Dynamics 365 Team Member License – An Introduction

Dynamics 365 Team Member License – An Introduction

The light Microsoft Dynamics 365 users are termed as Team Members by Microsoft. This license is specifically designed for people who need only limited access across D365 applications.

What is a Team Member License?

Through a Team Member license, users get to have full read access across all Dynamics 365 apps including Customer Service, Project Service, and Sales. Also, a Dynamics 365 ‘full’ user for a single role-based first party application gets to have Team Member capabilities. It means, if, let’s say a user is licensed with the Sales application, they could also make use of Team capabilities for reading Customer Service data like entitlements, subject to any of the normal security permissions for Dynamics users.

Team Member licenses are significant as they enable Dynamics to be shared with more people within a company at quite a lower rate as compared to the price of a full application.

Team Member Licenses: Functions and Capabilities

Here’s a selection of Team Member capabilities and/or functions:

  • Full read access across all D365 applications
  • Run on-demand processes (for only the permitted entities)
  • Update personal information
  • Write access to Contacts, Activities, and Notes
  • User reporting and dashboards
  • Submit and approve expense / time entries
  • Access by web, tablet, mobile, as well as via Outlook
  • Associate a marketing list with an account or contact
  • Perform advanced finds
  • Export to Excel (if authorized by the admin)
  • Create, update, and delete email as well as Word templates
  • Mail merge

Final Word

While a single Team Member license in isolation won’t be suitable for system administrators, there are a lot of people in any company who can benefit by being connected to a shared platform but who don’t possess access to Dynamics. Instead of forcing users to pay for the functions or capabilities they don’t need, Team Member licensing provides them with the basic Dynamics functionality at just an entry level cost.

Users can share communications, perform basic tasks, access relationship details, and much more to collectively raise productivity, deliver better service, and gain brand new business insights.

If there’s more you want to know about the Team Member license, DynaTech is here to help! Get in touch to discuss your requirements at  sales@dynatechconsultancy.com, and we’d love to answer all your questions!

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