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.
Sales, Customer Finance, SCM,
Use Rights Description Service, Field Commerce, HR,
Service Project Ops1
Access
Access Anywhere: Web App, Mobile App, Tablet App, via Dynamics 365
⚫1
App for Outlook and Dynamics 365 for Outlook
Read
Dynamics 365 Applications: full read across ⚫1 ⚫
General System Use
Activities: create, update, and delete ⚫1
Announcements: create, update, and delete ⚫1
Contacts: create, update, and delete ⚫1
Dynamics 365 Mobile Client Application: use (for iPad, Windows) except
⚫1
Common for Field Service
Microsoft Excel: export data and access user reports, charts, and
⚫1
dashboard
Notes: create, update, and delete ⚫1
Yammer: collaboration (needs Yammer license) ⚫1
Customization
Apps on
Dataverse Additional tables (custom tables or standard Dataverse tables) 15 per app1
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, Portal2 or ⚫
Service
API access only)
Work orders - create, update, and delete for employee-self-serve;
Field Service internal create on behalf of customers for internal users (Users cannot ⚫
resolve/close or act in a manner to that of a resolver)
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 ⚫
Engineering ⚫

Supply Chain Manufacturing ⚫

Management Procurement ⚫
Quality control: create and edit ⚫
Sales order ⚫
Transportation ⚫
Employee self-serve: record and update personal information, record
⚫
Commerce time and expense
Expense: approve ⚫

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 Sales, Customer Finance, SCM,
Use Rights Description Service, Field Commerce, HR,
Service Project Ops1
Invoice: approve ⚫
Manager self-serve: manage direct reports, record, and update
⚫
employee information
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-serve: record and update personal information, and
Human ⚫
request leave and absence
Resources
Manager self-service: manage direct reports, record, and update
⚫
employee information
Record time and expense entries as progress is made on a project ⚫
Expense: approve ⚫
Project
Operations 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
1
Dynamics 365 Team Members for Project Operations share the same Access, Read, General System Use, and Customization use rights as
Dynamics 365 Team Members for Sales, Customer Service, and Field Service.
2
When provisioning capacity-based portals using Dataverse capacity, portal licensing use rights apply.

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