Customer Engagement & Dynamics CRM Forum

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Customer Engagement Portal Licensing Requirement

  • 1.  Customer Engagement Portal Licensing Requirement

    SILVER CONTRIBUTOR
    Posted Jun 17, 2019 09:17 AM
    In the convoluted world of Microsoft licensing, I feel like I have a good understanding of what's required for portal licensing in terms of individual users. I have heard from vendors and other organizations that say internal users/staff accessing Dynamics via a portal all require their own license.

    Even on page 8 of the Dynamics 365 Licensing Guide it seems to clearly state the same. "Internal users and devices accessing Dynamics 365 data indirectly through a portal or via an API to a separate service such Microsoft Outlook must also be properly licensed, regardless of if they are set up as a Dynamics 365 user in the service...".

    However, recently a vendor was very adamant that even in a scenario of internal users/staff viewing and inputting data into Dynamics through a Customer Engagement portal and needing to login that they didn't require a license.

    Just curious what anyone else using a portal, or evaluating using one, has encountered in terms of licensing. Any insight is appreciated!

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    Marcus Cadena
    Crow Wing County
    Brainerd, Minnesota
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  • 2.  RE: Customer Engagement Portal Licensing Requirement

    SILVER CONTRIBUTOR
    Posted Jun 18, 2019 08:30 AM
    Hi Marcus,

    There isn't much with regards to licensing that I am 100% sure on, but this is one of those things: internal staff/users definitely require a Dynamics license if they are using a Portal.

    The only special rule when it comes to Portal is that internal staff can get away with a Team Member license if they are using the Employee Self-Service Portal.  Since that Portal allows for the creation of a Case, typically that would require the full app license, but you'll see on page 35 and page 37 of the licensing guide you've linked to that you can just license them with Team Member.

    Hope that helps.

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    Nicholas Hayduk
    Engineered Code Consulting Inc.
    Regina SK
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  • 3.  RE: Customer Engagement Portal Licensing Requirement

    MICROSOFT MVP
    Posted Jun 18, 2019 01:11 PM
    I concur with Nicholas. For many years the licensing guides have clearly stated that employees must be licensed regardless of the method of access.

    In this case, the LIcensing Guide is very clear and I would go with that.

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    Feridun Kadir
    Principal Consultant, MVP
    Expert CRM Services Ltd
    Stansted
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  • 4.  RE: Customer Engagement Portal Licensing Requirement

    SILVER CONTRIBUTOR
    Posted Jun 19, 2019 06:56 AM
    Thank you @Nicholas Hayduk and @Feridun Kadir for your input. Confirms what I thought was pretty straightforward.​

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    Marcus Cadena
    Crow Wing County
    Brainerd, Minnesota
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