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Small and medium business | Business Central, N...
Answered

Creation of orders with a Team Member license

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Posted on by 75

Hello,

We would like to create orders with a Team Member license. These should only be created, not delivered and not invoiced, so there is no posting. Is this possible?

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  • Verified answer
    KasparsSemjonovs Profile Picture
    4,677 Super User 2025 Season 2 on at
    RE: Creation of orders with a Team Member license

    Based on latest licensing guide - Team Member can only create Quotes (and those can be transformed to Order by a full license user).

    The Dynamics 365 Business Central Team Members license, grants a named user the following rights for their own use only (not for, or on behalf of others):

    • Read data within Business Central

    • Update existing data and entries in Business Central, such as previously created customer, vendor, or

    item records. Entries are defined as specific accounting information that, may be updated, such as a

    due date on customer ledger entries.

    • Approve or reject tasks in all workflows assigned to that user, with the limit that approvals and

    rejections can only update data in records that Business Central Team Members can access.

    • Create, edit, and delete a sales or purchase quote

    • Create, edit, and delete personal information

    • Edit job time sheets for approval

    • Use the Dynamics 365 Power Apps/Power Automate use rights provided with a Dynamics 365 license

    • Business Central Team Members application module may be customized with maximum 15 additional

    tables (custom tables or standard Dataverse tables) available to the Business Central Team Members

    license

  • Verified answer
    tanya07 Profile Picture
    1,638 on at
    RE: Creation of orders with a Team Member license

    Hi,

    You can also customize the process where for some users you can simply disable invoice/ship/receive hence they will not be able to post.

    Regards,

    Tanya Kharbanda

    Don't forget to help the community by verifying the answer if your question has been answered. It will let others know that the topic has a verified answer.

  • Marcel Jampen Profile Picture
    75 on at
    RE: Creation of orders with a Team Member license

    ok, thanks. And how would be the workaround for purchase orders?

  • Marcel Jampen Profile Picture
    75 on at
    RE: Creation of orders with a Team Member license

    Hi, thanks

    But the objectiv was not to use a fullsuer licence for these persons.

    Thanks.

  • Marcel Jampen Profile Picture
    75 on at
    RE: Creation of orders with a Team Member license

    ah I see, we should use purchase quotes, thanks

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