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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Licensing question: li...
Customer experience | Sales, Customer Insights,...
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Licensing question: license for partner access

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Posted on by LH-05081433-0 6

How is organized partner access to customer Sales database - does partner has to sell separate license to customer for his own consultant/developer or database can be accessed somehow without paid license? For example in case of Business Central partner doesn't have to have separate paid licenses and database can be accessed through Partner Central quite easily. 

Under the Power Platform Admin Center I can see Sales environments but can't access as it says "You are not a member of this organization". 

What is the common practice or procedure for partner to access Sales environments?

  • LH-05081433-0 Profile Picture
    LH-05081433-0 6 on at
    RE: Licensing question: license for partner access

    Thanks guys. Now everything is clear.

    Of course I'm not happy about it - in smaller cases every additional cost works against us. In bigger cases these additional licenses for partner can disappear into bigger budget.

    With Business Central we don't need any paid licenses for providing service and I hoped that Sales work the same way.

  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar on at
    RE: Licensing question: license for partner access

    If you're accessing the data, YES.

    If you're accessing administrative options, with assigning the Delegated Admin/PowerPlatform administrator/D365 service Admin, you shouldn't need it.

    Regards,

  • LH-05081433-0 Profile Picture
    LH-05081433-0 6 on at
    RE: Licensing question: license for partner access

    So in black and white - customer must pay for the license partner uses (consultation, development) for providing services to him?

  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar on at
    RE: Licensing question: license for partner access

    Hey Leho.

    There are 2 differences here:

    > as a Partner that is performing Administrative tasks on the environment (configure security, restore environments, etc), you don't need a license. You just need delegated admin privileges as dicussed on learn.microsoft.com/.../for-partners-delegated-administrator.  

    > If you need access to the Data, then two important things are required:  First, the EndCustomer should NOT create a guest user account for the partner.   And second, once the Delegated Admin is granted, the EndCustomer should assign a License (sales enterprise, Sales Professional, etc) to the DelegatedAdmin account.  This will allow the access to the data.

    Please note that Delegated Admins have certain restrictions (like they can't access make.powerapps.com).  An alternative, would be that the EndCustomer generates an account (let's say "PartnerA@EndCustomer.com") that is going to be used by the Partner. In this scenario, despite the account is for the partner, it's a regular user that will require a license.

    Regards,

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,014 Super User 2024 Season 2 on at
    RE: Licensing question: license for partner access

    Hi Leho,

    By provide I mean allocate a license to the user account of the partner. Typically your internal IT team would purchase the required licenses from Microsoft unless you have an arrangement with the partner for them to procure the licenses for you.

  • LH-05081433-0 Profile Picture
    LH-05081433-0 6 on at
    RE: Licensing question: license for partner access

    Thanks Adrian. Just to reflect - by "provide" you mean partner has to pay for licenses he uses for providing services to customer?

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,014 Super User 2024 Season 2 on at
    RE: Licensing question: license for partner access

    Hi Leho,

    You should provide them with a license that has the access they require.

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