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Customer experience | Sales, Customer Insights,...
Suggested Answer

What is the product named now that CRM and CE are gone online?

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Posted on by 10

HI,

I am so confused now. I am now in an online environment using D365 online. And all of a sudden there does not seem to be a CRM , and even the latest CE does not exist. What product now do I refer to when speaking to core CRM customer data functionality like Account Records and Contact records. ANd addresses, phone numbers.I am having trouble searching for documentation and support because I don't even know what to call the product I need information on

Confused!

JB

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  • Suggested answer
    meelamri Profile Picture
    13,216 User Group Leader on at

    Hi, 

    Please check this blog: 

    https://jukkaniiranen.com/2019/11/end-of-dynamics-365-customer-engagement-online/

  • JOHNABERGERCOM Profile Picture
    10 on at

    I really like your article. Would you mind if I share it on linkedin?

    What it led me to investigate and discover is that we are actually using Dynamcis 365 Sales Enterprise license - so thats the name of the application I need to investigate further. Phew

  • meelamri Profile Picture
    13,216 User Group Leader on at

    It's not mine. Feel free, you can share it.

  • Ana Pereira Profile Picture
    on at

    Hello Johnabergercom.

    On October 2019 there were significant changes on the Licensing Model: check the major changes on the October 2019 Licensing Guide. 

    pastedimage1584051152190v3.png

    Nowadays you can find the most recent information about D365 Licensing on the Feb 2020 Licensing Guide at https://go.microsoft.com/fwlink/p/?LinkId=866544

    To license core Business Applications (Sales, Customer Service, Field Service, Project Service Automation, Finance, Supply Chain Management, Commerce, and Human Resources), customers may purchase as either a base or as an attach license(s).

    When purchasing multiple core Business Applications, the first or Base license must be the highest priced license for the user.

    Every full user must have a Base license.

    Users requiring multiple core Business Applications may purchase as many Attach SKUs as needed at a reduced price.

    Each Attach license can only be assigned to a user with a qualifying prerequisite Base license.

    The admin will not be able to assign the Attach license to a user who doesn’t have the required Base license.

    Customers trying to assign an Attach license to a user that does not have the prerequisite Base license, will get an error during assignment.

    In EA if an Attach license is purchased when a Base license is required, customers may stepup the Attach license to the appropriate Base license. In CSP and MPSA, customers need to return the Attach license and purchase the appropriate Base license.

    This sales motion is user license (USL) based.

    Only the Business Applications that are USLs may be purchased as an Attach license.

    1. Purchase the first or Base license at standard pricing

    2. Purchase additional eligible Attach licenses at a reduced price

    pastedimage1584043581958v1.png

    hope it helps

    Teresa

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