Embed Customer service team member app in D365 customer service

(0) Share

Report

Posted on by CBrasp

Hi,

we need some advise on the CE Team member license & app.

We use D365 Finance & operations for back office processes and D365 CE for front office processes and are currently tying the two together with dual write and virtual entities. But of course there will be users who only have a Finance & Operations license and only work in that app - but we still want to give them a basic insight on outstanding cases for a customer. We were obviously thinking about giving them a D365 CE team member license and then building a canvas app that you can then integrate in FinOps. But according to the upcoming changes for team members that doesn't seem a viable option - team member license only gives access to the Customer service team member app. So since we haven't been able yet to install that app - my question is if you can easily embed that app in Finance & operations and make it context aware?

All responses (1)

Answers (0)

Suggested answer

Roberto Ilidio on at

Like (0)

Report

RE: Embed Customer service team member app in D365 customer service

Hi,

You can check details regarding the Team Members license here https://docs.microsoft.com/en-us/dynamics365/get-started/team-members-license#frequently-asked-questions

and find a more detailed document here: https://go.microsoft.com/fwlink/?LinkId=866544&clcid=0x409

Check page 49, there is a summary on how to take decision between the available licenses. Per your initial description, it seems that your requirement is between Team Members and Power Apps per app plan. I would say that probably the second one fit your requirements, to create a custom canvas App to display data from Dynamics CE and F&O. Have you verified this license Power Apps per app plan?