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ReportHi all,
Looking for an official Microsoft answer on my query below. This question comes after reading the small print in the new licencing agreement:
"Custom Entities Microsoft Dynamics 365 for Team Members and higher provide the right to use custom entities. Custom entities may be based on entities included in Dynamics 365, or created by a customer or partner. If the custom entity is based on or replicates the functionality of entities included in Microsoft Dynamics 365, or if the entity links to entities included in Microsoft Dynamics 365, then users accessing the custom entity must also be licensed to access the included or replicated entity. For example, users creating an entity that replicates the cases entity for a ticketing system would still require the user to be licensed for cases. In other words, customizations may only be performed against entities users are licensed to access."
I'm working with Dynamics 365 Enterprise via a Microsoft Partner based in New Zealand. We've noticed an increase in the number of small businesses approaching us for assistance in implementing Dynamics 365. These businesses are small, and New Zealand based, meaning we would be expecting approximately 5-15 users.
Having said that, the pricing of the new Team Member licence now makes Dynamics affordable to them and the Dynamics for Outlook client is a real selling point over competitors CRM. While the pricing of an App or Plan 1 may turn them away from Dynamics as the cost is too high.
These businesses are interested in tracking:
Sales Opportunities
- They only need very basic fields, e.g. the Account/Contact involved in the sale. Some basic (custom) product lines for the Sales Opportunity. Some basic description and date/time fields. And the Social Pane
- They have no requirement for most of the complex OOTB Opportunity functionality including:
- Lead entity, and lead to opportunity conversion
- Order, Quote, Invoice process
- Closing as Won/Lost - instead just wan't to use a Option Set
Tickets/Issues
- Again, only need very basic fields, e.g. the Account/Contact involved in the Ticket. A few multi-line text box to describe the Ticket/Investigation/Outcome. And the Social Pane
- They have no requirement for most of the complex OOTB Case functionality including:
- SLAs & Entitlements
- Auto case creation
- Case routing & queues
Events & Event Attendance
- Creating a record to track an Event, and which Accounts or Contact attends
- No need for any other marketing functionality, i.e. no advanced finds or campaigns. Basic needs can be met through Advanced Find + Export to Excel
Given my comments above, can you please advise on our available licensing options, can we:
- Create a very basic/cut down "Sales Opportunity", "Ticket", and "Event" custom entities, and make use of the Team Member licence to onboard these small businesses on to the Dynamics 365 Platform, or
- Must we stick to a higher tier of licences, and strip/cut most of the OOTB functionality out of the platform (as it is overwhelming for these clients).
Thanks
Ashley
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