There are three ways to buy Dynamics 365 products and services.

• Microsoft Partners: For customers in need of a fully managed and tailored Dynamics 365 solution. Visit Microsoft Marketplace | cloud solutions, AI apps, and agents to connect with a partner. 

• Microsoft Sales: For customers who want to learn more about Dynamics 365, discuss use cases or get pricing information. Visit Microsoft 365 Sales and Support | Microsoft 365 to contact Microsoft Sales or call Microsoft Sales at (800) 642-7676.  

• Microsoft Online: Visit Pricing | Microsoft Dynamics 365 to purchase Dynamics 365 subscriptions online.

This table outlines three primary purchasing channels, all offering flexible subscription lengths and support models.

Download the How to Buy Guide for more details.

This document is about Dynamics 365 licenses, but it is not a legally binding licensing rights document. It also does not supersede or replace any legal documentation covering use rights. To understand conditions on license acquisition, product-specific terms, and conditions governing how Microsoft products can be used in Microsoft volume licensing programs, review the complete Product Terms and Licensing Terms.

A complete list of product features and capabilities is available in technical documentation at Dynamics 365 documentation - Dynamics 365 | Microsoft Learn.

For help determining the right technology solution for your organization, including the license requirements for a specific product or scenario, talk to your Microsoft account team or your Dynamics Certified Partner. Microsoft reserves the right to review or update this document at any time without notice.

This document does not apply to Microsoft Dynamics on-premises solutions; the Microsoft Dynamics CRM Online service; or the Microsoft Dynamics AX online service.

Dynamics 365 applications are licensed by subscription per User, Device, or Tenant:

• User licenses: Grants access for a named user with personal login credentials, from any device.
• Device licenses: Grants access to a shared device using either assigned or shared logins.
• Tenant licenses: Provides access to a feature or service at the tenant level, regardless of the user or device involved.

An organization may have a mix of user, device and tenant licenses.

Dynamics 365 cloud subscription licenses grant non-perpetual use rights to one or more specific Dynamics 365 cloud services (not on-premises). Please see the Product Terms for Dynamics 365 online service terms.

NOTE: Users with the Power Platform Administrator or Dynamics 365 Administrator role in Entra do not require a license. Additionally, the System Administrator role in Dataverse and Finance and Operations does not require a license to configure and administer Dynamics 365 applications.

User licenses grant a named user full or limited access to specific products. Full-access user licenses are the most common, but user licenses also include several options for additional users (usually with limited functionality).

NOTE: Enterprise and Professional users may not be deployed in the same environment. See Mixed deployments of Dynamics 365 services for full details.

Full-access users are those who require access to the full, feature-rich functionality of one or more Dynamics 365 application(s). Options for full-access users include Base and Attach licenses:

Base license: When purchasing multiple Dynamics 365 applications for a single user, the first application license must be the highest priced license (a.k.a. base license) for the named user. Every full-access user must have a base license.

Attach license: Dynamics 365 attach license pricing is available for users who require multiple Dynamics 365 applications. Attach licenses may only be assigned to users with an appropriate qualifying base license. A named user may have more than one attach license.

NOTE: Base and attach licenses are identical in their core capabilities and are only differentiated in price. Attach licenses do not include additional platform entitlements. They are licensed to access the platform entitlements included with the assigned base license. (exception: Customer Insights attach licenses include the same default capacity entitlements as the Customer Insights base license.)

Base applications and their qualifying products for attach licensing

[1] Note: When purchasing multiple Dynamics 365 applications for a single user, the first application license must be the highest priced license (a.k.a. base license) for the named user. As an exception, users who license Business Central Premium as their base license ($100 user/month, billed annually) are eligible to add Customer Service Enterprise, Field Service or Sales Enterprise at the $20 user/month, billed annually attach price. 
[2] Pricing variable. Please contact a Dynamics 365 sales specialist for pricing information. 10 seat minimum purchase requirement. See Microsoft Product Terms for service specific terms. 
[*] See Microsoft Product Terms for full details on license availability, pre-requisites, and purchase minimums. 
[**] System administrator will not be able to assign an attach license to a user who does not have the required base license. 
All pricing (USD) subject to change, please see Pricing | Microsoft Dynamics 365 for actual pricing. 

Additional users often represent a large percentage of the total users in an organization. They may consume data or reports from line of business systems; complete light tasks like time or expense entry and HR record updates; or use the system more heavily without requiring full-access user capabilities. Additional users may access all the functionality of the respective Dynamics 365 product within the constraints described below.

• Business Central Team Members license: Assigned to a named user, Business Central Team Members provides read-only access to certain data and limited functionality within Business Central deployments.

• Human Resources Self Service license: Assigned to a named user, HR Self Service provides access to employee and manager self-serve capabilities (such as absence or vacation entry or benefits look-up).

• Team Members license: User license intended for those who support multiple lines of business and are not tied to a specific business unit. Licensed users are granted read-only access to all Dynamics 365 data and basic Dynamics 365 capabilities for designated scenarios, such as expense entry or updating contacts.

• Operations – Activity license: This named user license is intended for users who require more Dynamics 365 capabilities than Team Members licensed users, but still do not require the use rights of a full-access user license.

Device licenses grant a dedicated shared device full or limited access to specific products. Full-access device licenses are the most common, but device licenses also include options for additional devices (usually with limited functionality).

Dedicated shared devices that require access to the full, feature-rich functionality of one or more Dynamics 365 application(s). With a device license, any number of users can access the Dynamics 365 application through the licensed dedicated shared device.

Device licenses may use shared logins (such as “Warehouse Computer” and a shared password) or individual logins (each user’s personal credentials), depending on the application and license:

• Shared logins are enabled for Sales Device, Customer Service Device, Field Service Device, Guides Device, Remote Assist Device, Operations – Device, and Business Central Device licenses. Note that when individual users share a login, their individual usage cannot be tracked. 

• Individual logins are enabled for Business Central Device and Operations – Device licenses (with no separate user license required).

In some scenarios, shared operations devices might only be used to consume data or reports from line of business systems or complete light tasks (e.g., time entry, expense entry, and HR record updates), without requiring full-access capabilities. Additional devices may access all the functionality of the respective Dynamics 365 product within the constraints described below.

• Operations – Device licenses provide limited access to a subset of Finance, Supply Chain Management, Commerce, and Project Operations capabilities.

Tenant licenses provide tenant level access to Dynamics 365 applications and resources. They are not assigned to specific named users or dedicated shared devices. Options include full-access licenses and additional capacity licenses, for components that may be subject to capacity limits (e.g., Dataverse storage).

These licenses are the primary licensing mechanism for certain products, such as Dynamics 365 Electronic Invoicing and Customer Insights, which are only licensed per tenant.

The subscriptions for many Dynamics 365 products come with capacity entitlements or allowances, such as for data storage, transaction volume, case routing requests, or customer profiles, for instance. The exact entitlement depends on the specific product and licensing agreement. Capacity add-on licenses provide more flexibility for those components subject to capacity limits but needed to support a product.

• Default subscription capacities leverage the same tenant and infrastructure and accrue across the single tenant. Dataverse (formerly Common Data Service) capacities are shared between the following products: Sales, Customer Service, Field Service, Finance, Supply Chain Management, Commerce, Human Resources, Project Operations, Remote Assist, Guides, Business Central Essentials, and Business Central Premium. Operations Database and file storage capacities (as distinct from the Dataverse capacities) are shared between only a few products: Finance, Supply Chain Management, Commerce, Human Resources, and Project Operations.

• Capacity licenses require a minimum of a one-year subscription commitment with annual allowances for the entitlements (e.g., transactions). The annual allowance, which is pooled across a single tenant, applies even for capacities that are allotted per month. For instance, an annual subscription that provides a total of 36K transactions is licensed at 3,000 transactions per month for 12 months, but those transactions can be consumed at any point in the year, including all in one month. For instance, a seasonal business would be able to use its allowance in six months at a rate of 6,000 transactions per month.

• Capacity add-on licenses, which are pooled across a single tenant, are not associated with a specific user. Additional capacity can be bought at any time and remains a part of the subscription for the remainder of the subscription term.

Commerce, which is licensed per user, helps retailers manage their operations, connect employees with data, and offer exceptional shopping experiences. Dynamics 365 Commerce helps unify the customer shopping experience by bringing in-store, back office, and call center functionality together in one end-to-end platform. E-commerce may be added as an option. Commerce also eases integration to emerging channels (such as new social media platforms) through an API-driven, headless commerce engine. Intelligent forecasting and product recommendations enable retailers to:

• Improve in-store and e-commerce profitability

• Drive intelligent business insights to optimize strategy and cost

• Accelerate buying behavior through customer experiences that are unified and consistent across buying channels.

When you license Commerce, you automatically become entitled to the transaction capacities noted below.

Full user licenses for Commerce are ideal for employees at the headquarters and central operations of a retail organization. Employees in retail stores will generally use either the Operations – Device license or the Operations – Activity license instead, depending on the scenario and their precise roles or point-of-sale devices. A Team Members license may be sufficient for some employees, as suggested in the table below. Find Commerce administer roles here, and refer to the Product Terms for minimum purchase requirements.

All optional Commerce licenses and capacities are tenant-based.

The Dynamics 365 e-Commerce application, which is licensed per tenant, enables Commerce to support e commerce. Every e-Commerce Tier license comes with one Commerce Scale Unit – Cloud and includes a specified allowance of e-commerce transactions. A transaction is defined as the final purchase of an e commerce shopping cart, regardless of the number of items in the cart.

E-Commerce Tiers are purchased based on the anticipated B2B and B2C transactions and average order value (AOV) expected for the year. AOV is the total annual e-commerce Gross Merchandise Value (GMV) divided by total transaction volume. GMV is the total value of all transactions processed through Dynamics 365 including returns, excluding shipping, handling, customs fees, tax or financial charges. If you need additional transactions, you can purchase the corresponding overage tier. If you expect a change in AOV, you need to reassess the appropriate band.

If you need Commerce Scale Unit – Cloud to support your e-Commerce operations, you need to purchase the appropriate e-Commerce Tier license regardless of whether you need Dynamics 365 e-Commerce store front or not. If you need additional environments for e-commerce (more environments for Commerce Scale Unit - Cloud) you can purchase additional units of the e-Commerce Tier. E-Commerce Tier licenses are licensed per month, but transactions are enforced on an annual basis.

Number of monthly transactions per SKU

Scale units are licensed per tenant to enable companies to execute mission-critical processes without interruption even during periods of peak demand. Scale units are offered in three different sizes: Basic, Standard or Premium, with each having a different capacity limit for the number of Operations – Devices entitlements included. Scale units may be in the cloud or self-hosted. You may buy additional scale units if you need additional Commerce cloud environment(s) for co-location, performance, additional redundancy, or customization purposes.

Commerce Scale Unit – Cloud

After the minimum Commerce purchase requirements have been met, you are entitled with default Commerce Scale Unit - Cloud when buying licenses with device use rights. These scale units may only be used to support device transactions. Default Commerce Scale Unit - Cloud entitlements are based on number of licenses with indicative device use rights. Contact your Microsoft representative for more details on the Commerce Scale Unit - Cloud mapping.

Commerce Scale Unit – Self-Hosted

Customers who license Dynamics 365 Commerce also have the option to use a self-hosted scale unit—a retail server, cloud point-of-sale (POS) website, and channel database deployed locally in a store. This type of scale unit maintains connectivity with and extends a retail Commerce deployment, improving performance, ensuring business continuity, and providing in-store hybrid capabilities. A self-hosted Commerce scale unit and its use rights are included at no additional cost with a qualifying minimum purchase of Commerce licenses. (It is not available as a standalone license.) All servers, users, and devices accessing the self-hosted scale unit must be appropriately licensed, along with any required hardware and licenses for Windows Client or Windows Server and SQL Server, which must be acquired separately Note: If dual use rights are being exercised and you use downgrade rights to downgrade to Dynamics AX 2012, the Retail Store Server is not an included use right and appropriate licensing must be obtained. Please see here for more details regarding dual use rights.

The Commerce Recommendations application helps customers easily and quickly find products they want based on the purchase trends of their fellow customers. Recommendations is a tenant-based license. One purchased Commerce Recommendations license confers an allotment of 20K transactions per month. For this purpose, a transaction is defined as the final checkout of a shopping order, whether in-store or online. As with other capacity licenses, a one-year subscription is required, and the total allotted transactions may be consumed at any point in the year.

The Commerce Ratings and Reviews application helps capture product reviews and ratings from customers. Retailers can then display average ratings and review information across their e-commerce website. Commerce Ratings and Reviews is a tenant-based license. One license provides up to 250K active ratings and reviews.

Contact Center is a Copilot-first contact center solution that brings intelligence, automation, and efficiency to every customer engagement channel. Contact Center is built to work with your existing customer relationship management solution (CRM), or with Dynamics 365 Customer Service Enterprise (see Dynamics 365 Contact Center Add-ons or Dynamics 365 Customer Service Premium).

Contact Center Digital is licensed per user and provides customer engagement across digital messaging and chat channels. Capacity entitlements include Unified Routing with 50 record routes/user/month (excluding chats, calls, and text messages). Chatbot message capacity can be purchased separately via Microsoft Copilot Studio (see Power Platform licensing guidance for more details).

[1] Capacity pooled at tenant level

Contact Center Voice is licensed per user and provides native voice capabilities as part of your customer engagement. Capacity entitlements include 2,000 Intelligent Voicebot (IVR) minutes/user/month, 6,000 Call Intelligence (transcription) minutes/user/month, and 35GB of Dataverse file storage (capacity accrued per USL and pooled at the tenant level).

Intelligent Voicebot minutes include entitlements to be used as a conversational IVR bot authored using Microsoft Copilot Studio (Any generative AI capabilities require capacity purchased separately via Microsoft Copilot Studio. See Power Platform licensing guidance for more details. Call Intelligence minutes include entitlements for intelligence features, including call transcription, sentiment analysis, AI suggestions, call insights and topic clustering.

Customers are required to connect to an Azure Communication Services resource to use Contact Center Voice. Azure Communication Services provides pay-as-you-go pricing for PSTN, SMS, VOIP (for Direct Routing) and call recording. See Azure Communication Services pricing for more information.

[1] Capacity pooled at tenant level

Contact Center is licensed per user and provides customer engagement across digital and voice channels for an all-in-one solution. This license is a bundle and includes both Contact Center Digital and Contact Center Voice, including all capacity entitlements (see above).

Customer Insights is licensed per tenant and includes rights to two separate applications:

Dynamics 365 Customer Insights - Journeys (formerly Dynamics 365 Marketing): Create and execute personalized customer journeys across multiple channels, including emails, SMS, push notifications, and more.

Dynamics 365 Customer Insights - Data (formerly Dynamics 365 Customer Insights): Unify and enrich customer data with the customer data platform (CDP) to gain deep insights into customer behavior, preferences, and interactions.

Customer Insights includes rights to install both Customer Insights – Journeys (real-time journeys) and Customer Insights - Data applications in an unlimited number of production or sandbox environments. It also includes 10K Interacted People for engagement via the Customer Insights - Journeys app and 100K Unified People for profile unification via the Customer Insights - Data app. Purchase add-on packs of Interacted People and Unified People to accrue additional capacity. Capacity entitlements also includes 2,000 Customer Voice responses/tenant/month, as well as default Dataverse capacity entitlements. See Default subscription capacity for Dataverse entitlement details.

Customer Insights capacities are based on Interacted People (formerly called Active Contacts) and Unified People (formerly Profiles). Interacted People refers to any Dataverse table (such as a contact, lead, account, or an insights profile) which is interacted with via an inbound or outbound channel such as email, SMS, form submission, etc. in a twelve-month period. A person is no longer counted towards the quota limit if they have not been contacted within the past twelve months. The tenant is also entitled to monthly interactions of up to 10x the interacted people quota limit. Interactions can be sent through out-of-box channels available in Journeys (e.g., emails, SMS, push notifications) or custom channels. Interaction usage is subject to fair use policy limits per environment. For more details on all resource usage limits, please see Service Limit and Fair Usage Policy.

Note: Phone numbers and messaging services are not included in Dynamics 365 Customer Insights. Text messaging from within the app requires a separate provider subscription (e.g., Microsoft ACS or other third party systems SMS providers) integrated with Journeys to send the messages. People stored in Dataverse, but not interacted with, do not count towards quota. Interacted status remains for 12 months post-interaction. Unified People refers to a uniquely identified individual that is created through a collection of defined data source sets from multiple systems. Unknown profiles created by the system using cookies are not counted toward the Unified People meter. Additional capacity is available for both applications and can be purchased independently based on the intended use. Customer Insights licenses also grant capacities for data scheduled refreshes and environments. Buying add-on capacity does not increase the allotment of segments, KPIs, or allowed data scheduled refreshes. Find more details about capacity add-ons and Power Platform requests in the Capacity Licenses section.

[1] Addition of the legacy outbound marketing application module is still limited by the legacy license model limits. Marketing standalone licenses are entitled to one installation of the outbound marketing module. Customer Insights licenses are entitled to four installations of the outbound marketing module.

Additional Capacity [2] - Additional Interacted People packs

[2] Additional capacity will be added to 10K Interacted People capacity included with Base or Attach license.

Additional Capacity [3] - Additional Unified People packs

[3] Additional capacity will be added to 100K Unified People capacity included with Base or Attach license.

Customer Insights attach license pricing is available for organizations who have a minimum of 10 or more licenses of ONE the following Dynamics 365 applications: Customer Service, Sales, Field Service, Finance, Supply Chain Management, or Commerce. See the Product Terms for more details on Dynamics 365 licensing pre-requisites. Customer Insights attach licenses include the same default capacity entitlements as the base license.

Customer Service helps you manage customer relationships, empower your customer service agents, and provides a branded, personalized self-service experience through a searchable knowledge base that delivers consistent, up-to date answers. Streamline customer support and help customers find the understanding they need to ensure product satisfaction and build customer loyalty.

Customer Service is available in Professional, Enterprise, and Premium editions and offer several optional add ins to deliver the capabilities needed for your situation. Customer Service Enterprise may also be licensed by device.

Customer Service Professional provides basic resources for customer service agents. It also provides a self service customer website and access to a knowledge base for end customers. It’s meant for less complex scenarios that need streamlined capabilities to support customers and customer service teams.

Customer Service Enterprise licenses expand on the functionality of Customer Service Professional. In particular, the enterprise license grants use rights that give users the ability to schedule and dispatch service, create teams, and manage resources through integration with other Dynamics 365 applications such as Field Service and Project Operations, when the organization also licenses them.

When you license Customer Service Enterprise, you automatically become entitled to 2,000 Customer Voice responses/user/month.

Unified routing provides intelligent and automated routing and assignment capabilities to customer service organizations. This allows organizations to use advanced capabilities such as multi-stage classification rules and automated assignment based on agent availability, capacity, or specialization. Routing records, excluding Chat and Digital Messaging conversation records, are subject to a licensed capacity. Customer Service Enterprise includes unified routing with 50 record routes/user/month. See Overview of unified routing for more details.

Customer Service Insights provides integrated analytics and AI capabilities to help you better understand support engagements and emerging trends. It helps to identify opportunities for enhancing your automated support system and track the performance of support options and agents. Topic clustering groups related cases or those with commonalities to help customers or service agents to discover the information they need in the knowledge base. These insights capabilities are included in Customer Service Enterprise license. See Supported regions and languages for analytics and insights for more details.

[1] Capacity pooled at tenant level.

Customer Service Premium provides an integrated Copilot-first contact center and CRM solution, all powered by generative AI. This license includes Customer Service Enterprise and Contact Center (Digital + Voice) and includes all capacity entitlements for both applications. See Dynamics 365 Contact Center for more details. Customer Service Premium is licensed per user.

[1] Dynamics 365 App for Outlook can be customized, however usage must comply with use rights for users’ corresponding license and pre-approved application scenarios in Appendix C. 
[2] Dynamics 365 Project Operations Lite – deal to proforma invoicing or Dynamics 365 Project Operations for resource/non-stocked scenarios deployment required for Project Operations Team Members app. 
[3] Team Members application module may be customized with maximum 15 additional tables (custom tables or standard Dataverse tables) available to the Team Members license per pre-approved application scenarios in Appendix C.

Customer Service Device licenses are full-access licenses. They include the same rights as the equivalent Enterprise user license, except that access is limited to only the licensed device.

Customer Service Enterprise licensed  users are eligible to purchase Contact Center add-on options for either Digital, Voice, or both channels (Digital + Voice) in a single bundle. Note: Customer Service Premium includes Customer Service Enterprise and Contact Center (Digital + Voice).

Contact Center Digital Add-on is licensed per user and provides customer engagement across digital messaging and chat channels. Capacity entitlements include unified routing with 50 record routes/user/month (excluding chats, calls, and text messages). See Dynamics 365 Contact Center Digital section for more details. Message capacity purchased separately via Microsoft Copilot Studio (see Power Platform Licensing Guide for more details).

Contact Center Voice Add-on is licensed per user and provides native voice capabilities as part of your customer engagement. Capacity entitlements include 2,000 Intelligent Voicebot (IVR) minutes/user/month, 6,000 Call Intelligence minutes/user/month, and 35GB of Dataverse file storage. See Dynamics 365 Contact Center Voice section for more details.

Contact Center is licensed per user and provides customer engagement across digital and voice channels for an all-in-one solution. This license is a bundle and includes both Contact Center Digital and Contact Center Voice, including all capacity entitlements (see above).

Customer Voice is a feedback management solution that empowers everyone in the organization to develop enterprise-grade surveys and collect timely feedback from key customers across channels. Customer Voice is licensed per tenant, with capacity allowances based on the number of responses that distributed surveys receive.

Customers of Dynamics 365 enterprise products (Sales Enterprise, Customer Service Enterprise, Customer Insights, Field Service, Marketing, and Human Resources) are automatically entitled to Customer Voice capabilities and 2,000 responses/tenant/month. Customers with Sales Professional or Customer Service Professional licenses may also buy Customer Voice. (See below.)

Survey respondents do not need to be licensed. Only the survey designer/editor must be licensed for the tenant.

Anyone who wants to enable Customer Voice, can purchase the license separately. The license comes with 2,000 responses/tenant/month. Any Customer Voice customer can buy additional response packs (in packs of 1,000 responses/tenant/month) as needed. For more details and options, visit How to Buy Customer Voice.

Dynamics 365 Customer Voice Capabilities

Electronic invoicing is the process of creating, presenting, and exchanging structured, transactional invoice documents between businesses and governments for tax reporting purposes, or trading partners in an integrated electronic format.

Dynamics 365 Commerce, Finance, Project Operations, and Supply Chain Management applications include 100 electronic invoice transactions/tenant/month and 100 invoice capture transactions/tenant/month. Dynamics 365 Finance Premium and Supply Chain Management Premium applications include 200 electronic invoice transactions/tenant/month and 200 invoice capture transactions/tenant/month. This included capacity does not rollover and is capped at 100 transactions/tenant/month (or 200 transactions/tenant/month if licensed with either Finance Premium or SCM Premium), regardless of the number of Dynamics 365 licensed applications.

If you need additional transactions, you can buy the Electronic Invoicing additional capacity license for 1K electronic invoice transactions and 1K invoice capture transactions/tenant/month. The transaction capacity resets each month, and customers will need to purchase for peak monthly capacity.

Field Service connects and empowers field-based service teams. It leverages tight integration between Customer Service case management capabilities and field service work orders to deliver business process-driven, best in class management of your field service operations. Field Service is licensed per user and/or device.

The Field Service user license includes access to Dynamics 365 Guides, Remote Assist, and the latest version of Field Service Mobile (a Microsoft product specifically designed for Field Service and distinct from Dynamics 365 Mobile Client). When you license Field Service, you automatically become entitled to 2,000 Customer Voice responses per tenant per month. Note: Bing Maps Developer license included with limitations (billable transactions) as described at https://www.microsoft.com/en-us/maps/licensing. The Bing Maps Notices apply.

Field Service Contractor allows expansion to non-employees by providing essential work order management functionality, making it easier to scale service operations to meet demand. Field Service Contractor is licensed per user and includes the latest version of Field Service Mobile. Organizations must have a Field Service license before being eligible to purchase and use Field Service Contractor licenses.

[1] Dynamics 365 App for Outlook can be customized, however usage must comply with use rights for users’ corresponding license   and pre-approved application scenarios in Appendix C.
[2] Team Members application module may be customized with maximum 15 additional tables (custom tables or standard Dataverse tables) available to the Team Members license per pre-approved application scenarios in Appendix C.
[3] Create, update, and delete work orders for employee self-serve purposes only; see Appendix C. 
[4] Dynamics 365 Project Operations Lite – deal to proforma invoicing or Dynamics 365 Project Operations for resource/non-stocked scenarios deployment required for Project Operations Team Members app.

Field Service Device licenses are full-access licenses. They include the same rights as the equivalent Enterprise user license, except that access is limited to only the licensed device.

Resource Scheduling Optimization is an add-in capability for Field Service that enables you to automatically create a schedule for the appropriate resource—either a person or a non-human asset—while simultaneously optimizing appointments for travel time, mileage, and many other constraints.

Resource Scheduling Optimization is licensed per resource. It will typically be used by a scheduler or dispatcher with a Field Service user license, who will designate any number of resources to be included.

The add-in license allows for unlimited use of schedule optimization, whether on a regular cadence (such as daily or weekly) or ad-hoc.

Finance enables medium-sized organizations and enterprises to monitor the performance of global financial operations in real time and predict future outcomes. It is licensed per user and available in two editions, Finance and Finance Premium. Please refer to the Product Terms for full details regarding minimum purchase requirements.

Finance provides users with access to intelligent, automated, and trusted core financial management capabilities with deep data and process integrations across Dynamics 365, Office 365 and partner applications to offer a centralized source of information that saves time, facilitates collaboration across your organization and enables faster, more data-driven decisions to drive growth. Users that need access to read only tasks in business performance planning can use a Finance license. Finance also includes default capacity for 100 electronic invoice transaction/tenant/month and 100 invoice capture transactions/tenant/month (see Electronic Invoicing), and 20K AI Builder credits/tenant/month (see AI Builder for more details).

Finance Premium expands on the functionality of Finance and includes advanced business performance management capabilities. Users who need to create plans, budgets, forecasts, or financial analysis reports will need to have a Finance Premium license. Finance Premium also includes default capacity for 200 electronic invoice transaction/tenant/month and 200 invoice capture transactions/tenant/month (see Electronic Invoicing), and 50K AI Builder credits/tenant/month (see AI Builder for more details).

Dynamics 365 Guides, a mixed-reality application enabling employees to learn in the flow of work by providing holographic instructions when and where they need them. A series of step-by-step instruction cards with image and video support are visually tethered to the place where the work needs to be done. Additional guidance in the form of holographic models shows what needs to be done and where, so workers can get the job done faster, with fewer errors and greater retention of learned skills. For more information on Guides, see Overview of Dynamics 365 Guides. Guides is licensed per user or per device and requires a Microsoft Windows PC and Microsoft HoloLens 2.

[1] Dynamics 365 Field Service and Supply Chain Management licenses are not included with Dynamics 365 Guides. 

Guides Device licenses are full-access licenses and enable a shared device experience. Only one username and password will be provided with each device license. This license enables users to operate a guide from the shared device. However, device licenses do not permit users to author a guide. For details on device licensing, see Device and licensing requirements for Dynamics 365 Guides.

[1] Dynamics 365 Field Service and Supply Chain Management licenses are not included with Dynamics 365 Guides.

Human Resources enables organizations to optimize compensation, benefits, leave and absence tracking, regulatory and policy compliance, performance feedback, standardized training, and self-service programs. Enable HR teams to operate with dexterity by using Dataverse and Power Platform to centralize people data and easily extend the solution. Human Resources is licensed per user. Refer to the Product Terms for minimum purchase requirements. Human resource professionals are typically licensed as full-access users. Users outside of the HR organization, such as employees who need self-serve access, may be licensed through the Team Members license, the Human Resources Self Service license, or the Operations – Activity user license. When you license Human Resources, you automatically become entitled to 2,000 Customer Voice responses per tenant per month.

The Human Resources Self Service user licenses enable access to employee and manager self-serve capabilities, such as: 

• Update personal employee information 

• Manage the human resources activities of direct employees or those reporting up through the user’s reporting chain 

• Report sick leave 

• Submit vacation requests 

• View employee benefits 

• Approve employee leave as a manager 

• View employee information as a manager 

The HR Self Service license only grants access to Human Resources, not any other Dynamics 365 product. It does not include full user rights for Human Resources but does provide access to functionality employees often need to manage themselves.

Intelligent Order Management is an intelligent multi-tenant standalone service that allows customers to adapt quickly and fulfill orders efficiently at the fastest speed and lowest possible cost. It also provides intelligent fulfillment with event driven orchestration and AI rules-based fulfillment, including anomaly detection and inventory reallocation. Intelligent Order Management is licensed per tenant, and it comes with 1K order lines. If you need additional capacity, you can buy multiple units of the same license. Intelligent Order Management license also includes limited Power Automate use rights, such as Power Platform requests per month, and use of connectors. See Appendix G for more details.

Note: Users licensed with a Modern Workplace license, whose organization has an Intelligent Order Management license, can enable Microsoft Teams integration to help users effectively collaborate on the Intelligent Order Management records. See Admin home workspace | Microsoft Learn for more details.

Project Operations connects sales, resourcing, project management, and finance teams within a single product to help you win more deals, accelerate project delivery, and maximize profitability. It is licensed per user, with a minimum number of users required. Refer to the Product Terms for more details.

Account managers, project managers, project assistants, and project accountants are typically licensed as full users. Users who create and approve project timesheets, such as a user with a Project Timesheet security role, only need a Team Members license. Project Operations licenses have no roles at the Operations – Activity level, but full users of Project Operations have rights to Operations – Activity roles for other Dynamics 365 products, such as Finance and Supply Chain Management.

[1] Dynamics 365 App for Outlook can be customized, however usage must comply with use rights for users’ corresponding license and preapproved application scenarios in Appendix C. 
[2] When provisioning capacity-based websites using Dataverse capacity, Power Pages licensing use rights apply. 
[3] Team Members application module may be customized with maximum 15 additional tables (custom tables or standard Dataverse tables) available to the Team Members license per pre-approved application scenarios in Appendix C. 
[4] Project for the Web is Microsoft’s most recent offering for cloud-based work and project management that is built on the Power Platform. 
[5] Dynamics 365 Project Operations Lite – deal to proforma invoicing or Dynamics 365 Project Operations for resource/non-stocked scenarios deployment required for Project Operations Team Members app.

Dynamics 365 Remote Assist enables you to share your real-time view with experts remotely to get the help you need and stay hands-free on HoloLens or Dynamics 365 Remote Assist mobile. By using heads-up video calling on Microsoft HoloLens and mobile devices, colleagues can collaborate during a video call using Microsoft Teams—a separate Microsoft product that provides videoconferencing, chat, calling, screensharing, and other team collaboration tools. With the combination of Teams and Remote Assist, the expert can see everything that the Dynamics 365 Remote Assist user sees, and they can holographically draw and annotate together. Dynamics 365 Remote Assist is licensed per user or per device. For Dynamics 365 Remote Assist Device licenses, visit the Device Licenses section of the licensing guide.

Note that Remote Assist users, such as frontline workers, field workers, or technicians, do not need a separate license for Microsoft Teams. They can make or receive calls using Remote Assist on HoloLens without a separate Microsoft Teams license. The expert they contact for remote assistance—who is often an expert at headquarters—does require a Teams license. Remote Assist requires a Microsoft HoloLens 2 or an AR capable iOS or Android device (phone or tablet). For more information, see Overview of Dynamics 365 Remote Assist.

[1] Remote collaborators do not require a Dynamics 365 Remote Assist license but require a separate Microsoft Teams license to join Remote Assist calls. 

You can access additional capabilities through Dynamics 365 Remote Assist, if you have additional software licenses such as OneDrive for Business, Exchange Online, Dynamics 365 Field Service, Power BI, or Microsoft Stream. See Requirements for Dynamics 365 Remote Assist - Dynamics 365 Mixed Reality to learn more.

Remote Assist Device licenses enable a shared user experience and only one shared username and password will be provided with each device license. Individual usage cannot be tracked for shared logins.

1] Remote collaborators do not require a Dynamics 365 Remote Assist license but require a separate Microsoft Teams license to join Remote Assist calls.

Choose the level of functionality appropriate for your business with Sales licensing options that include Professional or Enterprise capabilities—or even more features with the Premium or Microsoft Relationship Sales (MRS) licenses. Note: Customers using Professional will not be able to combine Sales Premium, Enterprise, or Sales Insights within the same environment instance. Each of the Sales application options is licensed per user. Sales Enterprise may also be licensed per device.

A Sales Professional license provides essential sales force automation (SFA) for organizations without complex sales processes.

A Sales Enterprise license takes your organization beyond sales force automation to meet the needs of more complex sales processes. In addition to all the functionality available with a Sales Professional license, Sales Enterprise capabilities include customization, extensibility, embedded intelligence, and manual forecasting. Sales Enterprise licenses also includes Copilot in Dynamics 365 Sales. Visit Copilot in Dynamics 365 Sales overview for more information.

When you license Sales Enterprise, you automatically become entitled to 2,000 Customer Voice responses per tenant per month.

In addition, Sales Enterprise also includes selected Sales Premium features including assistant cards, email engagement, auto capture of Outlook activity and three new premium features Conversation Intelligence, Sales Accelerator and Lead & Opportunity scoring. The premium features leverage automation and AI to help sellers prioritize their worklist, provide real-time analysis during calls, automate action notifications, and programmatically generate meeting summaries.

Users who license Sales Enterprise and activate Conversation Intelligence will be able to do so with unlimited capacity. Sales Accelerator provides access to the workspace and up to 1500 records connected to any defined sequence per environment per month. Finally, view up to 1500 Leads/Opportunity records scored per environment per month with Predictive Scoring. For additional capacity, or for access to all the Sales Premium features, simply step up your license to Sales Premium. See Digital selling for more details. 

Sales Premium takes the Sales Enterprise capabilities and accelerates engagement and decision-making with prebuilt and embedded business insights that are easy to act upon. Licensed per user, Sales Premium includes Sales Enterprise feature permissions and our Sales Insights automation and AI offerings. Additionally, Sales Premium users can get access to the full Microsoft 365 Copilot for Sales experience, including seller role specific capabilities, with just the purchase of Microsoft 365 Copilot.

Sales Insights is part of Sales Premium and can also be added onto a Sales Enterprise or MRS license (Sales Professional users are not entitled to these features). A full Sales Insights license enables the following additional features:

• Predictive Scoring (lead and opportunity)

• Predictive Forecasting

• Business Card Reader

• Relationship Analytics

• Assistant Studio

• Sales Accelerator

• Pipeline Intelligence

• Notes Analysis

• Conversation Intelligence

• Connection Insights (who knows whom)

Sales Enterprise users need to access the Sales Hub Application to set up any of these features. Sales Professional users are only entitled to use the Sales Professional application and are not entitled to use the Sales Hub application. See Use the Sales Hub app to access Dynamics 365 Sales features for more information.

Sales Insights has full access to the features mentioned above except for Business Card Reader. The capacity limit for Business Card Reader is 200/user/month. If additional Business Card Reader capacity is required, you may buy additional Sales Insights capacity licenses to increase the pooled amount.

When Sales Insights is licensed within Sales Premium, additional Sales Insights capacity can be bought by purchasing additional Sales Premium licenses.

[1] Unused capacity will roll over for up to 12 months. See Capacity licenses section for more information.

Microsoft Relationship Sales (MRS) helps sales professionals build the relationships they need to harness the power of relationship selling. MRS includes Sales Enterprise and LinkedIn Sales Navigator Advanced Plus. It is licensed per user. All components, software, and entitlements of Microsoft Relationship Sales are limited for use with Dynamics 365 Sales environments only. Refer to the Product Terms for minimum purchase requirements, programs, and conditions.

See LinkedIn Sales Navigator vs. Premium Business to lean more about LinkedIn Sales Navigator and to understand the full power of the MRS license.

Sales Device licenses are full-access licenses. They include the same rights as the equivalent Enterprise user license, except that access is limited to only the licensed device.

[1] Dynamics 365 App for Outlook can be customized, however usage must comply with use rights for users’ corresponding license and preapproved application scenarios in Appendix C.
[2] Team Members application module may be customized with maximum 15 additional tables (custom tables or standard Dataverse tables) available to the Team Members license per pre-approved application scenarios in Appendix C.
[3] See Restricted tables requiring Dynamics 365 licenses for more information.
[4] Each of these features are available to Sales Enterprise customers with a limited capacity. See Sales Enterprise for more details.
[5] Dynamics 365 Project Operations Lite – deal to proforma invoicing or Dynamics 365 Project Operations for resource/non-stocked scenarios deployment required for Project Operations Team Members app.

Supply Chain Management provides manufacturers, distributors, and retailers with the real-time visibility and intelligence they need for proactive operations. It is licensed per user and available in two editions, Supply Chain Management and Supply Chain Management Premium. Please refer to the Product Terms for full details regarding minimum purchase requirements.

Supply Chain Management unifies data and uses predictive insights from AI and IoT— across order fulfillment, planning, procurement, production, inventory, warehousing, and transportation processes—to maximize operational efficiency, product quality, and profitability.

Supply Chain Management Premium expands on the functionality of Dynamics 365 Supply Chain Management and includes Demand Planning capabilities. Users who need to create plans, budgets, forecasts, or demand analysis reports will need to have a Supply Chain Management Premium license.

For customers that are looking for source to pay solutions, these capabilities are licensed on a per-user basis. The licensing model offers modularity and composability, allowing customers to tailor their licensing requirements to match their organizational needs precisely. Customers are required to purchase licenses based on the user personas defined within Dynamics 365 Supply Chain Management and/or Dynamics 365 Finance security roles. These personas and roles are categorized based on specific functions and responsibilities, such as purchasing manager or accounts payable manager, ensuring that users have access to the relevant features and capabilities to perform their tasks efficiently. By adopting this modular approach, you can scale your procurement capabilities efficiently, adding or removing licenses as your business evolves. Whether you require access for a small team or an entire department, our licensing model allows you to align your investment with your usage, optimizing costs and maximizing value.

Additional Asset Management capacities are licensed per tenant. If you use Asset Management, you must license sufficient Asset Management capacity to meet orexceed the number of assets you want to manage. For example, if you have 1,500 assets to manage in Asset Management, you’ll need 14 additional asset capacity licenses. Once 50 additional Asset Management capacity licenses have been purchased - enough for 5,000 assets - you may manage an unlimited number of assets with no additional purchase.

The only assets that must be counted against these capacities are: 

• Assets you choose to manage with Asset Management  

• Parent level assets you choose to track maintenance, costs, and/or location  

Note: Active and inactive assets carry historical data and count against the capacity limits.

Copilot Credits are the common currency across Copilot Studio capabilities. The number of credits decremented for each response or action is dependent on the complexity of the task completed by the agent. Copilot Credits are offered through the Copilot Studio pay-as-you-go meter, the Copilot Studio Copilot Credit pack subscription license and the Copilot Credit Pre-Purchase Plan. Visit Copilot Studio licensing guidance to learn more.

The Dynamics 365 Team Members user license grants a named user the following rights for Customer Service Team Members, Sales Team Members and Project Operations Team Members application modules. See Dynamics 365 Team Members license overview for more details. These rights are for their own use and not for activities for, or on behalf of, other people. (For instance, the license doesn’t grant managers the right to perform the same actions for direct reports.)

• Create, read, update, and delete contacts, activities, and notes  

• Update their own employee information 

• Record time, materials, and expenses 

• Approve time, expenses, materials, and vendor invoices 

• User reporting and dashboards  

• Participate as a consumer of Dynamics 365 services, such as responding to surveys 

The Dynamics 365 Team Members user license also grants a named user the following rights for Finance, Supply Chain, Commerce, Human Resources, and Project Operations. Again, these rights are for their own use, or for limited HR use by managers, and not for activities for, or on behalf of, others.

• Record any type of time or expense 

• Approve time, expenses, and vendor invoices 

• Create requisitions  

• Create or edit items related to quality control and departmental budgets  

• Manage their own employee information 

• Manage human resources activities for direct employees or those reporting up through the user’s reporting chain 

• Use Human Resources Self Service functionality (when Human Resources is licensed by the organization)  

A Dynamics 365 Team Members license holder may customize a maximum of 15 additional tables (custom tables or standard Dataverse tables) that are available to licensed users per the pre-approved scenarios in Appendix C. For additional details, refer also to the use rights and security rights for each Dynamics 365 product provided previously in this guide.

Operations – Device licenses provide limited access to a subset of Finance, Supply Chain Management, Commerce, and Project Operations capabilities.

These device licenses allow multiple users to operate a licensed point-of-sale device, shop floor device, warehouse device, or store manager device. If multiple users, who only require these limited use rights, work exclusively on shared devices, it will generally be more cost effective to license those devices than the users themselves.

Operations – Device license use rights are also available to Operations – Activity users. However, an Operations – Device license does not include all the capabilities of the Operations – Activity user license. When a single user needs to work on one or more dedicated personal devices, it will be more cost effective to license that user with an Operations – Activity user license.

A single device can provide any of the following functionality in any combination. Operations – Device or Business Central Device licenses do not include full user capabilities.

Operations – Order Lines is licensed per tenant and allows you to extend the use of the Commerce, Finance, Project Operations, or Supply Chain Management applications with an alternative to user and device-based licensing. The Operations – Order Lines license enables internal users, partners, customers, connected automated systems, IoT devices and bots to update specific tables with transactional licensing based on the number of transactions updated in those tables.

Operations – Order Lines licenses: 

• Support more scenarios that involve external users

• Alleviate pricing and licensing friction in many common multiplexing scenarios

• Enable licensing of automated systems and devices that don’t include users, such as in IoT scenarios

• Improve licensing cost transparency and predictability

• Tie licensing costs more directly with business outcomes

To qualify for Operations – Order lines licensing, a transaction must: 

• Be indirect access. Direct use of the Dynamics application do not qualify.  

• Only update data in the tables designated as qualifying for Operations – Order Lines use. The table below determines the relevant entity even if you use custom entities on these operations tables. Access to any other tables or user actions requires a user license.

If a transaction type includes a qualifying order line type, then use of Operations – Order Lines is permitted.

The following scenarios require a user or device license:

• Direct access to the Commerce, Finance, Project Operations, or Supply Chain Management applications

• Indirect access to these applications with a transaction type or action that is not covered by the qualifying order line types

While order line licensing is restricted to designated order line types, additional entity records that are required to support and are directly referenced by an order line, may be created, or updated with the order line without a user or device license. Those additional entity records will not be counted as extra order lines unless they are a designated order line record type (see table above).

Operations – Order Lines is licensed by tenant per month, with an annual commitment, and includes an allowance of 100K transactions per month, enforced annually for a total of 1.2 million transactions. The creation of new order lines and updates to existing order lines count against the 100K transaction allowance. Deletions do not count. If you reach the transaction limit before the subscription year is complete, orders will not be blocked, but you’ll receive warnings and can address the difference on your subscription anniversary by purchasing additional capacity.

The first base license (subscription) for a Dynamics 365 product includes its default capacity, which is shared per tenant. Default capacity is not cumulative, so additional licenses (either base or attach) do not increase your initial default capacity. However, each user license accrues additional database and file capacities at no charge per enterprise base license. Attach licenses do not include additional capacity entitlements (except for Customer Insights, which includes the same default capacity entitlements as the base license). Attach licenses only allow users to access the default capacity entitlements included with the first base license. For bundled offers such as Sales Premium and MRS, the capacity entitlements come with the core application (in this case, Sales Enterprise).

[1] See Finance and operations storage capacity - Power Platform | Microsoft Learn for information on the Finance and Operations Storage Capacity report. 
[2] Field Service Contractor SLs do not include any Dataverse capacity entitlements 
[3] Customer Insights Attach SLs include the same default capacity entitlements as Customer Insights Base SLs. Dataverse entitlements are only granted once per tenant, for the first Customer Insights Base or Attach SL. Customer Insights $0 user licenses do not accrue additional Dataverse entitlements. 
[4] Per additional 100K Unified People or 50K Interacted People add-on pack. 

[1] Includes entitlements to install both the Customer Insights - Journeys and Customer Insights - Data applications in an unlimited number of production or sandbox environments. 
[2] Before May 1, 2025 – For Human Resources, at any given time, only one of the environments may be in production, but both environments may be in nonproduction.

Dataverse database: Stores and manages table definitions and data. This relational database capacity is for any Dynamics 365 product that utilizes Dataverse. You can increase available capacity, shared tenant-wide, in 1 GB increments. 

Dataverse file: Stores attachments to notes or emails, which may include documents, image files, videos, PDF files, and other crucial files. This file capacity is for any Dynamics 365 product that utilizes. 

Dataverse: You can increase available capacity, shared tenant-wide, in 1 GB increments. 

Dataverse log: Records table and attribute data changes over time for use in analysis and reporting. This log data (audit/tracing) capacity is for any Dynamics 365 product that utilizes Dataverse for Apps. You can increase available capacity, shared tenant-wide, in 1 GB increments. 

There are additional Microsoft subscriptions beyond Dynamics 365 that grant Dataverse capacity entitlement. Please see the Power Platform licensing guidance for other entitlements, as well as Microsoft Project for the web service description - Service Descriptions for details related to Project for the web. 

Operations database capacity: Relational database capacity for all applicable products (specified in the table above) that have storage requirements outside of Dataverse for Apps. This Operations database capacity is inclusive of all storage in Production, Nonproduction, Reporting, and Entity Store databases. 

Operations file capacity: Stores attachments to notes or emails, which may include documents, image files, videos, PDF files, and other crucial files. This file capacity is for applicable products (specified in the table above) that have storage requirements outside of Dataverse for Apps. 

Business Central database storage: Structured database storage. 

Environments:

• Production: a service that can be accessed by end users and is designed, built, and scaled to accommodate your applications to process live and/or real-time data in connection with your ongoing business operations and is deployed within a single geographic region

  • Dataverse environment: The foundation for Power Platform and Sales, Customer Service, Field Service, Customer Insights, Remote Assist, Guides, Human Resources, and Project Operations, which partially run on Dataverse environments. NOTE: Dataverse structures a variety of data and business logic to support interconnected applications and processes. Entitlement to various Dataverse features and components are included in many, but not all, licenses for Dynamics 365 products. Access to Dataverse, through an individual product or service, does not grant access to unrelated products, services, features, or data for which users are not licensed. Users only have rights to access data, services, features and Dynamics 365 app components within Dataverse for the Dynamics 365 product they are properly licensed for.

  • Application object server (AOS): For Human Resources, Finance, Supply Chain Management, Commerce, and Project Operations. Note that the production environment for Finance, Supply Chain Management, Commerce, and Project Operations comes with disaster recovery and high availability and is monitored 24x7 for service health. To ensure Page | 46 Dynamics 365 Licensing Guide | November 2025 the environment is used for live operations, Microsoft will provision the production environment only after your Dynamics 365 implementation nears the operational phase, after completion of required activities in the Lifecycle Services (LCS) methodology. See Multiple LCS projects and environments on one Microsoft Entra tenant - Finance & Operations | Dynamics 365 | Microsoft Learn for more information on licensing requirements for multiple LCS projects and environments.

• Nonproduction: User acceptance testing (UAT), sandbox, and testing environments. These environments cannot be used to process live and/or real-time data in connection with ongoing business operations.

Power Platform requests (formerly known as API call requests): To ensure service levels, availability, and quality, Microsoft enforces limits on the number of requests users can make each day across their Dynamics 365 products. Power Apps and Power Automate usage counts against the Power Platform request entitlements provided by your license. If you exceed these limits, overage charges may apply. For more details, refer to Requests limits and allocations - Power Platform.

Power Pages: Capacity is enforced monthly and based on user type: authenticated users per website per month and anonymous users per website per month. See Power Platform licensing FAQs for more details.

Microsoft Copilot Studio: Capacity is enforced monthly, and unused messages do not carry over month to month. Find more details in the Power Platform licensing guidance.

If the default subscription capacity is not sufficient for your tenant, additional capacity is available for Power Platform, Dataverse, Operations and Business Central capacity and sandbox environments.

• You may buy the Power Platform Requests add-on to increase the daily service limits for Power Platform requests.

• You may buy the Power Pages capacity packs to align with peak monthly anticipated usage. See Power Platform licensing FAQs for more details.

• You may buy the Microsoft Copilot Studio capacity add-on to increase the number of chat bot sessions and daily Power Platform request limit.

For more information, refer to the Power Platform licensing guidance.

Dataverse capacity add-ons provide the flexibility to increase the storage capacity associated with your Dynamics 365 subscription in increments of 1GB for Dataverse Database and 1GB for Dataverse File or Dataverse Log capacity. Any capacity add-on purchased is pooled at the tenant level and tracked against all environments associated with the tenant.

Additional Operations capacity add-ons are available for Dynamics 365 Finance, Supply Chain Management, Commerce, Project Operations and Human Resources in increments of 1GB for Operations Database and 1G for Operations File capacity. Any capacity add-on purchased is pooled at the tenant level and tracked against all environments associated with the tenant.

These Operations nonproduction sandbox add-on environments may be configured for testing and training. Users licensed for Commerce, Finance, Human Resources, Project Operations and Supply Chain Management, can access associated licensed nonproduction environments. Note: For Tiers 4 and Tier 5, Finance, Commerce, Supply Chain Management, Human Resources, and Project Operations accrue an additional 128 MB of Operations database and file capacity for each full user license.

To activate a Dynamics 365 subscription, you must buy a minimum quantity of qualifying licenses for some products. See the Product Terms for details about minimum purchase requirements.

External users do not require user licenses to access Dynamics 365 applications. However, custom applications that provide external users access to Dynamics 365 are covered under Power Apps use rights for Dynamics 365 and defined in the Power Platform Licensing Guide. External Users means users that are not (a) employees of Customer or its Affiliates, (b) contractors or agents that typically work for Customer or its Affiliates for more than 30 hours on average per week, or (c) contractors or agents that typically work onsite for Customer or its Affiliates on each working day.

Limited external user access is included with your internal user licenses. However, the graphical interfaces for Business Central, Sales, Customer Service, Field Service and Project Operations may not be accessed by external users. You also have the option to license Power Pages to provide external access to your business processes or data.

Power Apps use rights for Dynamics 365 internal and external users are outlined in the Power Platform Licensing Guide. For details, refer to the Power Apps and Licensing Requirements for External Users sections in the Power Platform Licensing Guide.

External user access does not include your employees, onsite or independent contractors, vendors, agents, or affiliates who perform business processes on you or your affiliate’s behalf. These users are considered internal users and require licenses to access Dynamics 365 applications. Please note, the “External Accountant” user license included with Business Central is not an external user, as described above. Please see the Business Central section of this guide for more information regarding the “External Accountant” user license.

Neither internal nor external user access extends to use of your Dynamics 365 environment to provide outsourced business services (i.e., day-to-day managing of unaffiliated third-party sales orders, invoices, purchase orders, payments, payroll, human resources, telemarketing, data recording, or social media marketing). In this sense, you may not use Dynamics 365 to provide outsourced business services. However, as internal users, your employees, agents, contractors, and vendors may use your Dynamics 365 environment to prepare periodic financial statements for your clients or customers (such usage is not considered an outsourced business service).

Additional licensing information and requirements for external users can be found on Product Terms and Commercial Licensing Terms. Note that for qualifying indirect transaction types, the Operations – Order Lines license may be used by internal or external users for indirect access scenarios where a user or device license is not required. Please see the Operations – Order Lines license section for more details.

Multiplexing refers to your use of hardware or software to pool connections, reroute information, or reduce the number of devices or users that directly access Dynamics 365. Multiplexing does NOT reduce the required number of licenses of any type. Any user or device that accesses Dynamics 365—whether directly or indirectly—must be properly licensed or otherwise granted access (such as for external users) in one of the manners already discussed.

Dynamics 365 licenses are required for users or devices that directly input, query, or view data from Dynamics 365. Similarly, licenses are required for users or devices that input, query, or view data from Dynamics 365 through a pooling device. Pooled connections use a non-interactive Dynamics 365 user account (or application access in Business Central) that can access the system but only via the web service layer. Internal users and devices accessing Dynamics 365 data indirectly through a website or via an API to a separate service (such Microsoft Outlook) must also be properly licensed, regardless of whether they are set up as a Dynamics 365 user for the service.

For example:

• Any user or device that accesses the service, files, data, or content provided by the service that is made available through an automated process requires a Dynamics 365 license.

• The number of tiers of hardware or software between Dynamics 365 and the ultimate user or devices does not affect the number of licenses required.

Dynamics 365 applications use Dataverse capacity and features to store and secure data. Power Apps users who have a Power Apps license may use custom applications to access (that is, create, read, update or delete) any Dynamics 365 non-restricted table in the Dataverse. However, Power Apps users and devices that need to create, update, or delete data in Dynamics 365 restricted tables must be properly licensed for Dynamics 365. For more details on Dynamics 365 restricted tables, see Restricted tables requiring Dynamics 365 licenses.

Note that if a licensed user receives data from an unlicensed user, the licensed user may manually enter this information into Dynamics 365. This scenario is not considered multiplexing because the manual action of moving and entering the data is performed by a licensed user.

For qualifying indirect transaction types, the Operations – Order Lines license may also be used for indirect access without a user or device license. Please see the Operations – Order Lines license section for details.

For additional information about multiplexing, see the Microsoft Multiplexing overview.

Dual use rights are one of the advantages of Dynamics 365. These rights allow you to deploy Dynamics applications either in Microsoft’s cloud or in a private on-premises or partner-hosted cloud. See Microsoft’s Outsourcing Management licensing guidance for more information. In some cases, you may want to deploy in multiple environments simultaneously. For instance, you might do this to help migrate a Dynamics 365 on premises deployment to Dynamics 365 while running private dev/test deployments in Microsoft Azure. Dual use rights mean that properly licensed users do not also need additional client access licenses (CALs) to access applications hosted in on-premises environments.

Users with Dynamics 365 licenses have use rights equivalent to a CAL for the purpose of accessing equivalent on-premises workloads. Device use rights are equivalent to the cloud device use rights. Any server licenses that would be otherwise required for an on-premises deployment are included with the Dynamics 365 licenses.

Access to the on-premises server software provided via dual use rights is reserved for users assigned a qualifying Dynamics 365 license and external users. Reference the applicable on-premises licensing guides for more details. For an online user/device license to on-premises user/device CALs mapping, see the Dynamics 365 Dual Use Rights section in the Product Terms.

You may use downgrade rights to deploy an earlier version of a server, but downgrade rights are limited to:

• Dynamics AX 2012 R3 for Dynamics 365 for Operations on-premises server (or later)

• Dynamics CRM 2016 for Dynamics 365 (On-Premises) Server (or later)

• Dynamics 365 Business Central, on-premises server (current released version with downgrade rights of minus 2 versions)

Note:

• Dual use rights included with Dynamics 365 licenses are non-perpetual and expire when the cloud subscription expires.

• Dynamics CALs have no reciprocal rights to access functionality provided exclusively to Dynamics 365 licenses. Nor do dual use rights imply equivalent capabilities between Dynamics CALs and Dynamics 365 licenses.

• Licenses for all supporting servers (such as Windows Server and any CALs) must be obtained separately.

• If you choose to deploy with dual use rights, Microsoft technical support will assist with resulting issues, but support is not included for the on-premises deployment.

• If you choose to deploy on-premises, you have the following technical support options:

  • Seek support from your partner.

  • Buy professional support incidents to get support directly from Microsoft.

  • Use support incidents from an existing Software Assurance (SA) contract. (if you have transitioned to From SA, those support incidents are no longer available for on-premises)

  • Buy Premier or Unified Support resources or use resources you’ve already paid for

• Reference product activation and key information for more information. Dynamics 365 on-premises licensing guides can be found here.

Registration may be required. For more information regarding on-premises licensing see the Microsoft Dynamics 365 Business Central, on-premises, Microsoft Dynamics 365 (On-Premises), and Microsoft Dynamics 365 for Operations on-premises licensing guides here.

Dual write enables customers to synchronize data from the AOS applications Commerce, Finance, Supply Chain Management, and Project Operations into Dataverse. The dual write capability is configured at the table level, enabling you to designate the specific tables to synchronize with Dataverse. See Dual-write home page - Finance & Operations for more details.

A specific license is not required to enable dual write, nor is additional licensing required if you want to configure dual write against unrestricted tables. When dual write is configured against a restricted table, however, users making updates in Dynamics 365 that result in updates to those restricted tables must be appropriately licensed. For example, if Finance users are leveraging dual write to integrate the Invoice Process (a Dataverse restricted table), these users need to be appropriately licensed.

For a list of restricted tables, see Restricted tables requiring Dynamics 365 licenses - Power Apps.

Power Platform: Dynamics 365 extensibility is provided through Power Platform. The Power Platform functionality available to Dynamics users is detailed in the Power Platform licensing guidance.

Power BI: Some Dynamics 365 applications may embed Power BI content within the user interfaces, such as the ability to view embedded tables and charts. This is simply a product feature, to the extent it is provided; a Power BI license is not required to access this content. Dynamics 365 users are not provided with any standalone or general-purpose Power BI license or use rights. A Power BI Pro or Power BI Premium per user license is required to customize the content. See Microsoft Power BI for more information.

Other extensibility: For applicable products, Dynamics 365 licenses also include the right to use custom tables, as described in Appendix D, and create custom security roles, as described in Appendix E.

This out-of-the-box integration enables Dynamics 365 Field Service licensed users to be assigned a security role within Dynamics 365 Finance and Dynamics 365 Supply Chain Management. When this integration is active, transactions performed by field service technicians (licensed with D365 Field Service) within the Field Service application will automatically sync data with Finance and Supply Chain Management. The following use cases are covered:

• Creating or updating work orders in Field Service will create and update projects and project journals in Finance and Supply Chain Management.

• Reading inventory levels in Field Service, which will be virtual tables exposing inventory from Finance and Supply Chain Management (the system of record for inventory).

Note: Integration is available for organizations licensed with D365 Field Service, D365 Finance, and D365 Supply Chain Management. Direct access to the D365 Finance or D365 Supply Chain Management application will require a license.

As part of Microsoft’s ongoing investment in generative AI, this guide highlights the availability of Dynamics 365 agents built with Copilot Studio and now offered in Paid Public Preview. Learn more about these capabilities. When these agents reach Generally Available (GA), they will be incorporated into the Dynamics 365 Agents section of this licensing guide.

These agents are designed to accelerate time to value and are configured to scale operational efficiency and elevate customer experiences across roles and functions. Collectively these agents learn to address emerging issues, uncover new knowledge, and automate manual processes to boost business efficiency and reduce costs.

These agents are also extensible. Organizations can enhance them with Copilot Studio capabilities such as agent flows, AI Builder tools, custom actions, REST APIs, computer use for GUI automation, tenant graph grounding, autonomous actions, and deep reasoning via generative orchestration. To use Microsoft-built agents in Dynamics 365, users must first be licensed for one of the following respective Dynamics 365 applications.

• Dynamics 365 Customer Service 

• Dynamics 365 Contact Center 

• Dynamics 365 Field Service  

• Dynamics 365 Sales 

• Dynamics 365 Business Central 

• Dynamics 365 Enterprise Resource Planning (ERP)

*Disclaimer: These previews are subject to the terms applicable to Previews as detailed in the relevant sections of the Microsoft Product Terms, the Supplemental Terms of Use for Microsoft Power Platform and Dynamics 365 Preview for Online Services, and the Microsoft Products and Services Data Protection Addendum. Microsoft reserves the right to change the pricing, business models, or services (including but not limited to branding, features, functionality, and availability) at any time in its discretion prior to GA without prior notice.

Scheduling Operations Agent - The Scheduling Operations Agent for Dynamics 365 Field Service equips dispatchers with an agent to optimize technician schedules as conditions change throughout the day. See Scheduling Operations Agent overview (preview) - Dynamics 365 Field Service to learn more.

Account Reconciliation Agent - With the Account Reconciliation Agent, users can deliver timely, compliant financial statements with fewer manual fixes. The agent accelerates the period-end close by matching ledger entries, flagging discrepancies, and recommending resolution steps. See Account Reconciliation Agent (production ready preview) - Finance | Dynamics 365 to learn more.

Sales Research Agent - The Sales Research Agent enables the use of natural language to start a dialog with data or pick from AI-suggested topics. This dialog helps facilitates a deeper understanding of sales performance across a team, territory, and product portfolio. See Transform decision-making with sales research agent to learn more.

Sales Close Agent – The Sales Research Agent focuses on the final stages of the sales cycle, negotiation and closing. It identifies high-value deals and ranks them for seller attention and flags potential blockers and suggests proactive actions. It autonomously closes deals, by completing low complexity transactions without manual intervention. See From systems of record to systems of action: Dynamics 365, agentic business applications for the frontier - Microsoft Dynamics 365 Blog to learn more.

Supplier Communications Agent - The Supplier Communications Agent takes charge of supplier interactions, acting instantly on supplier emails, chasing missing order confirmations and delayed shipments. By closing the loop on every critical supplier touchpoint, the agent slashes rush charges, prevents costly disruptions, and protects margins. See Supplier Communications Agent overview (production ready preview) - Supply Chain Management to learn more.

Expense Agent - This agent simplifies and automates the process of managing employee or worker expenses in an organization. It reduces manual effort by processing receipts, creating expense lines, and generating expense reports with minimal user intervention. See Expense Agent overview (preview) to learn more.

Time Entry Agent - This agent helps to ensure timely, accurate capture of project hours by prompting employees to log time with smart reminders and context. It enhances billing accuracy, payroll, and visibility into project performance. See A new era in business processes: AI agents for ERP - Microsoft Dynamics 365 Blog to learn more.

Approvals Agent - This agent uses the text of policy documents to determine how submitted time, expense, and material records should be classified. It streamlines the approval process for time, expense and material transactions. See Approvals Agent overview (preview) to learn more.

Attach license: A lower-cost license for a product, sometimes referred to as the subsequent qualifying application, for a user already licensed for another base product. For instance, a user licensed for Commerce might have an attach license for Customer Service Professional. Not every Dynamics 365 product qualifies for attach licensing.

Base product or base license: The first product licensed for a given user, such as Commerce. Sometimes referred to as the first license. Only user licenses qualify for base license treatment.

Device license: Device licensing, an alternative to user licensing, enables any number of users to access a product through a single licensed device, without the need for separate user licenses. Only the user or the device requires a license, not both. You may mix user and device licenses. Device licenses may be referenced in some documents or diagrams as device subscription license (SL) and indicated on diagrams.

Environment: An environment is a space to store, manage, and share your organization’s business data, apps, and flows. It also serves as a container to separate apps that may have different roles, security requirements, or target audiences. Power Apps automatically creates a single default environment for each tenant, which is shared by all users in that tenant.

Privileges: Specify the level of access that is required to perform a job, solve a problem or complete an assignment. Privileges are comprised of permissions and represent access to tasks, such as canceling payments and processing deposits. See Role-based security - Finance & Operations | Dynamics 365 | Microsoft Learn for more deails.

Securable Objects: Include items such as tables (entities), forms, fields, and reports. Access to these objects is managed by assigning security roles to users which define what actions (like create, read, update, delete) they can perform on specific securable objects. This ensures that users only have the permissions necessary to carry out their work. Se Role-based security - Finance & Operations | Dynamics 365 | Microsoft Learn for more details.

Tenant: A tenant contains uniquely identified domains, users, security groups, and licenses. Your organization may have multiple tenants (for example, for different geographical regions), and a single tenant can contain multiple Dynamics 365 (online) environments. For example, an organization may have a European tenant with environments for sales, operations, and service, plus a North American tenant with only a sales environment. Each environment is always associated with only one tenant.

In a multi-tenant scenario like the example, a licensed Dynamics 365 user associated with one tenant can only access environments mapped to the same tenant. To access another tenant, the user would need a separate license and a unique set of sign-in credentials. That means a sales manager with appropriate licenses as a user for the European tenant in the example could access both the sales and operations environments in Europe but would need separate licensing to access the North American environment.

Any combination of products may be deployed at the tenant level, except if you buy both Enterprise and Professional licenses for the same product (such as Customer Service), you must install them on separate environments. In addition, a user with a Professional license is entitled only to the functionality granted by that license and may not directly or indirectly access another environment with an Enterprise license for the same workload. Conversely, since an Enterprise license includes the Professional capabilities for the same workload, an Enterprise user may access the Professional license environment—but the features available to them will still be limited to the Professional features for that workload.

Find more information on the differences between tenants and instances.

Tenant license: Some Dynamics 365 products (such as Customer Insights) are available through a tenant license instead of a user or device license. Tenant licenses confer access to the default Dynamics 365 environment(s) included in the subscription account, and every additional Dynamics 365 environment (production or nonproduction) is associated with the same online services tenant. In theory, anyone in the organization may access the functionality of tenant licenses. In some cases, license administrators may need to assign a (no-cost) user license to those individuals who need access to products licensed at the tenant level. Find more information on how to assign the tenant license see the Dynamics 365 Licensing Brief.

User license: Access to Dynamics 365 products is primarily accomplished by licenses assigned to a named user for a specific product. Each user requires their own license, with a few exceptions (such as a device license, below). User licenses cannot be shared, but an individual with a user license may access the product through any number of devices.

Workload: A workload is a defined set of business functionality (such as Sales, Customer Service, Finance, or Business Central Essentials) applied to a specific application.

This table provides an overview of the use rights granted through a Dynamics 365 Team Members license (not applicable for Dynamics 365 Business Central Team Members) for Sales, Customer Service, and Field Service, as well as for Finance, Supply Chain Management, Commerce, Human Resources, and Project Operations.

[1] Dynamics 365 Project Operations Team Members app provides Dataverse capabilities only when Dynamics 365 Project Operations is installed in Dataverse.  
[2] When provisioning capacity-based websites using Dataverse capacity, Power Pages licensing use rights apply.  
[3] Custom security role required. 

Dynamics 365 licenses provide the right to use custom tables.

Custom table overview: A table defines information that you want to track in the form of records, which typically include properties such as company name, location, products, email, and phone.

Dynamics 365 products offer standard tables to cover typical scenarios. However, there may be times when you or your business partners need to create tables to store data that is specific to your organization - namely, custom tables. Note that adding a field to existing standard tables does not make it a custom table.

Custom tables may be created by you or a partner. They can either map to existing Dynamics 365 tables (that is, you can directly change Dynamics 365 tables), or they can be brand new tables.

You can add up to 15 tables (standard and/or custom) per Team Members application module. If you want to view (read only) more than 15 tables, you can do so by creating dashboards and sub-grids. See Dynamics 365 Team Members license overview and FAQ - Dynamics 365 for more information on Team Members license documentation.

Provide users with access to Dynamics 365 functionality by assigning each user one or more security roles. Commerce, Finance, Finance Premium, Human Resources, Project Operations, Supply Chain Management and Supply Chain Management Premium security roles combine meaningful packages of functionality and access rights required to perform actions relevant to each role.

Licensing requirements for these applications are determined by the role-based security assigned to each user. See Role-based security - Finance & Operations | Dynamics 365 for more details.

To make it easier to understand the licenses required, all applications have standard out of the box user security roles with the respective licenses defined in the use rights tables. By assigning security roles to users, you can determine the appropriate license(s) required for each use. Please refer to Stay compliant with user licensing requirements - Finance & Operations | Dynamics 365 for more information about how such customization can impact licensing requirements.

For example, in a manufacturing organization, the accountants and field service technicians require different use rights. By assigning those user groups to the appropriate security role, you can ensure they get the functionality they need and determine the user license type that is required.

Notes:  

• Please refer to Stay compliant with user licensing requirements - Finance & Operations | Dynamics 365 for more information about how such customization can impact licensing requirements. 

• Financial reporting functionality is included in select Dynamics 365 products. To get use rights for this functionality, financial report designers need a Finance user license, and financial report viewers need a Team Members license. 

• Operations – Activity and Team Members use rights are included in full user licenses, and those rights apply across products. For instance, a Finance user has use rights to Operations – Activity level access to Commerce and Supply Chain Management, as well as the use rights for Team Members level access to those workloads and to Customer Service, Field Service, Project Operations, and Sales. 

• Human Resources Self Service use rights are included in the Team Members and full user licenses. Those use rights apply across Commerce, Customer Service, Field Service, Finance, Finance Premium, Human Resources, Supply Chain Management, Supply Chain Management Premium, and Sales.  

Commerce, Finance, Finance Premium, Supply Chain Management, and Supply Chain Management Premium development requires a Visual Studio Professional license for standard development, customization, and extension activities. However, if you want to run performance and load tests, you will need Visual Studio Enterprise. Please note that Visual Studio licenses are not included as part of Commerce, Finance, Finance Premium, Human Resources, Supply Chain Management, or Supply Chain Management Premium licenses and must be acquired separately.

Lifecycle Services (LCS) provides a cloud-based collaborative workspace shared between Microsoft customers and partners that helps you improve the predictability and quality of your Commerce, Finance, Finance Premium, Human Resources, Project Operations, Supply Chain Management, and Supply Chain Management Premium implementations by simplifying and standardizing the implementation process to realize business value faster. Once you sign up for one or more of these products, you are provided with a project workspace that includes methodologies and services to help you manage the service lifecycle. LCS provides a variety of services to help you navigate the various phases of the project including:

• Defining your business processes and any customization needed. 

• Developing additional functionality using best practices. 

• Operating your environment to reduce the time it takes to resolve issues and realize greater return on investment while reducing the total cost of ownership. 

This section applies only to Commerce, Finance, Finance Premium, Human Resources, Project Operations, Supply Chain Management, and Supply Chain Management Premium. These applications are fully customizable to provide you with the right experience for every user. The products have over 10,000 securable objects, which are mapped to full user, Operations – Activity or Team Members license users, or Human Resources Self Service users.

To make it faster and easier to deploy and determine licensing requirements, these securable objects are associated with certain security roles. Note that roles are different from job titles.

Each securable object is classified as one of the user license types (from full user access to Human Resources Self Service). Users with a given license have access to each securable object classified at, or below, that license type. That means that the required license for a given user is determined by the highest classification of the securable object the user will need access to.

For example, if you assign an accountant to a role that includes access to a securable object classified as “Finance, SCM or Commerce App,” then that person needs a full user license. Full user licensing includes Team Members access. That means securable objects classified at the Team Members level are available to all users who have a Team Members license or any higher license.

For an even better fit, you can change which actions may be performed by specific individuals or roles. When customizing, it is important to remember that the license required is determined by the highest-level securable object that individual has access to.

The straightforward way to customize which actions a specific user may perform is by assigning multiple roles to that employee. For example, an employee could be assigned both the Buying agent and the Accounts payable roles. That user can then perform actions associated with both roles and still only need a single user license. Since the Accounts payable role is classified at a higher user type (Finance) than the Buying agent (which has an Activity classification), the employee would only need a full user license for Finance to perform actions associated with both roles.

Another way to customize which actions users may perform is by changing which securable objects are associated with a role. For example, if you want everyone who is assigned a customized Buying agent role to be able to also Approve vendor disbursement journal (which is classified as a Commerce, Finance, Human Resources, or Supply Chain Management user license level securable object), you can customize the role to include the “Approve vendor disbursement journal” securable object. Because the required license is determined by the highest-level action the user may perform, all users assigned to the customized Buying agent role would then require a full user license.

Further, you may assign specific actions to specific users. Following the example above, if you have 20 employees assigned to the field technician role and you want to allow only five of them to approve posting of service orders, you can assign the “posting of service order” securable objects to those five individuals. Those five individuals would then need a full user license, while the remaining 15 employees assigned to the field technician role would only need the Team Members user license.

You and your business partners may also create securable objects to fit specific business scenarios. Any new securable objects must be mapped to the user license type that best matches the type of use, based on the user license definitions in this guide.

Enterprise product licenses include Operations – Activity use rights, and those rights cross applications. The license required for specific actions—whether an enterprise or Operations – Activity license—is indicated in the table below.

For instance, if a user needs to approve budget account entry through workflow (line 5 in the table), this user must have an Operations – Activity license. If the same user needs to approve fixed assets journal (line 14), this user will need an enterprise license, which will provide use rights for both tasks.

[1] When configuration key is on.

Select Dynamics 365 applications include limited Power Apps, Power Automate, Power Pages, and Microsoft Copilot Studio use rights. See the Power Platform licensing guide and the Microsoft Copilot Studio licensing guidance for full details.

Try a range of intelligent CRM and ERP business applications free for 30 days. Visit Start a Free Trial | Microsoft Dynamics 365 to access trials.

Visit Support | Dynamics 365 to learn more about support options, which include: 

• Standard Support (included with any Dynamics 365 purchase) - Best for businesses operating a simple environment or using a full-service partner. 

• Professional Direct Support[1] - Best for businesses with a continuously operating production environment requiring faster response times and access to experts for advisory and escalation services. 

• Unified Support (custom) - Best for businesses that need comprehensive end-to-end support for the entire organization, covering all Microsoft technologies. 

[1] Professional Direct does not cover Business Central. Business Central customers should contact their reselling partner to get help with technical problems. Learn more at Help and Support.