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Hi,
I am looking at implementing a new Dynamics 365 CRM Online instance that will include 2 portals. The first portal will be for customers to use where they can view their account history and submit new requests for our services. The second is intended for delivery partners to use where they can view a list of work orders that are assigned to them and update these work orders as they are completed.
I have spoken to MS about these requirements and my current understanding is that customer portals do not require user licences to access (as you would hope) but that partner portals do require user licences for access (by the partners).
If we have to licence partners (even on the most basic of licence types) then the portal is not economically viable for us to deploy. This has led me to wonder exactly where the boundaries lie between actions that can be performed under the guise of a customer portal and not require a licence and those which are deemed 'partner' actions that do require a licence. Most of what we plan to deploy on the portal would be driven by custom entities so I'm not sure if that has an impact here or not?
If you can help shed any light on this then I would be most grateful.
Regards
Rob
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Hi Robert,
From my experience with Portals and Dynamics CRM the licensing rules are as below.
If the users of the Portal are not employees of your organisation (Permanent or Contract) then the users do not need licences.
If the users of the Portal are employees of your organisation, then each user need a licence.
If the employees access data in CRM via automated tools/applications, employees need a licence.
If the employees access data manually downloaded by a licensed user and given to the employee, then the employee don't need a licence.
I guess the question is how do you define your partners. If the definition is similar to an employee, then you would need a licence.
I have included the Dynamics 365 Enterprise edition Licensing Guide for your reference.
download.microsoft.com/.../Dynamics_365_Enterprise_edition_Licensing_Guide.pdf
If you have to purchase licences the the cheapest option is the new Team Member licence. But have read of this article as well.
crmtipoftheday.com/.../dynamics-365-for-team-members-fine-print
Hope this helps.
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