User Types in Microsoft Dynamics AX 2012

February 10th, 2015 No comments

Before committing any dollars to purchase Microsoft Dynamics AX 2012, it is important to know what the user types are and what kind of functionality each provides. Under Microsoft Dynamics AX 2012’s Client Access License (CAL), employee roles are mapped into four user types:

  • Enterprise
  • Functional
  • Task
  • Self-serve

By knowing which roles are needed for your company, you can ensure that you buy the exact licenses required to meet the needs of individual users. No more – no less!

The user CALs allow access to Microsoft Dynamics AX 2012 through any and all modes of access-whether a rich client, a portal, a mobile device, a web client, or any other mode. This enables you to select users based on what they do and how they do it. It is important to note that as you move up in the hierarchy of user CALS, the rights of less expensive user types are included in that user type.

Check out the below graphic for an at-a-glance look at the four available CALs in Microsoft Dynamics AX 2012.

Enterprise User  
  • Unrestricted access to all functionality in the server software across the ERP solution
  • Drives the business, manages or administers the company
  • Manages processes across the organization
  • Sample job title: Financial controller
Functional User  
  • Manages a business cycle within a division or business unit
  • Does not perform activities that cut across divisions or business units
  • Sample job title: Customer service rep
Task User  
  • Performs tasks to support a business process or cycle
  • Completes tasks such as: entering time and materials, record and approve expenses, and operating a POS device or a Warehouse device
  • Sample job title: Field technician
Self-serve User  
  • Lowest CAL functionality
  • Uses the system to manage their own data not related to their job function, like change of address or tax information
  • Sample job title: Field tech assistant

For more information on Microsoft Dynamics AX, please email

Brianne Schaer is a Product Marketing Specialist at Ignify. Ignify is winner/finalist of the Worldwide Microsoft Partner Award in 2014, 2013, 2012, 2011 and 2010, and offers eCommerce, ERP, CRM, Order Management and POS solutions based on the Microsoft Dynamics line of products. Ignify has been included as the fastest growing business in North America for seven years in a row by Inc. Magazine and Deloitte in the FAST 500 from 2008 to 2013.

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