We recommend that you first change the security configuration in a non-production environment and validate the impact before you update the production environment. For example, you might grant Read access instead of full access, and then reevaluate the impact on licensing requirements.

The next step might be to remove those resources or modify the grants. You can filter the License column to focus on the resources for an unexpected license. The header of the View permissions page shows the required license level. Select View permissions to view all permissions that are currently included and their licensing requirements. Licensing requirements on the View permissions pageĭuring security configuration on the Configure security page, you can select the following items: If a role has unexpected licensing requirements, you can use the View permissions page to understand what security resources and grants are driving the requirements. Custom roles can require licenses for more than one application. You can use the dialog box itself or export data to Excel for further analysis. You can also use it to get an overview of the licensing requirements for each role. The Assign roles to user dialog box that's opened from the Users page can help you understand the impact on user licensing when roles are assigned. The first thing to verify is that the user roles have the expected licensing requirements and are assigned to the appropriate users. The rest of this article describes the different tools that you can use to ensure that the actual licensing complies with the expected licensing requirements. If you have multiple environments, the requirements must be analyzed across all of them.Ī licensing requirement is assigned to every securable object or resource that's included in a user role. This article is focused on the requirements for a single environment. The licensing requirements for users are determined at the organization or tenant level.

Security roles are built based on a hierarchy of the following elements:įor more information, see Role-based security. The licensing requirements for users are determined by the security roles that are assigned to enabled users. These apps include Microsoft Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Commerce.

This article provides an overview of how customers can stay compliant with the user licensing requirements for finance and operations apps.

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