Which Dynamics 365 license do we need?

Dynamics 365 licensing is per user, not per organization. The price depends on what each individual user needs to do.

Start with the roles

Divide employees into groups based on their needs. Salespeople who work in the system every day need a full license. Managers who only read reports need something more affordable. People who only need to log an occasional task may need the most basic option.

Common mistake

Buying a full license for everyone because it is easiest. In an organization of fifty people, the difference between proper and lazy licensing is significant over three years.

Check current prices

Microsoft adjusts both pricing and what is included in each tier. Last year’s figures are rarely accurate. Ask for an updated breakdown before doing the calculations.