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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Workflow approve optio...
Supply chain | Supply Chain Management, Commerce
Answered

Workflow approve option for team member license

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Posted on by deepakkb 140

Hello Experts,

We have a request to develop custom workflows from a client. We are thinking of using Team member license for approvers as these users do not have other function / work in D365FO. But even after going through the Licensing guide, its not very clear that we can do this. However after reading few community threads (Team Member license limitations and the purpose - Dynamics 365 General Forum Community Forum), seems like 'workflow approvals' can be apart of team member license. Moreover if I check some of the standard approvals (PO approval screen shot below), it does specify that requirement is team member license.    

pastedimage1630411383817v2.png

As its not very clear, I wanted to ask if 'workflow approvals' falls under the Team member license?  

Regards,

Deepak.

  • deepakkb Profile Picture
    deepakkb 140 on at
    RE: Workflow approve option for team member license

    Hello André,

    Thanks for your response.

    its very good news that we need not look at licensing guide for custom workflows.

    As far as the view access, Licensing guide does mention that Team member license has full read access. I checked many Menuitems and ones that will have custom workflow , all of which have ViewUserLicense set to Universal. I think this should sufficient for approving user to open/view document they are approving.

    Thanks you once again.

    Thank you,

    Deepak.

  • deepakkb Profile Picture
    deepakkb 140 on at
    RE: Workflow approve option for team member license

    Hello Ramit,

    Thanks for your response.

    Power automate is not an option at this point for the customer.

    Regards,

    Deepak.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 293,043 Super User 2025 Season 1 on at
    RE: Workflow approve option for team member license

    Hi Deepak,

    If you create an own workflow type which is not already in Dynamics 365, then for the workflow itself, you don't have to check the licensing guide.

    E.g. if you create a workflow for project detail changes, this is not part of the standard application and you don't need a license then. If you want to create another vendor invoice workflow, then you have to align with the licensing from Dynamics 365 for the approval part.

    Having said that, the users will need to have at least view access to the form which initiates the workflow. Depending on the licensing guide and menu item used, this will require the license type for your user. There can be a difference in the license requirement if the user will get maintain or view permissions.

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,375 Most Valuable Professional on at
    RE: Workflow approve option for team member license

    Hi,

    Is your requirement to check the WF and then approve?

    If user not necessarily to check the document before approval in Dynamics, then you can think of power automate solution.

    You can just make a business flow to cater this requirement.

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