactions
• Tier 2: 500K Interactions
• Tier 3: 500K Interactions (min purchase 2 units)
Cross-Application Licensing
Assigned licenses
Device licenses
• Business Central Device licenses provide limited access to a subset of Business Central capabilities.
• Sales Device, Customer Service Device, and Field Service Device licenses are full access licenses. They
include the same rights as the equivalent Enterprise user license, except that access is limited to only
the licensed device.
• Guides Device licenses enable a shared user experience and only one username and password will be
provided with each device license. This license enables users to operate a guide, device licenses cannot
author a guide.
You cannot use the same device license across multiple devices, a device license must be linked to one
device. There are no limitations on the number of users that can access the application via a device
license. For details on device licensing, see Device and licensing requirements for Dynamics 365
Guides.
Role Use Rights Guides Device
Manager Viewing Guides analytics using Microsoft Power BI dashboards. Viewing Power
BI reports does not require Microsoft Power BI license but sharing does.
Incorporate workflows using Microsoft Power Apps and Power Automate to
⚫
view and save data
Assign Guides to technicians using Dynamics 365 Field Service1 ⚫
Assign Guides to work orders within Dynamics 365 Supply Chain Management1 ⚫
Author Create guides and use 3D toolkit in the PC app or HoloLens app
Import converted 3D models and import them into guides
Operator Use the guides to perform tasks ⚫

Role Use Rights Guides Device
Microsoft Teams: Initiate and receive calls, videoconferencing, instant ⚫
messaging
1
Dynamics 365 Field Service and Supply Chain Management licenses are not included with Dynamics 365 Guides Device.
• Operations – Device licenses provide limited access to a subset of Finance, Supply Chain Management,
Commerce, and Project Operations capabilities.
These device licenses allow multiple users to operate a licensed point-of-sale device, shop floor device,
warehouse device, or store manager device. If multiple users, who only require these limited use rights,
work exclusively on shared devices, it will generally be more cost effective to license those devices than
the users themselves.
Operations – Device license use rights are also available to Operations – Activity users. However, an
Operations – Device license does not include all the capabilities of the Operations – Activity user
license. When a single user needs to work on one or more dedicated personal devices, it will be more
cost effective to license that user with an Operations – Activity user license.
A single device can provide any of the following functionality in any combination. Operations – Device
or Business Central Device licenses do not include full user capabilities.
Device Operations – Device and Business Central Device capabilities

License
One device located in the Commerce location or store, used by any individual, for completing
Point of customer facing sales of goods or services transactions. Note that a Commerce location or store is a
Sale physical location (static or mobile, such as a food truck) operated by you when closing goods or
services transactions with customers.
One device located in the Commerce location, used by any individual, dedicated to performing the
following tasks solely for that location.
• Managing and replenishing inventory
• Balancing cash registers and processing daily receipts
Store
• Configuring and maintaining menu options displayed by the ISV devices
Manager
• Purchasing supplies and services required to run the Commerce location operations
• Managing Commerce location staff
• Processing reports required to analyze and manage Commerce location results
• Managing master data related to Commerce location operations
One device used for manufacturing shop-floor functions:
• Clock-in and clock-out
• Starting and finishing production jobs (including project activities carried out on the shop floor)
Shop Floor • Reporting progress
• Materials consumption and completion
• Viewing documents and instructions related to production jobs
• Viewing worker holiday balances
One device used for warehousing functions:
• Receiving
• Putting away
• Doing internal stock transfers
• Picking, packing
Warehouse
• Capturing product attributes
Device
• Shipping goods plus performing inventory count checks in the context of a warehouse
management system
• Posting output and materials consumption against production orders when captured as transfers
of raw materials and finished goods between a warehouse and a production line. (All other types
of transactions are excluded.)
• Remote Assist Device licenses enable a shared user experience and only one username and password
will be provided with each device license. Individual usage cannot be tracked for shared logins.

You cannot use the same device license across multiple devices, a device license must be linked to one
device. There are no limitations on the number of users that can access the application via a device
license.
Role Remote Assist

Use Rights
Device
Technician, inspector, or Access the application on the following device types:
auditor • HoloLens headset
⚫
• iOS - Phone or tablet devices that are running iOS and ARKit
• Android - Phone or tablet devices that are running ARCore
Microsoft Teams: Initiate and receive calls, videoconferencing, instant messaging ⚫
Draw annotation into 3D virtual space ⚫
CRUD: Dynamics 365 Field Service work order ⚫
Dataverse solution (tables) for call logging, asset capture, and one time calling. Does not
⚫
require Dynamics 365 Field Service license.
Remote collaborator1 Use Microsoft Teams to join a Dynamics 365 Remote Assist call, see what a technician or
⚫
inspector sees, and provide guidance in context
1
Remote collaborators do not require a Dynamics 365 Remote Assist license but require a separate Microsoft Teams license to join Remote
Assist calls
Human Resources Self Service license
The Human Resources Self Service user licenses enable access to employee and manager self-serve capabilities,
such as:
• Update personal employee information
• Manage the human resources activities of direct employees or those reporting up through the user’s
reporting chain
• Report sick leave
• Submit vacation requests
• View employee benefits
• Approve employee leave as a manager
• View employee information as a manager
The HR Self Service license only grants access to Human Resources, not any other Dynamics 365 product. It
does not include full user rights for Human Resources but does provide access to functionality employees
often need to manage themselves.
Operations – Activity license
The Operations – Activity user license provides limited access to the Commerce, Finance, Human Resources,
Project Operations, and Supply Chain Management applications. Operations – Activity use rights include all
Team Members use rights as well as the right to:
• Approve all Operations – Activity related transactions (see Appendix F for details).
• Create or edit items related to warehousing, receiving, shipping, orders, vendor maintenance, and all
budgets
• Operate a point-of-sale (POS) device, store manager device, shop floor device, or warehouse device.
Team Members licenses
The Dynamics 365 Team Members user license grants a named user the following rights for Customer Service
Team Members, Sales Team Members and Project Operations Team Members application modules. These
rights are for their own use and not for activities for, or on behalf of, other people. (For instance, the license
doesn’t grant managers the right to perform the same actions for direct reports.)

• Create, read, update, and delete contacts, activities, and notes
• Update their own employee information
• Record time, materials, and expenses
• Approve time, expenses, materials, and invoices
• User reporting and dashboards
• Participate as a consumer of Dynamics 365 services, such as responding to surveys
The Dynamics 365 Team Members user license also grants a named user the following rights for Finance,
Supply Chain, Commerce, Human Resources, and Project Operations. Again, these rights are for their own use,
or for limited HR use by managers, and not for activities for, or on behalf of, others.
• Record any type of time or expense
• Approve time, expenses, and invoices
• Create requisitions
• Create or edit items related to quality control and departmental budgets
• Manage their own employee information
• Manage human resources activities for direct employees or those reporting up through the user’s
reporting chain
• Use Human Resources Self Service functionality (when Human Resources is licensed by the
organization)
A Dynamics 365 Team Members license holder may customize a maximum of 15 additional tables (custom
tables or standard Dataverse tables) that are available to licensed users per the pre-approved scenarios in
Appendix C. For additional details, refer also to the use rights and security rights for each Dynamics 365
product provided previously in this guide.
The Dynamics 365 Business Central Team Members license, not to be confused with Dynamics 365 Team
Members license, grants a named user the following rights for their own use only (not for, or on behalf of,
others):
• Read data within Business Central
• Update existing data and entries in Business Central, such as previously created customer, vendor, or
item records. Entries are defined as specific accounting information that, may be updated, such as a
due date on customer ledger entries.
• Approve or reject tasks in all workflows assigned to that user, with the limit that approvals and
rejections can only update data in records that Business Central Team Members can access.
• Create, edit, and delete a sales or purchase quote
• Create, edit, and delete personal information
• Edit job time sheets for approval
• Use the Dynamics 365 Power Apps/Power Automate use rights provided with a Dynamics 365 license
• Business Central Team Members application module may be customized with maximum 15 additional
tables (custom tables or standard Dataverse tables) available to the Business Central Team Members
license.
For additional details, refer to the Essentials and Premium capabilities.
Unassigned licenses
Operations – Order Lines license
Operations – Order Lines allows you to extend the use of the Commerce, Finance, Project Operations, or Supply
Chain Management applications with an alternative to user and device-based licensing. The Operations – Order
Lines license enables internal users, partners, customers, connected automated systems, loT devices and bots

to update specific tables with transactional licensing based on the number of order lines updated in those
tables.
Operations – Order Lines licenses:
• Alleviate pricing and licensing friction in many common multiplexing scenarios.
• Support more scenarios that involve external users.
• Enable licensing of automated systems and devices that don’t include users, such as in IoT scenarios.
• Improve licensing cost transparency and predictability.
• Tie licensing costs more directly with business outcomes.
To qualify for Operations – Order lines licensing, a transaction must:
• Be an indirect transaction that utilizes an OData or DIXF integration. Direct use of the Dynamics
application or integrations outside of OData or DIXF do not qualify.
• Only update data in the tables designated as qualifying for Operations – Order Lines use. The table
below determines the relevant entity even if you use custom entities on these operations tables. Access
to any other tables or user actions requires a user license.
Order Line Order Line Type Operations Table
Sales Sales Order Lines SALESLINE
Invoicing Free Text Invoice CUSTINVOICELINE
Invoicing Vendor Invoice VENDINVOICEINFOLINE
Purchasing Purchase Order PURCHLINE

Accounting General Journal LEDGERJOURNALTRANS
Cost Accounting Cost Entries CAMDATACOSTOBJECTCOSTENTRY
If a Commerce or Manufacturing transaction includes a qualifying order line type and utilizes OData or DIXF for
integration, then use of Operations – Order Lines is permitted. Additional support for Commerce and
Manufacturing scenarios beyond those limitations is not currently supported.
The following scenarios require a user or device license:
• Direct access to the Commerce, Finance, Project Operations, or Supply Chain Management applications
• Indirect access to these applications with a transaction type or action that is not covered by the
qualifying order line types
The Operations – Order Lines license does not apply for outbound integration.
While order line licensing is restricted to designated order line types, additional entity records that are required
to support and are directly referenced by an order line, may be created, or updated with the order line without
a user or device license. Those additional entity records will not be counted as extra order lines unless they are
a designated order line record type (see table above).
Operations – Order Lines capacity details
Operations – Order Lines is licensed by tenant per month, with an annual commitment, and includes an
allowance of 100K order lines per month, enforced annually for a total of 1.2 million order lines. The creation of
new order lines and updates to existing order lines count against the 100K order line allowance. Deletions do
not count. If you reach the order line limit before the subscription year is complete, orders will not be blocked,
but you’ll receive warnings and can address the difference on your subscription anniversary by purchasing
additional capacity.
Capacity licenses

Default subscription capacity
The first base license (subscription) for a Dynamics 365 product includes its default capacity, which is shared
per tenant. Default capacity is not cumulative, so additional licenses (either base or attach) do not increase your
initial default capacity. However, each user license accrues additional database and file capacities at no charge
per enterprise base license.
Attach licenses do not include additional capacity entitlements. They are licensed to access the initial capacity
entitlements included with the first base license. For bundled offers such as Sales Premium and MRS, the
capacity entitlements come with the core application (in this case, Sales Enterprise).
BC Essentials
BC Premium
BC Device
Insights
Customer
Project Oper
Commerce,
Finance, SCM,
Guides
Resources
Human
Order Mgmt.
Intelligent
(standalone)
Marketing
Remote Assist
Field Svc
Cust Svc Ent,
Sales Ent,
Cust Svc Pro

Sales Pro,
Activity
Operations –
Device
Operations –
Capacity
Included/Accrued
Dataverse Database:
- - - 15 GB 10 GB 10 GB 10 GB 10 GB 10 GB 10 GB 10 GB 10 GB - -
Included/Tenant Max
Dataverse Database:
- - - 15 GB1 250 MB - 250 MB - - - 250 MB - 64 MB 102 MB
Accrued/USL
Dataverse File:
Included/Tenant
Dataverse File: Accrued/USL - - - 20 GB 1
2 GB - 2 GB - - - 2 GB - 512 MB 819 MB
Dataverse Log:
Included/Tenant
Dataverse Log: Accrued/USL - - - - - - - - - - - - - -
Operations Database Capacity:
- - - - 60 GB - 60 GB - - - - - - -
Included/Tenant2
Operations Database Capacity:
- - - - 1.5 GB - - - - - - - 375 MB 600 MB
Accrued/USL2
Operations File Capacity:
- - - - 40 GB - 40 GB - - - - - - -
Included/Tenant
Operations File Capacity:
- - - - 4 GB - - - - - - - 1 GB 1.6 GB
Accrued/USL
Business Central Database
80 GB 80 GB - - - - - - - - - - - -
capacity: Included/AAD tenant
Business Central Database 1 GB/
Capacity: Accrued/USL 2 GB 3 GB - - - - - - - - - - -
device
2
Production: Dataverse
1 BC 1 BC - - 1 AOS - Database - - - - - - -
Environment/Tenant +
2 AOS3
Nonproduction: 1 Sandbox
3 3 - - - - - - - - - - -
Environment/Tenant Tier 2
1
Per additional 100K Profiles or 10K Accounts add-on pack.
2
See here for information on the finance and operations storage capacity report.
3
At any given time, only one of the environments may be in production, but both environments may be in nonproduction.
Types of default capacity

• Dataverse database: Stores and manages table definitions and data. This relational database capacity is
for any Dynamics 365 product that utilizes Dataverse. You can increase available capacity, shared
tenant-wide, in 1 GB increments.
• Dataverse file: Stores attachments to notes or emails, which may include documents, image files,
videos, PDF files, and other crucial files. This file capacity is for any Dynamics 365 product that utilizes
Dataverse. You can increase available capacity, shared tenant-wide, in 1 GB increments.
• Dataverse log: Records table and attribute data changes over time for use in analysis and reporting.
This log data (audit/tracing) capacity is for any Dynamics 365 product that utilizes Dataverse for Apps.
You can increase available capacity, shared tenant-wide, in 1 GB increments.

• There are additional Microsoft subscriptions beyond Dynamics 365 that grant Dataverse capacity
entitlement. Please see the Power Platform Licensing guide for other entitlements, as well as this page
for details related to Project for the web.
• Operations database capacity: Relational database capacity for all applicable products (specified in the
table above) that have storage requirements outside of Dataverse for Apps. This Operations database
capacity is inclusive of all storage in Production, Nonproduction, Reporting, and Entity Store databases.
• Operations file capacity: Stores attachments to notes or emails, which may include documents, image
files, videos, PDF files, and other crucial files. This file capacity is for applicable products (specified in
the table above) that have storage requirements outside of Dataverse for Apps.
• Business Central database storage: Structured database storage.
• Environments:
o Production: a service that can be accessed by end users and is designed, built, and scaled to
accommodate your applications to process live and/or real-time data in connection with your
ongoing business operations and is deployed within a single geographic region
▪ Dataverse environment: The foundation for Power Platform and Sales, Customer Service,
Field Service, Marketing, Remote Assist, Guides, Human Resources, and Project Operations,
which partially run on Dataverse environments
▪ Application object server (AOS): For Human Resources, Finance, Supply Chain
Management, Commerce, and Project Operations. Note that the production environment
for Finance, Supply Chain Management, Commerce, and Project Operations comes with
disaster recovery and high availability and is monitored 24x7 for service health. To ensure
the environment is used for live operations, Microsoft will provision the production
environment only after your Dynamics 365 implementation nears the operational phase,
after completion of required activities in the Lifecycle Services (LCS) methodology. See
here for more information on licensing requirements for multiple LCS projects and
environments.
▪ Business Central environment: For Business Central Premium or Essentials
o Nonproduction: User acceptance testing (UAT), sandbox, and testing environments that cannot
be accessed by end users and cannot be used to process live and/or real-time data in
connection with your ongoing business operations.
• Power Platform requests (formerly known as API call requests): To ensure service levels, availability, and
quality, Microsoft enforces limits on the number of requests users can make each day across their
Dynamics 365 products. Power Apps and Power Automate usage counts against the Power Platform
request entitlements provided by your license. If you exceed these limits, overage charges may apply.
For more details, refer to Requests limits and allocations - Power Platform | Microsoft Docs.
• Power Pages: Capacity is enforced monthly and based on user type: authenticated users per website
per month and anonymous users per website per month. See Power Platform licensing FAQs - Power
Platform | Microsoft Learn for more details.
• Power Virtual Agents: Capacity is enforced monthly and unused sessions do not carry over month to
month. You will get the seeded Power Virtual Agents capacity only one time per tenant, when you buy
the first license that includes this capacity regardless of how many user licenses you have.
Find more details in the Power Apps, Power Automate, and Power Virtual Agent Licensing Guide.

Capacity add-ons
BC Premium
BC Essentials
Insights
Customer
Project Oper.
Commerce,
Finance, SCM,
Guides
Resources
Human
Order Mgmt.
Intelligent
Marketing
Remote Assist
Field Svc Ent

Cust Svc Ent,
Sales Ent,
Cust Svc Pro
Sales Pro,
Capacity Add-On/
Environment
Dataverse Database 1 GB 1 GB 1 GB 1 GB 1 GB 1 GB 1 GB 1 GB 1 GB 1 GB 1 GB
Dataverse File 1 GB 1 GB 1 GB 1 GB 1 GB 1 GB 1 GB 1 GB 1 GB 1 GB 1 GB
Dataverse Log 1 GB 1 GB 1 GB 1 GB 1 GB 1 GB 1 GB 1 GB 1 GB 1 GB 1 GB
Operations Add’l Database Capacity - - 1 GB - 1 GB - - - -
Operations Add’l File Capacity - - 1 GB - 1 GB - - - -
Operations Sandbox Tiers 2 - 5 - - 10 GB - - - - - -
Human Resources Sandbox1 - - - - 10 GB - - - -
Business Central Database Capacity 1 GB 1 GB - - - - - - -
Business Central Database Capacity 100GB 100 GB 100 GB - - - - - - -
Business Central Database Capacity - - - - -
1GB 1GB - -
Overage
Business Central Additional Environment2 4 GB 4 GB - - - - - - -
1
The Human Resources sandbox is a nonproduction, test environment available for Human Resources users only.
2
Each additional production environment comes with 3 additional sandbox environments and 4 GB of database capacity.
Power Platform capacity add-ons

• You may buy the Power Platform Requests add-on to increase the daily service limits for Power
Platform requests.
• You may buy the Power Pages capacity packs to align with peak monthly anticipated usage.
• You may buy the Power Virtual Agents capacity add-on to increase the number of chat bot sessions
and daily Power Platform request limit.
For more information, refer to the Power Apps, Power Automate, and Power Virtual Agent Licensing Guide.
Additional Dataverse capacity
Dataverse capacity add-ons provide the flexibility for you to increase the storage capacity associated with your
Power Apps subscription in increments of 1 GB per add-on license. The storage allotment corresponding to
your subscription is tracked against all environments associated with the tenant.
Sandbox add-ons (for Finance, Commerce, Supply Chain Management and Project Operations only)
These nonproduction sandbox add-on environments may be configured for testing and training. Users licensed
for Finance, Supply Chain Management, Commerce, and Project Operations can access associated licensed
nonproduction environments. Note: For Tiers 4 and Tier 5, Finance, Commerce, Supply Chain Management and
Project Operations accrue an additional 128 MB of Operations database and file capacity for each full user
license.
Finance, Supply Chain Management, Commerce, and Project Operations User Licenses
Customer/ Included Database
Sandbox Description Purpose
Load Size Capacity
Standard acceptance testing: multi User acceptance, integration testing, and 10 GB/
Tier 2 Any
box training environment
Premium acceptance testing: multi Large scale user acceptance testing, Small/ 10 GB/
Tier 3
box integration testing, and training light load environment
10 GB/
Standard performance testing: Performance, load, and staging with user Small to
Tier 4 Environment +
multi box acceptance testing medium load
128 MB/USL
10 GB/
Premium performance testing: Performance, load, and staging with user Large/
Tier 5 Environment +
multi box acceptance testing heavy load
128 MB/USL

Additional Licensing Requirements
Minimum license purchase requirements
To activate a Dynamics 365 subscription, you must buy a minimum quantity of qualifying licenses for some
products. See the Product Terms for details about minimum purchase requirements.
Licensing requirements for external users

External user access is available in limited situations to customers and third parties who interact with your
organization or its affiliates (that is, separate companies or contractors). Off-site vendors who are not in
employee-like relationships (such as IT help desk vendors who serve multiple organizations) also qualify as
external users. These external users do not require user licenses to access Dynamics 365.
Limited external user access is included with your internal user licenses. However, the graphical interfaces for
Business Central, Sales, Customer Service, and Field Service may not be accessed by external users. You also
have the option to license Power Pages to provide external access to your business processes or data.
External user access does not extend to your employees, onsite or independent contractors, vendors, agents, or
those of your affiliates who are providing business processes on behalf of you or your affiliate. Those users are
considered internal users. Please note, the “External Accountant” user license included with Business Central is
not an external user, as described above. Please see the Business Central section of this guide for more
information regarding the “External Accountant” user license.
Neither internal nor external user access extends to use of your Dynamics 365 environment to provide
outsourced business services (i.e., day-to-day managing of unaffiliated third party sales orders, invoices,
purchase orders, payments, payroll, human resources, telemarketing, data recording, or social media
marketing). In this sense, you may not use Dynamics 365 to provide outsourced business services. However, as
internal users, your employees, agents, contractors, and vendors may use your Dynamics 365 environment to
prepare periodic financial statements for your clients or customers (such usage is not considered an
outsourced business service).
Additional licensing information and requirements for external users can be found on Product Terms and
Commercial Licensing Terms. Note that for qualifying indirect transaction types, the Operations – Order Lines
license may be used by internal or external users for indirect access scenarios where a user or device license is
not required. Please see the Operations – Order Lines license section for more details.
Multiplexing
Multiplexing refers to your use of hardware or software to pool connections, reroute information, or reduce the
number of devices or users that directly access Dynamics 365. Multiplexing does NOT reduce the required
number of licenses of any type. Any user or device that accesses Dynamics 365—whether directly or
indirectly—must be properly licensed or otherwise granted access (such as for external users) in one of the
manners already discussed.
Dynamics 365 licenses are required for users or devices that directly input, query, or view data from Dynamics
365. Similarly, licenses are required for users or devices that input, query, or view data from Dynamics 365

through a pooling device. Pooled connections use a non-interactive Dynamics 365 user account (or application
access in Business Central) that can access the system but only via the web service layer. Internal users and
devices accessing Dynamics 365 data indirectly through a website or via an API to a separate service (such
Microsoft Outlook) must also be properly licensed, regardless of whether they are set up as a Dynamics 365
user for the service.
For example:
• Any user or device that accesses the service, files, data, or content provided by the service that is made
available through an automated process requires a Dynamics 365 license.
• The number of tiers of hardware or software between Dynamics 365 and the ultimate user or devices
does not affect the number of licenses required.
Dynamics 365 applications use Dataverse capacity and features to store and secure data. Power Apps users
who have a Power Apps license may use custom applications to access (that is, create, read, update or delete)
any Dynamics 365 non-restricted table in the Dataverse. However, Power Apps users and devices that need to
create, update, or delete data in Dynamics 365 restricted tables must be properly licensed for Dynamics 365.
For more details on Dynamics 365 restricted tables, see Restricted tables requiring Dynamics 365 licenses -
Power Apps | Microsoft Docs.
Note that if a licensed user receives data from an unlicensed user, the licensed user may manually enter this
information into Dynamics 365. This scenario is not considered multiplexing because the manual action of
moving and entering the data is performed by a licensed user.
For qualifying indirect transaction types, the Operations – Order Lines license may also be used for indirect
access without a user or device license. Please see the Operations – Order Lines license section for details.
For additional information about multiplexing, see the Microsoft Multiplexing Overview.
Dual use rights

Dual use rights are one of the advantages of Dynamics 365. These rights allow you to deploy Dynamics
applications either in Microsoft’s cloud or in a private on-premises or partner-hosted cloud. In some cases, you
may want to deploy in multiple environments simultaneously. For instance, you might do this to help migrate a
Dynamics 365 on-premises deployment to Dynamics 365 while running private dev/test deployments in
Microsoft Azure. Dual use rights mean that properly licensed users do not also need additional client access
licenses (CALs) to access applications hosted in on-premises environments.
Users with Dynamics 365 licenses have use rights equivalent to a CAL for the purpose of accessing equivalent
on-premises workloads. Device use rights are equivalent to the cloud device use rights. Any server licenses that
would be otherwise required for an on-premises deployment are included with the Dynamics 365 licenses.
Access to the on-premises server software provided via dual use rights is reserved for users assigned a
qualifying Dynamics 365 license and external users. Reference the applicable on-premises licensing guides for
more details. For an online user/device license to on-premises user/device CALs mapping, see the Dynamics
365 Dual Use Rights section in the Product Terms.

You may use downgrade rights to deploy an earlier version of a server, but downgrade rights are limited to:
• Dynamics AX 2012 R3 for Dynamics 365 for Operations on-premises server (or later)
• Dynamics CRM 2016 for Dynamics 365 (On-Premises) Server (or later)
• Dynamics 365 Business Central, on-premises server (current released version with downgrade rights of
minus 2 versions)
Note:
• Dual use rights included with Dynamics 365 licenses are non-perpetual and expire when the cloud
subscription expires.
• Dynamics CALs have no reciprocal rights to access functionality provided exclusively to Dynamics 365
licenses. Nor do dual use rights imply equivalent capabilities between Dynamics CALs and Dynamics
365 licenses.
• Licenses for all supporting servers (such as Windows Server and any CALs) must be obtained
separately.
• If you choose to deploy with dual use rights, Microsoft technical support will assist with resulting
issues, but support is not included for the on-premises deployment.
• If you choose to deploy on-premises, you have the following technical support options:
o Seek support from your partner.
o Buy professional support incidents to get support directly from Microsoft.
o Use support incidents from an existing Software Assurance contract. (if you have transitioned
to FromSA, those support incidents are no longer available for on-premises)
o Buy Premier or Unified Support resources or use resources you’ve already paid for.
• Reference Product activation and key information for more information. Dynamics 365 on-premises
licensing guides can be found here.
Registration may be required. For more information regarding on-premises licensing see the Microsoft
Dynamics 365 Business Central, on-premises, Microsoft Dynamics 365 (On-Premises), and Microsoft
Dynamics 365 for Operations on-premises licensing guides here.
Dual write
Dual write enables customers to synchronize data from the AOS applications Commerce, Finance, Supply Chain
Management, and Project Operations into Dataverse. The dual write capability is configured at the table level,
enabling you to designate the specific tables to synchronize with Dataverse. Find more details here.
A specific license is not required to enable dual write, nor is additional licensing required if you want to
configure dual write against unrestricted tables. When dual write is configured against a restricted table,
however, users making updates in Dynamics 365 that result in updates to those restricted tables must be
appropriately licensed. For example, if Finance users are leveraging dual write to integrate the Invoice Process
(a Dataverse restricted table), these users need to be appropriately licensed.
For a list of restricted tables, please check here.
Dynamics 365 extensibility

Power Platform: Dynamics 365 extensibility is provided through Power Platform. The Power Platform
functionality available to Dynamics users is detailed in the Power Apps, Power Automate, and Power Virtual
Agent Licensing Guide.
Power BI: Some Dynamics 365 applications may embed Power BI content within the user interfaces, such as the
ability to view embedded tables and charts. This is simply a product feature, to the extent it is provided; a
Power BI license is not required to access this content. Dynamics 365 users are not provided with any
standalone or general-purpose Power BI license or use rights. A Power BI Pro or Power BI Premium per user
license is required to customize the content. See Microsoft Power BI for more information.

Other extensibility: For applicable products, Dynamics 365 licenses also include the ability use custom tables, as
described in Appendix D, and create custom security roles, as described in Appendix E.

Appendix A: Dynamics 365 Licenses
Dynamics 365 Licenses Short Names
Dynamics 365 Account Protection Account Protection
Dynamics 365 Business Central Device Business Central Device
Dynamics 365 Business Central Essentials Business Central Essentials
Dynamics 365 Business Central Premium Business Central Premium
Dynamics 365 Business Central Team Members Business Central Team Members
Dynamics 365 Commerce Commerce
Dynamics 365 Customer Insights Customer Insights
Dynamics 365 Customer Service Customer Service
Dynamics 365 Customer Voice Customer Voice
Dynamics 365 Electronic Invoicing Electronic Invoicing
Dynamics 365 Field Service Field Service
Dynamics 365 Finance Finance
Dynamics 365 Fraud Protection Fraud Protection
Dynamics 365 Guides Guides
Dynamics 365 Guides Device Guides Device
Dynamics 365 Human Resources Human Resources
Dynamics 365 Human Resources Self Service Human Resources Self Service
Dynamics 365 Intelligent Order Management Intelligent Order Management
Dynamics 365 Loss Prevention Loss Prevention
Dynamics 365 Marketing Marketing
Dynamics 365 Operations – Activity Operations – Activity
Dynamics 365 Operations – Device Operations – Device
Dynamics 365 Project Operations Project Operations
Dynamics 365 Purchase Protection Purchase Protection
Dynamics 365 Remote Assist Remote Assist
Dynamics 365 Remote Assist Device Remote Assist Device
Dynamics 365 Sales Sales
Dynamics 365 Sales Insights Sales Insights
Dynamics 365 Sales Premium Sales Premium
Dynamics 365 Supply Chain Management Supply Chain Management
Dynamics 365 Team Members Team Members
Microsoft Dataverse (formerly Common Data Service) Dataverse
Microsoft Relationship Sales MRS

Appendix B: Definitions
• Attach license: A lower-cost license for a product, sometimes referred to as the subsequent qualifying
application, for a user already licensed for another base product. For instance, a user licensed for
Commerce might have an attach license for Customer Service Professional. Not every Dynamics 365
product qualifies for attach licensing.
• Base product or base license: The first product licensed for a given user, such as Commerce. Sometimes
referred to as the first license. Only user licenses qualify for base license treatment.
• Device license: Device licensing, an alternative to user licensing, enables any number of users to access a
product through a single licensed device, without the need for separate user licenses. Only the user or the
device requires a license, not both. You may mix user and device licenses. Device licenses may be
referenced in some documents or diagrams as device subscription license (SL) and indicated on diagrams
with .
• Environment: An environment is a space to store, manage, and share your organization’s business data,
apps, and flows. It also serves as a container to separate apps that may have different roles, security
requirements, or target audiences. Power Apps automatically creates a single default environment for each
tenant, which is shared by all users in that tenant.
• Tenant: A tenant contains uniquely identified domains, users, security groups, and licenses. Your
organization may have multiple tenants (for example, for different geographical regions), and a single
tenant can contain multiple Dynamics 365 (online) environments. For example, an organization may have a
European tenant with environments for sales, operations, and service, plus a North American tenant with
only a sales environment. Each environment is always associated with only one tenant.
In a multi-tenant scenario like the example, a licensed Dynamics 365 user associated with one tenant can
only access environments mapped to the same tenant. To access another tenant, the user would need a
separate license and a unique set of sign-in credentials. That means a sales manager with appropriate
licenses as a user for the European tenant in the example could access both the sales and operations
environments in Europe but would need separate licensing to access the North American environment.
Any combination of products may be deployed at the tenant level, except that if you buy both Enterprise
and Professional licenses for the same product (such as Customer Service), you must install them on
separate environments. In addition, a user with a Professional license is entitled only to the functionality
granted by that license and may not directly or indirectly access another environment with an Enterprise
license for the same workload. Conversely, since an Enterprise license includes the Professional capabilities
for the same workload, an Enterprise user may access the Professional license environment—but the
features available to them will still be limited to the Professional features for that workload.
Tenants may be indicated on diagrams with . Find more information on the differences between tenants
and instances.
• Tenant license: Some Dynamics 365 products (such as Fraud Protection) are available through a tenant
license instead of a user or device license. Tenant licenses confer access to the default Dynamics 365
environment(s) included in the subscription account, and every additional Dynamics 365 environment
(production or nonproduction) is associated with the same online services tenant.
In theory, anyone in the organization may access the functionality of tenant licenses. In some cases, license
administrators may need to assign a (no-cost) user license to those individuals who need access to
products licensed at the tenant level. Find more information on how to assign the tenant license see the
Dynamics 365 Licensing Brief.
Tenant licenses also may be indicated on diagrams with .

• User license: Access to Dynamics 365 products is primarily accomplished by licenses assigned to a named
user for a specific product. Each user requires their own license, with a few exceptions (such as a device
license, below). User licenses cannot be shared, but an individual with a user license may access the
product through any number of devices. User licenses may be referenced in some documents or diagrams
as user subscription licenses (SLs) and indicated on diagrams with .
• Workload: A workload is a defined set of business functionality (such as Sales, Customer Service, Finance,
or Business Central Essentials) applied to a specific application.

Appendix C: Dynamics 365 Team Members Use Rights Overview
This table provides an overview of the use rights granted through a Dynamics 365 Team Members license (not
applicable for Dynamics 365 Business Central Team Members) for Sales, Customer Service, and Field Service, as well
as for Finance, Supply Chain Management, Commerce, Human Resources, and Project Operations.
Dataverse
Finance and
Platform (with
Operations Platform
Sales, Customer
Use Rights Description (with Finance, SCM,
Service, Field
Commerce, HR,
Service, Project
Project Operations1)
Operations)
Access
Access Anywhere: Web App, Mobile App, Tablet App, via
⚫1
Dynamics 365 App for Outlook and Dynamics 365 for Outlook
Read
Dynamics 365 Applications: full read across ⚫1 ⚫
General System Use
Activities: create, update, and delete ⚫1
Announcements: create, update, and delete ⚫1
Contacts: create, update, and delete ⚫1
Dynamics 365 Mobile Client Application: use (for iPad,
⚫1
Common Windows) except for Field Service
Microsoft Excel: export data and access user reports, charts, and
⚫1
dashboard
Notes: create, update, and delete ⚫1
Yammer: collaboration (needs Yammer license) ⚫1
Customization
Apps on Dataverse
Additional tables (custom tables or standard Dataverse tables) 15 per app2
platform
Edit/Actions (pre-approved application scenarios for Team Members)
Only employee self-serve: customer management - work with
contacts or read accounts; lead and opportunity management -
Sales ⚫
read leads and opportunities linked with accounts (Sales for
Team Members, Power Pages2 or API access only)
Only employee self-serve: create, update, and delete on own
Customer Service case; read knowledgebase articles (Customer Service for Team ⚫
Members, Power Pages2 or API access only)
Work orders - create, update, and delete for employee-self-
Field Service serve; internal create on behalf of customers for internal users ⚫
(Users cannot resolve/close)
Accounts payable: view positive pay events ⚫
Cost objects: monitor monetary and non-monetary performance
⚫
of assigned cost objects
Department budget: create and edit ⚫
Employee self-serve: record and update personal information,
⚫
record time and expense
Invoice: approve ⚫
Finance
Inventory: respond to inventory needs on production line ⚫
Manager self-serve: manage direct reports, record, and update
⚫
employee information
Purchase orders: respond to vendor’s PO when listed as contact
⚫
person
Requisitions: create and edit ⚫
Time: approve ⚫
Cost accounting ⚫
Distribution ⚫
Engineering ⚫
Supply Chain Manufacturing ⚫
Management Procurement ⚫
Quality control: create and edit ⚫
Sales order3: edit ⚫
Transportation ⚫

Dataverse
Finance and
Platform (with
Operations Platform
Sales, Customer
Use Rights Description (with Finance, SCM,
Service, Field
Commerce, HR,
Service, Project
Project Operations1)
Operations)
⚫
record time and expense
Expense: approve ⚫
Invoice: approve ⚫
Manager self-serve: manage direct reports, record, and update
⚫
Commerce employee information
Picking: perform in store or warehouse ⚫
Receiving: perform in store or warehouse ⚫
Requisitions: create and edit ⚫
Stock counting: perform in store or warehouse ⚫
Time: approve ⚫
Absence and leave: approve ⚫
⚫
Human Resources and request leave and absence
Manager self-service: manage direct reports, record, and update
⚫
employee information
Create and submit time entries ⚫ ⚫
Create and submit expense entries ⚫ ⚫
Project Operations Create and submit material usage ⚫ ⚫
Approve time entries, expense entries, material usage, and
⚫ ⚫
invoices
1
Dynamics 365 Project Operations Team Members app provides Dataverse capabilities only when Dynamics 365 Project Operations is
installed in Dataverse.
2
When provisioning capacity-based websites using Dataverse capacity, Power Pages licensing use rights apply.
3
Custom security role required.

Appendix D: Custom Tables (formerly known as ‘Entities’)
Dynamics 365 licenses provide the right to use custom tables.

Custom table overview:
A table defines information that you want to track in the form of records, which typically include properties
such as company name, location, products, email, and phone.
Dynamics 365 products offer standard tables to cover typical scenarios. However, there may be times when you
or your business partners need to create tables to store data that is specific to your organization—namely,
custom tables. Note that adding a field to existing standard tables does not make it a custom table.
Custom tables may be created by you or a partner. They can either map to existing Dynamics 365 tables (that
is, you can directly change Dynamics 365 tables), or they can be brand new tables.
Dynamics 365 Licenses Custom Table Use Rights

1. Full access
Enterprise Applications – 2. No limit on number of custom tables
Full Users 3. Full create, read, update, and delete (CRUD) capability on data records associated with
custom tables
1. Create and modify up to 15 custom tables (per application) in addition to the included
Sales Professional, standard tables
Customer Service 2. No limit on read rights for Dynamics 365 custom tables
Professional, Operations 3. Customize/extend applications and workflows within the context of Dynamics 365 application
– Activity use rights
4. Full CRUD on data records associated with custom tables
1. Create and modify up to 15 additional tables (custom tables or standard Dataverse tables)
per Team Members application module.
Team Members 2. All customization must be per pre-approved scenarios in Appendix C.
3. No limit on read rights for Dynamics 365 custom tables
4. Full CRUD on data records associated with custom tables
You can add up to 15 tables (standard and/or custom) per Team Members application module. If you want to view (read only) more than
15 tables, you can do so by creating dashboards and sub-grids. See more information on Team Members license documentation.

Appendix E: Security Role Assignment, Implementation Concerns, and Customization
Licensing
Security role assignment

Provide users with access to Dynamics 365 functionality by assigning each user one or more security roles.
Commerce, Finance, Human Resources, Project Operations, and Supply Chain Management security roles
combine meaningful packages of functionality and access rights required to perform actions relevant to each
role.
Assigning a security role to a user provides access to functionality.
To make it easier to understand the licenses required, each Commerce, Finance, Human Resources, Project
Operations, and Supply Chain Management security role has a predetermined user type. By assigning security
roles to users, you can identify what user license those users require.
For example, in a manufacturing organization, the accountants and field service technicians require different
use rights. By assigning those user groups to the appropriate security role, you can ensure they get the
functionality they need and determine the user license type that is required.
Notes:
• You can assign multiple security roles to one user. In that case, the highest user license type required
will cover all the user’s needed rights. Full user licensing is the highest type.
• You can also configure or customize security roles. This may impact the license required for the new or
modified roles. Please refer to Customization/Licensing Requirements for more information about how
such customization can impact licensing requirements.
• Financial reporting functionality is included in select Dynamics 365 products. To get use rights for this
functionality, financial report designers need a Finance user license, and financial report viewers need a
Team Members license.
• Admin rights apply across Commerce, Finance, and Supply Chain Management. For example, if you
have a Finance license, you have admin rights not only for Finance but also Supply Chain Management
and Commerce.
• Operations – Activity and Team Members use rights are included in full user licenses, and those rights
apply across products. For instance, a Finance user has use rights to Operations – Activity level access
to Commerce and Supply Chain Management, as well as the use rights for Team Members level access
to those workloads and to Customer Service, Field Service, Project Operations, and Sales.
• Human Resources Self Service use rights are included in the Team Members and full user licenses.
Those use rights apply across Commerce, Customer Service, Field Service, Finance, Human Resources,
Supply Chain Management, and Sales.

Implementation concerns
Development and testing with Visual Studio subscriptions
Commerce, Finance, and Supply Chain Management development requires a Visual Studio Professional license
for standard development, customization, and extension activities. However, if you want to run performance
and load tests, you will need Visual Studio Enterprise. Please note that Visual Studio licenses are not included
as part of Commerce, Finance, Human Resources, or Supply Chain Management licenses and must be acquired
separately.
Lifecycle Services
Lifecycle Services (LCS) provides a cloud-based collaborative workspace shared between Microsoft customers
and partners that helps you improve the predictability and quality of your Commerce, Finance, Human
Resources, Project Operations, and Supply Chain Management implementations by simplifying and
standardizing the implementation process to realize business value faster. Once you sign up for one or more of
these products, you are provided with a project workspace that includes methodologies and services to help
you manage the service lifecycle. LCS provides a variety of services to help you navigate the various phases of
the project including:
• Defining your business processes and any customization needed.
• Developing additional functionality using best practices.
• Operating your environment to reduce the time it takes to resolve issues and realize greater return on
investment while reducing the total cost of ownership.
Customization licensing requirements

This section applies only to Commerce, Finance, Human Resources, Project Operations, and Supply Chain
Management. These five applications are fully customizable to provide you with the right experience for every
user. The products have over 10,000 menu items, which are mapped to full user, Operations – Activity or Team
Members license users, or Human Resources Self Service users. (A “menu item” means an object that allows
users to display or view a form, sub-form, or URL in a browser application; run a task that triggers a system
class, function, workflow, or web-action initiated by a user; or cause an output in the solution or a separate
device.)
To make it faster and easier to deploy and determine licensing requirements, these menu items are associated
with certain security roles. Note that roles are not the same as job titles.
Each menu item is classified at one of the user license types (from full user access to Human Resources Self
Service). Users with a given license have access to each menu Item classified at, or below, that license type. That
means that the required license for a given user is determined by the highest classification of the menu items
the user will need access to.
For example, if you assign an accountant to a role that includes access to a menu item classified as “Operations
App,” then that person needs a full user license. Full user licensing includes Team Member access. That means
menu items classified at the Team Members level are available to all users who have a Team Members license
or any higher license.
For an even better fit, you can change which actions may be performed by specific individuals or roles. When
customizing, it is important to remember that the license required is determined by the highest-level menu
item that individual has access to.
Assigning multiple roles to a single user
The straightforward way to customize which actions a specific user may perform is by assigning multiple roles
to that employee. For example, an employee could be assigned both the customer service representative and
the field technician roles. That user can then perform actions associated with both roles and still only need a
single user license. Since the customer service rep role is classified at a higher user type (namely, full user

license) than the field technician role (which has a Team Members classification), the employee would only
need a full user license for Commerce, Finance, Human Resources, or Supply Chain Management to perform
actions associated with both roles.
Changing menu items associated with a role
Another way to customize which actions users may perform is by changing which menu items are associated
with a role. For example, if you want everyone who is assigned the field technician role to be able to also
approve posting of service orders (which is classified as a Commerce, Finance, Human Resources, or Supply
Chain Management user license level menu item), you can customize the role to include the “Approve posting
of service order” menu item. Because the required license is determined by the highest-level action the user
may perform, all users assigned to the field technician role would then require a full user license.
Changing menu items associated with an individual
Further, you may assign specific actions to specific users. Following the example above, if you have 20
employees assigned to the field technician role and you want to allow only five of them to approve posting of
service orders, you can assign the “posting of service order” menu item to those five individuals. Those five
individuals would then need a full user license, while the remaining 15 employees assigned to the field
technician role would only need the Team Members user license.
Creating menu items
You and your business partners may also create menu items to fit specific business scenarios. Any new menu
items must be mapped to the user license type that best matches the type of use, based on the user license
definitions in this guide.

Appendix F: Operations – Activity Approval Privileges
Enterprise product licenses include Operations – Activity use rights, and those rights cross applications. The
license required for specific actions—whether an enterprise or Operations – Activity license—is indicated in the
table below.
For instance, if a user needs to approve budget account entry through workflow (line 5 in the table), this user
must have an Operations – Activity license. If the same user needs to approve fixed assets journal (line 14), this
user will need an enterprise license, which will provide use rights for both tasks.
Duty name Privilege name License1
Approve advanced ledger entry transactions Approve the advanced ledger entry Enterprise
Approve and activate product changes Approve and activate product changes Enterprise
Approve bill of exchange transactions Approve customer bills of exchange journal Enterprise
Approve BOM versions Enterprise
Approve BOMs
Approve BOMs Enterprise
Approve budget register entries Approve budget account entry through workflow Activity
Approve closing transactions Approve ledger elimination journal Enterprise
Approve credit limit adjustments workflow Approve credit limit adjustments workflow Enterprise
Approve credit management holds workflow Approve credit management holds workflow Enterprise
Approve free text invoices Enterprise
Approve customer invoices
Approve recurring invoice through workflow Enterprise
Approve customer payment transactions Approve customer payment journal Enterprise
Approve fixed assets budget entries Approve fixed asset budget entry through workflow Enterprise
Approve fixed assets transactions Approve fixed assets journal Enterprise
Approve ledger allocation transactions Approve ledger allocation journal Enterprise
Approve ledger allocation journal Enterprise
Approve ledger transactions
Approve ledger journal Enterprise
Approve netting transactions Approve netting journal Enterprise
Approve nonconformances Approve nonconformance Enterprise
Approve promissory note transactions Approve vendor promissory note journal Enterprise
Approve purchase agreement Approve the purchase agreement through workflow Activity
Approve route versions Enterprise
Approve routes
Approve routes Enterprise
Approve vendor payment transactions Approve vendor disbursement journal Enterprise
Approve vendor user requests Approve vendor user requests Enterprise
Approves generated customer rebates Maintain rebate approvals Enterprise
Enable bank management process Approve bank account reconciliation Enterprise
Enable purchasing process Maintain approved vendor list Enterprise
Enable recruitment process Approve applications Enterprise
Maintain approved vendors Maintain approved vendor list Enterprise
Maintain budget register entries Approve budget account entry through workflow Activity
Maintain catalogs Review and approve vendor catalogs Activity
Maintain commitment documents Approve commitment documents through workflow Activity
Maintain compensation transactions Change compensation event status to Approved Enterprise
Maintain credit card payments Maintain refund approvals Activity
Maintain overdue vendor debt CIT and PIT journals Approve overdue vendor debt CIT and PIT journals Enterprise
Maintain payment schedule journal processing Approve payment schedule journal through workflow Activity

Duty name Privilege name License1
Maintain planned orders Approve planned orders Enterprise
Maintain purchase rebates Maintain vendor rebate approvals Enterprise
Maintain refund check processing Maintain refund approvals Enterprise
Maintain royalty information Maintain royalty approvals Enterprise
Maintain vendor invoice matching approval Enterprise
Maintain vendor invoices
Post invoice approval journal transactions Enterprise
Manage fixed asset impairment Approve fixed assets journal Enterprise
Retail catalog approval workflow duty Retail catalog approval workflow privilege Activity
Review bank management process performance Review and approve bank reconciliation Activity
1
When configuration key is on.

Appendix G: Power Platform Use Rights included with Dynamics 365 Applications
Select Dynamics 365 applications include limited Power Apps, Power Automate and Power Virtual Agents use
rights. The tables below provide a summary of these limited use rights. See the Power Platform Licensing Guide
for full details.
Power Apps use rights with Dynamics 365 applications

Limited Power Apps use rights are included within the same environment(s) as the licensed Dynamics 365
application(s) to allow users to customize and extend Dynamics 365 applications. Use of Power Apps
capabilities included with Dynamics 365 licenses must be only within the context of the licensed Dynamics 365
application. Further, the specific use rights vary by Dynamics 365 license type.
Dynamics 365
Dynamics 365
Capabilities Enterprise
Applications1
Applications2
Within same
environment(s) as
Run custom apps3 Run standalone apps (canvas/model driven)
licensed Dynamics
365 application(s)3
Within same
environment(s) as
Power Pages use rights Standalone Power Pages use rights
licensed Dynamics
365 application(s)3
Standard connectors ⚫ ⚫
Connect to your data Premium and custom connectors ⚫ ⚫
On premises data gateway ⚫ ⚫
Utilize Dataverse (formerly Common Data
⚫ ⚫
Service)
15 per
Create and access custom tables ⚫
Store and manage data application
Create, read,
Dynamics 365 restricted tables use rights update, delete CRUD
(CRUD)
Run apps in a Managed Environment. Manage Within app
Managed Environments
Power Platform at scale4 context
Cloud flows (Automated, instant, and scheduled
flows) Within app
Execute flows Within app context
context
Business process flows
Infuse AI AI Builder capacity add-on $ $
1
Dynamics 365 Sales Professional, Dynamics 365 Customer Service Professional, Dynamics 365 Team Members, Dynamics 365 Operations –
Activity, Dynamics 365 Human Resources Self-Service, Dynamics 365 Business Central Team Members.
2
Dynamics 365 Sales Enterprise, Dynamics 365 Customer Service Enterprise, Dynamics 365 Field Service, Dynamics 365 Finance, Dynamics
365 Supply Chain Management, Dynamics 365 Project Operations, Dynamics 365 Commerce, Dynamics 365 Human Resources, Dynamics
365 Business Central, Dynamics 365 Intelligent Order Management.
3
For Finance, Supply Chain Management, and Commerce, the Dynamics 365 environment is defined as the environment that the dual write
feature is configured against. For Business Central the Dynamics 365 environment is defined as an environment that includes one or more
Power Apps that integrate with Business Central.
4
When Managed Environments is activated in a specific environment, all Power Apps, Power Automate, Power Virtual Agents, and Power
Pages usage in that environment requires standalone licenses. Please see Power Platform Managed Environments for more details.
Please review http://aka.ms/platformlimits for more details.
Power Automate use rights with Dynamics 365 applications

Dynamics 365 licenses include Power Automate use rights for the purpose of customizing and extending
Dynamics 365 application(s). Power Automate use within Dynamics 365 is limited to the context of the
embedding Dynamics 365 application. For both triggers and actions, flows included within the Dynamics 365
application can connect:
• To any data source within the use rights of the Dynamics 365 application
• Directly with the Dynamics 365 application (via built in trigger/action)

If the embedded flow is not within the context of the Dynamics 365 application, then standalone Power
Automate licenses will need to be purchased.
Dynamics 365
Dynamics 365
Capabilities Enterprise
Applications2
Applications3
Cloud flows (Automated, instant, and scheduled
flows) Within app
Execute flows1 Within app context
context
Business process flows
Connect to your data Standard connectors ⚫ ⚫
Premium and custom connectors ⚫ ⚫
Connect to your data
On premises data gateway ⚫ ⚫
Utilize Dataverse (formerly Common Data
⚫ ⚫
Service)
15 per
Create and access custom tables ⚫
Store and manage data application
Create, read,
Dynamics 365 restricted tables use rights update, delete CRUD
(CRUD)
Infuse AI AI Builder capacity add-on $ $
1
Power Automate use needs to map to the context of the embedding Dynamics 365 applications.
2
Dynamics 365 Sales Professional, Dynamics 365 Customer Service Professional, Dynamics 365 Team Members, Dynamics 365 Operations –
Activity, Dynamics 365 Human Resources Self-Service, Dynamics 365 Business Central Team Members.
3
Dynamics 365 Sales Enterprise, Dynamics 365 Customer Service Enterprise, Dynamics 365 Field Service, Dynamics 365 Finance, Dynamics
365 Supply Chain Management, Dynamics 365 Project Operations, Dynamics 365 Commerce, Dynamics 365 Human Resources, Dynamics
365 Business Central, Dynamics 365 Intelligent Order Management. Please review http://aka.ms/platformlimits for more details.
Power Virtual Agents use rights with Dynamics 365 applications

Select Dynamics 365 licenses include limited Power Virtual Agents use rights and session capacity for the
purpose of extending Dynamics 365 application(s). See select Dynamics 365 applications in this document for
specific Power Virtual Agents entitlement details.

Appendix H: Trials and Service Support
Trials
You can learn about Dynamics 365 trial criteria and agreement period, and sign up for trials at these links:
• Sales
• Customer Service
• Field Service
• Marketing
• Finance
• Supply Chain Management
• Commerce
• Human Resources
• Remote Assist
• Guides
• Business Central
At any time during your trial, you can activate a subscription and keep your data and customizations. Trial
support is the same as what customers receive when purchasing Dynamics 365. Premium level support options
are not available during the trial period, however.
Service support
The support benefits included in subscription licenses are applicable if you license Dynamics 365 or Power
Platform via an Enterprise Agreement (EA), Enterprise Subscription Agreement (ESA), Enrollment for Education
Solutions (EES), Microsoft Online Subscription Agreement (MOSA), or Microsoft Products and Services
Agreement (MPSA). Learn more about support options, which include:
• Professional Direct Support
• Unified Support (for enterprise solutions)
The Microsoft Cloud Solution Provider (CSP) program enables partners to manage their customers’ success.
Support for Business Central is available solely through CSP partners.

Appendix I: Additional Resources
Resource Link
Dynamics 365 https://dynamics.microsoft.com/
Dynamics 365 Licensing and Pricing https://dynamics.microsoft.com/pricing/
Microsoft Power Platform https://powerplatform.microsoft.com/en-us/
Microsoft Power Automate https://flow.microsoft.com/en-us/pricing/
Microsoft Power Virtual Agents https://powervirtualagents.microsoft.com/en-us/pricing/
Power Apps Pricing https://powerapps.microsoft.com/en-us/pricing/
Power BI Pricing https://powerbi.microsoft.com/en-us/pricing/
Microsoft Power Apps, Power Automate, and
https://go.microsoft.com/fwlink/?LinkId=2085130&clcid=0x409
Power Virtual Agents Licensing Guide
Dynamics AX (Online) Licensing Guide http://aka.ms/s201h6
AX 2012 Retail Licensing Scenarios http://aka.ms/Sumqjx
https://mk0licensingschvvvb2.kinstacdn.com/wp-
Dynamics CRM Online Licensing Guide content/uploads/2016/04/Microsoft-Dynamics-CRM-Online-Licensing-
Guide-Dec-2016.pdf
Dynamics On-Premises Licensing Guides https://partner.microsoft.com/asset/collection/licensing-guide-assets#/
Dynamics Blog https://community.dynamics.com/b/msftdynamicsblog
Microsoft Volume Licensing www.microsoft.com/licensing
https://www.microsoft.com/en-us/Licensing/licensing-
Software Assurance
programs/software-assurance-default?rtc=1
Dynamics 365 Support https://dynamics.microsoft.com/support/plans/
Partner Center https://partnercenter.microsoft.com/pcv/dashboard/overview
https://mspartner.microsoft.com/Pages/solutions/cloud-reseller-
Cloud Solution Provider Program (CSP)
overview.aspx

Appendix J: Change Log
Page Topic Change Action Date
3 Azure Services Update Update hyperlink to Azure Services
24, 25, Conversation Update Capacity for Sales Enterprise changed to unlimited hours/tenant/month;
27 Intelligence Conversation Intelligence Add-on option removed
29 Supply Chain Remove Cloud Scale Units, Edge Scale units, and Sensor Data Intelligence Add-ins
March
Management deprecated
46 Appendix A: Remove Customer Service Insights
Dynamics 365
Licenses
Various Customer Insights Remove Remove ‘B2B’ and ‘B2C’ from Accounts and Profiles
Add-ons
41 Types of default Update Operations database capacity: Relational database capacity for all applicable
capacity products (specified in the table above) that have storage requirements February
outside of Dataverse for Apps. This Operations database capacity is inclusive
of all storage in Production, Nonproduction, Reporting, and Entity Store
databases.
5 Base/Attach Update Sales Enterprise base eligible for Project Operations attach license
license table
56 Appendix G: Update Dynamics 365 Applications list updated to include Operations-Device
Power Platform Add New capacity Managed Environments
January
Use Rights
included with
Dynamics 365
Applications
© 2022 Microsoft Corporation. All rights reserved.

This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. This information is
provided to help guide your authorized use of products you license; it is not your agreement. Your use of products licensed under your license agreement is governed by the
terms and conditions of that agreement. In the case of any conflict between this information and your agreement, the terms and conditions of your agreement control. Prices
for licenses acquired through Microsoft resellers are determined by the reseller.

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Dynamics 365

Dynamics 365 Licensing Guide | October 2020

What’s new in this licensing guide?

Dynamics 365 Licensing Guide | March 2023 P a g e |1

Dynamics 365 Licensing Guide | March 2023 P a g e |2

Dynamics 365 Licensing Overview

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Dynamics 365 base licenses per user

Business Central Essentials ⚫ ⚫

Business Central Premium ⚫ ⚫

Customer Service Enterprise (CS) ⚫ ⚫ ⚫

Customer Service Professional (CS)

Dynamics 365 Licensing Guide | March 2023 P a g e |4

Human Resources (HR) ⚫ ⚫ ⚫ ⚫ ⚫ ⚫

Microsoft Relationship Sales (MRS) ⚫ ⚫ ⚫ ⚫ ⚫

Project Operations (Proj Oper.) ⚫ ⚫ ⚫ ⚫ ⚫ ⚫

Remote Assist (RA)

Supply Chain Management (SCM) ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫

Dynamics 365 Licensing Guide | March 2023 P a g e |5

Dynamics 365 Licensing Guide | March 2023 P a g e |6

Assigned Application Licensing

Dynamics 365 Business Central

Dynamics 365 Licensing Guide | March 2023 P a g e |7

Dynamics 365 Licensing Guide | March 2023 P a g e |8

Essentials and Premium user licenses include:

Dynamics 365 Commerce

Dynamics 365 Licensing Guide | March 2023 P a g e |9

Commerce user roles

Commerce security roles

Dynamics 365 Licensing Guide | March 2023 P a g e | 10

Additional Commerce applications and capacities

Application/Capacity Included Capacity Add-On Capacity

# of monthly transactions per SKU

➢Dynamics 365 Commerce Scale Unit

Dynamics 365 Licensing Guide | March 2023 P a g e | 11

Application/Capacity Included Capacity Add-On Capacity

Commerce Scale Unit – Cloud • Basic: 65 devices/tenant/month

➢Dynamics 365 Commerce Recommendations

Dynamics 365 Customer Service

Dynamics 365 Licensing Guide | March 2023 P a g e | 12

Unified Routing add-on:

Customer Service use rights

Dynamics 365 Licensing Guide | March 2023 P a g e | 13

Dynamics 365 Licensing Guide | March 2023 P a g e | 14

Additional Customer Service applications

Dynamics 365 Licensing Guide | March 2023 P a g e | 15

Voice Channel • Intelligent Voicebot minutes add-on:

Dynamics 365 Field Service

Dynamics 365 Licensing Guide | March 2023 P a g e | 16

Dynamics 365 Licensing Guide | March 2023 P a g e | 17

Additional Field Service capabilities

Dynamics 365 Finance

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Dynamics 365 Guides

Dynamics 365 Licensing Guide | March 2023 P a g e | 19

Dynamics 365 Human Resources

Human Resource security roles

Dynamics 365 Project Operations

Dynamics 365 Licensing Guide | March 2023 P a g e | 20

Project Operations use rights