microsoft dynamics 365 licensing cheat sheet
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LICENSING MICROSOFTDYNAMICS 365
C h e a t S h e e t f o r
SALES APPGrow your business and win faster with the Dynamics 365 Sales App. Licence users with
the Sales App who need to create and update sales opportunities, quotes, leads or
marketing lists.
CUSTOMER SERVICE APPEmpower agents to deliver a faster, more consistent service that will earn customer
loyalty. Choose the Customer Service App for users who need to manage cases, service level
agreements or service entitlements.
PROJECT SERVICE APPDeliver projects on time and on budget.
Choose the Project Service App for users who need to manage project records, project
resources, work hours, project contracts, or use the resource availability view.
DEVELOPMENTAL EDITING
= STORY FLOW
TALENT APPLeverage native LinkedIn tools to build
accurate candidate profiles that will improve your hiring process. Set new employees up for
success with a seamless onboarding experience in Microsoft Dynamics 365.
Transform your business processes and better engage customers using these intelligent
apps which are great on their own, and work even better together seamlessly in the cloud.
FIELD SERVICE APPOptimize scheduling and equip mobile teams
with real-time insights to complete work orders and increase satisfaction. Choose Field Service App to use the schedule board, work
orders, or to use the field service mobile app.
FINANCIALS & OPERATIONSConnects people and processes to make ordering, selling, invoicing and reporting easier and faster.
Use insight to optimize operations and create immersive shopping experiences with exceptional service.
RETAIL APP
MARKETING APP Arrives 2018. Or, connect Dynamics 365 with integrated marketing solutions that include ClickDimensions & dotmailer.
CUSTOMER ENGAGEMENT PLANFor users and roles that require functionality across multiple
Microsoft Dynamics 365 apps choose the Customer Engagement Plan to receive the best value licence for user access across the Sales, Customer Service, Field Service and Project Service apps.
TEAM MEMBERSChoose Team Member licensing to share Dynamics 365 with more people in your
organisation who only need light access to read data, or carry out basic functions. Team Member licensing is a low-cost option for user roles that only need to browse data across
Dynamics 365 apps and undertake basic processes which include creating and editing account, contact, activity, knowledge articles and custom entity records.
SMB LICENCE OFFERBusinesses that only need to deploy the Dynamics 365 Sales App with 25 or fewer
licences, or the Sales + Customer Apps with 50 or fewer user licences can take advantage of the Microsoft SMB offer at a special reduced price. This also includes
capacity for up to as many as 150 Team Member licences at a lower price point. For a limited time, SMB offer pricing can be renewed through until December 2019.
Licensing questions? Contact Preact to choose the right Dynamics 365 licensing solution fo your needs
www.preact.co.uk