Overview


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​User subscription that includes light use and read access of all Dynamics 365, Enterprise edition apps (Dynamics 365 Unified Operations Plan and Dynamics 365 Customer Engagement Plan applications).

The Microsoft Dynamics 365 for Team Members subscription is a named user subscription designed for users who are not tied to a particular function, but who require basic Dynamics 365 functionality.

This license includes read access as well as some write access for select light tasks across all Dynamics 365 applications for a given tenant.

As a result, as more Dynamics 365 applications are adopted across an organization, any user previously licensed with Dynamics 365 for Team Members subscription would be licensed already to access those additional applications.

The Team Members Subscription License user may access Dynamics 365 data from Dynamics 365 Unified Operations Plan and Dynamics 365 Customer Engagement Plan Applications. At least one full user must be assigned to the tenant to administer and configure the service. A Plan subscription is the most cost-effective option to provide ultimate flexibility for a user to administer and configure more than one Dynamics 365 application.

​The Dynamics 365 for Team Members Subscription License grants a user full read access across all the Dynamics 365 applications for a given tenant. In addition, the Dynamics 365 for Team Members Subscription License includes some limited use write access across Dynamics 365 Unified Operations Plan and Dynamics 365 Customer Engagement Plan Business Applications.

​Dynamics 365 for Team Members also includes the “PowerApps for Dynamics 365 Team Members” license. Dynamics 365 for Team Members users can use PowerApps to access Dynamics 365 within the bounds of their Team Members license.

  

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Dynamics 365 for Team Members use rights for Dynamics 365 Unified Operations Plan Applications 

      

The Team Members Subscription License grants a user the following Dynamics 365 for Finance and Operations, Dynamics 365 for Retail and Dynamics 365 for Talent rights for their own use and not for, or on behalf of, other individuals:

(i) To record any type of time

(ii) To record any type of expenses

(iii) Manage personal information

(iv) Manage direct employee and candidate activities for hiring, onboarding, and human resources

(v) Create requisitions

(vi) Create or edit the items related to the following capabilities: quality control, service orders and departmental budgets

(vii) Approval of time, expense, invoices


Dynamics 365 for Team Members use rights for Dynamics 365 Customer Engagement Plan Applications 

          

The Team Members Subscription License grants a user the following Dynamics 365 for Sales, Dynamics 365 for Customer Service, Dynamics 365 for Field Service, or Dynamics 365 for Project Service Automation rights for their own use and not for, or on behalf of, other individuals:

(i) Write access to Accounts, Contacts, Activities, Tasks and notes

(ii) Record time and expense for Dynamics 365 for Project Service Automation, and apply for projects

(iii) Set up and manage the knowledgebase and Interactive Service Hub

(iv) Update personal information

(v) User Reporting and dashboards

(vi) Edit Custom Entities*

(vii) Participate as an end-consumer of Dynamics 365 services such as responding to surveys, or applying for projects

*Customizations can only be performed against entities included in the Dynamics 365 for Team Member use rights. Custom Entities may be either based on entities included in Dynamics 365 or created by a customer or partner. Access to Custom Entities based on entities not part of Dynamics 365 for Team Members rights require a higher User Subscription License, depending on the required access.











Features

Below are the details around the Team Members license. Note that there is only one Dynamics 365 for Team Members license which provides access to both Dynamics 365 Customer Engagement Plan Business Application and Dynamics 365 Unified Operations Plan features. The table calls out which Application to which a given feature applies.  

Access Rights Description Customer Engagement Plan Business Applications Unified Operations Plan Application
 Access Access Anywhere: Web App, Mobile App, Tablet App, via Outlook

•

  
 General System Use Use Relationship and Connections between records •  
Run as an On-demand process*, Run an Automated Workflow* •
  
Saved views, personal views  •  
Search, Advanced Find Search •
  
Export data to Microsoft Excel, Perform Mail Merge •
  
Read Full Read across all Dynamics 365 Applications • •
Edit / Actions  Accounts & Contacts, Activities, & Notes, Shared Calendar, Announcements •
  
Knowledge Management, Interactive Service Hub for KM, User Dashboards/Reports •
  
Time & Expense, Apply for Project •
  
Collaboration experience: Activity Feeds & Yammer Integration  •  
Use a Queue Item, start dialog* •
  
Custom Entities* •
  
Record time and Expenses (including for projects) •
 •
Manage personal info  •
 •
Manage direct reports and candidates
•
Create requisitions   •
Create and edit quality control   •
Create and edit service orders   •
Approval Time, Expense and Invoices   •
Special Portal Only Items Employee Self Service: Via Web Only: Start Personal Support Chat & Cases •
  
Respond to Voice of the Customer Surveys •
  
Non-Employee, Non-Outsourced users: Create & Update Opportunities, update work orders •  
Platform PowerApps for Team Members •
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*Actions can be performed only against records corresponding to entities included in the use rights