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home/Knowledge Base/DocumentsCorePack(DCP)/Only count users with security role for licensing

Only count users with security role for licensing

2984 views 0 Updated on September 12, 2023

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“

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