Appendix C: Dynamics 365 Team Members Use Rights Overview This table provides an overview of the use rights granted through a Dynamics 365 Team Members license (not applicable for Dynamics 365 Business Central Team Members) for Sales, Customer Service, and Field Service, as well as for Finance, Supply Chain Management, Commerce, Human Resources, and Project Operations. Use Rights
Description
Sales, Customer Service, Field Service
Finance, SCM, Commerce, HR, Project Ops
Access Access Anywhere: Web App, Mobile App, Tablet App, via Dynamics 365 App for Outlook and Dynamics 365 for Outlook
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Read Dynamics 365 Applications: full read across General System Use Activities: create, update, and delete Announcements: create, update, and delete Contacts: create, update, and delete Dynamics 365 Mobile Client Application: use (for iPad, Windows) except Common for Field Service Microsoft Excel: export data and access user reports, charts, and dashboard Notes: create, update, and delete Yammer: collaboration (needs Yammer license) Customization Apps on Dataverse Additional tables (custom tables or standard Dataverse tables)1 platform Edit/Actions (pre-approved application scenarios for Team Members) Only employee self-serve: customer management - work with contacts or read accounts; lead and opportunity management - read leads and Sales opportunities linked with accounts (Sales for Team Members, Portal1 or API access only) Only employee self-serve: create, update, and delete on own case; read Customer knowledgebase articles (Customer Service for Team Members, Portal1 or Service API access only) Accounts payable: view positive pay events Cost objects: monitor monetary and non-monetary performance of assigned cost objects Department budget: create and edit Employee self-serve: record and update personal information, record time and expense Invoice: approve Finance Inventory: respond to inventory needs on production line Manager self-serve: manage direct reports, record, and update employee information Purchase orders: respond to vendor’s PO when listed as contact person Requisitions: create and edit Time: approve Cost accounting Distribution Engineering Supply Chain Manufacturing Management Procurement Quality control: create and edit Sales order Transportation Employee self-serve: record and update personal information, record time and expense Expense: approve Commerce Invoice: approve Manager self-serve: manage direct reports, record, and update employee information
Dynamics 365 Licensing Guide | November 2021
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15 per app
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