Microsoft Dynamics 365 Business Central has several license options and one of them is the Team Member license.
The best way to describe this license is that it is “limited” in what you can do in Business Central. This is because this license is intended to be used by users who simply need to view data or carry out some very basic tasks.
Below I’ve broken down what a Team Member can do:
- They can read all data within Business Central, however, this can be restricted with permissions.
- Update existing data such as Customers, Vendors and Items.
- Update existing entries such as Customer Ledger Entries, Vendor Ledger Entries, etc. This is restricted to only those fields that are editable such as the Due Date.
- Approve or Reject tasks within an Approval Workflow that is assigned to them.
- Create, edit and delete Sales and Purchase Quotes.
- Create, edit and delete personal information.
- Edit timesheets for Jobs.
- Use Dynamics 365 Power Apps/Power Automate use rights provided with a Dynamics 365 license.
- Business Central Team Members application may be customised with a maximum of 15 additional tables (custom table or dataverse tables).
So what does this mean, well typically there are several use cases for the Team Member license. How some of our clients use it is as follows:
- Viewer – typically this will be management or board-level business users that simply want to login to view the performance of the business by running reports and viewing data on their role centre.
- Approver – if you have a user that approves requests but doesn’t require the ability to create or process transactions then a Team Member license is all they need.
- Timesheet Submission – if you’re using the Jobs functionality then users who need to submit Timesheets can simply submit them and not access any of the other business information.
If you want to learn more about Dynamics 365 Business Central or have specific licensing queries then get in touch to speak to someone on the team.