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Addons for MS CRM 2013 and 2015: Activate per User Licensing

This article outlines how to activate per User Licensing for our addons for MS CRM 2013 and 2015!

When using “per User” licensing, it is mandatory to enable all users that should be licensed within CRM. It often occurs, that after installing the license via the License Manager a window appears that looks similar to Figure 1:

 

Figure 1: License Manager

This is due to the fact, that the user that is running the license-manager (usually an admin) itself is not a licensed user at this point.

To enable specific users you have to:

1) For CRM 2013 open the User via CRM –> Settings –> Administration –> Users

or for CRM 2015 open the User via CRM –> Settings –> Security –> Users:

 


Figure 2: For users of CRM 2013

 

 


Figure 3: For users of CRM 2015

 

 


Figure 4: Add new user

Choose the required user:

 

 


Figure 5: Select your user

 

Click on the drop-down-button next to user and choose “Information” and scroll down until you see the “Per User Licensing for [PRODUCT NAME] for MS CRM 2013. 

 


Figure 6: User information

 

2) Set the “Per User Licensing for [PRODUCT NAME]” bit value for “YES”:

Depending on the installed addons “Per User Licensing”-field will be visible on the User form. Here it is possible to enable users to use our addon. Click on the disk-symbol in right corner at the bottom of the screen to save your setting. 

 

 

 

 

 

 

 

When restarting the License Manager, we will see that the user-account has changed due to the number of activated users AND, if the admin has been enabled too, the red cross will be gone:

 


Figure 8: Valid license

 

Please note: It’s possible to install the license although the red cross appears in the [Number of user licenses]-row. Therefore, it is not mandatory to set the admin user itself on “true”.

However, should the user still be invalid, please check if the below mentioned settingskeys have been added to your addon. If they have not been activated yet, please create them. If you haven't created a settingskey yet, please have a look at this article.

Please create the following settingskeys in order to make sure that your per user licensing is activated. 

Name: IsPerUserLicense
Is Cached: YES
KeyValue: true


Figure 9: IsPerUserLicense Settingskey

Settingskey: perUserLicenseField
IsCached: Yes
KeyValue: ​ptm_peruserlicensing... (please enter your addon here*,
for example: ptm_peruserlicensing_TelephoneIntegration or ptm_peruserlicensing_DocumentsCorePackClient etc.) 


Figure 10: perUserLicenseField Settingskey

*Please note: The value ptm_peruserlicensing.... is addon sensitive. The addon you would like to activate the license for has to be entered at the end of the value.
Say, in case you use, for example, DocumentsCorePack, you would enter ptm_peruserlicensingDocumentsCorePack here. 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.




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