User and role mapping
Identify the tasks performed by each user group. Distinguish the application access required for everyday work from occasional or specialist activity.
The business perspective
Licensing decisions should follow your use cases and access needs. Understand the options before committing to an approach, and revisit them as your business changes.
A licensing conversation is most useful when it starts with what people need to do. Different roles may require different applications, access patterns or capacity. We help organise those requirements and identify the questions that need to be resolved before a commercial decision. The review considers the solution you plan to deploy, the licences already held and the operating model expected after launch. Current Microsoft terms and the applicable commercial proposal remain the basis for purchasing decisions.
Expertise where it matters
A closer look at the capabilities and decisions that shape a useful solution.
Identify the tasks performed by each user group. Distinguish the application access required for everyday work from occasional or specialist activity.
Review the Dynamics 365 and Power Platform capabilities included in the proposed solution. Connect product choices to specific business requirements.
Examine the licences already held and the intended changes. Identify questions about eligibility, dependencies and permitted use for confirmation.
Discuss relevant data, automation, website and AI capacity requirements. Base assumptions on expected usage and revisit them as adoption develops.
Organise the options and assumptions into a clear decision. Confirm prices, terms and regional availability through the applicable commercial channel.
Revisit licensing when users, applications or operating needs change. Keep the record of assumptions aligned with the environment the business actually runs.
From capability to everyday value
Explore possible starting points for your organisation. Each scenario connects a business need with work to consider and measures to review.
New implementation · Illustrative scenario
A project estimates licences before user roles and integrations are clear. Build a role-and-capability map alongside the design, then review product and capacity requirements against it. Record unresolved questions before treating the estimate as a purchasing commitment.
Growing adoption · Illustrative scenario
The business adds applications and users after the initial rollout. Compare the current environment with the original assumptions and identify where usage or access has changed. Use that review to inform the next commercial discussion.
Investment planning · Illustrative scenario
A business case contains a single licence figure without explaining the users or workloads. Separate the requirements, capacity assumptions and implementation scope. This makes the estimate easier to review and update when the proposed solution changes.
The Defacto approach
Our team helps you work through your Microsoft licensing requirements. Product terms, eligibility and commercial details are confirmed for your particular scenario.
Explore our approachReview user groups, tasks, applications and expected volumes. Include integrations and external-user scenarios where relevant.
Compare the requirements with current Microsoft guidance and existing entitlements. Resolve product and commercial questions with the relevant parties.
Record the agreed assumptions, selected approach and review triggers. Revisit the plan when the solution or its usage changes materially.
A useful first conversation
A few examples of your current work will make the discussion more specific.
Make an informed decision
The right scope starts with a clear understanding of your business, the platform and the work ahead.
A useful quotation depends on the users, applications, capacity and commercial terms involved. We first clarify those requirements, then confirm the applicable options. A generic website price would not describe the complete cost or entitlements of your particular solution.
No. Entitlements vary with the product, connector, scenario and licence. We review the specific application and automation design against current Microsoft guidance, including premium capabilities and capacity where relevant.
Review it when you add applications, change user access, expand external usage or introduce new workloads. A scheduled review can also help keep assumptions current. The objective is to align the commercial model with actual and planned use.
Explore Microsoft guidance
Your next chapter starts here
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