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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM Online Licensing
Microsoft Dynamics CRM (Archived)

CRM Online Licensing

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Posted on by Sean K 1,537

Hi All,

I'm wondering if anyone is aware of a tool that will check security roles in Dynamics CRM and suggest the correct CRM Online license that a user with that role should have?

Or is it a case of manually reviewing the permissions each role has and making a decision based on that?

As in do you review Appendix A in the licensing document, http://bit.ly/1Y1dTtY, and say something like "OK, my security role needs the capability to create Opportunity records, therefore users with this role will need a Professional license" ...and so on!?

Cheers,

Sean

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  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    Hi Sean

    Actually There is no such tool to recommend the License type, the document link you provided is the closest thing to an official recommendation for user licence, Soit is definitely a case of establishing the license requirements during analysis & design, and the licence comparison matrix is the most useful tool, here is a table i put together that lists the use rights corresponding to the licenece i did this about a year ago so may not be 100% but i hope it helps you;

    User Privilege

    Professional

    Basic

    Essential

    View Announcements

    Full Access

    Full Access

    With Restrictions

    Manage saved views

    Full Access

    Full Access

    With Restrictions

    Use relationships between records

    Full Access

    Limited

    Custom Entities Only

    Create personal views

    Full Access

    Full Access

    Custom Entities Only

    Advanced Find search

    Full Access

    Full Access

    Custom Entities Only

    Search

    Full Access

    Full Access

    Custom Entities Only

    Use a queue item

    Full Access

    Limited

    Custom Entities Only

    Export data to Microsoft Excel

    Full Access

    Full Access

    Custom Entities Only

    Perform Mail Merge

    Full Access

    Full Access

    Custom Entities Only

    Start dialog

    Full Access

    Limited

    Custom Entities Only

    Run as an On-demand process

    Full Access

    Limited

    Custom Entities Only

    Run an automated workflow

    Full Access

    Limited

    Custom Entities Only

    Read articles

    Full Access

    Full Access

    Custom Entities Only

    Notes

    Full Access

    Full Access

    With Restrictions

    Activity management

    Full Access

    Full Access

    With Restrictions

    Yammer collaboration**

    Full Access

    Full Access

    With Restrictions

    Post activity feeds

    Full Access

    Full Access

    With Restrictions

    Follow activity feeds

    Full Access

    Full Access

    With Restrictions

    Shared calendar

    Full Access

    Full Access

    With Restrictions

    Write custom entity records

    Full Access

    Full Access

    Custom Entities Only

    Read custom application data

    Full Access

    Full Access

    Custom Entities Only

    Microsoft Dynamics CRM Mobile Express

    Full Access

    Full Access

    Custom Entities Only

    Microsoft Dynamics CRM for iPad & Windows 8

    Full Access

    Full Access

    Custom Entities Only

    Microsoft Dynamics CRM for Outlook

    Full Access

    Full Access

    Microsoft Dynamics CRM Web application

    Full Access

    Full Access

    Manage user reports, user charts, and user dashboards

    Full Access

    Full Access

    Run reports

    Full Access

    Full Access

    Create, update, and customize Reports

    Full Access

    Full Access

    Create and update announcements

    Full Access

    Full Access

    Read Dynamics CRM application data

    Full Access

    Full Access

    User dashboards

    Full Access

    Full Access

    User charts

    Full Access

    Full Access

    User Interface Integration for Microsoft Dynamics CRM

    Full Access

    Full Access

    Convert an activity to a case

    Full Access

    Full Access

    Case management

    Full Access

    Full Access

    SLAs

    Full Access

    Full Access

    Add or remove a customer relationship for a contact

    Full Access

    Full Access

    Associate an opportunity with a contact

    Full Access

    Full Access

    Qualify and convert a lead to a contact

    Full Access

    Full Access

    Contacts

    Full Access

    Full Access

    Lead scoring, routing, assignment

    Full Access

    Full Access

    Lead capture

    Full Access

    Full Access

    Add or remove a customer relationship for an account

    Full Access

    Full Access

    Associate an opportunity with an account

    Full Access

    Full Access

    Qualify and covert a lead to an account

    Full Access

    Full Access

    Accounts

    Full Access

    Full Access

    Import data in bulk

    Full Access

    Configure auditing

    Full Access

    Configure duplicate-detection rules

    Full Access

    Define relationships between entities

    Full Access

    Define and configure queues

    Full Access

    Define and configure dialogs

    Full Access

    Define and configure workflows

    Full Access

    System reports, system charts, and system dashboards

    Full Access

    Customize forms and views

    Full Access

    Create Microsoft Dynamics CRM forms, entities, and fields

    Full Access

    Administer CRM

    Full Access

    Article templates

    Full Access

    Create and publish articles

    Full Access

    Goal management

    Full Access

    Contract templates

    Full Access

    Contract management

    Full Access

    Territory management

    Full Access

    Sales literature

    Full Access

    Quote management

    Full Access

    Configure SLA policies

    Full Access

    Contracts

    Full Access

    Entitlements

    Full Access

    Price lists

    Full Access

    Product tracking

    Full Access

    Order management

    Full Access

    Invoice management

    Full Access

    Competitor tracking

    Full Access

    Qualify and convert a lead to an opportunity

    Full Access

    Convert an activity to an opportunity

    Full Access

    Opportunity tracking

    Full Access

    Marketing lists

    Full Access

    Quick campaigns

    Full Access

    Marketing campaigns

    Full Access

    Facility/Equipment management

    Full Access

    Define and configure business units

    Full Access

    Define and configure teams

    Full Access

    Define and configure services, resources, and work hours

    Full Access

    Best Wishes, Raz

  • Sean K Profile Picture
    Sean K 1,537 on at

    Hi Raz,

    Thanks for the response, it's a pity as it can be a bit confusing especially when inheriting a system and trying to figure out the security model!

    This leads me to 3 more specific questions.

    1. I have a role that has the following access to the Queue entity:

    • Create, Write, Delete - User
    • Read, Append, Append To - Organisation
    Professional Basic  Essential
    Use a queue item Full Access Limited Custom Entities Only
    Define and configure queues Full Access - -

    I would presume users with these privileges would need a Professional License, is that the case?

    2. I have a role that has the following Miscellaneous Privilege only:

    • Add Reporting Services Reports - Organisation
    Professional Basic Essential
    Manage user reports Full Access Full Access -
    Run reports Full Access Full Access -
    Create, update and customise reports Full Access Full Access -
    System reports Full Access - -

     

    Would this be a basic or professional license?

    3. If a description says Limited, like in example 1 above for "Use a queue item", is there a way for us to find out what these limitations are?

    It would be nice if Microsoft released guidance which tied directly to the privileges we set in Dynamics CRM Security Roles as it all seems a bit vague.

    Thanks,

    Sean

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