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I am new to Dynamics CRM. Can anyone please help? We have a scenario where we do not have enough licenses to provide to the users. But we need these users to be able to edit/create rows in Appointments and Task tables. Can we enable these users to edit these tables through Power Apps or is there any other way to enable them to edit?
I am not sure if I fully understand your scenario, but let me share some useful links that may help you.
You can use CRM Portal to expose Dynamics Entities records to non Dynamics system users
You can also use Portals in a Power App:
Regarding the prices, here you can find more details:
For more details on Dynamics 365 Licensing: https://go.microsoft.com/fwlink/p/?LinkId=866544
Thank you Roberto Ilidio for your answer.
We do not want to spend any more for the licenses. Is there a way like using WebServices? Is it possible to create webservices in CRM and create an external application to consume the webservices to read/write records? What sort of licenses will be needed for the users to be able to write records in CRM through webservices?
Yes, you can access Dynamics records using code, using an application user, which would not consume your licenses.
With your application user, to programmatically access data in Dynamics 365/CDS, you can either use .NET SDK libraries or web api, more details here:
However, if your requirement is to have many users accessing it, you will need to develop your own security model layer, which would add a lot of complexity to be developed from scratch.
Back to the licenses prices previous mentioned, I want to highlight the prices for external users in Power Apps Portal. It is way cheaper than the licenses for regular Dynamics system users.
I hope this info can help you take the best decision.
please check the licensing Guide, I hope it helps you keeping Complaint with Microsoft Policies
General Rule is that if the user is an internal user, then Microsoft requires them to licenced, this includes access via Webservices, a Custom UI or via a Portal etc (External users - as defined by Microsoft, see the Licencing Guide - do not require a licence).
You maybe able to use a PowerApps licence (cheaper than a Dynamics 365 licence), but there are a number of conditions that have to be met (and more limited API calls included) and for many use cases these conditions mean you cant use it - see the PowerApps licencing guide for the conditions.
Thank you all for your replies.
We would like to go for the 10$/per user/per app/per month power app plan. As i haven't used power apps, can you please let me know if i am right?
Say, if we get the 10$ license plan for all the users, what I will be doing is; I will be creating a canvas app connecting to the Dynamics Appointment/Task entity and will share the app with the users.
Is there any other steps i will have to go through in Dynamics/PowerApps to provide access to the users to insert/edit records other than providing them the power app license?
We just need to enable the users to add/edit records in the Appointment and Task tables in Dynamics.
Are those users, internal users? If that is the case, it seems that you need Team members license and you can create a Canvas App ( Power App) per your requirement - https://docs.microsoft.com/en-us/dynamics365/get-started/team-members-license
More details: https://go.microsoft.com/fwlink/?LinkId=866544&clcid=0x409
If your users are external to your organization ( partners, customers etc), you can use Power Apps Portals and customize a Portal per your requirements
@Roberto Ilidio not sure that is actually the case if you follow the PowerApps licencing guide (rather than they Dynamics 365 licencing guide) the PowerApps lic gives access to both Canvas and Model Driven apps, and CDS (but with tighter conditions on API and Storage etc).
(licencing is so confusing now - several years ago MSFT simplified it, and now they have over complicated it again)
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