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License Management · Dynamics 365 Finance & SCM

See who needs which Dynamics 365 license, and what the gaps are costing you.

F&O License Management compares the licenses your users' security roles require with the licenses assigned in Microsoft 365 and the seats you've bought. Finance and IT see the violations to fix and the licenses they're paying for but don't need.

  • Role-based license requirements
  • Base and attach licenses
  • Monthly cost impact
  • Read-only on security data

Illustration shows example data.

Every user, one status

Each user is classified, with a note explaining why

  • Compliant

    The assigned licenses cover what the user's security roles require.

  • Under-licensed

    The user's roles need more than the assigned license, for example a Full license where only Team Members is assigned. The workspace names the role driving the requirement.

  • Unlicensed

    Roles grant access in Finance & Operations, but no Finance & Operations license is assigned in Microsoft 365.

  • Over-licensed

    Assigned licenses exceed what the roles require. Users who are disabled or have no roles but still hold licenses are flagged too.

  • Needs review

    Something needs a decision, such as roles that haven't been mapped to a license level yet.

How it works

Four inputs, one calculation

  1. 1

    License catalog

    List your Dynamics 365 license SKUs with the application they cover, monthly price and seats purchased.

  2. 2

    Role mapping

    Set the license level each security role requires per application: Team Members, Activity or Full.

  3. 3

    Assignments

    Record the licenses each user holds in the Microsoft 365 admin center, and snapshot their current F&O roles.

  4. 4

    Calculate

    Run the compliance engine on demand or as a scheduled batch job, then review the results in the workspace.

What's included

Built around how Dynamics 365 licensing actually works

  • Rules

    Base and attach logic

    A user needing Full access in several apps gets one base license and attach licenses for the rest. Higher licenses cover lower requirements, and an attach license without a base is flagged.

  • Coverage

    Across the F&O applications

    Requirements are tracked for Finance, Supply Chain Management, Commerce, Project Operations and Human Resources.

  • Seats

    Purchased vs assigned vs required

    For every SKU, see seats bought, seats assigned, seats the roles require, unassigned seats, and the purchase and assignment gaps.

  • Cost

    The money in each gap

    Monthly prices turn the results into the shortfall needed to fix violations and the overspend on licenses nobody needs.

  • Drill-down

    From violation to role

    Select a user to see their security roles and the license each one requires, so you know whether to change the license or the role.

  • Safety

    Read-only on your security

    The engine only reads standard user and role data. It writes to its own tables, never to standard security or user records.

  • Automation

    Scheduled refresh

    Recalculate interactively or as a recurring batch job, with an option to reload the latest user role assignments each time.

  • Onboarding

    Sample tenant included

    Load a demonstration data set with deliberate compliance issues to explore the workspace and train your team.

  • Access

    Manager and viewer roles

    Managers maintain SKUs, role mappings and assignments and recalculate. Viewers get read-only access to the workspace.

Product details

License Management at a glance

Platform
Dynamics 365 Finance & Supply Chain Management
Status
Available
Supported versions
Dynamics 365 Finance & Operations. Supplied as a deployable package for your version.
Deployment
Deployable package applied through Lifecycle Services or the Power Platform admin center, sandbox first.
Licensing
Contact us for licensing and pricing
Microsoft Marketplace
Contact us for access
Screenshots

The illustration on this page uses example data. Request a demo to see the product with scenarios like yours.

Not sure your licenses match your security roles?

Let's run the numbers before your next renewal or Microsoft review.