- December 2, 2015
- Posted by: Raz Dynamics
- Category: Microsoft Dynamics CRM
Before implementing Dynamics CRM Online or On Premise it is important to understand the difference in licencing options, and can play a crucial role for your organisations crm strategy and user adoption. Licensing also can have an impact on the way CRM is developed and incorporated into your organisation so you can improve return on investment by only paying for the features used by your staff.
Professional User License:
Professional is designed for users that take full advantage of the CRM Online features and automation including sales force automation, marketing and customer care. Typically, these users will create, share and/or assign records. They are the kind users that would need to access the full 360-degree views of their organization’s data. Most power users, managers and system administrations would fit into “Professional” group.
Basic User License:
Basic is designed for users or teams that have assigned records such as accounts, contacts, leads, cases or activities. Typically, these users focused on core, assigned activities supporting sales, service and marketing. These are users who need to create, update, edit or manage their own accounts, contacts, leads or cases. They may need access custom applications that use CRM data or require reporting or query capabilities. Customer service representatives, business analysts, sales, service staff and clerical staff with assigned accounts or tasks would fit into the “Basic” group.
Essential User License:
Essential is designed for users that need to use custom-developed or partner-provided applications that access CRM data. These users have access to CRM data, but do not use the CRM application directly as part of their duties. Employees that review, update, change or create records through self-service, or a web based application would fit into the “Essential” user group.
User Licence Comparison Table
The following table lists the use rights corresponding to the Client Access Licenses (CALs) that are available in
Dynamics CRM 2015 and User Subscription Licenses (USLs) available in Dynamics CRM Online.
Use Right Professional Basic Essential
| User Privilege | Professional | Basic | Essential |
| View Announcements | Full Access | Full Access | With Restrictions |
| Manage saved views | Full Access | Full Access | With Restrictions |
| Use relationships between records | Full Access | Limited | Custom Entities Only |
| Create personal views | Full Access | Full Access | Custom Entities Only |
| Advanced Find search | Full Access | Full Access | Custom Entities Only |
| Search | Full Access | Full Access | Custom Entities Only |
| Use a queue item | Full Access | Limited | Custom Entities Only |
| Export data to Microsoft Excel | Full Access | Full Access | Custom Entities Only |
| Perform Mail Merge | Full Access | Full Access | Custom Entities Only |
| Start dialog | Full Access | Limited | Custom Entities Only |
| Run as an On-demand process | Full Access | Limited | Custom Entities Only |
| Run an automated workflow | Full Access | Limited | Custom Entities Only |
| Read articles | Full Access | Full Access | Custom Entities Only |
| Notes | Full Access | Full Access | With Restrictions |
| Activity management | Full Access | Full Access | With Restrictions |
| Yammer collaboration** | Full Access | Full Access | With Restrictions |
| Post activity feeds | Full Access | Full Access | With Restrictions |
| Follow activity feeds | Full Access | Full Access | With Restrictions |
| Shared calendar | Full Access | Full Access | With Restrictions |
| Write custom entity records | Full Access | Full Access | Custom Entities Only |
| Read custom application data | Full Access | Full Access | Custom Entities Only |
| Microsoft Dynamics CRM Mobile Express | Full Access | Full Access | Custom Entities Only |
| Microsoft Dynamics CRM for iPad & Windows 8 | Full Access | Full Access | Custom Entities Only |
| Microsoft Dynamics CRM for Outlook | Full Access | Full Access | |
| Microsoft Dynamics CRM Web application | Full Access | Full Access | |
| Manage user reports, user charts, and user dashboards | Full Access | Full Access | |
| Run reports | Full Access | Full Access | |
| Create, update, and customize Reports | Full Access | Full Access | |
| Create and update announcements | Full Access | Full Access | |
| Read Dynamics CRM application data | Full Access | Full Access | |
| User dashboards | Full Access | Full Access | |
| User charts | Full Access | Full Access | |
| User Interface Integration for Microsoft Dynamics CRM | Full Access | Full Access | |
| Convert an activity to a case | Full Access | Full Access | |
| Case management | Full Access | Full Access | |
| SLAs | Full Access | Full Access | |
| Add or remove a customer relationship for a contact | Full Access | Full Access | |
| Associate an opportunity with a contact | Full Access | Full Access | |
| Qualify and convert a lead to a contact | Full Access | Full Access | |
| Contacts | Full Access | Full Access | |
| Lead scoring, routing, assignment | Full Access | Full Access | |
| Lead capture | Full Access | Full Access | |
| Add or remove a customer relationship for an account | Full Access | Full Access | |
| Associate an opportunity with an account | Full Access | Full Access | |
| Qualify and covert a lead to an account | Full Access | Full Access | |
| Accounts | Full Access | Full Access | |
| Import data in bulk | Full Access | ||
| Configure auditing | Full Access | ||
| Configure duplicate-detection rules | Full Access | ||
| Define relationships between entities | Full Access | ||
| Define and configure queues | Full Access | ||
| Define and configure dialogs | Full Access | ||
| Define and configure workflows | Full Access | ||
| System reports, system charts, and system dashboards | Full Access | ||
| Customize forms and views | Full Access | ||
| Create Microsoft Dynamics CRM forms, entities, and fields | Full Access | ||
| Administer CRM | Full Access | ||
| Article templates | Full Access | ||
| Create and publish articles | Full Access | ||
| Goal management | Full Access | ||
| Contract templates | Full Access | ||
| Contract management | Full Access | ||
| Territory management | Full Access | ||
| Sales literature | Full Access | ||
| Quote management | Full Access | ||
| Configure SLA policies | Full Access | ||
| Contracts | Full Access | ||
| Entitlements | Full Access | ||
| Price lists | Full Access | ||
| Product tracking | Full Access | ||
| Order management | Full Access | ||
| Invoice management | Full Access | ||
| Competitor tracking | Full Access | ||
| Qualify and convert a lead to an opportunity | Full Access | ||
| Convert an activity to an opportunity | Full Access | ||
| Opportunity tracking | Full Access | ||
| Marketing lists | Full Access | ||
| Quick campaigns | Full Access | ||
| Marketing campaigns | Full Access | ||
| Facility/Equipment management | Full Access | ||
| Define and configure business units | Full Access | ||
| Define and configure teams | Full Access | ||
| Define and configure services, resources, and work hours | Full Access |
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