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Is there a "user role" template available with such settings that it would allow only those things which are ok with Team Member license ? I feel that this should come from Microsoft - but have not found any information about this.
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We have the same problem. We do not find a detailed description of the role team member in Dynamics 365 CRM.
We opened a ticket to the microsoft support which asked us to consult the License guide.
But for us, the guide is not precise enough to correctly set the license.
Microsoft advised us to open a ticket directly on Dynamics support.
Has anyone been able to obtain the exact qualifications to put to the role team member?
Thank you
Hi Raz, thank you for the links (preact.co.uk) that is really helpful. I quess Microsoft will NOT provide this kind of easy way to set user rights for a TEAM MEMBER.
Hi Pekka, first of all you can download the dynamics 365 Licence guide here; download.microsoft.com/.../Dynamics_365_Enterprise_edition_Licensing_Guide.pdf
The Dynamics 365 licenses light users as Team Members for users who only need limited access across the full range of Dynamics 365 apps. The main Dynamics 365 Enterprise Edition includes sales, customer service, field service and project service. A dedicated marketing app will arrive early in 2017. Each Team Member licences has full read access across each of these apps.
Team Members have the following Access;
•Full read access across all Dynamics 365 apps
•Write access to Contacts, Accounts, Notes and Activities
•Read / Write access to custom entities
•Create and run Powerapps within the context of use rights
•Full knowledge management to create, publish and share posts
•Update personal information
•Submit and approve time / expense entries
•User reporting and Dynamics 365 dashboards
•Access by web, mobile, tablet and via Outlook
•Run on-demand processes (for permitted entities only)
•Perform advanced finds
•Create personal views
•Mail merge
•Export to Excel (if authorised by administrator)
A selection of functions not available for Dynamics 365 Team Member licences include:
•Leads and opportunities
•Marketing Lists
•Quick Campaigns
•Case management
•Configure system views and system dashboards
•Microsoft Social Engagement
•Voice of the Customer surveys
•Products and price lists
•Quotes and orders
•Contracts
•Work orders
A single Team Member licence in isolation will not be suitable for system administrators. Also, for a user who needs any of the above functions a Dynamics 365 plan or app will be the best solution.
download.microsoft.com/.../Dynamics_365_Enterprise_edition_Licensing_Guide.pdf
www.preact.co.uk/.../a-quick-guide-to-microsoft-dynamics-365-team-member-licences
Hope that helps :)
Unfortunately not. The license restrictions are done essentially done on an honesty basis, and may not directly map to security roles. Microsoft didn't provide this level of information previously for the Basic and Essential licenses, and I don't expect them to do it the Team Member license
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