web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Security Role for Team...
Finance | Project Operations, Human Resources, ...
Unanswered

Security Role for Teams licensed collaborators

(0) ShareShare
ReportReport
Posted on by cindy whylings 35

I have a production Environment for my Project Operations Lite deployment (work based sales, project delivery and pro-forma invoicing)

I have two types of users:

Licensed Users - 1/2 of our company is Licensed - these are salespeople, managers, etc.

Non-Dynamics licensed users who have Teams licenses  - these are our supporting staff members

Our supporting staff members often create collateral for opportunities, and provide collaboration notes and updates on the contacts, customers and opportunities.  

We plan on using the Teams collaboration feature

What role is the best role for the non-Dynamics licensed users to allow them to be:  added as connections to a lead, opportunity, account or contact; update / edit records they are connected to. 

  • Juan Simon Profile Picture
    Juan Simon 1,026 on at

    Hi Cindy, there is not a SR for a Microsoft 365 licensed user to use any Dynamics 365 product. In order to consume those tables, you need a D365 license period. There is the full license and a team member license, where the second you can use in certain situations/and read, edit certain tables, and where they consume the same data/information but must use the Team Member app, not the full Dynamics 365 Project Operations. Download the license guide and find the info you need: go.microsoft.com/.../

    When you license the user they get the Project User security role inside that Environment automatically, and that gives the most basic access to the app, but note that it has nothing to do with Microsoft 365 access since they are separate products.

    Hope this helps.

    Thanks,

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the September Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 510 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 302 Super User 2026 Season 2

#3
CU-1234529-002 Profile Picture

CU-1234529-002 197

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP
License usage reporting (in-app and PPAC) with Entra dynamic groups

Product updates

Dynamics 365 release plans