Uploaded byNico Fernandez
Deciphering the licensing model in your project solution
The document provides an overview of Dynamics 365 licensing models. It introduces Nico Fernandez and his background. The presentation then covers the different types of licenses available, including user licenses for various Dynamics 365 applications, device licenses, and Power Platform licenses. It discusses the differences between base and attach licenses, and professional vs enterprise licenses. The document concludes by outlining the key considerations for identifying the right licensing model for a customer's requirements.
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Deciphering the licensing model in your project solution
- 2. Deciphering the licensingmodel in your project solution Dynamics 365 Bootcamp
- 3. • Nico Fernández •Microsoft MVP x2 & MCTx2 • +13 years exp. CRM & No Code solutions, • +8 years exp. Dynamics CRM/365 CE & Power Platform • +6 years exp. In Pre-Sales • Solution Director – HCL EMEA Pre-Sales Team • Co-Founder – Power 365 Initiatives About me
- 4. You can findme in… • Web: nfernandezba.com • Twitter: @nfernandezba • LinkedIn: /in/nfernandezba • Instagram: /nfernandez.ba or nametag • nicolas@nfernandezba.com • nicolas.fernandez@hcl.com
- 5. First steps inDynamics 365 Licensing Introduction 01 Identify the right licensing model Where to begin 02 Licensing guide and more… Learning resources 03 Agenda
- 6. License types Tenant User Device Customer Insights,Customer Voice, Marketing Sales enterprise, Customer Service Enterprise, etc. Sales enterprise, Customer Service Enterprise, Field Service.
- 7. User License 01 02 Main userlicense Base Additional user license Attach
- 8. User License Base Licenses SalesEnterprise Customer Service Enterprise Field Service Project Operations Sales Professional Customer Service Professional MRSSP Sales Premium
- 9. User License Attach Licenses SalesEnterprise Customer Service Enterprise Field Service Project Operations Sales Professional Customer Service Professional Guides Remote Assist
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- 11. Base license vsAttach license Matrix
- 12. User License Add-ons Digital MessagingChat Voice RSO Sales Insights
- 13. User License Sales Enterprise CustomerService Enterprise Field Service Digital Messaging Chat Base Licenses Attach Licenses Add-ons
- 14. Team Member License TeamMember Power Apps • Only three native apps with limited customisation • No Power Apps rights • Limited privileges on restricted tables • Supports full D365 users • Limited/unlimited apps • No CUD privileges on restricted tables • Access custom processes / apps
- 15. Custom tables userights
- 16. Device Licenses Sales EnterpriseCustomer Service Enterprise Field Service Unlimited users in one device
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- 18. Enterprise vs ProfessionalLicenses
- 19. Tenant Licenses Marketing CustomerInsights Customer Voice
- 20. And Power Platformlicenses and add-ons… Power Apps Power Automate Power Virtual Agents Power BI AI Builder Power Pages Dataverse Capacity
- 21. Building the licensingmodel 1 2 3 4 5 Type of user Is it an internal or external user? Quotas Number of marketing contacts, CI profiles, CV responses. Power Platform Capabilities Do we need to build a bot? Do we need a flow to be triggered for anyone in the organization? Functional area Opportunity Management, Case management, Work order management, etc. Additional capabilities AI, Mixed reality, custom apps, social selling Identify the right licensing model When we analyze our customer’s requirements, and when we start designing, we need to take a few things in consideration in order to propose the right licensing model
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- 26. Let's keep intouch • Web: nfernandezba.com • Twitter: @nfernandezba • LinkedIn: /in/nfernandezba • Instagram: /nfernandez.ba or nametag • nicolas@nfernandezba.com • nicolas.fernandez@hcl.com
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Editor's Notes
- #6 So, Customer insiights in an hour. What can you expect from this sesión? We’l start making a quick introduction to the Customer Data Platform and customer Insights. Then we’ll make also a quick review of the solution architecture. We’ll review step by step how to start working with customer insights And at the end we’ll talk about the integration scenarios with Power platform and Dynamics 365. So let’s get started.