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

Access

Read Access Anywhere: Web App, Mobile App, Tablet App, via Dynamics 365 App for Outlook and Dynamics 365 for Outlook

Dynamics 365 Applications: full read across General System Use Activities: create, update, and delete

Common Announcements: create, update, and delete Contacts: create, update, and delete Dynamics 365 Mobile Client Application: use (for iPad, Windows) except 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 platform Additional tables (custom tables or standard Dataverse tables)1

Edit/Actions (pre-approved application scenarios for Team Members)

Sales Only employee self-serve: customer management - work with contacts or read accounts; lead and opportunity management - read leads and opportunities linked with accounts (Sales for Team Members, Portal1 or API access only)

Customer Service Only employee self-serve: create, update, and delete on own case; read knowledgebase articles (Customer Service for Team Members, Portal1 or 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

Finance Invoice: approve 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

Supply Chain Management Engineering Manufacturing Procurement Quality control: create and edit Sales order

Commerce Transportation Employee self-serve: record and update personal information, record time and expense Expense: approve Invoice: approve Manager self-serve: manage direct reports, record, and update employee information Sales, Customer Service, Field Service

15 per app Finance, SCM, Commerce, HR, Project Ops

Use Rights Description Sales, Customer Service, Field Service

Human Resources Picking: perform in store or warehouse Receiving: perform in store or warehouse Requisitions: create and edit Stock counting: perform in store or warehouse Time: approve Absence and leave: approve Employee self-service: record and update personal information, and request leave and absence Manager self-service: manage direct reports, record, and update employee information Record time and expense entries as progress is made on a project

Project Operations

Expense: approve Create and approve project timesheets Project Resource Hub: apply for a project, report time and expense for projects, update project tasks, update own resource competencies 1When provisioning capacity-based portals using Dataverse capacity, portal licensing use rights apply. Finance, SCM, Commerce, HR, Project Ops