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Dynamics CRM Online license model – May 2016

Posted in Dynamics 365, and Power Platform


NOTE! This post is out of date.

My ‘Dynamics CRM Online license model‘ post from November 2013 is the 3rd popular post of my blog.
As it isn’t up-to-date anymore, it gets time for an update. In the meanwhile MSCRM has received more features and other prices.
What’s still the same is the amount of instances and storage you get inclusive. Social Engagement is also still available with 10+ Professional and/or Enterprise Licenses.
If this is a completly new information for you, have a look at my above mentioned post from the year 2013.

Dynamics CRM Online license model details

The following informations are taken from the Microsoft Dynamics CRM Online pricing and licensing guide.

Legend:

C = EnterpriseP = Professional
B = BasicE = Essential

Use Right
Employee Self Service USLCPBE
Accounts, Contacts, Activities and NotesCPBE
Post & follow activity feeds and Yammer collaborationCPBE
Use a queue itemCPBE
Read articlesCPBE
Shared CalendarCPBE
View AnnouncementsCPBE
Run workflows (automated or on-demand), dialogs and processCPBE
Use relationships and connections between recordsCPBE
Read and write records from custom entitesCPBE
Use Saved views and create personal viewsCPBE
Use Quick-Search and Advanced findCPBE
Export data to Microsoft Excel or perform mail mergeCPBE
Use Dynamics CRM on Mobile Client, iPad, Windows 8 App, Outlook (Windows) and WebCPBE
Lead capture, scoring, routing, assignmentCPB
Qualify and convert a Lead to an Account or ContactCPB
Associate an Opportunity with an Account or ContactCPB
Associate a Marketing List with an Account or ContactCPB
View SLAs, Case management and Interactive Service HubCPB
Convert an Activity to a CaseCPB
Add or remove a Connection (stakeholder, sales team) for an Account or ContactCPB
Create and update announcementsCPB
User reports, charts and dashboardsCPB
Create, update, customize and run ReportsCPB
User Interface integration for Microsoft Dynamics CRMCPB
Import data in bulkCP
Configure duplicate-detection rules and auditingCP
Define connections and relationships between entitiesCP
Define and configure queuesCP
Define and configure workflows and dialogsCP
System reports, charts and dashboardsCP
Customize entities, fields, forms and viewsCP
Administer CRMCP
Opportunities, Quotes, Orders and InvoicesCP
Convert a lead or an activity to an OpportunityCP
Products, Price Lists and Sales literatureCP
Territories, Competitors and GoalsCP
Marketing Lists, Campaigns and Quick-CampaignsCP
Contracts and Contract templatesCP
Configure SLA policies and EntitlementsCP
Unified Service DeskCP
Create and Publish Knowledgebase ArticlesCP
View and Use Knowledgebase in CRM GUICP
Create and Publish Articles, use article templatesCP
Facilities/EquipmentCP
Define and configure business units and teamsCP
Define and configure services, resources and work hoursCP
Full Mobile Offline syncCP
Read AX application dataCP
Email published Voice of the Customer SurveysCP
View Voice of the Customer Survey Results and Survey OutcomesCP
Create & Publish Voice of the Customer SurveysC

Dynamics CRM Online Enterprise

Don’t forget, that this table shows only CRM concerning details, but with the Dynamics CRM Online Enterprise license you have also access to Social Engagement (Enterprise instead of Professional), Dynamics Marketing and Parature.

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