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Customer experience | Sales, Customer Insights,...
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Question regarding external user licensing

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Posted on by 15

Hello

A customer wants a portal to interact with their customers regarding building projects. Some of their requirements make us not want to use a standard portal but to build one using CRM/Dataverse as database. We are talking around 300 users what might login only once or twice each month. What do I need to keep in mind regarding licensing for external users?  

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  • Suggested answer
    PerezAguiar Profile Picture
    Microsoft Employee on at

    Hey.

    You have some intersting questions here.

    - How are the customers going to "login" and update? through their domains or thorugh a custom user/password?

    - Which apps do you want to use?

    You have the possibility to use Dynamics 365 directly, purchasing a license for each one of your end-users.  Another option would be using portals (What are Power Apps portals? - Power Apps | Microsoft Docs), as this would grant the end-users restricted actions/interactions.  Both approaches have different pricing and might be worth checking based on how you want to interact with those 300 customers.

    Regards

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