Kourx License Optimizer for D365 F&O

These docs cover the early access release. Some details may change before general availability.

Overview

Kourx License Optimizer is an add-on for Dynamics 365 Finance & Operations. It reads users, security roles and sign-in history, works out the license each user needs, and lists users who are inactive, over-licensed or duplicated. It runs inside your environment and doesn't change any data.

Requirements

• A Dynamics 365 Finance & Operations environment.
• Permission to deploy packages to that environment, or someone on your team who has it.
• A sandbox environment for testing before production.

Install

1. Download the Kourx deployable package we send you.
2. Apply it to your sandbox environment using your normal package deployment process.
3. Open the License optimizer workspace and confirm it loads.
4. When you're happy with the results in the sandbox, deploy the same package to production.

The package contains compiled code only. Upgrading to the full edition later uses a license file and doesn't need a new package.

Run your first scan

Open the License optimizer workspace and select Run now. The scan runs as a batch job. When it finishes, the tiles and lists in the workspace show the results.

After the first run, the scan repeats weekly on its own. You can still select Run now at any time.

Settings

Open Parameters from the workspace to change:

• Inactivity threshold. The number of days without a sign-in before a user is listed as inactive. For example, 90 days.
• Scan schedule. The day and time of the weekly scan.

Reports

Inactive users

Enabled users who haven't signed in within the inactivity threshold, with the license they currently hold.

Role license analysis

The license each security role requires, so you can see which roles push users into a higher license.

Over-licensed users

Users whose assigned license is higher than the license their roles require.

Duplicate and test accounts

Repeat identities and test or generic accounts in production that hold a paid license.

Who can see results

Access to the workspace and reports is controlled with standard D365 security roles. Give access only to the people who review licenses, such as system administrators and license owners.

Uninstall

Remove the Kourx package through your normal package removal process. Kourx doesn't change your users or roles, so nothing else needs to be undone.

Support

Email hello@kourx.com with your company name and a short description of the issue.