Account CRUD for Sales Team Member License

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Posted on by CU09060343-0

In the past, a user owning a Team Member license was allowed to create Accounts. In the current Licensing 365 Guide or here Licensing Documents Microsoft is only mentioning functionalities that are allowed, but does not say, explicitly that creation of accounts is not allowed (at least to what I understand).

The default Sales Team Member role does not expose that functionality

Would we stay within the licensing guides when allowing to create/edit Accounts? Is that allowed or would such functionality require a full license instead?

Given the Dec 2025 guide’s wording, the only safe, audit-proof answer is:

A Team Members-licensed user may create Accounts only if Appendix D explicitly grants that right for “Accounts” in the Team Members Use Rights table.

Without having the Account table mentioned in Appendix D’s, any “yes/no” is a currently a guesswork.

Thank you in advance!

Maciej

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Dynamics 365 Sales

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Tom_Gioielli 2,863 Super User 2025 Season 2 on at

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The licensing guide does not explicitly mention the Account table as one with permissions for Team Member licenses, unlike other tables (contacts, activities, notes). From my reading, this means that the Account table is not considered valid for Team Members to do anything other than Read or Append actions.

Team Members do have rights to up to 15 customized tables, so if you have a customized table that stored Account or Account requested information that would fall under acceptable use.

Caveat: I am not from Microsoft and do not handle their licensing. Anything I say above is my own interpretation of the licensing guide.

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