Team user licenses are broadly intended for secondary users of the application; perhaps they only need some access to data for reports, or they might have to approve certain things – or maybe they need to enter time.
When you purchase a team member license in Dynamics 365, this user can “read” data from all of the Dynamics 365 applications that you have. Basically, you can “look, but don’t touch” everything in your Dynamics 365 environment.
However there are certain things that you can “touch”, or edit, in Dynamics 365 with a Team Member license. Team Members can carry out this minimal amount of tasks. I’ll break them down below:
Dynamics 365 team members can do the following within the Unified Operations Plan (Finance and Operations, Retail, Talent: Record any type of time, Record any type of expenses, Manage personal information , Create requisitions. Create or edit the items related to the following capabilities: quality control, service orders, approve time, expenses, and invoices.
Dynamics 365 team members can do the following within the Customer Engagement Plan (Sales, Customer Service, Field Service, Project Services): Write to Accounts, Contacts, Activities, Tasks and notes. Record time and expense for Dynamics 365 for Project Service Automation, and apply for projects. Set up and manage the knowledgebase and Interactive Service Hub Update personal information. Reporting and dashboards. Edit Custom Entities. Participate as an end-consumer of Dynamics 365 services such as responding to surveys, or applying for projects