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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Employee Self Service ...
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Employee Self Service Portal Licensing requirements

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Posted on by KTT 5

Hello 

I am planning to roll out the Employee self service portal to all internal users to view knowledge base articles and create support cases. A limited number of helpdesk users (about 15) will need full access to be able to create knowledge bases articles and perform all case management activities. 

I understand the helpdesk will need full Customer Service licenses. What kind of licenses would the all the other internal users need? Has anyone implemented this portal template for internal users ? Any best practices to share? 

Thanks

Katy

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Employee Self Service Portal Licensing requirements

    Hi KTT,

    Users can access portal with following two ways:

    1.You will need a Portal for this and invite external users to use the Portal and submit data to D365.

    2.You can purchase Team Member licenses which are $8 a month.

    If you don’t want to use team license, maybe you can give them access to the portal as if they were external users.

    For the portal access wise for both license and external users there is no Much difference.  Even though use is a license user login for both internal and external users will be stored in the contact entity. So portal wise no difference. only difference license user has access to CRM others not.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • KTT Profile Picture
    KTT 5 on at
    RE: Employee Self Service Portal Licensing requirements

    Thank you Leah.

    So if I understand correctly all internal users will need a team member licenses to read and submit cases and participate in forum using the employee self service portal. What other licensing options could I use with this portal?  Most of my users just need read access to look at the policies.

    Thanks

    Sabina

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Employee Self Service Portal Licensing requirements

    Hi KTT,

    All features for employee self-service portal are also accessible with the Dynamics 365 Team member License.

    Employee self-service portal - Learn | Microsoft Docs

    pastedimage1617181609328v1.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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