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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Account CRUD for Sales...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Account CRUD for Sales Team Member License

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Posted on by CU09060343-0 8
In the past, a user owning a Team Member license was allowed to create Accounts. In the current Licensing 365 Guide or here Licensing Documents Microsoft is only mentioning functionalities that are allowed, but does not say, explicitly that creation of accounts is not allowed (at least to what I understand).

The default Sales Team Member role does not expose that functionality


Would we stay within the licensing guides when allowing to create/edit Accounts? Is that allowed or would such functionality require a full license instead?

Given the Dec 2025 guide’s wording, the only safe, audit-proof answer is:

A Team Members-licensed user may create Accounts only if Appendix D explicitly grants that right for “Accounts” in the Team Members Use Rights table.

Without having the Account table mentioned in Appendix D’s, any “yes/no” is a currently a guesswork.

Thank you in advance!

Maciej
Categories:
Dynamics 365 Sales
I have the same question (0)
  • CU09060343-0 Profile Picture
    CU09060343-0 8 on at
    Thank You. I have contacted Microsoft Support. Let's see what their answer is. WiIl let you know, once it's there.
  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 2,893 Super User 2025 Season 2 on at
    You don't often get MS folks on these forums, since we are community based. You could always submit a ticket in your environment to confirm, but my understanding is that extending the role (or providing a custom role that does the same) to someone with a Team Member license would fall outside the approved rights and permissions.
  • CU09060343-0 Profile Picture
    CU09060343-0 8 on at
    1) Thank You @Tom_Gioielli. That's exactly how far I understand the licensing guidelines right now, but I just need to be 100% sure, whether extending the default Sales Team Member role to allow creating/editing an Account within the Team Member App is or is not staying within the Team Member license rights.

    @Microsoft: Could you please provide a definitive answer here?

    2) Regarding the proposal from @Tom_Gioielli 
    Team Members do have rights to up to 15 customized tables, so if you have a customized table that stored Account or Account requested information that would fall under acceptable use.

    Thank You! That was also my idea, in case when solution 1 doesn't fall within the use rights for the Team Member license. 
     
  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 2,893 Super User 2025 Season 2 on at
    The licensing guide does not explicitly mention the Account table as one with permissions for Team Member licenses, unlike other tables (contacts, activities, notes). From my reading, this means that the Account table is not considered valid for Team Members to do anything other than Read or Append actions.
     
     
    Team Members do have rights to up to 15 customized tables, so if you have a customized table that stored Account or Account requested information that would fall under acceptable use.
     
    Caveat: I am not from Microsoft and do not handle their licensing. Anything I say above is my own interpretation of the licensing guide.
     
     
    If this response helped, please consider marking as verified so future users can see the resolution. If you have additional questions or problems, please tag me in the response so I receive a notification.

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