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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Create and Edit Market...
Customer experience | Sales, Customer Insights,...
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Create and Edit Marketing lists with Team Member license?

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Posted on by Bram Boerman 15

Dear Community, 

For one of our clients we are configuring the "Sales Team Member" App. Some of the Team Member licensed users are currently creating and editing marketing lists. 

On some forums I read that soon it will not be possible to create/edit marketing lists with a Team Member license. Is this true? 

If so, as of when does this go into effect? And is the alternative then to purchase another expensive license to continue using marketing lists? 

Ps. Perhaps somewhere on the Microsoft page it can be clearly established what is and is not available for a Team Member license, as this is currently very vague. 

  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar Microsoft Employee on at

    Hey Bram!

    ON the Dynamics Licensing Guide, January 2021 you have a couple interesting things:

    - On page 28 you have a nice table that specifies access rights for different Marketing actions from within Sales.  Neither Campaigns nor Lists are allowed for Team Members, meaning Create, Update, Delete are available for them.

    - However, there's a specific action that is available:  Associate a Marketing list with a contact or account:
    pastedimage1611565130284v1.png

    Please, check the licensing guide.  For each application the Team Member actions available are listed, as well as on the Appendix A.

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