News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogHow licenses are countedhttps://www.mscrm-addons.com/Blog/PostId/10217/how-licenses-are-counted*General*,ActivityTools (AT),AttachmentExtractor (AE),DocumentsCorePack (DCP),GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI)Tue, 28 May 2019 06:59:52 GMT<p style="text-align: justify;">This blog article outlines how licenses are counted in our system. The counting mechanism varies depending on the type of license being used. We differentiate here between two types of licenses &ndash; the Normal licenses and the TeamMember licenses. Below &nbsp;are the two different license types and a description of how the count works for each. You will also find a description on where to find information about your counted licenses.&nbsp;</p> <p style="text-align: justify;"><span style="text-align: justify;"></span><span style="color: #0077b3;"><span style="font-size: 24px;">❶ </span><span style="font-size: 18px;">Normal licenses</span></span><span style="font-size: 18px;">&nbsp;</span><br /> <span style="text-align: justify;">For the required licenses, all users that are activated and have as Access Mode &ldquo;Read-Write&rdquo; in Dynamics 365, are counted.</span><span style="text-align: justify;">&nbsp; </span><span style="text-align: justify;">Users with &ldquo;Administrative&rdquo; as Access Mode are not counted.</span></p> <p style="text-align: justify;">There is the possibility to count only users with a security role for licensing. <strong>Important:</strong> We are counting user licensing assigned to the user directly or via team membership. To activate this feature the only thing you need to do is to create a new settingsKey for AutoMerge called &ldquo;CountUsersWithSecurityRolesOnly&rdquo; with value &ldquo;true&rdquo; as you can see in the figure below. More information about how to create<span>&nbsp; </span>settingsKeys can be found <a href="https://www.mscrm-addons.com/Blog/PostId/10031/how-to-create-a-settingskey-manually-in-ms-dynamics-365" target="_blank">here</a>.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="New SettingsKey - CountUsersWithSecurityRolesOnly " href="/Portals/0/Blog/How_licenses_are_counted/Figure1.png"> <img alt="New SettingsKey - CountUsersWithSecurityRolesOnly" width="411,5" height="160,5" class="img-responsive" src="/Portals/0/Blog/How_licenses_are_counted/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: New SettingsKey - CountUsersWithSecurityRolesOnly</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 8pt; text-align: justify;"><span> Additionally, there are users who have app access security roles as you can see highlighted in the figure below. App access security roles are predefined roles by Microsoft and are automatically assigned to users. &nbsp;These security roles will not be counted by DCP until you modify them.</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="App access security roles " href="https://www.mscrm-addons.com/Portals/0/Blog/How_licenses_are_counted/Figure2.png" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; font-size: 14px; font-family: 'Open Sans', Arial, sans-serif; background-color: #ffffff; text-decoration-line: underline;"><img alt="App access security roles" width="572" height="237,5" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/How_licenses_are_counted/Figure2.png" /></a></div> <div><span style="text-decoration: underline; color: #0077b3;"><br /> </span><a title="App access security roles " href="/Portals/0/Blog/How_licenses_are_counted/Figure2.png"> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: App access security roles</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="color: #0077b3;"><span style="font-size: 24px;">❷ </span><span style="font-size: 18px;">TeamMember licenses<br /> </span></span>&nbsp;If you have TeamMember licenses, please notice that these are counted different. TeamMember are assigned to specific license groups in Azure Active Directory and only two types are counted &ndash; the &ldquo;DYN365_ENTERPRISE_TEAM_MEMBERS" and the "DYN365_TEAM_MEMBERS".</p> <p style="margin-bottom: 8pt; text-align: justify;"><span>Find more information on how to activate TeamMember licenses </span><a href="https://www.mscrm-addons.com/Blog/PostId/10094/how-to-activate-aad-teammember-licensing" target="_blank"><span>here</span></a><span>.</span></p> <p style="margin-bottom: 8pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 8pt; text-align: justify;"><span style="font-size: 18px; color: #0077b3;">Where to find information about counted licenses?<br /> </span>Sometimes it may be unclear how we count the amount of relevant Dynamics 365 users for licensing.&nbsp; In order to show which Dynamics 365 users are counted, we have included the "User Count Info" overview.&nbsp; It can be accessed via the Web License Manager (Dynamics 365 &gt; Settings &gt; MSCRM-ADDONS area &gt; DocumnetsCorePack (or any other addon).&nbsp;</p> <p style="margin-bottom: 8pt; text-align: justify;">In the configuration window, please navigate to the <span style="font-size: 24px; color: #0077b3;">❶</span>&nbsp;<strong>Licensing server</strong>-tab. Here you can see the number of site licenses - in this case&nbsp;<span style="font-size: 24px; color: #0077b3;">❷</span> 22 users. For detailed information please hit the&nbsp;<span style="font-size: 24px; color: #0077b3;">❸</span><strong> [User Count info]</strong>-button at the bottom <span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">(required &ldquo;MSCRM-ADDONS.com General&rdquo; solution version 2017.53 or 2018.53)</span>.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Count users info " href="/Portals/0/Blog/How_licenses_are_counted/Figure3.png"> <img alt="Count users info" width="603" height="384" class="img-responsive" src="/Portals/0/Blog/How_licenses_are_counted/Figure3.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: User count info</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 8pt; text-align: justify;">​For DocumentsCorePack Online services you can access via the <a href="https://www.mscrm-addons.com/Products/DocumentsCorePack/ServiceConfiguration">Service Configuration</a> as well. Click on the <strong>[View &amp; Install license]</strong>-button and navigate to <strong>Users </strong>as you can see in the figure below.&nbsp;<span style="text-align: justify;">No matter which way you choose this will open the User count info overview.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="User count info overview " href="/Portals/0/Blog/How_licenses_are_counted/Figure4.png"> <img alt="User count info overview" width="468" height="332,5" class="img-responsive" src="/Portals/0/Blog/How_licenses_are_counted/Figure4.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: User count info overview</em></div> </div> <p style="text-align: justify;">&nbsp;&nbsp;</p> <p style="text-align: justify;">In the so openend window, you can see four sections:&nbsp;</p> <ul> <li><strong>Summary</strong>: Displays basic information as you can see in the figure above</li> <li><strong>Full licenses Users:</strong>&nbsp;Provides you with a list of all users which require a full license</li> <li><strong>Licensing Relevant Roles</strong>: If a user has assigned such a security role, he is counted for licensing</li> <li><strong>Licensing Unrelevant Roles</strong>: These are automatically assigned app access roles. If a user has these roles assigned only, he is not counted for licensing</li> </ul> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span>Open the <strong>Full licenses Users</strong> by hitting the plus symbol on the left side. Here y</span>ou can use the search box to look for specific users by their &ldquo;User Name&rdquo;. Hit on &ldquo;Click to see the Roles&rdquo;&nbsp; on the right side in order to see the relevant roles assigned to that user. &ldquo;(User)&rdquo; means the role is directly assigned, &ldquo;(Team)&rdquo; means the role is assigned to a team that user is a member of.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Full license users" href="/Portals/0/Blog/How_licenses_are_counted/Figure5.png"> <img alt="Full license users" width="591,5" height="354" class="img-responsive" src="/Portals/0/Blog/How_licenses_are_counted/Figure5.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 5: Full license users</em></div> </div> <p style="text-align: justify;">&nbsp;&nbsp;</p> <p style="text-align: justify;"><span style="text-align: justify;">Via the Web License Manager,&nbsp;</span>&nbsp;you also have the <span>possibility&nbsp;</span>to download the whole overview by hitting the <strong>[Download]</strong>-button at the bottom (e.g. to send it to our support).&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Download user count info " href="/Portals/0/Blog/How_licenses_are_counted/Figure6.png"> <img alt="Download user count info " width="504" height="286,5" class="img-responsive" src="/Portals/0/Blog/How_licenses_are_counted/Figure6.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 6: Download user count info </em></div> </div> <p style="text-align: justify;">&nbsp;&nbsp;</p> <p style="text-align: justify;"><strong style="font-size: small;"><br /> ​<span style="background-color: #fcfcfc;">That's it!</span></strong><span style="font-size: small; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a class="ApplyClass" href="mailto:support@mscrm-addons.com" style="font-size: small; background-color: #ffffff;">support@mscrm-addons.com</a><span style="font-size: small; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">.&nbsp;</span></p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">​ </p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">&nbsp;</p>10217Only count users with security role for licensinghttps://www.mscrm-addons.com/Blog/PostId/10103/only-count-users-with-security-role-for-licensing*General*,DocumentsCorePack (DCP),DCP 365Wed, 11 Jul 2018 14:44:24 GMT<p style="text-align: justify;">This blog article outlines the new method for counting licenses based on security roles. <br /> <br /> This feature was enabled in order to deal with a common issue that all users with an assigned Dynamics 365 will automatically become enabled users in every Dynamics 365 tenant and thus counts towards our license although the users have no access to the tenant.<br /> <br /> Once enabled, our licensing will count users only if they have at least one security role assigned which is not the case for auto-assigned users from the Office 365 portal.&nbsp;<br /> <br /> To activate this feature the only thing you need to do is create a new settingsKey for AutoMerge called &ldquo;<strong>CountUsersWithSecurityRolesOnly</strong>&rdquo; with value &ldquo;true&rdquo; as you can see in the figure below. More information about how to create settingsKeys can be found <a href="http://www.mscrm-addons.com/Blog/PostId/10031/how-to-create-a-settingskey-manually-in-ms-dynamics-365">here</a>.&nbsp;&nbsp;</p> <div class="data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="New SettingsKey - CountUsersWithSecurityRolesOnly" href="/Portals/0/Blog/Only_count_users_with_security_role_for_licensing/Figure1.png"> <img alt="New SettingsKey - CountUsersWithSecurityRolesOnly" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Only_count_users_with_security_role_for_licensing/Figure1.png" width="433" height="234,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: New SettingsKey -&nbsp;<span style="text-align: justify;">CountUsersWithSecurityRolesOnly</span></em></div> </div> <p>&nbsp;</p> <p style="text-align: justify;">Please notice, that you need to do so in every org where users without security roles should not count towards our license.<br /> <br /> <span style="font-size: 13px;"><span style="background-color: #fcfcfc; text-align: justify;"><strong>That&rsquo;s it!</strong></span><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify;">.</span></span></p>10103