Dynamics 365 contains both AX and CRM
Dynamics 365 for Finance and Operations is the seventh generation of what was previously known as Dynamics AX. The product is therefore often called AX7. So it is easy to get confused.
For the sake of simplicity, we use the name ‘Dynamics 365’.
The total package is made up of apps
Dynamics 365 actually merges what was previously known as Dynamics CRM and Dynamics AX. Dynamics CRM has been divided up into a number of applications (apps), and Dynamics AX has changed its name to Finance and Operations.
The total Dynamics 365 package consists of several ‘apps’, of which Finance and Operations (AX) is one. Examples of other apps include Sales or Field Service from Dynamics CRM.
In future, there will be even more of these apps in the package.
User licences to suit any needs
A user can either be licensed via a device (such that the computer has the licence), or via a named user licence (employee). A device licence is typically used in production, where several employees use the same computer.
A named user can basically be one of three types:
- A Finance and Operations User has a licence for everything
- An Activity User has limited licence privileges, but can create orders etc.
- A Team Member User is limited to making personal registrations, but has read access to everything in Dynamics 365.
A Finance and Operations User is purchased as a ‘Unified Operations Plan User’, and is licensed for the Retail, Talent and Power apps.
Finally, you can choose a Dynamics 365 Plan User. These users receive licence privileges for everything in Dynamics 365, including the CRM modules.
If you coming from an earlier version of AX, such as AX 2009 or AX 2012, there are some favourable options for migrating to the Dynamics 365 licence platform.
If you want to change to the new cloud platform you will have to pay extra, as the licence also covers hosting the server solution. However, you will also save on existing costs by no longer needing your own server platform. You can choose whether you want to extend your existing annually renewing subscription with a monthly premium for the cloud component, or switch completely over to a monthly leasing model.
Adjusting licence numbers
One of the major advantages of the ‘monthly price per user leasing model’ is that you can adjust the number of system users on a monthly basis.
Internal and external users
The technological platform in Dynamics 365 offers good opportunities for external users to also access the system. External users such as customers’ or suppliers' employees can use the solution via Workspaces set up for the purpose. They can naturally only see and work with data and functions that have been selected for them.
In terms of licensing, there are some interesting possibilities. Microsoft allows external users to use the solution without requiring a licence under given conditions. External users only require a licence if they perform work on behalf of your business.