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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Sales Force Automation...
Microsoft Dynamics CRM (Archived)

Sales Force Automation - CRM Basic licence

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Posted on by Davor Sed 2,050

Hello,

By reading CRM Licenses restriction i found that, among other things, basic licence cant access

sales force automation. Can someone explain what does this in practice mean, user cant access what part or CRM? Sales module?

Thanks in advance for answer.

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  • Community Member Profile Picture
    Community Member on at

    Off the top of my head, it excludes them from using Quote > Order > Invoice, and anything to do with the product catalog. As well as a whole bunch of other stuff like Marketing Lists

  • Davor Sed Profile Picture
    Davor Sed 2,050 on at

    So the user will be able to see records regarding:

    Account

    Leads

    Opportunities

    Activities

    Custom entities

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Yes for Accounts, Contacts, Leads, Cases, Custom entities

    But Basic licence has read-only access for Opportunities, Quotes etc, and read-only for service managment (facilities, resources, articles...)

  • Davor Sed Profile Picture
    Davor Sed 2,050 on at

    OK, thanks for answer.

    So basically user can view opportunity but with basic licence, user is not able to open new opportunities.

  • Community Member Profile Picture
    Community Member on at

    Correct

    Have you read this guides and explanation of the CRM licence levels?
    Summary Microsoft Dynamics CRM 2013 Licensing Basics (pdf)

    There are also loads of blogs and articles out there explaining the levels that have been fundamentally the same since 2013

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