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How to activate per User Licensing in Dynamics 365

This article outlines how to activate a per User License in Dynamics 365 for ActivityTools, GroupCalendar, PowerSearch, SmartBar and TelephoneIntegration.

For DocumentsCorePack the first steps are the same. Please follow the link when you will be asked for.

When using “per User” licensing, it is mandatory to enable all users that should be licensed within Dynamics 365. Licenses for TelephoneIntegration are always per User. It is also possible to have per User licenses for ActivityTools, GroupCalendar, PowerSearch and SmartBar.
This example concerns the TelephoneIntegration license.

To check the license after installing via the License Manager please go to CRM->Settings->MSCRM-ADDONS-Tab.
Now choose the Addon you want to check the License for. In this case, we select TelephoneIntegration.

If you want to select DocumentsCorePack, please click here.

 

When the Get Started-page of TelephoneIntegration opens, please navigate to the Licensing-Tab. It often occurs, that after installing the license via the License Manager a window appears that looks like in the figure below: 

 

After installing the new license, the access is denied. 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. Click on the [Activate Users]-button to enable specific users.


In the window below, you can select the users, that should be licensed within Dynamics 365. 

 

After enabling users to use our addon, the red cross is gone, and the user account has changed due to the number of activated users. As you can see below, there are three of ten users enabled to use TelephoneIntegration.

 


How to activate a per User License in Dynamics 365 for
 DocumentsCorePack

Here we select DocumentsCorePack.

 

Licenses for DocumentsCorePack-ClientBased are usually per User.
It is also possible to have per User licenses for DocumentsCorePack_ServerBased (from Small to Enterprise package).

 

When the Get Started-page of DocumentsCorePack opens, please choose, if you want to activate Client license or Server license and go to the accordingly tab.
It often occurs, that after installing the license via the License Manager a window appears that looks like in the figure below:

 

After installing the new license, the access is denied. 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. Click on the [Activate Users]-button to enable specific users.
In the window below, you can select the users, that should be licensed within Dynamics 365. 

 

After enabling users to use our addon, the red cross is gone, and the user account has changed due to the number of activated users. As you can see below, there are three of ten users enabled to use TelephoneIntegration.

 

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




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