Dynamics Community Forum Thread Details

CRM and F&O license for sales staff

Hello, I need your assistance. Several of our sales representatives are using the CRM to open the F&O configurator through Dual Write. Currently, all of them have a full SCM license with Finance attached. I am convinced that we could reduce the licensing level.

I am in the process of testing a setup with SCM only (not yet validated), but I am wondering if it would be possible to go even further and assign an Activity license instead.

Below is a summary of the required access — Associated privileges (Sales Order Processor – Activity):

1. Customer quotations management

SalesQuotationMaintain → Create, modify, delete a quotation.

SalesQuotationConfirm → Confirm a quotation.

SalesQuotationSend → Send a quotation to the customer.

SalesQuotationView → Read quotations.

👉 This covers the full cycle: quotation → confirmation → conversion into an order.

2. Customer orders management

SalesOrderMaintain → Create and modify a sales order.

SalesOrderConfirm → Confirm the order.

SalesOrderView → Read orders.

SalesOrderCopy → Copy a quotation or an order to generate a new one.

👉 The sales rep can convert a quotation into an order, adjust lines, and check the status.

3. Products and variants

EcoResProductSearch → Search for a product.

EcoResProductVariantSelect → Select a standard variant.

SalesOrderLineConfiguration → Launch the product configurator (basic use, not maintenance).

👉 The user selects variants or configures a product prepared by engineering.

4. Customers

CustTableView → View customer data.

CustTableMaintainLimited → Create/modify customers in a limited way (basic information only).

👉 Sufficient to link a quotation or order to a customer.

5. Consultation & reporting

SalesAnalysisView → Review completed sales.

CustInvoiceJournalView → Access invoice journals (read-only)

InventoryOnHandView → Check stock availability (read-only).

👉 The sales rep has basic visibility without the ability to modify logistics or accounting.

Question: Is it possible to create an Activity license role, or is there another way to avoid giving sales representatives full licenses?

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Dynamics 365 general

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