Dynamics Community Forum Thread Details

Hello everyone,

In case when we have a client with two different type of users on the same environment:

- users with Enterprise Sales License that are using Sales Hub

- users with Power App License that are using Custom Model Driven App

and if we enable Enhanced experience for adding products (on Opportunity, Quote etc) , users of both apps will have same fancy Add product user experience (instead of standard Quick create form):

1. Question: Are we compliant with MS licensing in case with users who are using Custom Model Driven App (since in my head, this is treated as Sales Enterprise feature, right?)?

2. Question: In case we are not compliant, is the a way I can disable this behavior only for the custom Model driven app (and keep it for Sales Hub)

Thank you in advance!

Hello CU21031328-0,

You've raised a very important licensing and user experience consideration regarding the "Enhanced experience for adding products" in Dynamics 365 Sales.

1. Licensing Compliance:

Your Concern is Valid: Your concern is absolutely valid. The "Enhanced experience for adding products" is considered a Sales Enterprise feature. It's designed to provide a more streamlined and feature-rich product selection and configuration experience, which is part of the core value proposition of Sales Enterprise.
Potential Non-Compliance: If users with Power Apps licenses (which typically grant access to custom model-driven apps) are using this enhanced experience, you could potentially be in violation of Microsoft's licensing terms.
Microsoft's Stance: Microsoft's licensing is based on features and functionality. If a user is accessing features that are specifically designated for a higher-tier license (like Sales Enterprise), they should have that license.

2. Disabling the Behavior for the Custom Model-Driven App:

No Direct Setting: Unfortunately, there is no direct, out-of-the-box setting to disable the "Enhanced experience for adding products" only for a specific custom model-driven app.
The setting is Environment-Wide: The "Enhanced experience for adding products" is an environment-level setting. Once enabled, it applies to all apps within that environment.

Workarounds and Potential Solutions (With Caveats):

Security Roles (Partial Solution):
- Attempt to Restrict Access: You could try to use security roles to restrict access to the underlying entities and processes that enable the enhanced experience.
- Caveats:
  - This is not a guaranteed solution, as the enhanced experience might rely on system-level components that cannot be easily restricted.
  - It could lead to unpredictable behavior or errors in the custom app.
  - It might require extensive testing and maintenance.

JavaScript Customization (Unsupported):
- Attempt to Hide UI Elements: You could potentially use JavaScript to detect which app the user is in and then hide or disable the enhanced product add experience UI elements.
- Caveats:
  - This is an unsupported approach and could break with future Dynamics 365 updates.
  - It would require significant development effort.
  - It might not be foolproof, as users could potentially bypass the JavaScript.

Separate Environments:
- Recommended (but Potentially Costly): The most reliable and compliant solution is to create separate Dynamics 365 environments for Sales Enterprise users and Power Apps users.
- Advantages:
  - Ensures licensing compliance.
  - Provides better control over features and functionality.
  - Reduces the risk of conflicts between apps.
- Disadvantages:
  - Increases the cost of maintaining multiple environments.
  - Requires data synchronization and integration between environments.

Contact Microsoft Licensing:
- Clarify Licensing Requirements: Contact Microsoft's licensing team directly to clarify the licensing requirements for this specific scenario.
- Potential for Custom Agreement: They might be able to provide guidance or offer a custom licensing agreement that meets your client's needs.

Key Recommendations:

Prioritize Licensing Compliance: It's crucial to ensure that your client is compliant with Microsoft's licensing terms.
Consider Separate Environments: If feasible, separate environments are the most reliable solution.
Contact Microsoft Licensing: Seek clarification from Microsoft's licensing team to avoid any potential issues.

Important Note:

Licensing is complex: Microsoft's licensing can be complex, and it's essential to stay informed about the latest terms and conditions.
Seek official guidance: Always seek official guidance from Microsoft to ensure compliance.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,

Daivat Vartak

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