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. Gamification Fan & Spectator rights
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, Invoices & Purchase Orders, Customer Assets. Inventory, Repairs & Returns
○
○
○
●
○
●
Projects, Project Expenses & Estimates, Resource Availability View & ScheduIe Management, Project Price Lists / Contracts / lnvoices, Approve Project Transactions, Microsoft Project Online Premium
○
○
○
○
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
Dynamics 365 Licensing Guide