Dynamics 365 Customer Engagement is a powerful platform that provides a range of customer relationship management (CRM) functionalities for businesses of all sizes. However, when it comes to licensing options for this platform, there are several options. This article will explore these options to help you understand which one is best suited for your business needs.
Dynamics 365 Customer Engagement comprises a collection of first-party applications, including Dynamics 365 Marketing, Sales, Customer Service, Field Service, and Project Service Automation which serves as a centralized data repository. This gives businesses a unified, comprehensive view of customer and company data.
The licensing options vary according to the facilities the user opts for.
Dynamics 365 Customer Engagement Plan
The Dynamics 365 Customer Engagement Plan is a comprehensive licensing option that provides access to all the platform’s capabilities. This option is ideal for businesses that require full functionality and want to access all the platform’s features.
The Customer Engagement Plan includes Sales, Customer Service, Field Service, Project Service Automation, Marketing applications, and access to the PowerApps platform.
Dynamics 365 for Sales
Dynamics 365 for Sales Enterprise is a licensing option that provides access to the Sales application of the platform. This option is ideal for businesses that require sales functionalities but don’t need access to other applications. This option allows users to manage sales processes, track leads and opportunities, and collaborate with team members.
Dynamics 365 for Customer Service
Dynamics 365 for Customer Service is ideal for businesses that require customer service functionalities but don’t need access to other applications. This option allows users to manage customer service processes, create cases, and collaborate with team members.
Dynamics 365 for Field Service
Dynamics 365 for Field Service is ideal for businesses that require only field service functionalities. This option allows users to manage field service processes, schedule work orders, and collaborate with team members.
Dynamics 365 for Project Service Automation
Dynamics 365 for Project Service Automation is a licensing option that provides access to the Project Service Automation application of the platform. This option is ideal for businesses that require project management functionalities but don’t need access to other applications. This option allows users to manage project processes, track progress, and collaborate with team members.
Dynamics 365 for Marketing
Dynamics 365 for Marketing is a licensing option that provides access to the Marketing application of the platform. This option is ideal for businesses that want to create and manage marketing campaigns, track campaign performance, and collaborate with team members.
Different types of Dynamics 365 licensing:
Businesses planning to opt for Dynamics 365 Customer Engagement can consider various licensing options such as:
Full User
Dynamics 365 Full User licenses are designed for users who require full functionality and access to all applications within the Dynamics 365 suite. These licenses provide complete access to all the capabilities of the Sales, Customer Service, Field Service, Project Service Automation, and Marketing applications.
Users with a Full User license can perform a wide range of functions, such as managing leads, creating and managing cases, scheduling work orders, and creating marketing campaigns.
Team Member
Dynamics 365 Team Member is a licensing option providing read-only platform access. This option is ideal for businesses requiring limited platform access for team members who do not need full functionality. This option allows users to view data, run reports, and collaborate with team members.
Device
A Device license provides access to the platform for a single device. This license is ideal for businesses that require access to the platform from a shared device, such as a kiosk or a conference room computer.
External Connector
An External Connector license provides access to the platform for external users, such as customers, partners, or vendors.
Summing Up
In conclusion, Dynamics 365 Customer Engagement offers a variety of licensing options to fit the needs of businesses of all sizes and industries. By understanding these options, companies can choose the most suitable licensing type and level of functionality for their specific needs, whether they require full access to all the applications or just a particular set of functionalities.
It’s essential to carefully evaluate the requirements of your business before selecting a licensing option to ensure that you choose the best solution for your needs.
With the right licensing choice, companies can leverage the power of Dynamics 365 Customer Engagement to improve customer relationship management, streamline processes, and drive business growth.