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Finance | Project Operations, Human Resources, ...
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Run report to see roles and associated license requirement

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Posted on by 156

Is there a way to run report or query to see what roles, duties, or tasks require a Team Member license vs Ops Activity vs an Enterprise license?

  • Suggested answer
    A.Prasanna Profile Picture
    8,227 on at

    you can get similar information from Licencing Guide too : download.microsoft.com/.../Dynamics 365 Licensing Guide - April 2023.pdf

  • Verified answer
    André Arnaud de Calavon Profile Picture
    307,271 Super User 2026 Season 2 on at

    Hi Connor,

    If you export data using the data entity 'System Security Role', you will get information about a license level, but for the Enterprise level, not a split in cloud SKU's.

    When you go to the security configuration form, you can open the form View permissions, which also shows the license SKU per object.

    If you need this information on a single report or inquiry form, you would either consider a customization or look at some available ISV solutions: Business Apps – Microsoft AppSource

  • Suggested answer
    GirishS Profile Picture
    27,843 Moderator on at

    Hi,

    You can also see the roles and associate license from visual studio also. Navigate to Dynamics 365 >> Addins >> View related objects and license for all roles >> It will show the details in excel.

    Thanks,

    Girish S.

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