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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / D365 Sales - Team memb...
Microsoft Dynamics CRM (Archived)

D365 Sales - Team member license

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Posted on by Sampath 155

Dear Experts,

I have following question in D365 Sales hub. 

  1. How to restrict user activities based on the license type ? 

Ex:- Assume, a team member who doesn't has the right to carry any functions in the system tries to create an opportunity. In a situation like this, what would be the best way the system should warn? Is it through any warning message or do we need to manage it from permissions ?

  1. If user activity has to manage through user permissions, what happens if the administrator didn't assign proper security roles to a team member user & team member user works on other functionalities which are not allowed for him to use on his license (according to the license guide)? 

Ex:- Team member creates & update Opportunities in the D365 sales app

            If this is to be considered as a license policy violation, who will be responsible for it. Is it partner or customer ?

Thanks in advance 

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  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    Hi,

    Restriction to access of your application should be done using Security Roles (or Model-Driven apps).

    The team member license currently does not have all the restriction that are supposed to be in place. Access to an entity that the license is not supposed to access is a violation of the license (as you mentioned). I am not 100% sure if there is a violation on the partner side, but I think the end result it is up to the customer to make sure you are not in violation of your agreement. The partner should notify the customer if they are in violation, but at the end of the day, the software license belongs to the customer.

    Hope this helps.

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