When Microsoft made the move from Dynamics CRM to Dynamics 365, it wasn’t only a rebranding of their business solutions. A lot of changes happened to the product itself, the philosophy behind it and of course, the pricing model.

Dynamics 365 has been tailored to fit many business needs. The idea behind business apps was born to separate specific areas of work to make it easier for companies to purchase the parts they will use rather than buying licenses for the whole thing.

Now if you ever went to a restaurant with 250 items on the menu, you would know that the more options you have doesn’t always mean it’s for the better. This has a little downside…it’s overwhelming. While Microsoft is doing its best to create custom cost-efficient packages for all company types and sizes, this adds a level of complexity to understanding which plan is the right one for you.

pricing

But don’t worry, you came to the right place. We will try to simplify it as much as possible to help you pick the right plan for your organization.

On the highest level, Microsoft has two main Dynamics 365 editions: Business edition and Enterprise Edition.

Now let’s dig deeper in the pricing and licensing model.

 

Dynamics 365 Business Edition

Not all companies are the same size, therefore the needs of a small company can be very different from the needs of a big enterprise. That’s why Microsoft came with Business Editions of Dynamics 365. This is a move to encourage small to medium size companies to adopt business solutions without having to pay huge amounts or getting unwanted features.

Apps included:

  1. Financials

At the moment, that’s the only app available for Dynamics 365 Business Edition. It allows users to manage account schedules, basic human resources, budget planning, sales order management…

  1. PowerApps

Microsoft PowerApps allows users to create their own apps using Dynamics 365 data.

Apps soon to be included

  1. Sales

This is the app for the sales people to automate their sales processes from lead and opportunity management to quote creation an order management to invoice generation.

  1. Marketing

Dynamics 365 for Marketing gives users the right tools to organize a marketing campaign from A to Z in their Dynamics 365 system: create marketing lists, send emails, analyze performance and much more.

License Types

Full User

Users get full use of the applications in the plan. These are the users whose work relies heavily on Dynamics 365 where they get to create records, modify data and generate processes.

Team Members

Dynamics 365 team member (Business edition) license enables users to execute basic business processes and share records and information across the organization.

Users with Team Members subscription for Dynamics 365 Business Edition have the following user rights:

  • Read access to enabled data in the Dynamics 365 application
  • Update existing data and entries in Financials – Existing data are records like customer, vendor or item records which are already created. Entries means entries on which it is specifically allowed from an accounting perspective to update specific information. (e.g. due date on customer ledger entries)
  • Approve or reject tasks in all workflows assigned to a user
  • Create, update, delete a quote or requisition
  • Create, update, delete personal information
  • Enter a Time Sheet for Jobs
  • Use PowerApps for Dynamics 365

Plan

Since Dynamics 365 Business Edition contains only one app (Dynamics 365 for Financials) at the moment (in addition to Microsoft PowerApps). You only get one plan and the pricing is pretty straight forward

dynamics-365-business-edition-pricing

Price
  • Full User: $40 per user/month
  • Team member: $5 per user/month

 

Dynamics 365 SMB Promo

Download your Microsoft SMB Promo Guide!

To help bridge this gap, and specifically to help SMB-focused CRM partners maintain momentum, Microsoft are making several offers available at a reduced price for a limited time.


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Dynamics 365 Enterprise Edition

This edition is designed to fit the needs of big organizations (250+ employees).

Apps included:

  1. Sales

Dynamics 365 for Sales provides users with access to core sales entities and processes: Lead management, opportunity management, quotes, sales order management, products and price lists…

  1. Customer Service

Dynamics 365 for Customer Services provides users with access to the main customer services capabilities: Case management, Interactive service hub, SLA, entitlements, Unified Service Desk…

  1. Field Service

Dynamics 365 for Field Service is an app that works great with the Customer service app. It provides the licensed user with access to field service work orders, scheduling, dispatching, routing, repairs and returns management…

  1. Project Service Automation

Dynamics 365 for Project Service Automation is the perfect tool for Project Managers. It allows users to setup a project along with all the scheduling, costs, time and expenses.

  1. Finance and Operations

Dynamics 365 for Finance and Operations gives users access to financial manufacturing and supply chain capabilities. These features were formerly included in Dynamics NAV/AX.

  1. Retail

Dynamics 365 for Retail is designed for retailers to help them manage operations, get access to intelligent forecasting and product recommendations.

  1. Talent

Dynamics 365 for Talent is designed to organize a company’s Human Resources department. It’s divided into two sets of experiences: HR experience and Talent experiences.  Both these experiences are set to streamline the hiring process and on-boarding of new hires.

  1. PowerApps

Microsoft PowerApps allows users to create their own apps using Dynamics 365 data.

 

License Types

Full User

Users get full use of the applications in the plan. These are the users whose work relies heavily on Dynamics 365 where they get to create records, modify data and generate processes.

Team Members

Light users that consume data from Dynamics 365 like reports and may complete light tasks like time or expenses entry.

Users with team members subscription have some different rights for different plans purchased:

  1. Dynamics 365 for Unified Operations, users can:
  • record any type of time
  • record any type of expenses
  • Manage personal information
  • Manage direct employee activities in Human Resources
  • Create requisitions
  • Create or edit the items related to the following capabilities: quality control, service orders and departmental budgets
  • Approve time, expense, invoices
  1. Dynamics 365 Customer Engagement, users can:
  • Update Accounts, Contacts, Activities, Tasks and notes
  • Record time and expense for Dynamics 365 for Project Service Automation, and apply for projects
  • Set up and manage the knowledgebase and Interactive Service Hub
  • Update personal information
  • User Reporting and dashboards
  • Edit Custom Entities (only custom entities created by customer or partner)
  • Participate as an end-consumer of Dynamics 365 services such as responding to surveys, or applying for projects

Dynamics 365 for Operations Activity

These are users who are right in between team members and full users. They need to do more than the team members, but do not necessarily need all the access like full users. They get the same user rights as team members with some extras:

  • Approve all activity related transactions
  • Create or edit the items related to warehousing, receiving, shipping, orders, vendor maintenance, and all budgets
  • Operate a Point-of-Sale (POS) device, store manager device, shop floor device, or warehouse device

 

Plans

Dynamics 365 Plan

This is the ultimate plan for any user that needs full access to Dynamics 365.

dynamics-365-enterprise-edition-pricing

Price
  • Full User: $210 per user/month
  • Team member: $8 per user/month
  • Operations Activity: $50 per user/month
  • Operations Device: $75 per user/month
Includes

Finance and Operations, Retail, Talent, Sales, Customer Service, Project Service Automation, Field Service, Microsoft Relationship Sales, PowerApps.

 

Unified Operations Plan

This plan is for users that need to manage business operations

Price
  • Full User: $190 per user/month
  • Team member: $8 per user/month
  • Operations Activity: $50 per user/month
  • Operations Device: $75 per user/month
Includes

Finance and Operations, Retail, Talent, Sales, Customer Service, Project Service Automation, Field Service, Microsoft Relationship Sales, PowerApps.

Customer Engagement Plan

This plan is for users that need access to what was previously known as Dynamics CRM

Price
  • Full User: $115 per user/month
  • Team Member: $8 per user/month
Includes

Finance and Operations, Retail, Talent, Sales, Customer Service, Project Service Automation, Field Service, Microsoft Relationship Sales, PowerApps.

Applications and Offers

Buy the app(s) you need individually. You can add more plans as your business grows.

Price
  • Full User:
    • Retail: $170 per user/month
    • Talent: $40 per user/month
    • Sales: $95 per user/month
    • Customer Service: $95 per user/month
    • Project Service Automation: $95 per user/month
    • Field Service: $95 per user/month
    • Microsoft Relationship Sales: $135 per user/month
    • PowerApps: $40 per user/month

 

  • Team Member: $8 per user/month

EXTRA

All Dynamics 365 Enterprise Edition plans include:

  • Data Security
  • 5% Uptime SLA
  • Office 365 Integration
  • Phone and Web Support

Dynamics 365 has been a great move from Microsoft to bring all its business solutions together under one big product. Even though some big changes await us, we hope we have clarified the Dynamics 365 pricing plan for you.

Questions about Dynamics 365 Licensing?

Use this guide to improve your understanding of how to license Microsoft Dynamics 365. Microsoft Dynamics 365 evolves Microsoft’s current CRM and ERP cloud solutions into one cloud service with new purpose-built applications to help manage specific business functions.


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Written by Jade Bérubé Morin Content Marketing Specialist @ SherWeb

Jade is a Content Marketing specialist with an unbridled passion for her work. She graduated from l’Université de Sherbrooke in Communications and has worked as a Communications Advisor for marketing agencies and private companies for the last 5 years. When she’s not pouring over the latest marketing trends, Jade can be found honing her grand jeté in ballet class. She has studied ballet for more than 20 years.
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