Trying to reduce user licensing costs in Dynamics 365 for Finance and Operations (D365FO) can be a confusing process, luckily there are features within the Fastpath solution that can help with this process. Read on for an overview of how to navigate through the process, and potentially reduce license costs.
How Licensing is Determined
User licenses within D365FO are determined by analyzing access to entry points (menu items). Each entry point in the system has two parameters that pertain to licensing that are visible in the AOT: ViewUserLicense and MaintainUserLicense. If a user has Read access to the entry point the user requires the license listed in the ViewUserLicense parameter, if the user has the ability to maintain the entry point (update, create, or delete) then they require the license listed in the MaintainUserLicense parameter.
In D365FO there are 3 license types and they are situated in a hierarchy structure:
- Operations (will be listed as Enterprise in AOT)
- Team Members (will be listed as Universal in AOT)
From a pricing perspective, the higher the license type is in the hierarchy the higher the cost associated for that license. With this is mind, it is very important to not over provision a user’s access and be charged for a higher license than is really needed. Along with this idea it is also important to note that the highest user license a user is assigned, based on their access, will be applied to that user. By that I mean that if a user has access to 100 entry points and only one of those entry points is at an Operations level that user is required to have an Operations license.
How Does Fastpath Help?
We have a number of reports that will help you dive deep and determine how each user, role, duty, and privilege are requiring a particular license type. Also, we have solutions that help during the creation of your security to give you insight into how security changes are affecting your licensing requirements. Let’s look at some of the reports and features!
Role License Report
This report shows each role within your environment (custom or standard) and shows which license is required for each. We also take it one step further and show the number of entry point accesses at each license level. This gives a breakdown to show where there are potential places where role access can be modified to reduce license costs.
This report is also available at a duty and privilege level.
Role License Details Report
The role license details report shows each entry point access for each role and then shows the access type and license required for that access. This allows for determining what object access may need to be modified to reduce license costs.
User License Report
The user license report shows the license required for each user based on their access. This report again shows the break down of the entry point access by license type. It also considers whether the user is assigned the system administrator role when determining licenses.
User License Details Report
The user license details report shows the user to role association and then each entry point those roles have access to, the access type of each entry point, and the license that the particular access requires.
What About Help License Help When Setting Up Security?
Within our Security Designer module, we have several features to help with user licenses. The first is our risk analysis tool, this tool allows you to mock-up changes to your security and then to see the before and after impact of those changes from a segregation of duties and licensing perspective at both a user and role level.
This allows you to see this impact before the changes go live in your environment and allows you to make modifications before it impacts your licensing costs.
Another feature within our Security Designer module is our task recording analysis tool, this tool allows for using native task recording functionality within D365FO to record a user performing a process within the application and bringing the recorded output into Fastpath and analyze it. The analysis will show the menu items used during the process, the access type required, and the license required for each menu item.
In the example below, the task of creating a vendor within the application was recorded. The output of that task recording was then taken to Fastpath Security Designer and analyzed. You can see the menu items used during the process as well as the license type required for each menu item as well as for the task itself. In this case we know that if we want a user to be able to create a vendor that user is going for require a team member license to perform that task.
This feature helps to set up least privilege security, you can read more about what this process is and why it is important in our "Develop And Implement Least Privilege Security For Dynamics 365 For Finance And Operations" whitepaper.
We hope this has shown how the Fastpath solution can be used to help reduce licensing costs and give better insight into how licenses are being consumed within your D365FO environment. Please check out the additional resources below for even more insight into this topic.
Ready to watch it in action? Watch the video to see how to use Assure to help reduce unnecessary license costs.