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Dynamics 365 CRM changes to team member licenses

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Posted on by Dhasara Devi G N 354

Hi experts,

I have been trying to get some clarifications on changes to team member licenses that will be in effect from July 2020. Appreciate if someone can provide additional details:

1. Our CRM users are assigned Team Member licenses and some users require edit access to account. How does this change with the new license model? Does the user get any error message stating he/she cannot edit accounts?

2. Does PowerApp license required for a user if CRM customizations include MS flow, Model Driven App etc?

3. Is Model driven app required for a regular Sales implementation where different business unit within organization requires access (read, write) to certain system and custom entities?

  • Linn Zaw Win Profile Picture
    Linn Zaw Win 3,405 on at
    RE: Dynamics 365 CRM changes to team member licenses

    In addition to the answer by Ricardo for question 1, the users can have edit access to Account entity if they get Power Apps licence.

    For question 2

    • You may not need additional Power Automate licence if the flows are in the context of the embedding Dynamics 365 application. If the embedded flow is not within the context of the Dynamics 365 application, then standalone Power Automate licenses will need to be purchased. Refer to Licensing guide for Microsoft Power Apps and Power Automate for more details.
    • All Model Driven App (except Team Member specific ones ) will not be available for Team Member users so that the users will need Power Apps licence (or other D365 licences) to access a custom model-driven app.

    On top of what you asked, you can review the Team Member conformance report for your environment by following the instructions in the link below.
    docs.microsoft.com/.../team-members-license

  • Suggested answer
    Ricardo Gimenez Profile Picture
    Ricardo Gimenez on at
    RE: Dynamics 365 CRM changes to team member licenses

    Hi Dhasara, 

    Thank you for using the Microsoft Dynamics Communities.

    Answring your questions inline:

    1. Our CRM users are assigned Team Member licenses and some users require edit access to account. How does this change with the new license model? Does the user get any error message stating he/she cannot edit accounts?

    Answer: Users that have Team Members licenses are only able to access Team Members application (Customer Service Team Member and Sales Team Member). Edit account records is not available for this users, so when the Account form is accessed (for an existing record), they will see the following message at the top of the form: "Read-only: You don't have access to edit this record.". Also, "New" button is not available for this entity too.

    2. Does PowerApp license required for a user if CRM customizations include MS flow, Model Driven App etc?

    Answer: https://docs.microsoft.com/en-us/power-platform/admin/powerapps-flow-licensing-faq#do-users-who-run-flows-need-to-be-licensed-or-do-only-users-who-create-flows-need-to-be-licensed

    3. Is Model driven app required for a regular Sales implementation where different business unit within organization requires access (read, write) to certain system and custom entities?

    Answer: I presume that are referencing to Team Member enforcement. In this case, all Model Driven App (expection Customer Service Team Member and Sales Team Member) will not be available for Team Member users. If you have custom entities, you can bring them into Team Members App obseveing the 15 entity limit associated to enforcement.

    Also, remeber that enforcement was extended to January 31th 2021. https://docs.microsoft.com/en-us/dynamics365/get-started/team-members-license

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