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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / BC Team Member License...
Small and medium business | Business Central, N...
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BC Team Member License Capabilities in Service Management

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Posted on by ERPlatanos 67
Hello All,
 
I am looking for clarification on capabilities for the Business Central Team Member License in the Service Management Module...
 
Microsoft Documentation clearly states a Team member can edit their Time Sheets, which can be imported to the Service Lines of a Service Order. Can a Team member directly view and edit the /Service Tasks/ assigned to them, then adjust the service lines?
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,440 Super User 2024 Season 2 on at
    BC Team Member License Capabilities in Service Management
    don't think they can with a team member license. Team Members can perform basic functions like entering timesheets, but they usually have read-only access to most other data and functions.
     
    Jun Wang
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,942 Super User 2024 Season 2 on at
    BC Team Member License Capabilities in Service Management
    Hi, you can submit your ideas to MS Ideas, and if there are enough votes, Microsoft may add these features in future versions.
     
    Missing a feature? Post or vote for ideas on: aka.ms/BCIdeas
     
     
    Thanks
    ZHU
  • ERPlatanos Profile Picture
    ERPlatanos 67 on at
    BC Team Member License Capabilities in Service Management
    Thanks for the replies, everyone!
     
    Judy,
     
    You're correct that it specifically states updating Time Sheets for jobs. I assumed updating them as a Service technician should be the same.
     
     
    I could understand Microsoft blocking functionality to create/modify/delete on Service Orders, Service Lines, or Service Item Worksheet.
     
    I would hope Micrsoft allows users with Team member licenses to update their own Time Sheets with service hours, similar to Job Task hours. Then, the "Time Sheet manager" with Premium license can approve the hours, then import to Service Lines. That's my thought process but I don't know how to confirm that.
     
     
  • Suggested answer
    Dr Gomathi MVP MCT Profile Picture
    Dr Gomathi MVP MCT 56 on at
    BC Team Member License Capabilities in Service Management
  • Verified answer
    Judy Profile Picture
    Judy Microsoft Employee on at
    BC Team Member License Capabilities in Service Management
    Hi, the BC Team Member License can edit job time sheets for approval. And it did not mention it can edit the Service Task:
    The reference document:
    Hope it helps.
    Best Regards,
    Judy
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,942 Super User 2024 Season 2 on at
    BC Team Member License Capabilities in Service Management
    Hi, as far as I know it's not possible, only Time Sheets.
     
    Hopefully other experts can give you better advice.
    Thanks.
    ZHU

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