Additional D365 Licensing June 2019

Additional Services and Software – Additional D365 Licensing June 2019 Dynamics Edge.

Microsoft offers much additional services and software that work in tandem with Dynamics 365. These services are included with the full user as indicated below. There is no need to license these additional services and software.
Microsoft Power Platform – Dynamics 365 applications are well built on the Microsoft Power platform, a high-productivity platform that includes the ability for customers to integrate products:

• Microsoft PowerApps: Extend and customize applications for you.
• Microsoft Flow: Automate your business processes and workflow
• Microsoft Power BI: Deliver key business intelligence
Select Dynamics 365 Applications* can also be customized by using PowerApps and Flow capabilities. Microsoft Dynamics 365 Enterprise Applications+ and Enterprise Plans also include PowerApps Plan 2, offering more advanced customizations as well as the ability to create and run standalone custom applications.
Please inquire to Dynamics Edge for more details on PowerApps and Flow.

Dynamics 365 Portals Licensing is for the great add-on to manage websites directly from Dynamics 365 Customer Engagement. – please ask Dynamics Edge for more details on D365 Portals Licensing Consulting and Training.

Dynamics 365 Unified Service Desk Licensing for Microsoft Dynamics 365 (USD) consolidates numerous communication channels (such as phone, chat, email, and social media) and relevant services into a single interface to enable greater efficiency and productivity.
USD is not available as a standalone license. USD software is installed and run locally on the user’s device. The use rights expire upon expiration of the qualifying User SL subscription term or Software Assurance subscription.
Interactive Service Hub provides a modern and intuitive end user experience for Customer Service and knowledge management roles through an online user experience (UX) design. It unifies customer interactions and pulls together all related information, enabling customers to be productive and view what’s most relevant. The interactive service hub includes a multi-stream dashboard where users can view and act on their workload across multiple data streams as well as a single-stream dashboard where users are provided an aggregate view of the workloads.
Dynamics 365 Voice of the Customer Licensing for Microsoft Dynamics 365 provides general sentiment, contextual feedback, and transactional understanding based on insight captured through feedback and surveys. D365 VOC Licensing or D365 Voice of Customer Licensing is key here. Customer feedback is captured and leveraged to shape engagements with easy to use, mobile and touch-enabled tools. Feedback is analyzed as part of a single customer record, enabling a direct response to a specific Dynamics 365 Licensing customer concern, or as a group, so that organizations can better understand their market and programmatically respond to customer needs.

Voice of Customer capabilities are limited to a maximum of 200 concurrent surveys that can be published. Additional limitations can be found here.
Dynamics 365 Mobile Offline capabilities enable offline entities, provides autoreply for offline actions, a strong security model and offline views and offline search.
The Dynamics 365 Gamification Licensing is for the service which allows customers to incentivize their workers, staff and employees by turning work into play via individual and team contests, as well as engaging the broader organization by enabling them to build fantasy team competitions.

Microsoft Power BI in Dynamics 365 – Dynamics 365 Unified Operations Plan and Dynamics 365 Plan users are not provided with any standalone or general-purpose Power BI license or use rights. Customers who require Power BI Pro will need to license and pay for it separately.
The Dynamics 365 Unified Operations applications themselves may embed Power BI content within the service User Interfaces. This is simply a product feature and no Power BI licensing is required to access this content (e.g. view embedded tables and charts). Please consult the Dynamics 365 roadmap (ask Dynamics Edge for a copy of this) for more information on this feature.

Dynamics 365 Customer Engagement Plan and Customer Engagement Plan application subscriptions include an option to embed Power BI content as a product feature but require users to subscribe to Power BI (free user or Power BI Pro depending on content) separately to configure access to this content. More details may be available from Dynamics Edge if you inquire to us.

Dynamics 365 Customer Insights Licensing Guide

Dynamics 365 Customer Insights Licensing (D365 AI Licensing) Guide June 2019 – Dynamics Edge.

Dynamics 365 Customer Insights Licensing June 2019 Dynamics EdgeDynamics 365 Customer Insights Licensing – D365 Customer Insights Licensing Training and Dynamics 365 Customer Insights Consulting information – please go ahead and fill out our Dynamics Edge contact form by using this link or by clicking or tapping on the image to request more details on D365 Customer Insights Consulting Training and Licsning options for you and your enterprise or organization.

Dynamics 365 AI Licensing D365 AI Training and D365 AI Consulting by Dynamics Edge is also available, please inquire for details.

(original source of the below – Microsoft Dynamics 365 AI Docs)

Customer experience is at the very core of every organization’s digital transformation ambitions. To compete in today’s market, organizations need to build meaningful relationships with their customers on a personal level. The ability to effectively personalize at scale requires a complete, unified view of customers.

With Dynamics 365 Customer Insights, build a deep understanding of customers by connecting customer data from various transactional, behavioral, and observational sources to create a 360-degree customer view. Use these insights to drive customer-centric experiences and processes.

Customer Insights enables every organization to unify and understand their customer data and to harness it for intelligent insights and actions.

Tip

Check out the following:

For information on requesting a preview and availability: Unify your customer data to optimize engagement
Video: Microsoft Dynamics 365 Customers Insights product demo
Video: Dynamics 365 Customer Insights demo
Customer Insights enables every organization to unify and understand their customer data to harness it for intelligent insights and actions.

With Customer Insights, organizations can:

Eliminate data silos and unify customer data

Connect and unify your data with ease—bring in transactional, observational, and behavioral data from popular data sources by leveraging prebuilt connectors.
Transform customer data intelligently—build unified customer profiles conforming to the Common Data Model. Resolve customer identities with AI/ML-driven recommendations.
Enrich with audience intelligence contained within Microsoft Graph

Build richer customer profiles by incorporating audience intelligence contained within Microsoft Graph.
Power your business processes and personalized customer experiences

Drive personalized engagement across channels—empower marketing, sales, and service professionals with out-of-the-box, contextual customer insights and tailored customer profile cards infused into the business applications they already use every day.
Automate customer-centric experiences and processes based on customizable profiles, business measures, and segments.
Enable and extend line-of-business experiences built on the Microsoft Power Platform. Quickly build custom business applications with embedded customer insights using a powerful click-and-point approach from PowerApps.
The release will include capabilities for the following key users:

Data analysts / admins:

Access to a rich collection of Microsoft Power Platform connectors to ingest all your customer data.
Ability to unify customer data and transform it into the Common Data Model format.
Enrich customer information with insights from audience intelligence contained within Microsoft Graph, such as brand affinity and interests.
“Clicks-not-code” configuration and debugging experience to help easily configure Customer Insights and identify potential issues.
Cleanse and standardize customer data across disparate sources with AI-powered recommendations.
Business users:

Insights into 360-degree customer profiles and end-to-end views of the customer journey.
View 360-degree customer data within Dynamics 365 business processes with prebuild packages.
Business analysts:

Build customizable profiles, define measures, and create segments to get a 360-degree view of your customer, specific to your organization.
Use out-of-box connectors for PowerApps or Microsoft Power BI or REST API to surface customer insights in your business applications or BI solutions.

Dynamics 365 for Talent Licensing Guide

Microsoft Dynamics 365 for Talent Licensing 2019 is available, please contact Dynamics Edge for more details.

Microsoft Dynamics 365 for Talent Licensing Dynamics EdgeDynamics 365 Talent Licensing – D365 Talent Licensing Consulting and Training information – please go ahead and fill out our Dynamics Edge contact form by using this link or by clicking or tapping on the image to request more details on D365 Talent options for you and your business.

The Dynamics 365 for Talent application helps organizations strategically attain, empower and optimize human resources (HR) to achieve high-impact, sustainable results for the organization. There are two sets talent experiences:

(i) HR Experience: strategic HR experiences in order to drive operational excellence through intuitive experiences, visibility and collaboration and impactful programs

(ii) Talent Experiences: hire the best talent much faster, build high performing agile teams and maximize the potential of your team (includes ‘Attract’ and ‘Onboard’ capabilities).

Both experiences are usually licensed together in the Dynamics 365 for Talent application. Examples of full users who would be licensed with Talent application SLs would include human resource professionals and recruiters.

Users who would usually want to sit outside of HR and recruiting, such as employees who need self-serve HR access or hiring managers who will be hiring for their own teams need to be licensed with the Team Members or Activity SLs.

Dynamics 365 for Talent comprehensive hiring Additional Application information.

Dynamics 365 for Talent comprehensive hiring add-on enables new capabilities for recruiter-grade features for appropriately licensed talent specialists, people managers and recruiters.

Recruiters, talent specialists, and people managers: Hiring experience with expanded capabilities Capabilities Dynamics 365 or D365 Talent Attract Licensing Packages and Capabilities include Talent comprehensive hiring required
Business Process Configurable & extensible hiring process ⚫ ⚫
Hiring process template management
⚫ Job requisition workflow & advanced business rules ⚫
Email template

Candidate Sourcing Create & manage jobs ⚫ ⚫
External job pages & URL
⚫ Talent career site ⚫
External job sites integration
⚫ LinkedIn recruiter system connect ⚫
Multi-position hiring
⚫ Relevant jobs intelligence ⚫
Candidate Management
Candidate portal

⚫ Create & Manage candidates ⚫ ⚫
1 personal talent pool

⚫ Global talent pool ⚫
Unlimited named, shareable talent pools
⚫ Relevant candidate intelligence ⚫
Hiring Management
Screening & Interview scheduling

⚫ Provide interview feedback ⚫ ⚫
Offer Management

Reporting Individual action dashboards ⚫ ⚫
Summary and KPI dashboard

Administration Job-governed, activity-based security ⚫ ⚫
Admin-governed security
⚫ Compliance features & reporting ⚫
Talent comprehensive hiring packs: SKU Name Target Employee Count Minimum Purchase Comprehensive hiring Tier 1 1K 2 packs Comprehensive hiring Tier 2 1K – 5K 10 packs Comprehensive hiring Tier 3 5K+ 50 packs
Talent Modular Application
The Talent “Onboard” modular application allows users to take advantage of Dynamics 365 Application capabilities in a lighter weight, more targeted solution. It represents a subset of the capabilities in Dynamics 365 for Talent but is fully functional standalone experience that can also integrate with and extend Microsoft and third-party business applications.
The Talent: Onboard modular application is sold individually. Pricing is per user per month with a one-year minimum commitment and there is no minimum purchase requirement.

The D365 Talent Onboard Licensing capabilities are included for users who are licensed for Dynamics 365 for Talent.

• The capabilities are well targeted at hiring managers
• New hires don’t usually need a user license to use Dynamics 365 for Talent application
• New hires don’t usually need an Onboard license to use its capabilities

This application is only available for direct purchase and are licensed under the Microsoft Online Subscription Program (MOSP – Web-direct).
Note, the Onboard modular application purchased directly via the web are not compatible with the Talent comprehensive hiring add-on application and therefore not supported.

For more information contact Dynamics Edge.

Dynamics 365 for Retail Licensing Guide

Dynamics 365 for Retail Licensing – a Dynamics 365 for Finance and Operations Add On Licensing Package – is available at Dynamics Edge.

Dynamics 365 for Retail Licensing Dynamics EdgeDynamics 365 Retail Licensing – D365 Retail Consulting and Training information – fill out our Dynamics Edge contact form by using this link or by clicking or tapping on the image to request more details.

The Microsoft Dynamics 365 for Retail Licensing is designed to help you get access to a great software program that helps small, medium and large retailers like yourself manage day to day operations, to deliver a well connected employee and internal staff experience, as well as brilliantly offer a suite of exceptional shopping experiences for the end users and customers through a public facing endpooint.

Dynamics Edge also offers:

  • D365 Retail Training
  • D365 Retail Consulting
  • D365 Retail Right-Fit Licensing for your Organization

Utilize the links at the top of this page or click or tap the image on top of this page to request more information about or unique offerings for D365 Retail that can benefit you and your organization.

Here is some more free D365 Retail Licensing information below.

You can start leveraging a set of very intelligent product recommendations, and forecasting features. Retailers like you can:

  • Make improvements to e-commerce profitability and in-store proifts.
  • Start driving a lot of intelligent business insights and analytics related components so that you can optimize cost, pricing and strategy for your organization.
  • Begin accelerating your end buyer’s purchasing behavior through awesome customer experiences that have positive impacts on potential present and future buying behavior.

The D365 Retail application licensing packages are optimized for full and complete users, that would be including central operation employees of retail organizations as well as headquarter executive staff and employees.

Scenarios include where employees in retail stores could be licensed with perhaps either the Microsoft Dynamics 365 Unified Operations – Device SL plan, or maybe the Dynamics 365 Unified Operations – Activity SL plan.

Some examples of these specific scenarios may include store managers, point of sale devices and store employees.

Your D365 Retail deployment licensing may also utilize the Retail Store Scale Unit, which is actually behind the scenes, a retail server. You can have a cloud Point of Sale (POS) website as well as a great channel database that may be deployed locally in a store for your specific use cases. Maintain connectivity with and extend a Dynamics 365 for Retail deployment with this great product. This is now providing a lot of improved performance, hybrid capabilities in the store and business continuity as well.

The D365 Retail Store Scale Unit installation pricing and use rights are usually related with a qualifying minimum purchase of a Microsoft Dynamics 365 Plan. The D365 Unified Operations Plan as well as the D365 Retail Application SLs would be examples. This D365 scale unit installation can be installed (and downloaded for installation) at no additional fee or cost when you have the minimum qualifications for licensing.

All of the users and devices as well as servers related to the accessing of the D365 Retail Store Scale Unit must be appropriately and correctly licensed for your organization.

The Microsoft Dynamics 365 Retail Store Scale Unit might not be available for licensing as a standalone license, contact Dynamics Edge for more info on Microsoft Dynamics 365 Retail Store Scale Unit Training and Consulting options as well.

There may be required hardware, such as the Windows Server and SQL licenses or Windows Client licenses, these must all be acquired / obtained as well as licensed separately from D365 Retail.

In the case that the dual use rights are actually being exercised and the D365 Retail downgrade rights are being utilized in order to specifically try to downgrade to Microsoft Dynamics AX 2012 licensing version, here is what you need to know. In this specific case it may be that the Dynamics 365 Retail Store Server is not necessarily an included use right here and for this reason the appropriate licensing may need to be acquired by you. Please see the Microsoft Dynamics AX 2012 Retail Licensing Guide (ask or inquire to Dynamics Edge for this) and also please refer to the Dynamics AX downgrade mappings table in the Microsoft Dynamics 365 for Operations on-premises licensing guide in order to properly determine the appropriate D365 Retail and AX licensing for your case, or contact Dynamics Edge for more details and help on all of this.

More free extra details:

D365 Retail capabilities and features that are available in on-premises deployments are below (ask Dynamics Edge to verify the below and for more info).
For more information about D365 on-premises deployments, ask Dynamics Edge about Dynamics 365 Retail On-premises deployment training consulting or licensing.

Cloud Point of Sale May Be Available in D365 Retail On Premise
Retail Point of Sale May Be Available in D365 Retail On Premise
Modern Point of Sale May Be Available in D365 Retail On Premise
Retail Server May Be Available in D365 Retail On Premise
Channel database May Be Available in D365 Retail On Premise
Hardware station May not Be Available in D365 Retail On Premise
AX 2012 N-1 support May not Be Available in D365 Retail On Premise

Dynamics 365 for Project Service Automation Licensing Guide

Microsoft Dynamics 365 or D365 for Project Service Automation Licensing Guide at Dynamics Edge June 14, 2019.

Dynamics 365 for Project Service Automation Licensing Dynamics EdgeDynamics 365 Project Service Automation Licensing and Training as well as D365 Project Service Automation Consulting information – fill out our Dynamics Edge Contact Form by using this link or by clicking or tapping on the image to request more information.

Dynamics Edge Microsoft Dynamics 365 Project Service Automation Licensing Training and Consulting, sometimes mistakenly called Dynamics 365 Project Server Automation Licensing, is something we offer and we provide more details if you want to request those details from us by clicking or tapping on the above image or link.

Dynamics 365 for Customer Engagement Project Service Automation or PSA Licensing, Consulting and Training is sometimes also known as Dynamics 365 CRM PSA Licensing, Training and Consulting, and we at Dynamics Edge offer it all, please inquire for more information.

Build yourself well-defined, trusted end-customer relationships by actually delivering exceptional project experiences to your clients. Dynamics 365 for Project Service Automation gives you the power to make more money and enhance your profits by delivering well-done projects within the proper scheduled time for the project and within the allocated budget. You also get to improve employees’ productivity using Dynamics 365 Project Service Automation.

A modern and adaptable platform, Dynamics 365 for Project Service Automation increases your productivity and empowers your service professionals and technicians to deliver their very best work through collaborative, intutive software suite functionalities.

Dynamics 365 for Project Service Automation Pricing includes a variety of plans. As of June 14, 2019, one plan is Dynamics 365 for Project Service Automation for about $??\<request info from Dynamics Edge> U.S. dollars per user per month, and the Dynamics 365 Customer Engagement Plan for about $??\<request info from Dynamics Edge> per user per month.

There are also other Dynamics 365 pricing plans including:

Dynamics 365 Unifed Operations Plan Pricing $??\<request info from Dynamics Edge> U.S. dollars per user per month

Dynamics 365 Plan Pricing ??\<request info from Dynamics Edge> U.S. dollars per user per month

Dynamics 365 for Finance and Operations Licensing Guide

Microsoft Dynamics 365 or D365 for Finance and Operations Licensing Guide at Dynamics Edge.

Dynamics 365 for Finance and Operations Licensing Dynamics EdgeDynamics 365 Finance and Operations Licensing and Training & D365 Finance and Operations Consulting information – please fill out our Dynamics Edge Contact Form by using this link or by clicking or tapping on the image in order to request more information.

Microsoft Dynamics 365 or D365 Finance and Operations Licensing provides the operations capabilities and features including manufacturing, supply chain and financial capabilities that may not necessarily be included in other Dynamics 365 Unified Operations Plan applications and their license packages.

The Microsoft Dynamics 365 for Finance and Operations application usually cannot be licensed as a single standalone application and is generally licensed exclusively with the Microsoft Dynamics 365 Unified Operations Licensing Plan or Dynamics 365 Plan SLs and agreements.

Dynamics 365 for Field Service Licensing Guide

Microsoft Dynamics 365 or D365 for Field Service Licensing Guide at Dynamics Edge.

Dynamics 365 for Field Service Licensing Dynamics EdgeDynamics 365 Field Service Licensing and Training as well as D365 Field Service Consulting information – fill out our Dynamics Edge Contact Form by using this link or by clicking or tapping on the image to request more information.

Microsoft Dynamics 365 for Project Service Automation Licensing is ultimately designed for professionals like yourself who manage a variety of projects and also manage the associated customer engagement process end-to-end in the organization.

D365 Field Service Inventory Management Licensing

Microsoft Dynamics 365 Field Service Inventory Management Licensing.

Dynamics 365 Field Service Inventory Management Licensing is for enterprise critical operations for companies and organizations that must have correct items like adjustment od goods in stock, property. or contents of trucks and vehicles on the roads or highways.

D365 Field Service Inventory Adjustment Licensing

Microsoft Dynamics 365 Field Service Inventory Adjustment Licensing is associated with concepts like making a new inventory adjustment in Microsoft Dynamics 365 for Field Service licensing in order to subtract or add inventory from or to a warehouse of an organization.

A scenario could be that you are now getting a brand new shipment of Product A that you are intending to add to Warehouse 11. Here you would usually want to create a brand new inventory adjustment record and then properly specify the warehouse 11. After this, you would usually want to add the product to the Dynamics 365 inventory adjustment record and specify the product, unit, and quantity.

Field Service > Inventory Adjustments.

Dynamics 365 Field Service inventory Adjustment Record Licensing info.

Active Inventory Adjustment screen, Use the + New Button.

Select the Warehouse from which the inventory would be subtracted or added

Make a selection of the person who is planning to make the adjustment in D365 Field Service Warehouse at this time.

In the case you are the one who is making the inventory adjustment, please make a selection of your own name in what is called the Dynamics 365 Field Service Adjusted By Resource field.

In the case that there is another resource that was requested the adjustment you would want to choose their actual name when prompted to in the Adjusted By Resource field in D365 Field Service.

You would then want to click the save button.

Adding products to the inventory adjustment in D365 Field Service.

In the Dynamics 365 Field Service top menu, you want to click on the drop-down arrow that is next to the brand new item you have created, and then you would want to click on Products in D365.

Dynamics 365 Field Service Inventory Adjustment Product Licensing guide.

Click + Add New Inventory Adjustment Product button.

When prompted to please fill out the information for Quantity, Unit and Product.

Click the Save & Close button.

For more information on Microsoft Dynamics 365 Field Service Training Consulting and Licensing please call or contact Dynamics Edge.

Dynamics 365 for Customer Service Licensing Guide

Microsoft Dynamics 365 or D365 for Customer Service Licensing Guide at Dynamics Edge.

D365 For Customer Service Licensing Dynamics EdgeDynamics 365 Customer Service Licensing and Training as well as D365 Customer Service Consulting information – fill out our Dynamics Edge Contact Form by using this link or by clicking or tapping on the image to request more information.

Microsoft Dynamics 365 for Customer Service Licensing General information. User subscription with optional device (Enterprise SLs only) as well as Subscription Detials.

Your purchase requirements for Microsoft D365 CRM Licensing can be entitled through the Dynamics 365 Customer Service Enterprise and Customer Engagement Licensing Plan. For additional information, please ask Dynamics Edge. The Default Capacity in the Default Subscription capacities usually end up being based on the same underlying Dynamics 365 Customer Service Azure Tenant and infrastructure and this usage will generally accrue across one tenant in this case. Now with regards to your Capacity Add-on Entitlements and Use Rights, there are some details to ask Dynamics Edge about – please ask Dynamics Edge for more details.

You as the customer may choose what level of D365 CRM Enterprise Licensing functionality is appropriate for your business, enterprise or professional organization with the two solution options for licensing Microsoft Dynamics 365 for Customer Service. Note, these two professional and enterprise services are not under ordinary cirumstances meant to be combined together within the same organization and you should usually pick one or the other. Dynamics 365 for Customer Service Enterprise licensing allows for for more configurable, intelligent, and complicated or complex (in the good way) capabilities and functionalities.

Microsoft Dynamics 365 for Customer Service empowers the businesses like yours to provide a customized, branded, and well personalized awesome self-service experience that correctly leverages a well-organized, and also searchable tailored knowledge base so that you can deliver very consistent, and most up-to-date answers to common customer questions.

Dynamics 365 for Customer Service Professional Licensing or D365 CRM Professional Licensing is intended for less complex scenarios with properly streamlined capabilities so that you can start to provide core support functionality to your customer base. Customer Service Enterprise and Customer Service Professional application modules both have one thing in common – they may not actually be deployed on the same instance. They may however be still deployed on the same tenant (so for example, if and when a subsidiary customer service organization has some certain less complex needs than the parent organization, this is why it’s allowed to do this).

You can do this utilizing a Microsoft Dynamics 365 Customer Service Mix and match deployment licensing package. So that means customers may be able to mix and match the Enterprise licenses (for example, the Customer Engagement Plan or for Enterprise Applications) with the other kinds of Dynamics licenses including the Customer Service Professional even on the same underlying Dynamics 365 Azure Active Directory Tenant Licensing.

Let’s suppose you are a user with Customer Service Professional license. In this case you would be licensed only for that application and so therefore you generally could not directly or indirectly access another D365 instance with the Customer Service Enterprise application version.

In reverse as well, because of the fact that Customer Service Enterprise includes Customer Service Professional capabilities, then the result is that a Customer Service Enterprise user may also access the Customer Service Professional instance.

However, the caveat here is that the functionality in the Customer Service Professional application might still be limited to the D365 Customer Service Professional features in this particular case.

Learn more about D365 Instance Separation, D365 Tenants and more by asking Dynamics Edge for more details on Dynamics 365 Customer Service Licensing, Training and Consulting options to help you and your organization!

Dynamics 365 Marketing Event Management Licensing Guide

Microsoft D365 Marketing Event Management Licensing Guide by Dynamics Edge goes over some key points you need to know now regarding Dynamics 365 Marketing Event Management Licensing. Dynamics Edge also offers Dynamics 365 Marketing Event Management Training as well as Consulting and more. Build more clients easier and more efficiently with Dynamics 365 for Marketing and all the marketing automation features the Microsoft cloud platform software offers!

The below free licensing guide is based on Microsoft Docs – for more help from Dynamics Edge directly, please inquire to Dynamics Edge for more info.

If you already happen to have a paid Dynamics 365 for Customer Engagement instance in use (probably with other Dynamics 365 for Customer Engagement apps running on it), then you can integrate Marketing with your instance by adding a Marketing app to your tenant and then assigning it to the appropriate instance.

Dynamics 365 for Marketing can usually only be used on instances running Dynamics 365 for Customer Engagement apps version 9.0 or higher.
So that means you can generally only install the product if you are located in a country/region where it is supported. To read the latest list of countries/regions where you can use Dynamics 365 for Marketing, download the Microsoft Dynamics 365 International Availability document (PDF).

How Marketing is licensed
Dynamics 365 for Marketing is generally licensed per instance, with each instance priced according to the number of marketing contacts stored in your database. Marketing contacts only include those that you engage with marketing activities such as emails, landing pages, forms, LinkedIn integration, events, and surveys. Contacts that you never engage in marketing activities won’t be counted as part of your Dynamics 365 for Marketing license. While you’re planning your marketing activities, please be sure to purchase enough marketing contacts to remain within your own quota.

(source)

At the time when you sign up for Dynamics 365 for Marketing, you’ll usually choose a licensing option that defines your contract period and various quotas for that period. Each of the contacts that you engage through marketing activities during the contract period count against your total contact quota, even if you delete, or otherwise stop marketing to, an existing marketing contact during the contract period. You can only reduce your purchased contact quota on contract renewal date.

What is different as compared to most other Dynamics 365 for Customer Engagement apps, is that D365 for Marketing Licensing isn’t priced per user, so users already licensed to access any Dynamics 365 for Customer Engagement app on an instance where Marketing is installed will also be able to access Marketing without requiring you to purchase any additional licenses. You can even request any number of free ("zero dollar") Marketing licenses to assign to users that don’t have a Dynamics 365 for Customer Engagement license, but these aren’t valid for apps other than Marketing.

In some cases, you may be entitled to a free Marketing license for one or more of your Dynamics 365 for Customer Engagement instances. This may be triggered by purchasing a Dynamics 365 for Customer Engagement app bundle and/or by purchasing a certain minimal number of seat licenses for your other Dynamics 365 for Customer Engagement apps. Free licenses such as these usually also include a limited quota of free marketing contacts, which you can increase by purchasing additional capacity.

You can choose to run your marketing pages, landing pages, and events website either on an external web server (such as your own CMS system) or on a Dynamics 365 portal running on the same tenant as your Dynamics 365 for Marketing instance. If you want to run these features on a Dynamics 365 portal, then you must have a free portals license available on your tenant before you run the Dynamics 365 for Marketing setup wizard, but if you will use an external website, then no portals license is needed. (Depending on the Dynamics 365 for Marketing licensing plan you have chosen, your license may include a free portal provided no other free portals are already in use on your tenant.) More information: Decide whether to install Dynamics 365 for Marketing with or without a Dynamics 365 portal and When do I need a portal license, and how can I get one?

For more information about licensing, see the Administration and setup FAQ. For complete licensing details, including specific quotas and other conditions, see the Microsoft Dynamics 365 Licensing Guide.

Add a Marketing app to your Microsoft 365 tenant
There are many ways to add one or more Marketing apps to your Microsoft 365 tenant. For example, you can purchase it from the Dynamics 365 for Marketing overview page, or by going to Billing > Purchase services in your Microsoft 365 admin center, or by contacting your Microsoft sales representative or channel partner. As mentioned previously, you might even qualify to have a free Marketing app added to your tenant.

On purchasing a license, an unconfigured Dynamics 365 for Marketing app will be automatically added to your tenant.
If you are entitled to a free license, then see My Dynamics 365 for Customer Engagement license agreement entitles me to a free Dynamics 365 for Marketing license. How can I get the free app added to my tenant? for details about how to find or obtain it.
You can have any number of Marketing apps available on your tenant. Initially, each of these apps will be unconfigured and unassigned to any Dynamics 365 instance. Later, you’ll run the Marketing setup wizard to assign the app to an instance and configure it.

Set up an unconfigured Marketing app
When a new Marketing app gets added to your tenant, it begins in an unconfigured state. To set it up for use with an existing Dynamics 365 instance:

Go to admin.microsoft.com and sign in to your Microsoft 365 tenant using an administrator account that has a Dynamics 365 for Marketing license assigned.

Open the Dynamics 365 admin center.

Go to the Applications tab of the Dynamics 365 for Marketing admin center.

Important

Don’t work on the Instances tab when setting up Marketing. Though you can open details about an instance there and see that the various Marketing apps and solutions are available, your setup is likely to fail or be incomplete if you try to work from there.

Set up Marketing using the Applications tab, not the Instances tab

Find a Dynamics 365 Marketing Application in the list on the Applications tab.

If you see the Marketing app listed several times, then you probably have several Marketing apps available on your tenant. Marketing apps that are already configured show an instance ID appended to the app name and show a value of Configured in the Status column. Marketing apps that aren’t assigned show a value of Not configured in the Status column and don’t include an instance ID in their name.

Select an unconfigured Marketing app in the list and then choose Manage from the side panel.
Choose an app and then select the Manage button

The setup wizard launches, which you will use to make initial settings for the app (including the choice of Dynamics 365 for Marketing instance to install on (here called an organization)). Follow the instructions in Run the setup wizard as you work through the setup wizard.

Dynamics 365 Sales Insights Add-On Licensing

Microsoft D365 Sales Insights Add-on Licensing can be complex. Ask Dynamics Edge for more information. Here are some free details for now on Dynamics 365 Sales Insights Add-On Licensing.

Please ask for quality Dynamics 365 Sales Insights Licensing by Dynamics Edge, with this you can learn to track your customer related activities and address relevant questions like:

Which ones of your opportunities should have highest priority now?
At what point in time or when has the customer last been contacted before?
Who or what people on your team have been properly interacting with the end customer and when?

Microsoft Dynamics 365 Sales Insights Licensing Add-On features might only be available only in North American (NAM) regions of Microsoft.

You generally should make a purchase of Dynamics 365 Sales Insights licensing in order to use D365 Sales Insights features. D365 Sales Insights Licensing consists of the following features here:

Relationship analytics: This gathers quality and relevant information from throughout Dynamics 365 for Sales licensing lifecycle and database in order to actually create a new graphical display of Microsoft key performance indicators (KPIs) as well as great activity histories here. You can use Relationship analytics to gather KPIs well.

Predictive lead scoring: Helps you to focus on proper revenue generation efforts by providing a score to prioritize these efforts on a basis of quality leads that are scored. You can prioritize leads through scores

Predictive opportunity scoring: Helps you to focus properly on revenue generation efforts by providing score to prioritize efforts on quality opportunities. You may prioritize opportunities through scores and such.

Notes analysis: This note analysis also monitors notes that you enter regarding a recent meeting or a new discussion with your customer to provide very intelligent suggestions. So how can notes analysis assists you with suggestion? Find out with Dynamics Edge!

D365 Sales Add On Insights Licensing Talking points: Displays topics to start a conversation with your customer such as sports, vacation, family, and entertainment. More information: Know conversation starters for your customers

Who knows whom: Provides details such as names and email addresses of your own colleagues who know a lead that you are going to interact with. You can get introduced to a lead well with D365 Sales Insights – learn the licensing for it with Dynamics Edge.

To obtain more information about how to enable these great features, how to configure and enable embedded intelligence and more, please contact Dynamics Edge.