My presentation at Finnish Dynamics User Group (FDUG) meeting on 2018-10-18. Licensing changes in Dynamics 365 October release.

1. Mitä uutta Dynamics 365
–lisenssiviidakossa?
FDUG #1 - 18.10.2018
Markku Suominen
markku.suominen@dynamics365.fi
@markkusuominen

2. Quote from “Dynamics 365 Licensing Guide
Oct 2018”
“Custom entities may be based on entities included in
Dynamics 365 or created by a customer or partner to
represent business entities/items not present or to replicate
those already in included in Dynamics 365.”

3. Lisenssitermejä, dokumenteista tuttuja
• CAL = Client Access License
• SKU = Stock Keeping Unit
• SL = Subscription license

4. Oct 2018 licensing changes in a nutshell
Description Change Summary
Dynamics 365 Team
Members
• Realign the “light tasks” use rights intended for the Team Members license
• Maintain “read only” access across Dynamics 365 for knowledge sharing
• Limit use of custom entities, as part of the designated light weight team
member experience
Dynamics 365 for
Marketing contacts
• Redefined contacts as those only used for a marketing activity
• Introduce Additional Contact tiers for customers who need large number of
contacts
Dynamics 365 for
Customer Service
Professional
• Introduce new SKU to deliver core customer support functionality
• Align to Dynamics 365 professional SKUs licensing terms
Portal
• Access to the first included portal now requires the purchase of a minimum
of 10 Enterprise user licenses

5. Dynamics 365 for Marketing licensing update
• Dynamics 365 for Marketing is priced based only on contacts intended to
be used for marketing activity. As an example, marketing activity includes
any contact or engagement via Marketing emails, landing pages, forms,
LinkedIn integration, events, surveys and any other custom channel.
• Dynamics 365 for Marketing currently enables customers to market to their
contacts, leads and opportunities as long as those are associated/linked to
a contact record in their database. Visit this help documentation to learn
more.
• Marketing is included for customers with at least 10 seats of Dynamics 365
Customer Engagement Plan and/or Dynamics 365 Plan.

6. Did you know?
• The Dynamics 365 for Marketing application is licensed at the organization level
• Customers with at least 10 seats of Dynamics 365 Customer Engagement Plan
and/or Dynamics 365 Plans will get Marketing application with 2K contacts
• Dynamics 365 Customer Engagement applications’ customers are entitled to
purchased the lower-priced Marketing “Attach” offering

7. Dynamics 365 for Customer Service
Features
Customer Service
Professional
Customer Service
Enterprise
Leads (create only)  
Custom entities* 15 max  (PowerApps P2)
Case Management  
Microsoft Social Engagement  
Feedback and surveys (VoC) 
Dynamics 365 - Gamification (admin/player) 
Unified Service Desk 
Embedded intelligence  (online)
Portal Add-on  (10 seat min)
Sandbox Add-on 
PowerApps P2 Add-on 
Dual use rights 
Price $50/user/month $95/user/month

8. Dynamics 365 Sales Professional ja Sales
Enterprise, onnistuuko yhteiskäyttö?
• Sales Enterprise and Sales Professional as well as Customer Service Enterprise and Customer Service Professional
must be deployed in separate instances
Customer Scenario – 1 Tenant Comment
Sales Enterprise + Sales Professional
Sales Enterprise users may access all instances on a tenant. Sales Enterprise users may access
Sales Professional instance, but Sales Professional may not access Sales Enterprise instance

9. Dynamics 365 Portals
• 1st included portal requires the purchase of a minimum of 10 Full
User licenses of Dynamics 365 Customer Engagement Plan, Dynamics
365 Customer Engagement Business Applications (Sales Enterprise,
Customer Service Enterprise)

10. Dynamics 365 Customer Engagement plan overview
DYNAMICS 365 PLAN (incl Operations)
CUSTOMER SERVICE
PROJECT SERVICE
AUTOMATION
FIELD SERVICE
SALES
CUSTOMER ENGAGEMENT PLAN
Included with 10 seats of
Dynamics 365 or
Customer Engagement
Plans
2K contacts
PlansApplications
FullUsers
TEAM MEMBERS
Additional
Users
POWERAPPS P2

11. Dynamics 365 Customer Engagement applications
Full Users
Full Users Full Users
Includes
IncludesIncludes

12. Poistuneet oikeudet Team Member -lisenssiltä
Workload Removed from Team Members
Sales
• Portal or API access Only/ Non Employees Only: create & update
opportunities
Customer Service
• Interactive Service Hub
• Knowledgebase Management
• User interface integration for Dynamics 365
Field Service Portal or API access Only/Non Employees Only: update work orders
Project Service
Automation
No change
Across workloads
• Create, update, and delete Accounts
• Create, update, and delete records against unlimited number of
custom entities is now restricted to a maximum of 15 custom entities
per application

13. • The new team member license is limited to create and update access
to FIFTEEN custom entities in the context of an app module.
• The new team member license cannot create, update or delete
accounts. It won’t ever be able to create accounts. Under no
circumstances will a team member be able to update account details
on any device.
WHY THESE CHANGES???
• Because Dynamics 365 Team Members license was being mis-used

14. Mitä Team Member –lisenssillä voi tehdä?
Dynamics 365 Customer Engagement Scenarios
Sales
Customer Service
Field Service
Project Service
Automation
• Write access to contacts, activities, tasks and notes
• Record time and expense for Dynamics 365 for Project Service
Automation, and apply for projects
• Update personal information
• User reporting and dashboards
• Create, read, update, and delete records against a maximum of 15
custom entities per application
• Participate as an end-consumer of Dynamics 365 services such as
responding to surveys

15. Miten tapahtuu nykyisille Team Member –
lisensseille?
Channel Subscription Term Team Members Use Rights for Existing Customers
EA, EAS, EES 3-year subscription
Existing customers with Team Members licenses acquired prior to October
1, 2018 may:
• Use and add seats through the duration of their current subscription
• Renew under same terms prior to June 30, 2020
• Renewed subscriptions prior to this date will remain unchanged for the
term of the agreement or until June 30, 2023, whatever comes first
MPSA, CSP,
Web Direct
1-year subscription
Existing customers with Team Members licenses acquired prior to October
1, 2018 may:
• Use and add seats through the duration of their current subscription
• Renew under same terms prior to June 30, 2020
• Renewed subscriptions prior to this date will remain unchanged for the
full 12 months subscription

16. Team member license decision tree
User needs to access
custom entities..
Only needs to read data
Team Members
$8
Needs to
write/edit data
Usage fits predefined
Team Member Scenarios
Not a Team Member
Scenario
Needs access to 15 or fewer custom
entities for a given app scenario
Needs access to more
than 15 custom entities
Does need access to
restricted entities
Does not need access to
restricted entities
Full Dynamics
User
$40-$190
Does not need model-
driven business logic
Does need model-
driven business logic
PowerApps P1
$7
App qualifies
for ISV Embed
App does not
qualify for ISV
Embed
PowerApps P2
Embed
$20
PowerApps P2
$40

17. What customization access with Dynamics 365
Team Members user licenses do users have?
• Dynamics 365 Team Members licenses provide access to write to up to 15
custom entities
• The 15 custom entity limit applies regardless of how the custom entities
enter the Team Members solution – directly added to the UI, from an ISV
solution (side-loaded or through AppSource), or through other PowerApps
that might be embedded in the solution.
• The limit of 15 custom non-restricted entity is a per application limit. i.e.
each of the Team Members for Sales vs. Team Members for Customer
Service can have up to 15 custom entities.

18. Ja vielä lopuksi….
Viime viikolla Dynamics 365 –vaikuttaja Steve Mordue
soitti Microsoftin Charles Lamannalle
(General Manager, Application Platform)
Yksi kommentti oli:
" (in the future, feature wise) ….
if you have access to it, it is allowed"

19. Kiitos!
Kysymyksiä?