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.
One workspace with headline numbers, the money involved, and tabs that take you from the summary down to the role causing each issue.
Illustrative figures. The workspace includes a sample tenant you can load to explore it before using your own data.
The assigned licenses cover what the user's security roles require.
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.
Roles grant access in Finance & Operations, but no Finance & Operations license is assigned in Microsoft 365.
Assigned licenses exceed what the roles require. Users who are disabled or have no roles but still hold licenses are flagged too.
Something needs a decision, such as roles that haven't been mapped to a license level yet.
List your Dynamics 365 license SKUs with the application they cover, monthly price and seats purchased.
Set the license level each security role requires per application: Team Members, Activity or Full.
Record the licenses each user holds in the Microsoft 365 admin center, and snapshot their current F&O roles.
Run the compliance engine on demand or as a scheduled batch job, then review the results in the workspace.
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.
Requirements are tracked for Finance, Supply Chain Management, Commerce, Project Operations and Human Resources.
For every SKU, see seats bought, seats assigned, seats the roles require, unassigned seats, and the purchase and assignment gaps.
Monthly prices turn the results into the shortfall needed to fix violations and the overspend on licenses nobody needs.
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.
The engine only reads standard user and role data. It writes to its own tables, never to standard security or user records.
Recalculate interactively or as a recurring batch job, with an option to reload the latest user role assignments each time.
Load a demonstration data set with deliberate compliance issues to explore the workspace and train your team.
Managers maintain SKUs, role mappings and assignments and recalculate. Viewers get read-only access to the workspace.
F&O License Management installs as an extension model and appears under System administration › Workspaces.
See a demoLet's run the numbers before your next renewal or Microsoft review.