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A customer of ours has a lot of external users who don't need the full functionality of Dynamics CRM so we will be looking to setup a portal for them of some kind to manage these external users. My question is, does Dynamics 365 for Sales come OOB with a portal which can help manage partners/external users and if yes, what are the additional licensing costs associated(if any)
Also, as an implementor what are the typical work items for us to setup a portal for the customer?
Here is a starting point of documentation that help to setup the Portals (install, configure, manage content, etc.):
administer manage portal dynamics 365
The licensing guide states this:
The Dynamics 365 Portal provides you the capability to extend your Dynamics 365 for Sales, Dynamics 365 for Customer Service, Dynamics 365 for Field Service, or Dynamics 365 for Project Service Automation scenarios into cloud hosted web portals, each of which is easily configurable for your employees, partners and customers.
One portal is included with any Dynamics 365 Customer Engagement Plan Business Application subscription, per tenant, shared across all Customer Engagement Plan Business Applications. A Customer Engagement Plan Business Application subscription is required to administer and configure the portal. Each portal may only be associated with one instance.
Starting August 1st 2017, access to the first included portal for the tenant, customers will be required to purchase a minimum of 5 Full User licenses of Dynamics 365 Customer Engagement Plan, stand-alone Dynamics 365 Applications (Sales, Customer Service, Field Service or Project Service Automation) or a combination. Existing customers will not be impacted with this change until renewal. New customers who need to purchase less than 5 users, may purchase the Portal
Role Use Rights Included in Team Members Included in Select Applications Spectator View Results on Leaderboards (web, mobile, and TV screens) & chat with participants Fan Draft personal Fantasy Teams & Earn points, badges & trophies on team results Player Play/Compete in Game (earn points, badges, and trophies) & participate in Chat Game Manager Setup Games: Define game model, metrics, positions, & prizes Commissioner Oversee Games: Admin, role Management “Add-on”
Please note: Team Member Licenses will not contribute to the minimum user requirement. Internal users indirectly accessing Microsoft Dynamics 365 application data via a portal are required to have the appropriate Microsoft Dynamics 365 license.
Additional or single Portal license costs approx. 500$/month.
So if you have 5 Dynamics 365 Sales licenses already you should be able to get one.
If I understand correctly, customer will have to get 5 licence of a product called 'Dynamics 365 Customer Engagement Plan' if we want to setup an employee portal.
I've not been able to find any product called as 'Dynamics 365 Customer Engagement Plan' though. Is this something new?
Yes, either Dynamics 365 Customer Engagement Plan OR one of the standalone Dynamics 365 Applications (Sales, Customer Service, Field Service or Project Service Automation) or a combination.
This only applies for new customers or customers that have to renew their licenses.
In the old pricing model you need a Enterprise Plan 1 subscription to get one free portal.
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