• Release History
  • Documentation
  • Back to www.mscrm-addons.com
  • Release History
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/DocumentsCorePack(DCP)/Only count users with security role for licensing

Only count users with security role for licensing

2218 views 0 Updated on December 11, 2022

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:

DCP advanced settings.
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
  • AssureSign for DocumentsCorePack
  • How to conditionally remove a watermark in DocumentsCorePack templates
  • Document Processing with DocumentsCorePack (DCP)
  • How to activate SharePoint in DocumentsCorePack
  • Fillable PDF forms
  • Document concatenation in DocumentsCorePack 
Latest Articles
  • New DocumentsCorePack Connector features for Power Automate
  • Office Theme Support of DocumentsCorePack
  • AssureSign for DocumentsCorePack
  • Dynamic Document Properties
  • How to conditionally remove a watermark in DocumentsCorePack templates
Popular Articles
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • DocumentsCorePack Online Service Configuration
  • mscrm-addons.com Application Access for Dynamics 365 (App Access) – DocumentsCorePack
  • DocumentsCorePack Template Designer – Getting Started
  • Step-by-Step: How to configure a One-Click-Action
Top Rated Articles
  • IMPORTANT information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Step-by-Step: How to configure a One-Click-Action
  • Online Services: Required Application Permissions
  • How licenses are counted
Categories
  • *News and General Infos* 51
  • Webinars 35
  • Template Designer(DCP 173
  • DocumentsCorePack(DCP 191
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 62
  • PowerSearch (PS 48
  • ActivityTools (AT 59
  • SmartBar (SB 53
  • GroupCalendar (GC 46
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
  • © 2022 www.mscrm-addons.com. All Rights Reserved.