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FAQ - Microsoft Dynamics 365

Frequently Asked Questions

The pricing of Microsoft Dynamics 365 varies based on edition, as well as apps, users, and user types, so you never pay for things you don’t need. Priced per user, per month, some of the most popular plans’ pricing are as follows:

Enterprise edition ($40-210 for full users; team member licenses available for as little as $8)

  • $40: Talent app and Microsoft PowerApps
  • $95: Sales, Customer Service, Project Service Automation, and Field Service apps
  • $115: Customer Engagement Plan
  • $135: Microsoft Relationship Sales app
  • $170: Retail app
  • $190: Unified Operations Plan
  • $210: Dynamics 365 Plan

Business edition ($40 for full users; team member licenses available for $5)

NOTE: If you’re looking to purchase Microsoft Dynamics CRM, we can help. Priced at $65 per user per month, for 1 to 5 users, you can get CRM here.

Microsoft occasionally offers special promotions for Microsoft Dynamics 365; give us a call at (800) 836-5147 for current promotional pricing.

User minimum varies based on plan.

Enterprise edition

  • 20 user minimum for the Dynamics 365 Plan, the Unified Operations Plan, and the Retail app
  • Minimum of 5 full users of the Dynamics 365 plan, the Unified Operations plan, and standalone applications (ex.: Sales, Customer Service, Talent, etc.)
  • For less than 5 users, customers can get the Portal “Add-on”

Business edition

No minimum user requirement.

We can set up your instance of Dynamics 365, and provide you with login information to pay via our xPortal with your credit or debit card. You can also use your xPortal login information to purchase training and consulting packages. You can purchase directly from Microsoft, but purchasing through xRM gives you the same pricing, as well as totally free access to hundreds of instructional videos in the Success Portal.

You will not lose your data if you convert to a paid subscription before your trial period ends.

We offer hundreds of free instructional videos to get you going with xRM; our newest 5 videos are always available on the homepage of, and you can access the rest of them using the Success Portal. The Success Portal is free, and only requires setting xRM as your Partner of Record, which also costs you nothing. Click here to learn how to do this. In addition, Microsoft maintains the Dynamics 365 Help & Training page, which is a great place to get your questions answered.

All technical support questions should be directed to Microsoft; unlimited technical and billing support is available to all Dynamics 365 subscribers. Visit the Microsoft Dynamics 365 support page, or call (800) 936-4900. xRM also offers supplemental Microsoft Dynamics 365 support via the purchase of prepaid consulting time.

xRM has a variety of consulting, customization, and training services available at a variety of price points. Check out our Dynamics 365 101 page for an overview of our three most common packages, or contact us with a summary of what you’re looking for and we will be in touch.

A Microsoft Partner is an independent company that provides value-added services and products to Microsoft customers.

No, but having a Partner can help ensure that your Microsoft Dynamics 365 deployment is a success. xRM offers several free and premium services that can help you get up and running more quickly and do more with your subscription.

No, naming xRM as your Partner of Record does not cost you anything.

We’ve detailed how to set xRM as your Partner of Record here.

Yes, in addition to our free instructional videos on the Success Portal, we offer QuickStart Dynamics 365 training, and can provide additional training services based on your needs.

Yes. Microsoft Dynamics 365 is compatible with Internet Explorer, Microsoft Edge, Mozilla Firefox, Google Chrome, and Apple Safari. For full compatibility details, click here.

Microsoft Dynamics 365 supports both Exchange and POP3/SMTP email systems for email synchronization, though only Exchange allows for synchronization of appointments, contacts, and tasks. In addition, customers not using supported email systems (ex.: Exchange, Gmail, Yahoo! Mail, MSN,, Windows Live Mail), may still be able to track email in Microsoft Dynamics 365, using the Outlook app rather than server side synchronization. Click here for full details on supported email systems. xRM customers can contact us at for assistance with tracking email.

You can enable inbound email tracking from Gmail by using Gmail’s POP capability and configuring the email router to download email from Gmail via POP3.

Microsoft hosts your data.

Yes, Microsoft has gone to great lengths to ensure that Dynamics 365 is the most secure cloud service available. Dynamics 365 meets a variety of international and industry-specific compliance standards, including EU Model Clauses, FedRAMP (for Dynamics 365 U.S. Government), HIPAA/HITECH, ISO/IEC 27001, ISO/IED 27018, SOC 1 and SOC 2 Type Reports. Dynamics 365 is built using the Security Development Lifecycle, and utilizes Azure Active Directory and encryption technology to protect your data. You can read more about the security of Dynamics 365 in the Trust Center.

Yes, as stated above, Dynamics 365 is HIPAA compliant, and Microsoft signs HIPAA-BAA agreements; additional information on HIPAA compliance can be found here.

Read the terms of the SLA here.

While it is technically possibly to migrate from an online version to an on-premise version, this migration is fraught with issues, mainly because of the widening disparity in functionality between the two systems. If your users begin to use any of the services that are "Online Only" you and they would need to be aware that a migration to on-premise will affect their experience. A list of the differences in functionality can be found here.

Yes. Dynamics 365 can be used on phones and tablets. Click here for specifics on supported devices.

Each subscription comes with 10 GB of free storage space. An additional 5 GB of free storage is added for every 20 full user licenses, with no limit other than the technical limit of 5 TB. In addition, extra storage can be purchased for $9.95 per GB per month.