Microsoft Dynamics 365 Services

Product Conditions:

Provides additional information related to acquiring the Product, such as prerequisites for purchase, prior versions, and the applicable Product Pool.

Unified Service Desk (USD)

Customers with active Dynamics 365 Customer Service Enterprise subscriptions may install and use USD software for each user. Servers used for this purpose, that are under the management or control of an entity other than Customer or one of its Affiliates, are subject to the Outsourcing Software Management clause.

Dynamics CustomerSource

Customers with active Dynamics 365 subscriptions may access and use CustomerSource.

Dynamics 365 Plan for Government

Dynamics 365 Supply Chain Management, Finance, Commerce, and Human Resources are not available in Dynamics 365 Plan for Government.

Embedded editions of Dynamics 365 Services

Embedded editions of certain Dynamics 365 Services are available through the Microsoft Cloud Agreement and Microsoft Customer Agreement.  If Customers acquire and use Embedded editions as part of an Embedded Unified Solution, they may not separate the Embedded SL Product from the Embedded Unified Solution or use it with other applications.

Prerequisites for Base and Attach user subscription licenses

When purchasing multiple core Business Applications, the first or Base license must be the highest priced license for the user. Every full user must have a Base license. Dynamics 365 attach user SLs may only be assigned to users with qualifying application licenses.

Professional Direct Support 

Customer must acquire enough Professional Direct Support licenses to cover each Dynamics 365 and Power Platform license on its agreement, up to a maximum of 250 licenses.

Dynamics 365 Remote Assist and Dynamics 365 Guides

External Users may access and use the above software on devices licensed with a Dynamics 365 Remote Assist Device SL or Dynamics 365 Guides Device SL.

Dual Use Rights

Certain Dynamics 365 SLs may allow access to the on-premises equivalent. This is mapped in the table below:

*On-premises dual use rights only apply for the specific Dynamics 365 for Operations applications for which the user has a cloud SL. For example, a user licensed for Finance may only use the Dynamics 365 on-premises security roles associated with the Finance USL.

**Only available for Microsoft Cloud Agreement (MCA)

License Prerequisites

Purchases of the following Licenses also require the purchase of a Prerequisite License listed in the table below:

Purchasing Minimums - Academic

Purchases in the Academic segment require a minimum purchase of the Licenses listed in the table below:

Purchasing Minimums – All Programs 

Purchases of the following products require a minimum purchase of the Licenses listed in the table below. These minimums must be maintained through the term of the customers Agreement or Enrollment:

Notices

The Communication Services Notices apply. In addition, Azure Media Services H.265/HEVC Encoding, H.264/AVC Visual Standard, and VC-1 Video Standard apply only to Dynamics 365 Commerce. (refer to Notices)

External Users

External Users of Dynamics 365 Services do not need a SL to access the Online Service. This exemption does not apply to (1) contractors or agents of Customer or its Affiliates, or (2) External Users using Dynamics 365 client software with Dynamics 365 Services other than services or components included in Dynamics 365 Supply Chain Management/Supply Chain Management Premium, Dynamics 365 Finance/Finance Premium, Dynamics 365 Commerce, Dynamics 365 Human Resources, or Dynamics 365 Project Operations.

Administration Portal

Customers with Dynamics 365 Supply Chain Management/Supply Chain Management Premium, Dynamics 365 Finance/Finance Premium, Dynamics 365 Commerce, Dynamics 365 Human Resources, or Dynamics 365 Project Operations SLs may deploy and manage the Online Service through Microsoft Dynamics Lifecycle Services (or its successor), which is subject to separate terms.

Mixed deployments of Dynamics 365 services

Customers may mix (i) Dynamics 365 Sales Professional and Enterprise licenses, (ii) Dynamics 365 Customer Service Professional and Enterprise licenses, or (iii) Dynamics 365 Business Central and any of the following: Dynamics 365 Finance/Finance Premium, Dynamics 365 Supply Chain Management/Supply Chain Management Premium, or Dynamics 365 Project Operations licenses if,

• Each Online Service is deployed under a separate instance, and
• Licensed users only access instances for which they are entitled.

Third-Party Funds Transfers

Certain Dynamics 365 services may make third-party services available that allow Customer to transfer funds to Customer’s end users or other recipient using that third-party service. Customer’s use of any third-party service to transfer funds is governed by the terms and conditions of that third-party service. The third-party service provider is solely responsible for the receipt and transmission of funds. Microsoft is not responsible for any aspect of the third-party service and does not at any point hold, own or control funds, actually or constructively receive, take possession of or hold any money or monetary value for transmission, or advertise, solicit or hold itself out as receiving money for transmission.

Dynamics 365 Business Central and Dynamics 365 Finance in Denmark

Bookkeeping Laws and Regulations

These terms apply only to Customers with an enterprise in Denmark as required under the Bookkeeping Act. The DPA governs how Microsoft handles Customer Data in Dynamics 365 Business Central and Dynamics 365 Finance, except for the retention, deletion, and disclosure of Accounting Materials. In the event of any conflict or inconsistency between the DPA and any other terms in Customer’s licensing agreement, these terms shall prevail.

Definitions

“Accounting Materials” means all documents that comprise bookkeeping, including any recorded transactions and receipts and other data (including Personal Data) for an enterprise that Customer provides or is provided on behalf of Customer in a Digital Standard Bookkeeping System, as required by the Bookkeeping Act.

“Bookkeeping Act” means the Danish Bookkeeping Act of 24 May 2022 and any issued executive orders that regulate the bookkeeping and accounting obligations of enterprises, as well as providers of Digital Standard Bookkeeping Systems, in Denmark.

"Danish Authority” means any (i) Danish public authority that has the necessary legal right to inspect an enterprise and request its Accounting Materials under the Bookkeeping Act or other relevant laws; or (ii) liquidator, bankruptcy trustee, or reorganizer that has taken over management of the enterprise.

“Digital Standard Bookkeeping System” means a digital service or software containing functions that enables enterprises to record and store Accounting Materials, or at least a complete backup copy of the same on a server hosted by the provider or another third-party according to the Bookkeeping Act’s regulations and standards.

Registration Number

Dynamics 365 Business Central and Dynamics 365 Finance are Digital Standard Bookkeeping Systems registered with the Danish Business Authority.  The registration numbers are:

Data Retention and Deletion of Accounting Materials

By using Dynamics 365 Business Central or Dynamics 365 Finance, Customer agrees that Microsoft or its affiliates, in accordance with their legal obligation, can copy, store, and retain Customer’s Accounting Materials for 5 years from the end of the financial year of the related recorded transactions and receipts (“Retention Period”), even if Customer changes its bookkeeping system, goes bankrupt, or is liquidated, as required by the Bookkeeping Act. Microsoft will store Customer’s Accounting Materials at rest in a Microsoft-managed storage in the same location as the primary computer equipment processing the Customer Data for these services or the European Union. During the Retention Period, Customer cannot access, extract, correct, or delete any of its Accounting Materials from this storage. Microsoft will use the same security measures to protect Customer’s Accounting Materials as it uses to protect other Customer Data. After the Retention Period ends, Microsoft will delete Customer’s Accounting Materials. Microsoft has no liability for the deletion of Customer’s Accounting Materials.

Disclosure of Accounting Materials

Microsoft will disclose or provide access to Customer’s Accounting Materials to Danish Authorities as necessary to satisfy a request compelling such disclosure as required by the Bookkeeping Act. Other data a Customer stores in these Digital Standard Bookkeeping Systems is not subject to disclosure. The Danish Authorities are only authorized to request Accounting Materials from providers of Digital Standard Bookkeeping Systems if obtaining the information directly from the enterprise is not possible. Microsoft has no liability for the disclosure of Customer’s Accounting Materials to any Danish Authority.

Dynamics 365 Customer Insights

Promotional Laws, Regulations, and Industry Standards

Microsoft bears no responsibility for Customer’s compliance with any applicable law, regulation, or industry standard governing the Customer’s transmittal of promotional communications.

Dynamics 365 Supply Chain Management, Finance, Commerce, and Project Operations Source Code

Customer may modify for its internal use the X++ application layer source code for Dynamics 365 Supply Chain Management/Supply Chain Management Premium, Dynamics 365 Finance/Finance Premium, Dynamics 365 for Commerce, or Dynamics 365 Project Operations.

Server Use Rights for Dynamics 365 User SLs, From SA User SLs and Add-on User SLs

The server use rights provisions below do not apply to Customers licensed for Dynamics 365 for Sales Professional, Dynamics 365 Customer Service Professional, Dynamics 365 Customer Insights, Dynamics 365 for Human Resources, or Customers licensed for Dynamics 365 online services through Open License, Open Value and Open Value Subscription.

Dynamics 365 for Operations on-premises Server

Customer’s with active subscriptions for (1) Dynamics 365 Plan or (2) Dynamics 365 Unified Operations Plan (or any separately licensed component of the Plan) may,

• install any number of copies of the Dynamics 365 for Operations Server software on a network server or shared servers;
• install and use Dynamics AX 2012 R3 Server software in lieu of Dynamics 365 for Operations Server;
• allow access to the server software only to users and devices assigned a qualifying SL;
• receive and use updates related to government tax and regulatory requirements on the server software; and
• modify or create derivative works of plug-ins, runtime, and other components identified in printed or online documentation and use those derivative works, but only with the server software and only for Customer’s internal purposes.

Dynamics 365 on-premises Server

Customers with active subscriptions for (1) Dynamics 365 Plan or (2) Dynamics 365 Customer Engagement Plan (or any separately licensed component of the Plan) may,

• install any number of copies of Dynamics 365 server (on-premises) software on a network server or shared servers;
• install Dynamics CRM 2016 Server software in lieu of Dynamics 365 On-Premise Server; 
• allow access to the server software only to users and devices assigned a qualifying SL; and
• allow users and devices assigned one of the following CALs to access the version of the server software that is current as of the subscription start date: Dynamics 365 On-premises for Sales, Customer Service or Team Members CALs; or Dynamics CRM CAL. Users and devices assigned CALs with active Software Assurance may access new versions of the server software.

Dynamics 365 Business Central on-premises

Customers with active subscriptions for Dynamics 365 Business Central may,

• install any number of copies of Dynamics 365 Business Central on-premises software on a network server or shared servers;
• allow access to the server software only to users and devices assigned a qualifying SL; and
• allow users and devices assigned one of the following CALs to access the version of the server software that is current as of the subscription start date: Dynamics 365 Business Central Premium, Essentials, or Team Member CALs. Users and devices assigned CALs with an active maintenance plan may access new versions of the server software.
   

Microsoft Relationship Sales

All components, software and entitlements of Microsoft Relationship Sales are limited for use with Dynamics 365 Sales environments only.

Microsoft Relationship Sales includes Dynamics 365 for Sales Enterprise and LinkedIn Sales Navigator Advanced Plus Edition. LinkedIn Sales Navigator Advanced Plus Edition is for the sole use of the Microsoft Relationship Sales Licensed User for the duration of the subscription.

LinkedIn Sales Navigator

LinkedIn Sales Navigator is provided by LinkedIn Corporation. Customer may use the LinkedIn Sales Navigator Service only to generate sales leads. Each user of LinkedIn Sales Navigator must be a member of LinkedIn and agree to be bound by the LinkedIn User Agreement available at https://www.linkedin.com/legal/preview/user-agreement. Despite anything to the contrary in Customer’s volume licensing agreement (including these Product Terms), the LinkedIn Privacy Policy available at https://www.linkedin.com/legal/privacy-policy will apply to Customer’s use of the LinkedIn Sales Navigator service. LinkedIn Corporation (as data processor) and Customer (as data controller) will comply with the terms of the LinkedIn Data Processing Agreement located at https://legal.linkedin.com/dpa.   

Dynamics 365 for Operations Order Lines
 

Users or devices do not require an SL to indirectly (not through a client UI) execute the transaction types designated in the Dynamics 365 Licensing Guide (https://go.microsoft.com/fwlink/?LinkId=866544&clcid=0x409). The number of allowed transactions is limited to the number of order lines licensed. 
 

Dynamics 365 Customer Insights

Microsoft Provided Data and Insights

Dynamics 365 Customer Insights may include Microsoft provided data and insights (including, but not limited to, market segment and brand affinity data and insights), which Customer may use for internal business purposes only.

Dynamics 365 Fraud Protection

Dynamics 365 Fraud Protection (DFP) processes Customer Data of DFP Customers as described in the Microsoft Dynamics 365 Trust Center to provide the service, which includes providing insights to Customer about the likelihood of fraud for the Customer’s payment transactions and other fraud-related events (“Fraud Insights”). Customer acknowledges and agrees that  (i) the Customer Data provided to the Online Service will be deidentified and combined with deidentified Customer Data of other D365 Fraud Protection Customers; (ii) Customer will be unable to access, extract, or delete the deidentified Customer Data that is used to generate Fraud Insights; and (iii) when Customer’s subscription to Dynamics 365 Fraud Protection ends, Microsoft will continue to process the deidentified Customer Data for the sole purpose of providing Fraud Insights to other Dynamics 365 Fraud Protection Customers. Fraud Insights generated by Microsoft do not reveal Customer Data or other identifiable information of any Customer using Dynamics 365 Fraud Protection.

Restrictions on Use

Customer may only use the Fraud Insights to prevent fraud and help identify legitimate transactions. Customer agrees it will not use Fraud Insights (i) as the sole factor in determining whether to proceed with a payment transaction; (ii) as a factor in determining any person’s financial status, financial history, creditworthiness, or eligibility for insurance, housing, or employment; or (iii) to make decisions that produce legal effects or significantly affect a person.  Microsoft, in providing Dynamics 365 Fraud Protection, is not a “credit reporting agency” and does not provide “consumer reports” or “credit referencing” (as those practices are defined in the United States’ Fair Credit Reporting Act, the United Kingdom’s Financial Services and Markets Act, or similar laws).

Customer agrees to comply with any additional restrictions on the use of the Fraud Insights, as Microsoft may deem necessary. Customer shall confirm its compliance with the restriction on use of the Fraud Insights to Microsoft in writing within ten (10) days of receiving a request to do so by Microsoft. If Microsoft needs additional information to assure compliance with these restrictions, Customer will cooperate with Microsoft to provide such information, including documentation, within 30 business days of request.

Communication Services

Certain Dynamics 365 services have voice and text services provided by Azure Communication Services. For these services, the Azure Communication Services terms below apply.

Customer Responsibility

Azure Communication Services ("ACS") is a developer product and an input to customers' applications. Customers are solely liable for their applications or offerings that incorporate Azure Communication Services capabilities and services.

Notices

The H.264/AVC Visual Standard notice in Notices section applies.

Recording and Transcription

It is your responsibility to ensure that the users of your application are notified when recording or transcription are enabled in a call or meeting. Microsoft will indicate to you via the Azure Communication Services API that recording or transcription has commenced and you must communicate this fact, in real time, to your users within your application's user interface.

Microsoft Teams Interoperability

Interoperability between Azure Communication Services and Microsoft Teams enables your applications and users to participate in Teams calls, meetings, and chat. In addition to existing charges in Teams for PSTN connectivity, you will be charged consumption fees in Azure Communication Services.

When Teams users join Teams meetings on the Teams clients then the call is covered by your Teams licenses. When a user makes a call using Azure Communication Services or when a Teams user makes a call with ACS calling SDK it will be charged based on Azure Communication Services fees.

License Terms Precedence

Some Azure Communication Services, including private previews and Previews, may be provided under a separate license, such as an open-source license. In the event of a conflict between these terms and any separate license, the separate license will prevail with respect to the Azure Communication Service that is the subject of such separate license. Each party reserves all rights (and no one receives any rights) not expressly granted by the foregoing licenses.

End User Information

Except in instances required by law or regulation, Microsoft does not retain information that identifies individual end users. Customer acknowledges that, should it delete or de-link end user identifying information in its possession, Microsoft shall have no responsibility to reconstitute the information.

Defense of Claims

You agree to defend, hold harmless, and indemnify Microsoft and its directors, officers, employees, affiliates, and agents from and against any and all demands, assertions, and legal proceedings brought by any third party (and all resulting judgments, settlements and expenses (including reasonable attorneys' fees and costs)) arising from a material breach of these terms by you or your subcontractors, agents, employees, or customers. This includes, without limitation, breach of the obligation to comply with applicable telemarketing laws and the U.S. Telephone Consumer Protection Act of 1991.

Messaging Application

ACS SMS and MMS services involve an integration between Microsoft and the underlying carrier, aggregator, or operator ("Operator").  Microsoft must share application details and/or campaign information with the Operator to ensure that the program meets regulatory guidelines and standards set by operators.  The Operator is the final reviewer and approver of your service application.  If the details you provide on your application change, it is your responsibility to resubmit your application with up-to-date information.  By submitting an application, you agree that Microsoft may share the application details as necessary for provisioning the ACS messaging service.

Messaging Policy  

Customer and its end users shall comply with the Azure Communication Services Messaging Policy. The Messaging Policy applies to SMS, MMS, and email communications. Microsoft reserves the right to suspend or remove access to Azure Communication Services for Customer or its end users that do not comply with the Messaging Policy. The Messaging Policy is available at https://docs.microsoft.com/azure/communication-services/concepts/telephony-sms/messaging-policy.

Field Service Contractor 

Dynamics 365 Field Service Contractor User SLs may be used only by vendors or contractors engaged by Customer and/or Customer’s authorized Affiliate and to which Customer and/or such authorized Affiliate has assigned a Microsoft Entra ID guest account and may not be used by employees of Customer and/or such authorized Affiliate. 

Privacy & Security Terms

The Privacy & Security terms apply to any Copilot features powered by Azure OpenAI service that are included within Microsoft Dynamics 365 Core Services or Dynamics 365 EU Data Boundary Services, except that any component powered by Bing remains subject to Bing terms.

Customer may acquire Add-ons subject to the following conditions:

1. Customer must have active SA or an active User SL for the corresponding Qualifying Licenses
2. Customer may acquire one Add-on SL for each Qualifying License(s), unless provided otherwise in these terms
3. Customer may acquire add-on SLs between true-up dates in advance of the acquisition of the Qualifying Licenses

Add-ons expire upon the earlier of the expiration of the SA coverage for the Qualifying License or the Add-on SL term, unless provided otherwise in these terms. Add-ons may only be reassigned to users or devices with Qualifying Licenses.

Microsoft Dynamics 365 Services

Customer may not acquire new or additional From SA SLs. Customer may renew existing From SA SLs.

Please note these resources are provided for reference purposes only and are not considered to be part of the Product Terms. To see more versions and languages click here.