Dynamics 365 Team Members

Key Features:

• Read-Only Access:

  • View data across multiple Dynamics 365 apps (like Sales, Customer Service, Finance, etc.), depending on your organization’s setup.

• Basic Record Updates:

  • Create, update, and delete activities, notes, and tasks.

  • Update personal information and participate in workflows.

• Approval Participation:

  • Submit and approve time, expenses, and basic workflow tasks.

• Limited Write Access:

  • Access to custom entities and up to 15 custom tables (with certain restrictions).

  • Can update certain existing records (but cannot create new sales opportunities or financial transactions).

• Self-Service Scenarios:

  • Submit service requests, read knowledge base articles, and interact with customer portals (if enabled).

Benefits:

• Affordable Licensing: Lower cost for users who only need light access.

• Wider Engagement: Enables more employees to engage with business processes without full app licenses.

• Streamlined Processes: Supports collaboration in approvals, workflows, and shared data views.

Usage Scenarios:

Best For:

• Employees in supporting roles (HR, Admin, Ops)

• Teams needing view-only or limited input capabilities

• Organizations wanting to extend system access affordably