In the recent weeks, I have seen a lot of topics in the Dynamics Community forums asking about what are the capabilities of the Dynamics 365 Team Member License, and what actions can or cannot be performed with this license. I have decided to summarize the details from the licensing guide regarding this licenses to be able to answer some of the questions that arise.
The Dynamics 365 for Team Members subscription is a named user subscription designed for users who are not tied to a particular function, but who require basic Dynamics 365 functionality. This license includes read access as well as some write access for select light tasks across all Dynamics 365 applications for a given tenant. As a result, as more Dynamics 365 applications are adopted across an organization, any user previously licensed with Team Members subscription would be licensed already to access those additional applications.
The Team Members licensed user may access Dynamics 365 data from Dynamics 365 for Operations and Dynamics 365 Plan 1 Applications.
The Team Members license grants a user the following Dynamics 365 for Sales, Dynamics 365 for Customer Service, Dynamics 365 for Field Service, or Dynamics 365 for Project Service Automation rights for their own use and not for, or on behalf of, other individuals:
· Write access to Accounts, Contacts, Activities, Tasks and notes
· Record time and expense for Dynamics 365 for Project Service Automation, and apply for projects
· Set up and manage the knowledgebase and Interactive Service Hub
· Update personal information
· User Reporting and dashboards
· Edit Custom Entities
· Participate as an end-consumer of Dynamics 365 services such as responding to surveys, or applying for projects
The following screenshot contains the details of the Team Member access rights to Dynamics 365 Customer Engagement.
The following table details that actions that can be performed against Microsoft Dynamics 365 using the Team Member License:
Accounts and Contacts
Associate a Marketing List with an Account or Contact
Activities and Notes
Post & follow activity feeds
Requires Yammer Enterprise License
Use a queue item **
Actions can be performed only against records corresponding to entities included in the use rights
Start dialog **
Run as an on-demand process **
Run an automated workflow **
Use relationships and connections between records **
Write custom entity records ***
Custom entities may require a higher CAL depending on the required access. Customizations can only be performed against entities included in the use rights.
Read custom entity data
Personal views; Saved Views
Search & Advanced find search
Export data to Microsoft Excel
Perform mail merge
Dynamics 365 Mobile Client Application
Microsoft Dynamics 365 for iPad & Windows
Microsoft Dynamics 365 for Outlook
Microsoft Dynamics 365 Web application
Read All Dynamics 365 application data
Portal or API access Only: Employee Self Service: Submit cases and update Cases user has submitted (as a support client/customer)
Chat with support team (as chat client for self-service, requires 3rd party solution)
Portal or API access Only/Non-Employees Only: Update Work Orders
Portal or API access Only/ Non-Employees Only: Create & Update Opportunities
Add or remove a Connection (stakeholder, sales team) for an Account or Contact
Create and update announcements
Submit Time & Expense for Project Service Automation
Update Project Tasks for Project Service Automation
Update Own Resource Competencies for Project Service Automation
Apply for Open Project Position for Project Service
Project Finder Mobile Application
User reports, charts, and dashboards
Create, update, customize, and run Reports
Microsoft Project Online Essentials****
Interactive Service Hub
Create, Publish, Configure Knowledgebase
Dynamics 365 - Gamification Fan & Spectator
Embedded PowerApps (Includes Flow)
User Interface integration for Microsoft Dynamics 365
The information about only includes what is related to Dynamics 365 Customer Engagement, and not the licensing capabilities for Dynamics 365 for Operations.
To download the licensing guide, click here.