Team Member security role

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Posted on by Derek Nuzum

Has anyone setup a security role that they feel somewhat comfortable about it adhering to the license rules for Team Members in Dynamics 365? I would be very interested to see what you have decided is in/out.

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Andreas Cieslik 9,267 on at

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It depends in what module you work mostly in CRM, e.g. Sales, Service, Field Service, etc..

I would suggest Sales Person role and strip down the permissions.

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Derek Nuzum 4 on at

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Thx Andreas, I agree, but my problem is I have mixed opinion on what should be in/out. Eg. Being told that a Team Member has Read only access to Leads is telling me a TM license cannot create or write to a Lead record, but it does not make it clear on other privileges. Eg Share, Append, Assign, Delete. What I believe should be available from Microsoft is a security role for Team Members which covers everything a TM is allowed to do. Then we can subtract from that to suit the specific role, giving us confidence we are not infringing license. As this is not being delivered by Microsoft, we all have to guess what it might be. It would be great if a real hero stood up and posted what they believe is correct and let the Microsoft licensing experts have their say thereafter.

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Luke12345678 629 on at

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I agree, the outline for team role security is vague and as a result is quite open to interpretation. Append is the permission I'm more interested in regarding team member.

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Andreas Cieslik 9,267 on at

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Hi Derek,

I agree with you. Maybe you want to address this request in the ideas portal if it is not already added there?

ideas.dynamics.com/.../dynamics-crm

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MBhatti on at

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Was anyone able to create Team Member Role?

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Drew Poggemann 4 on at

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Hi MBhatti,

We have done this for a number of customers already, yes. We follow the rules right from the licensing guide to provide read only access to all entities, appropriate additional create / update / delete / append / append to, etc. for entities like Account, Contact, custom entities, etc.

Overall there is no specific guideline on this and I did submit a user voice on this as well but am having trouble finding it :(

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MBhatti on at

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Hi Drew

Thanks for you response. Can you send me reference URL for the licensing guide?

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Drew Poggemann 4 on at

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Hi MBatti,

You can go here and you will see the latest download of the pricing guide:

dynamics.microsoft.com/.../pricing

Or direct link to June's Guide: go.microsoft.com/fwlink;clcid=0x409

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MBhatti on at

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thank you Drew

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Ben Thompson 6,350 on at

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Supposedly there is a talk regarding licencing (with implications on regarding the future of the team licence) at the Business Application Summit but I can't find it when I just tried to search.

I suspect things may be slightly different later this week so it may be best to wait a couple of days...

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