Dynamics 365 Business Central Team Members – Many organizations have a large percentage of users who can consume data or reports from enterprise systems – or perform simple tasks such as entering timesheets or updating HR records – but not necessarily the full capabilities of users. The Dynamics 365 Team Member license is intended for these users.
A Dynamics 365 Team Member license is a named user registration designed for users who do not necessarily have a specific role, but who still need to use the core functions of the business system. This license allows users to easily access through scenarios designed in the experience of team members.
Dynamics 365 Business Central Team Members
For customer engagement applications in Dynamics 365 (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), this team member experience is delivered through a set of specific apps:
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Users with existing Team Member licenses purchased during October 2018 or Then will be able to use this set of applications; These users will no longer be able to access the Customer Service Center, the Sales Center or their own applications.
During the initial phase of the new Dynamics 365 Team Member license, users with the new license will be able to use the Team Member app in addition to all existing apps. However, when the license application is activated with the 2020 Release Wave 1 version, applications that users are not authorized to use, such as Customer Service Center, Sales Center and Personal applications, will not be accessible. We recommend testing the situation of your team members and moving any customizations to your intended application as needed.
To facilitate a smooth transition, all customer organization instances created before April 1, 2020 are allowed an additional grace period until January 31, 2021.
Dynamics 365 Team Membership subscriptions do not provide access to custom applications and are not intended for scenarios beyond those described in the Microsoft Dynamics 365 Licensing Guide.
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To illustrate this new user experience, consider the following scenario for a customer service user. (This experience will align with the Sales Center and Project Resource Center.)
Users have a higher-value Dynamics 365 Enterprise license or Dynamics 365 Customer Integration plan and can view the Customer Service Center app in addition to the newly introduced Customer Service Team Member app.
Other users only have a Dynamics 365 Team Member license and can only view the Customer Service Team Member app.
When this type of user tries to access an unauthorized application (customer service center or sales center) through bookmarking or other shared links, they will receive an error message saying that they are not authorized to access. Application.
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Team member apps can be customized to match your organization’s unique industry, niche, and business processes, just like other model-driven apps built on common data services. However, these customizations must be consistent with the Dynamics 365 team member usage rights detailed in the Authorization Guide. You can add 15 additional units when adjusting the app. These additional entities can be basic data service entities, or you can create your own entities.
Frequently Asked Questions I chose to use Wave 1 of 2020 in the Admin Center. Why can users with Team Member licenses still see their own apps and Dynamics apps? 365 other (such as sales center and customer service center)?
During early access and until applications are deployed, customers can run applications side-by-side, and users with Team Member licenses have access to all applications. If you want to check the implementation experience first, you can activate it at any level of the organization or instance. This is to avoid interrupting business while evaluating team member applications and migration work. However, if necessary, you can choose to enable this application behavior for your organization’s instance by sending a request to the Microsoft support team.
Is the team member license application limited to creating, updating, deleting and other operations as specified in the license manual?
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The license applications included in Wave 1 of the 2020 release are intended to provide a team member experience and align with team member applications. Privileges, such as updating accounts or editing cases in the application form, are not part of the license application in this release.
The article states that all customer organization instances affected by this change will automatically receive an additional grace period until January 31, 2021. Does this mean no action is required?
As of April 1, 2020, all existing customer organization instances affected by this change will be automatically exempted until January 31, 2021. This will help reduce business disruptions caused by license applications. Customers are encouraged to take this extra time to migrate their customizations to the new Team Member application.
Yes, these new team members apps can be customized just like any other Dynamics 365 app or custom app. However – as stated in the license manual – you cannot bring more than 15 additional units. 15 These additional units may include core generic data units that are not part of the original application module, other units published by Microsoft, or custom units. In addition, the application of the license applies when you use the application and not when you create or customize it. Therefore, administrator, custom, and creator roles are exempt from license enforcement, as these situations do not require license restrictions.
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Team member apps are similar to existing app modules. For more information about app customization, see the following articles:
After linking to the first wave of the April 2020 release, I still don’t see the Sales Team Member app, the Customer Service Team Member app, or the Customer Resource Center program. How can I show these apps?
How can we assess compliance with usage rights if the application or security role does not define all restrictions?
You can view team member performance reports available for download in the Center. Manage Microsoft Power Platform. Go to the General Data Services area in the Analysis section, then select Download to access the report. Use the Change filter link to filter the report by environment and date. This report is for general guidance only and collects a daily overview of entities and operations deemed non-compliant based on the right of use of team members.
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When an application is deployed to your environment (for example, an organization), users with a Team Member license will only have access to the Team Member application.
Yes, security roles can be customized because these roles (sales team member, customer service team member, and project resource center) are similar to other security roles in the platform; is provided for easy configuration. However, we recommend that any security changes you make are consistent with the usage rights for the Team Member license as specified in the Licensing Guide.
What happens if a user with a Team Member license adds a URL to a Customer Service Center, Sales Center, or other application? Can this user not access the marked apps after enforcement?
Users with a Team Member license will see the following error when who try to access the application that is not part of their rights:
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“Invalid license: This application requires a license and you do not have the appropriate license to access this application. Please contact your system administrator to grant the appropriate license according to the details provided.
Can I read an entity that does not come with a team member’s application when the usage rights specify that the team member should be able to read all Dynamics 365 data?
Yes, team member applications can be customized to add any entity for read-only purposes. Reading Dynamics 365 data is not limited by this license application. In addition to the 15 units that can be added directly to each team member’s application, additional units can be accessed through subgrids, panels, or searches.
This license application does not affect users using the old (classic) web user interface; However, please note that all clients will be migrated to a unified interface as described in this blog post.
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If you haven’t moved to an integrated interface, you should include your plan for recruiting team members. See the resources below for tips:
I want my users to access my own app. What is the best license to give these users?
To access custom apps, users must be assigned a Power Apps license or user license. If users need access to one or two applications, consider the application license option. Otherwise, users need a user option that allows unlimited access to custom applications on the platform. For more information, see the Power Apps homepage and Dynamics 365 pricing.
I want my users to access and update Dynamics 365 data beyond what is defined in the usage rights for team members in the license guide. What is the best license to give these users?
Dynamics 365 Business Central: Embedded Pages In Teams Coming Soon.
For users accessing the Dynamics 365 app, check the usage report in the Admin Center for inconsistent usage with users with Team Member licenses. This report – available for download in the Analysis section for General Data Services – will help you determine usage
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