Dynamics 365 CRM

Dynamics 365 Sales Enterprise includes rights to Viva Sales at no cost; a service that shares customer data between Office applications and Dynamics 365, reducing manual efforts.

Chart shows the possible mapping of Dynamics CRM Server on-premises to Dynamics 365 online.

Illustration shows Dynamics 365 CRM-related packaging (formerly Customer Engagement), as of June 2022.

Controlling costs while licensing users in the Dynamics 365 cloud requires understanding the overall deployment strategy, how customizations will be used, and the features needed by each user in each instance.

Dynamics 365 Guides and Remote Assist, which provide access to home office data and specialists, have added device licensing to help reduce cost but also reduces auditing capabilities.

Customer Service Insights will require a Customer Service Enterprise subscription after Dec. 2021, when it will no longer be available as an add-on or stand-alone service.

Dynamics 365 Customer Engagement has several renewal deadlines scheduled for Dec. 31, 2020, that require immediate response to avoid forced migration or loss of rights.

Illustration shows Dynamics 365 Customer Engagement packaging as of Oct. 2020.

Dynamics 365 Online 2020 Wave 2 brings packaging changes that may reduce or increase cost, depending on usage.

Dynamics 365 environment managements features have migrated to a new Power Platform admin center, which could simplify efforts and reduce costs when managing multiple Microsoft services.