Tuesday, March 13, 2018

Team Members vs Full Users in Dynamics 365

When Microsoft released Dynamics 365, they really wanted to create a product that could be used by every employee in a given company.  To accommodate this, they included flexible licensing. For instance, you can mix and match the modules of your choice for each individual user.
In this article, I’m going to look at the two types of user licenses in Dynamics 365: “Team Member” licenses, and “Full” licenses. I’ll explain the limitations of Team Member licenses, and help you decide which type of license you should get for the various employees in your company.

What Can Team Member Licenses Do?

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 for Team Members – Unified Operations

Dynamics 365 team members can do the following within the Unified Operations Plan (Finance and Operations, Retail, Talent):
  1. Record any type of time
  2. Record any type of expenses
  3. Manage personal information
  4. Create requisitions
  5. Create or edit the items related to the following capabilities: quality control, service orders
  6. Approve time, expenses, and invoices

Dynamics 365 for Team Members – Customer Engagement

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 knowledge base 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

Detailed Table

Here are some more details on the abilities of Team Members in Dynamics 365:

Access Rights

Description
Customer EngagementUnified Operations
AccessAccess Anywhere: Web App, Mobile App, Tablet App, via Outlook×
Use Relationship and Connections between records×
General System UseRun as an On-demand process*, Run an Automated Workflow*×
Saved views, personal views×
Search, Advanced Find Search×
Export data to Microsoft Excel, Perform Mail Merge×
ReadFull Read across all Dynamics 365 Applications××
Accounts & Contacts, Activities & Notes, Shared Calendar, Announcements×
Knowledge Management, Interactive Service Hub for KM, User Dashboards/Reports×
Time & Expense, Apply for Project×
Collaboration experience: Activity Feeds & Yammer Integration×
Use a Queue Item, start dialog*×
Edit/ActionsCustom Entities*×
Record time and Expenses (including for projects)××
Manage personal info××
Create requisitions×
Create and edit quality control×
Create and edit service orders×
ApprovalTime, Expense and Invoices×
Special Portal Only ItemsEmployee Self Service: Via Web Only: Start Personal Support Chat & Cases×
Respond to Voice of the Customer Surveys×
Non-Employee, Non-Outsourced users: Create & Update Opportunities, update work orders×
PlatformPowerApps for Team Members××
*Actions can be performed only against records corresponding to entities included in the use rights

What Can Full Users Do That Team Members Can’t?

Quite a bit!

Unified Operations Full Users

In the Unified Operations Plan (Finance and Operations, Retail, Talent); user access is governed by security roles. I’m going to give some examples of security roles that you need the “Full User” for (there are a lot). If your employee fits any of the below descriptions, they probably need a full license.
Compensation and benefits managerDocuments compensation and benefit events, responds to compensation and benefit inquiries and records the financial consequences of compensation and benefit events
FMLA administratorInformation and functionality around managing employees who are out an FMLA leave
Human resource assistantDocuments human resource events and responds to human resource inquiries
Human resource managerPeriodically reviews human resource process performance and enables the human resource process
Payroll administratorDocuments payroll events, responds to payroll inquiries and records the financial consequences of payroll events
Payroll managerAuthorizes activity in the payroll process
RecruiterDocuments recruiting events, responds to recruiting inquiries and records the financial consequences of recruiting events
Training managerDocuments training events, responds to training inquiries and records the financial consequences of training events

Retail catalog managerAt the head office, the retail catalog manager maintains and publishes retail catalogs
Retail merchandising managerAt the head office, the retail merchandising manager maintains and replenishes retail products and assortments
Retail operations managerAt the head office, the retail operations manager is responsible for all non-merchandising operations, such as configuring stores, registers, and staff
Retail serviceRetail service account

AccountantDocuments accounting events and responds to accounting inquiries
Accounting managerReviews accounting, customer invoice, vendor invoice, and payment process performance and enables those processes
Accounting supervisorReviews accounting process performance and enables the accounting process
Accounts payable centralized payments clerkDocuments accounts payable centralized payment events and responds to centralized payment inquiries
Accounts payable clerkDocuments vendor invoice events and responds to vendor inquiries
Accounts payable managerReviews vendor invoice process performance and enables the vendor invoice process
Accounts payable payments clerkDocuments accounts payable payment events and responds to payment inquiries
Accounts receivable centralized payments clerkDocuments accounts receivable centralized payment events and responds to centralized payment inquiries
Accounts receivable clerkDocuments customer invoice events and responds to customer inquiries
Accounts receivable managerReviews customer invoice process performance and enables the customer invoice process
Accounts receivable payments clerkDocuments accounts receivable payment events and responds to payment inquiries
AuditorThis role is designed for in-house or external auditors. It provides read-only access to a majority of the system. It is also used for audit policy management
Collections agentDocuments collections events and responds to collections inquiries

Collections managerReviews collections process performance and enables the collections process
Financial controllerReviews all accounting process performance and enables those processes
Tax accountantDocuments fiscal events and responds to fiscal inquires
Tax engine developerCreate and manage taxable document model mappings.
Tax engine functional consultantCreate and manage generic tax engine components (taxable document and tax document)
TreasurerDocuments treasury events and responds to treasury inquiries

Project managerDocuments the project forecast/budget events and responds to project forecast/budget inquiries.
Maintains project accounting master information and responds to project accounting master information inquiries. Authorizes project accounting process events
Resource managerMaintains project resource tasks
Project accountantMaintains project accounting policies
Project supervisorEnables and reviews the project accounting process

Purchasing agentDocuments request for quotation events and responds to request for quotation inquiries. Documents purchasing events and responds to purchasing inquiries. Maintains purchasing agreements and vendor master information.
Purchasing agent – Public SectorDocuments request for quotation events and responds to request for quotation inquiries. Documents purchasing events and responds to purchasing inquiries

Transportation coordinatorEnables inbound, outbound, rating, routing, and handling of transportation process
Transportation logistics managerSet up, maintain, and configure the network
planning that are used in transportation management processes

Shop supervisorReviews the time registration process and maintain corrections. Authorizes production feedback registrations and responds to inquiries from production.
Production managerReviews the production plan and ensures the proper resources are available
Production plannerSchedules and plans productions
Production supervisorEnables the production process. Ensures the day-to- day execution of orders/jobs so Machine operators

Materials managerEnables and reviews processes, maintains master data, and responds to inquiries within logistics and material management.
Warehouse managerEnables and reviews processes, authorizes recordings, maintains master data, and responds to inquiries within warehouse management
Warehouse plannerPlans and authorizes warehouse work. Maintains warehouse planning master information and responds to warehouse work planning inquiries.

Cost accountantImplements dimensions, policies, and reporting structures according to the strategy set by the Cost accounting manager
Cost accountant clerkPerforms repetitive tasks aligned with predefined policies and reporting structures
Cost accounting managerSets the overall strategy for how cost accounting is performed in the Enterprise.
Inventory accountantDocuments costs, inventory valuations, and cost accounting events. Responds to costs, inventory valuations, and cost accounting events inquiries.
Inventory accountant clerkAuthorizes and maintains costs, inventory valuations, and cost accounting calculations. Responds to costs, inventory valuations, and cost accounting inquiries.

Product designerDesigns new and modifies existing BOM structures
Product design managerReviews and authorizes product BOM structures
Process engineerDefines processes to make new products
Process engineering managerReviews and authorizes new production processes

Quality control managerEnables and reviews processes, maintains master data, and responds to inquiries within quality control

As we mentioned, there are a LOT of security roles in the Dynamics 365 Unified Operations Plan. I’m going to move on to what the Customer Engagement Plan full users can do.

Customer Engagement Full Users

In the Customer Engagement Plan (Sales, Customer Service, Field Service, Project Service), “Full Users” can edit and add records to certain entities that Team Member licenses don’t get access to. Full users can edit and create records within the following entities:
    • Dynamics 365 for Sales Full Users
      • Leads
      • Opportunities
      • Competitors
      • Products
      • Price Lists
      • Quotes
      • Orders
      • Invoices
      • Goals
      • Territories
      • Sales literature
      • Marketing Lists
      • Campaigns
      • Business Units
    • Dynamics 365 for Customer Service Full Users
      • Cases
      • Contracts/Contract Templates
      • SLAs
      • Entitlements
      • Facilities/Equipment
      • Services, resources, work hours
    • Dynamics 365 for Field Service Full Users
      • Work Orders
      • Scheduling and Dispatch
      • Schedule Board
      • Service Agreements
      • Purchase Orders
      • Invoices
      • Customer Assets
      • Inventory
      • Repairs and Returns
      • Resources (Facilities/Equipment/People)
      • Field Service Mobile App Access
    • Dynamics 365 for Project Service Automation Full Users
      • Projects
      • Projects Expenses and Estimates
      • Resource Availability and Schedule
      • Project Price Lists
      • Project Contracts
      • Project Invoices
      • Services/Resources/Work Hours/Competencies

                            Conclusion

                            Hopefully you continued scrolling all the way down here! If you’re still wondering which type of user license a particular employee needs, ask yourself two questions:
                            • Does the employee need to use this software to do their job effectively?
                            • Will the employee spend more than 2 hours/week using the software?
                            If the answer to either question is yes, it’s highly likely that you’ll need a full user license. If anything, I hope this article impressed on you just how “limited” team member licenses are. If you have any questions, feel free to contact us.

                            No comments:

                            Post a Comment