Assign Parature licenses to Microsoft Dynamics 365 users

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Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Any Microsoft Dynamics 365 (online) user with a Professional user subscription license can use the knowledge management capability in Dynamics 365 without any additional setup in Parature, from Microsoft.

If a Microsoft Dynamics 365 (online) user with an Enterprise user subscription license wants to use knowledge management capability, you’ll need to assign a Parature license to the user, and then assign this user a “Knowledgebase View Only” role in Parature.

Note

The instructions in this topic are applicable to you only if your organization is using the Parature knowledgebase.

To assign and verify Parature licenses, use the Office 365 admin portal.

  1. Browse to the Office 365 admin portal (https://portal.office.com) and sign in using Global administrator credentials.

  2. Click Users > Active Users and select a user to assign a license.

  3. On the right side of the page, under Assigned license, click Edit.

    Assign license to CRM users

  4. Click the Microsoft Dynamics 365 (online) Enterprise drop-down arrow, and then select the check box for Parature Enterprise.

    Assign Parature license to CRM users

  5. Click Save.

To learn about managing CSR roles in Parature or to create new CSRs, see Manage CSR roles and Create, manage, and deactivate CSRs.

To learn more about Microsoft Dynamics 365 (online) licensing, see Dynamics CRM Online Pricing and Licensing Guide.

See Also

Set up knowledge management in Microsoft Dynamics 365

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