Hello and Good day!
May I know what are the capabilities of a team member license?
Can they create, edit, and delete Account and Contact information? And from any other standard entity?
What are other capabilities of team member license?
Apologies if this has been asked multiple times as I just want to clarify this. I checled the licensing guide and I did not understand the definition of Team Member.
Thank you in advance
Hi cmmm,
Yes. We can create, edit, and delete Account and Contact information. but not all standard entities.
The following are all the capabilities of the Team Member License:
(i) Create, view, update, and delete contacts, activities, tasks, and notes access to contacts, activities, tasks and notes
(ii) Record time and expense for Dynamics 365 for Project Service Automation, and apply for projects
(iii) Update personal employee information
(iv) User reporting and dashboards
(v) Participate as an end-consumer of Dynamics 365 services such as responding to surveys
(vi) A Team Members application module may not be customized with more than 15 custom entities available to the Dynamics 365 Team license
(i) To record any type of time
(ii) To record any type of expenses
(iii) Manage personal employee information
(iv) Manage direct employee and candidate activities for hiring, onboarding, and human resources
(v) Create requisitions
(vi) Create or edit the items related to the following capabilities: quality control and departmental budgets
(vii) Approval of time, expense, invoices
(viii) Team Members application module may not be customized with more than 15 custom entities available to the Dynamics 365 Team license. This only applies to entities that sit on Common Data Service Platform (Talent – Attract)
In addition, you could also refer to Appendix B and Appendix C of this PDF for a detailed list of the Dynamics 365 Team Members use rights:
[View:https://mbs.microsoft.com/Files/public/365/Dynamics365LicensingGuide.pdf:320:50]
Hope this helps.
Best Regards,
Lu Hao
Hi Cmmm,
I would suggest you to refer to the latest (April Release) introduction on DYNAMICS 365 TEAM LICENSES:
https://rocketcrm.co.uk/dynamics365_team_member_-licenses_explained/
Below is a bulleted list of items that can be performed by a Team Member. The list comes from Microsoft’s licensing guide to Dynamics 365 and does not include granular detail on every aspect of the licensing permissions. The full list is comprehensive and we would always recommend that customers read the full licensing guide for further clarification (see link below for the pricing guide…the link to the licensing guide is on the pricing page)
Microsoft Dynamics 365 Licensing Guide
Note 1: At least one full user license is required in order to be able to add Team Licenses to the tenancy.
Note 2: Team Members can access any instance of Dynamics 365 as long as it is within the same tenancy. For Example, a sandbox or training instance is accessible to users with a Team Member Subscription.
Hope the above would help.
Regards
Johnny
Hi cmmm,
The Dynamics 365 Team Members License is explained on pages 11 and 12 of this PDF.
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