Dynamics 365 Sales Application Licensing - can we have mix of Enterprise, Professional & Team Members licensed users in the same instance?

(0) Share

Report

Posted on by Community Member

Hello Community,

Understanding the full details of Dynamics 365 licensing is always a challenge. When reviewing the latest Dynamics 365 Licensing Guide published in April 2020, it says "at a tenant level any combination of applications can be deployed. However, Enterprise and Professional applications of the same workload must be installed on separate instances (e.g. Sales Enterprise and Sales Professional)."

It went on further to say "A user with a Professional application is licensed only for that application and therefore may not directly or indirectly access another instance with an Enterprise application for the same workload. Conversely, as an Enterprise license includes the Professional capabilities for the same workload, an Enterprise user may access the Professional application instance. However, the functionality in the Professional application will still be limited to the Professional features of that workload."

Does this mean if we have 1 Production instance running on Dynamics 365 Sales, we cannot have a mix of some users licensed with D365 Sales Enterprise and some users licensed with D365 Sales Professional accessing the same Production instance? If that's true, this would seem odd to me because not all users may need to be on the Enterprise license, and I don't think it makes sense to set up 2 separate Production instances either one for Enterprise licensed users and the other for Professional licensed users.

My original understanding is that in the same instance, we are allowed to have mix of Enterprise, Professional and Team Members licensed users.

Could someone help to clarify if I am getting some confusions here...

Thank you!

All responses (7)

Answers (2)

Verified answer

mequan on at

Like (0)

Report

RE: Dynamics 365 Sales Application Licensing - can we have mix of Enterprise, Professional & Team Members licensed users in the same instance?

Hi Eric,

As you mentioned sine sales professional app may not installed on d365 enterprise instance, so you are correct that we may not use sales professional license and enterprise license together in the same instance as guideline. Since sales professional license is only allowed sales profession app. If you have concerns on it, I would like suggest you open a case to double confirm license part.
Community Member on at

Like (0)

Report

RE: Dynamics 365 Sales Application Licensing - can we have mix of Enterprise, Professional & Team Members licensed users in the same instance?

Thanks Meiling!

So this means customer cannot try to save some cost on the licenses. For example, if the customer only needs 5 users to be on Enterprise license (due to system admin/customization, and the use of power apps/power automate needs) and another 5 users to be on Professional license (in the scenario that they need at least professional license instead of Team Members), then to stick with one Production instance to avoid the data problem I described above, the customer would be forced to license all 10 users on Enterprise license (higher cost).

Am I describing this correctly?

Thanks again,

Eric
Suggested answer

mequan on at

Like (0)

Report

RE: Dynamics 365 Sales Application Licensing - can we have mix of Enterprise, Professional & Team Members licensed users in the same instance?

Hi Eric,

You are correct. And because if you have sales enterprise instance it will have sales app, so you may not need sales professional app.
Community Member on at

Like (0)

Report

RE: Dynamics 365 Sales Application Licensing - can we have mix of Enterprise, Professional & Team Members licensed users in the same instance?

Hi Meiling,

Thank you for your response.

If you don't mind me asking further, if my customer has both D365 Sales Enterprise and Professional licenses, that means we would need 2 separate production instances under the same tenant for the respective users to access the respective app, correct?

If that's the case, this means the users will be updating different data in both instances. For example, if we have an contact record called John Smith, and this record is in both instances when we first go-live. After go-live, if the John Smith record is updated by professional licensed user in the Sales Professional instance, that means Enterprise users in the Sales Enterprise instance would not see the updated details about John Smith.

Am I correct on the problem above?

Thanks again,

Eric
Suggested answer

mequan on at

Like (0)

Report

RE: Dynamics 365 Sales Application Licensing - can we have mix of Enterprise, Professional & Team Members licensed users in the same instance?

Hi Eric,

As you mentioned, D365 Sales Enterprise app is for D365 Sales Enterprise license and D365 Sales Professional app is for D365 Sales Professional license.

If customer only have D365 Sales Professional license, this user may only connect to sales professional instance.
Community Member on at

Like (0)

Report

RE: Dynamics 365 Sales Application Licensing - can we have mix of Enterprise, Professional & Team Members licensed users in the same instance?

Hi Meiling,

Thank you very much for your reply! I think I know where I am be getting things a bit mixed up. Am I correct to say that we have the D365 Sales Enterprise app, the D365 Sales Professional app, and that's different from the D365 Sales Enterprise license and D365 Sales Professional license?

When we purchase the D365 Sales Enterprise app in the D365 admin centre, we only get the D365 Sales Enterprise license. If we want the D365 Professional Enterprise license, then we need to purchase the D365 Sales Professional app. Is this understanding correct?

So under the same tenants, we can have both the D365 Sales Enterprise app and the D365 Sales Professional app, but they need to be set up in different instances, correct?

So here is my bigger question: does this mean we would need 2 instances of Production if some users need to access the D365 Sales Enterprise app, and others need to access the D365 Sales Professional app? This feels a lot of effort to maintain because then we need to ensure the customer data is in sync between the 2 Production instances. Am I missing something here?

If we simply have 1 Production instance running on the D365 Sales Enterprise app, in this same instance, it's not possible to have users licensed on D365 Sales Enterprise license and also users licensed on D365 Sales Professional license accessing the same Enterprise app in the same instance?

Thanks!

Eric
Verified answer

mequan on at

Like (0)

Report

RE: Dynamics 365 Sales Application Licensing - can we have mix of Enterprise, Professional & Team Members licensed users in the same instance?

Hi Eric,

We may use Enterprise license and Team member license in the same instance. Because difference between this two licenses is team member license may only access Customer Service Team Member, Sales Team Member and Project Resource Hub. Please check more information from https://docs.microsoft.com/en-us/dynamics365/get-started/team-members-license.

But for Sales professional license, it is only used for Dynamics 365 Sales Professional app and as mentioned by you Sales Professional APP may not be installed on existing instance, so you may not use sales professional license with D 365 Enterprise licenses or Team Member licenses. And D365 enterprise license may use instance that has a full-fledged enterprise apps. Please check more information from https://docs.microsoft.com/en-us/dynamics365/sales-professional/sales-professional-overview.