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Microsoft Dynamics CRM (Archived)

Testing License (Essential, Basic, and Professional) in Free Trial of On Premise Dynamics CRM

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Hi Dynamics Community,

Then when I tested in free trial, the system allowed the user to do anything in the system without any restrictions. I read a different forum post that it is the responsibility of the Microsoft partners to build a security model or UI customisations to only give users the features they are licensed for.

My strongest background is in Dynamics NAV which will give an error message if the user tries to do something that is not allowed by the customer's license, so the way things are done in Dynamics CRM just seems really odd.

I just wanted to confirm that as of Dynamics CRM 2016 (on premise) it is still up to individual Microsoft partners to configure system in such a way that users only get access to records allowed by their license type.

Regards,

Ted

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  • PS Profile Picture
    23,577 on at
    RE: Testing License (Essential, Basic, and Professional) in Free Trial of On Premise Dynamics CRM

    Hi Theodore

    In the trial environment, I guess you can just have one type of license, access of which can be controlled by Security roles. But for Purchased instances, you will have Essential Basic etc. whic will restrict the user automatically.

  • Verified answer
    Community Member Profile Picture
    on at
    RE: Testing License (Essential, Basic, and Professional) in Free Trial of On Premise Dynamics CRM

    That's true. License assigned to user has nothing to do with the rights assigned in CRM. You can have user with Basic license & Administrator CRM role, and this just works... The system doesn't look at the license.

    This is maybe because CRM licensing is not only editing out of the box entites. You can have custom entity, which does the same features as Opportunity, and you should have Proffesional lincense instead of Essential. Look also at multiplexing.

  • Community Member Profile Picture
    on at
    RE: Testing License (Essential, Basic, and Professional) in Free Trial of On Premise Dynamics CRM

    Thanks for your clarification Tomasz Kowalczyk

  • Amir Nazim Profile Picture
    5,994 on at
    RE: Testing License (Essential, Basic, and Professional) in Free Trial of On Premise Dynamics CRM

    I am also facing same problem after CU13 upgrade. i applied the same fix on test, re-imported the xpo and it did the trick and worked. 

    Now problem i can not do these same steps in Production. I can not delete or manually import XPO on prod. We have Build process in place and we always use Modelstore deployment.

    Let me know if someone has some directions with build process. 

    Should i do above steps on Build server, like delete/re-import the object on build server and then regenerate the build ?

    Thanks for any help

    Amir

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