ClickDimensions provides a robust automated marketing solution that provides your organization with the tools you need to effectively communicate and market to your customers. With the new release of Dynamics 365, Microsoft has made changes to their licensing structure. This help article will keep you informed about what CRM licensing is required for each CRM version so your users can utilize ClickDimensions.
Understanding Dynamics 365 Licensing Structure
With Dynamics 365, there is now an Enterprise Edition and a Business Edition. ClickDimensions currently supports Enterprise Edition licensing. Here are the following Enterprise license types the structure provides:
Team Member– This license is alternatively known as a Light Use license. This is a named user subscription that enables customers to execute basic business processes and share knowledge across an organization. This license is insufficient for a user who also wishes to use ClickDimensions as it does not allow access to Marketing Lists, Leads and other CRM components that are central to the ClickDimensions application. (If a user requires read-only access to data generated by ClickDimensions or ClickDimensions users, a Team Member license is generally sufficient.)
Application Specific – Application subscriptions are named user subscriptions where a user is licensed full use for one individual application. A user needing access to multiple applications (such as sales, customer service, and field service) would need to pay for multiple applications. And in order to fully use the ClickDimensions application, the Sales Enterprise application license is required.
Customer Engagement Plan – Also known as a Full Use license, this provides full access to all of Dynamics CRM’s system entities and functionality. Since plan licenses include the application licenses, they will provide users with privileges necessary to fully use the ClickDimensions application.
NOTE: The ClickDimensions Service User must have either the Application Specific (sales, customer service, or field service) or Customer Engagement Plan license.
CRM Licenses required for the ClickDimensions Solution
A full use license is required for each ClickDimensions user due to the need to configure and administer the services of CRM and the ClickDimensions Solution.
CRM 2011 – CRM 2016 – For any users that want to utilize ClickDimensions on these versions of CRM they must have Microsoft’s Professional License for CRM. Non-Interactive Users are not supported.
Dynamics 365 (On-Premise/Online) – For any users that want to utilize ClickDimensions on Dynamics 365 they must have full use Sales Application Client Access Licenses (CALs) or the Customer Engagement Plan subscription. Team Member licenses as well as any Business Edition licenses will NOT allow users to use the ClickDimensions solution.
The information provided above is a guide to help you in selecting the correct licensing option, however, you should consult the Microsoft licensing documentation and your partner to be sure your organization complies with Microsoft’s terms. Additional Dynamics 365 licensing information can be found at Microsoft’s Dynamics 365 Pricing page.