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Finance | Project Operations, Human Resources, ...
Suggested Answer

View only user role license association

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Posted on by 156

I have found that a custom role must be created for a user to have view only permissions in D365 Finance.

What license is required to be assigned to a user with a view only custom role in D365 F&O?

Can it be a D365 Team Member license?

Does it have to be a D365 Finance license?

Thanks in advance.

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  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,625 Super User 2025 Season 2 on at

    Must be a full user license because you're providing access to potentially everything in the system but limiting to view only.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    301,551 Super User 2025 Season 2 on at

    Hi Connor, Frank,

    The licensing guide is mentioning that read access is part of the Team members license. Previously, indeed the read-only access required a full license for particular access. The next text is copied from the Dynamics 365 licensing guide (January 2023).

    Team Members license: This license, also assigned to a named user, is for users who are not tied to a particular function but require read-only access to all data and basic Dynamics 365 functionality for designated scenarios such as expense entry or updating contacts. Users with a Team Members license can read Dynamics 365 data generated from Finance, Supply Chain Management, Commerce, Human Resources, Project Operations, Sales, Customer Service, and Field Service. They may access a specific set of functionalities of these products. The Team Members license does not provide access to custom applications. You have limited table (formerly known as ‘entity’) customization options for Team Members, read more about custom tables in Appendix D.

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