Skip to main content

Understanding the Client Types for Dynamics CRM Online

The most frequent question I receive regarding Dynamics CRM licensing relates to the three types of client software licenses available: Professional, Basic and Essential.  Which is the right one for your users?

The easiest option is to buy all Professional licenses because they represent the superset of all the Dynamics CRM features.  Your admin users, power users, and others who use all or nearly all features will need these licenses. 

At the other extreme is the Essential license.  This license is for internal users (in your organization) who will interact with Dynamics CRM through custom applications or a portal, and who do not need to access the Dynamics CRM 2013 user interface at all. This is the least expensive license and might be appropriate for a large number of users with light functionality needs. For instance, if you are using Dynamics CRM for a helpdesk, you could let users start or check on the status of a trouble ticket on a web page.  The hidden cost of Essential licenses is that someone must build a webpage or other application to provide a user interface to Dynamics CRM.

In the middle of these options is the Basic license.  Unlike Essential, it gives the user access to the Dynamics CRM user interface, but restricts which entities are included.  Be sure to take a close look at your requirements before choosing Basic instead of Professional.

For more information, contact your Microsoft representative or see the Dynamics CRM cost calculator.  Complete licensing guides are available for on premises and CRM Online.



Popular posts from this blog

Key Concepts for Microsoft Dynamics 365: Tenant, Instance, App and Solution

To understand Microsoft Dynamics 365 (formerly Dynamics CRM), you need to learn some new terms and concepts that may be a bit different from what you know from databases and solutions that are hosted on premises. This post introduces some of the key terms and how these concepts are important for planning your implementation. While Dynamics 365 is available on premises, it is most commonly deployed on the Microsoft cloud.  This blog post discusses only cloud implementations. Microsoft has multiple clouds such as commercial and government community clouds. We start with a Microsoft tenant .  A tenant is the account you create in the Microsoft Online Services environment (such as Office 365) when you sign up for a subscription. A tenant contains uniquely identified domains, users, security groups, and subscriptions.  Your tenant has a domain name of .onmicrosoft.com such as acme.onmicrosoft.com.  User accounts belong to a tenant, and subscriptions are assigned to user accoun

Understanding Dynamics 365 and Office 365 Admin Roles

Managing Dynamics 365 instances If you run Microsoft Dynamics 365 (formerly Dynamics CRM) in the Microsoft cloud, you need to understand how your Dynamics instances relate to Office 365 and choose which of your administrators receives which roles and permissions to manage Dynamics 365. In on premises deployments, your network administrator would create and delete user accounts.  The Dynamics 365 admin would then assign permissions to users in Dynamics 365. This post explains three administrator roles: Office 365 Global Administrator Dynamics 365 System Administrator Dynamics 365 Service Administrator You may think that the Dynamics 365 system administrator would have power to do all the actions needed to manage Dynamics 365, but this is not the case. What's different in Microsoft cloud deployments is that licenses and user accounts are managed in Office 365 by an Office 365 Global Administrator.  This role is analogous to a network administrator for an on premises

Replacing Microsoft InfoPath with Power Apps

Source:  https://powerapps.microsoft.com/en-us/infopath/ Microsoft has offered a number of forms automation products over the years, and the most long running was InfoPath which was released as part of Office 2003.  InfoPath is a powerful and flexible product that stores user data in XML while offering form features such as rules, data validation, scripting, and integration with SharePoint.  The popularity of SharePoint resulted in many organizations standardizing on InfoPath for forms, especially internal forms which are hosted on an intranet such as employee reviews, leave and payment requests, and human resources forms. Microsoft has discontinued InfoPath, with mainstream support ending July 13th, 2021, and extended support ending July 14th, 2026. Microsoft has named Power Apps as the successor to InfoPath .  Power Apps has much in common with InfoPath.  Both products include integration with SharePoint.  Both are geared toward the citizen developer and do not require advan