Terminology used in the product and documentation
Applies to Dynamics 365 for Customer Engagement apps version 9.x
In some documentation we previously referred to Dynamics 365 (online) when we were talking more specifically about Dynamics 365 for Customer Engagement applications (apps). We have changed this in our current documentation so that it’s clear when we are referring to the collection of apps that include Sales, Customer Service, Marketing, Field Service, Project Service Automation, and their related services rather than the whole Dynamics 365 product family of applications and services, which includes Finance and Operations, Talent, Retail, and Business Central. You may still see “Dynamics 365 (online)” in some user interfaces (UI). Those strings refer to Dynamics 365 for Customer Engagement apps.
The following are terms used throughout the Dynamics 365 for Customer Engagement apps product and documentation.
|Tenant||For Dynamics 365 for Customer Engagement apps, a tenant is the account you create in the Microsoft Online Services environment when you sign up for a Customer Engagement apps subscription. A tenant contains uniquely identified domains, users, security groups, and subscriptions and can contain multiple Customer Engagement instances.
The tenant created for you has a domain name of <account>.onmicrosoft.com. For example, contoso.onmicrosoft.com.
|Instance||When you sign up for a trial or purchase a Dynamics 365 for Customer Engagement apps subscription, a Customer Engagement apps Production instance is created. Each additional production or non-production (Sandbox) Customer Engagement instance you add creates a separate and isolated Dynamics 365 for Customer Engagement apps organization on the same tenant.
An instance has the URL format: https://<URL name>.crm.dynamics.com. For example, https://contososales.crm.dynamics.com.
|Multiregional instance||An instance in a different region than where your Customer Engagement tenant resides. Local instances can provide quicker data access for users in that region. More information: Add and edit multiregional instances|
|Subscription||A subscription consists of the Customer Engagement apps licenses and add-ons included with the trial or paid service you signed up for in your Customer Engagement apps account. Customer Engagement apps subscriptions can vary in license type, price, and end date.
For example, a subscription might be 100 licenses of Dynamics 365 for Customer Engagement apps Professional and 10 licenses of Dynamics 365 for Customer Engagement apps Enterprise.
|Identity||The user account used to sign in to Customer Engagement apps. You can also use this identity to access other Microsoft Online services, such as Office 365 or SharePoint Online. Administrators can decide if they want to federate user identity management between Customer Engagement apps and on-premises Active Directory.|
|User account||A user account assigned by an organization (work, school, non-profit) to one of their constituents (an employee, student, customer) that provides sign-in access to one or more of the organization’s Microsoft cloud service subscriptions, such as Exchange Online or Customer Engagement apps. Access to an online service is controlled by the license assigned to the user account.
User accounts are stored in an organization’s cloud directory within Azure Active Directory, and are typically deleted when the user leaves the organization. Organizational accounts differ from Microsoft accounts in that they are created and managed by admins in the organization, not by the user.
|Security group||If your company has multiple Customer Engagement instances, you can use instance security groups to control which licensed users can access a particular instance. More information: Control user access to instances: security groups and licenses|
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