On November 1, 2016, Microsoft Dynamics 365 launched new Enterprise Plans. As a part of these, Dynamics has bundled in multiple Microsoft services, including Microsoft Project Online.
Project Online will be included in Dynamics 365 plans in the following ways:
- Enterprise Plans 1 & 2 include Project Online Premium
- Team Member Enterprise Edition includes Project Online Essentials
- Standalone Project Service Automation plan includes Project Online Premium
The following table provides a high-level summary of the use rights associated with each of the five User Services Licensing levels:
|
Team Members |
Sales |
Customer Service |
Field Service |
Project Service Automation |
Plan 1 |
All Dynamics 365 Enterprise edition Data |
○ |
○ |
○ |
○ |
○ |
○ |
Dynamics 36S for Operations functionality: Record Time & Expense; create requisitions; manage budgets; approval Of Operations time, expense & invoices; edit respond to inquiries for quality control, service orders |
● |
● |
● |
● |
● |
● |
Accounts and Contacts, Activities & Notes |
● |
● |
● |
● |
● |
● |
Knowledge Management, Interactive Service Hub |
● |
● |
● |
● |
● |
● |
Record Time & Expense, Manage personal information. Apply for projects |
● |
● |
● |
● |
● |
● |
Custom entities |
●1 |
●1 |
●1 |
●1 |
●1 |
●1 |
Dual Use Rights equivalent Dynamics 365 CAL (if exists) |
● |
● |
● |
● |
● |
● |
Run workflows & On-demand processes |
●2 |
●2 |
●2 |
●2 |
●2 |
● |
Microsoft Project Online Essentials.
|
● |
● |
● |
● |
● |
● |
Portal Only: Self-ServeCase Submission & Chat initiation as supportee (not agent) |
●3 |
●3 |
●3 |
●3 |
●3 |
●3 |
Portal Only, Non-EmployeeOnly: Update Work Orders, Create & Update Opportunities |
●3 |
●3 |
●3 |
●3 |
●3 |
●3 |
User reports, dashboards, and charts |
● |
● |
● |
● |
● |
● |
Configure System reports. System Charts, System Dashboards |
X |
○ |
○ |
○ |
○ |
● |
Leads, Opportunities, goals, contracts, quotes, orders, invoices, competitors |
○ |
● |
○ |
○ |
○ |
● |
Sales Campaigns. quick campaigns, marketing lists. prices lists, product lists |
○ |
● |
○ |
○ |
○ |
● |
Unified Service Desk |
○ |
● |
● |
○ |
○ |
● |
Full Case Management, Services, resources, work hours, facility, equipment, articles |
○ |
○ |
● |
○ |
○ |
● |
Work Orders, & Dispatch with Schedule Board, Service Agreements. Fields Service,
|
○ |
○ |
○ |
● |
○ |
● |
Projects, Project Expenses & Estimates, Resource Availability View & ScheduIe Management,
|
○ |
○ |
○ |
○ |
● |
● |
PowerApps |
○4 |
○4 |
○4 |
○4 |
○4 |
● |
Microsoft Social Engagement, Voice of Customer, Mobile Offline, Gamification Player & Admin |
X |
● |
● |
● |
● |
● |
Create workflows, bulk data import and customizations across entities included in Application |
X |
○ |
○ |
○ |
○ |
○ |
● |
Full Access Rights |
○ |
READ only/Limited acces rights |
X |
No access rights |
- Custom entities (either based on entities included in CRM or created by a customer or partner) may require a higher CAL or USL, depending on the required access. Customizations can only be performed against entities included in the use rights.
- Creating, updating and deleting via workflows can only be performed against entities included in the use rights (i.e. update an opportunity requires Sales or Plan 1.
- No Access to Dynamics 365 User Interface. Case Management and Chat can only be submitted on users’ own behalf, as a supportee, not on behalf of a customer or other individual.
- Creation of PowerApps can only leverage data included within the individual application.
Dynamics 365 Pricing
https://www.microsoft.com/en-us/dynamics365/pricing
Dynamics 365 Licensing Guide