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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 cdo75

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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PerezAguiar Microsoft Employee on at

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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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