Description

Microsoft Dynamics 365 Team Members is a lightweight, cost-effective user license designed for users who need basic access to Dynamics 365 business applications without requiring full-feature functionality. It enables broader team collaboration across an organization by allowing users to view data, perform minor updates, and participate in workflows.

Key Features:

• Read-Only Access
  View data across most Dynamics 365 apps such as Sales, Customer Service, and Finance, depending on permissions.

• Basic Task Execution
  Perform lightweight tasks like:

  • Updating personal information
  • Entering timesheets
  • Submitting expense reports
  • Creating or editing notes
  • Marking tasks as complete

• Participation in Workflows
  
  Engage in business processes such as:

  • Approving time-off requests
  • Following up on tasks
  • Receiving workflow notifications
• Custom Entity Access
  Read and interact with custom entities if permitted, enabling role-based collaboration.
• Cross-Department Support
  Ideal for employees in HR, marketing, or field operations who need limited access to CRM/ERP functions.

Use Case Examples:

• A marketing assistant submitting event expenses
• A project team member logging hours
• A field technician updating task status
• An HR coordinator viewing employee records

Benefits:

• Cost Efficiency
  Reduces overall licensing cost by assigning full licenses only to power users.
• Broader Adoption
  Encourages organization-wide collaboration and data transparency.
• Secure and Scalable
  Access is role-based and scalable with organizational growth.

License Limitations:

• Cannot perform sales transactions (e.g., create quotes or orders)
• Cannot access full financial modules
• Limited write/edit capabilities
• Not suitable for roles requiring extensive data entry or reporting