mscrm-addons.com logomscrm-addons.com logo
  • Release History
  • Knowledge Base
  • Documentation
  • Contact Support
  • Release History
  • Knowledge Base
  • Documentation
  • Contact Support
home/Knowledge Base/DocumentsCorePack(DCP)/Only count users with security role for licensing

Only count users with security role for licensing

3714 views 0 Updated on December 19, 2023

The option ‘Only count users with a security role‘ is now active by default and no longer needs to be enabled. Hence, the setting is no longer available in the Online Configuration.

One way that you can reduce the number of users with required licensing is by only counting users with specific security roles. This article outlines this method for counting licenses based on security roles.

This feature was designed in order to deal with the following common issue. All users with an assigned Dynamics 365 automatically become enabled users in every Dynamics 365 tenant, and thus will count towards the license, even though the users have no actual access to the tenant.

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.

For DocumentsCorePack online services you can activate this by activating a setting in the DocumentsCorePack Services Advanced Settings:

Only count Users with security Role
Figure 1: Only count Users with security Role

To activate this feature for our other Addons or OnPremise installations, you need to create a new settingsKey for AutoMerge called “CountUsersWithSecurityRolesOnly” with value “true”, as you can see in the figure below. More information about how to create settingsKeys can be found here.

New SettingsKey - CountUsersWithSecurityRolesOnly
Figure 2: New SettingsKey – CountUsersWithSecurityRolesOnly

Note: 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.  These security roles will not be counted.

App access security roles
Figure 2: App access security roles
 

Important for “CountUsersWithSecurityRolesOnly” option:

Every active Dynamics 365 user needs organization wide read permission on the following entities:

  • User
  • Team
  • Security Role

This is required for non per-user-licenses for the following products:

  • DocumentsCorePack Template Designer
  • ActivityTools
  • PowerSearch
  • SmartBar
  • AttachmentExtractor (if Advanced Email DragAndDrop control is used)

Back to “How to reduce License count“

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

Was this helpful?

Yes  No
Related Articles
  • Deploying DocumentsCorePack: Setup, Automation, and Real Business Impact in Dynamics365
  • Introducing the DocumentsCorePack Template Designer Office Add-In (Beta)
  • 3 Ways DocumentsCorePack Transforms Proposal, Quote, and Contract Creation
  • DeepSign for DocumentsCorePack 
  • Generate and send a document for e-signing using DeepSign
  • How to prepare a document for DeepSign
Latest Articles
  • What Happens After You Deploy AttachmentExtractor: Storage & Cost Savings in Dynamics 365
  • Deploying DocumentsCorePack: Setup, Automation, and Real Business Impact in Dynamics365
  • Introducing the DocumentsCorePack Template Designer Office Add-In (Beta)
  • How to Eliminate Excess Storage Costs in Microsoft Dynamics 365 Without Losing Access to Emails and Attachments
  • 3 Ways DocumentsCorePack Transforms Proposal, Quote, and Contract Creation
Popular Articles
  • DocumentsCorePack Template Designer – Getting Started
  • Step-by-Step: How to configure a One-Click-Action
  • Application Access for Dynamics 365
  • How to find your environment’s unique name in Microsoft Dynamics 365
  • How licenses are counted
Top Rated Articles
  • “Undefined”-labels in Chrome and Edge 114 and higher
  • Important information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack Connector for PowerApps & Microsoft Flow
  • How to insert Condition Fields in DocumentsCorePack Templates designer
  • How licenses are counted
Categories
  • *News and General Infos* 64
  • Webinars 45
  • Template Designer(DCP 196
  • DocumentsCorePack(DCP 258
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 75
  • PowerSearch (PS 50
  • ActivityTools (AT 61
  • SmartBar (SB 54
  • GroupCalendar (GC 47
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2025 www.mscrm-addons.com. All Rights Reserved.