Comparison of Microsoft Dynamics 365 Full Users vs Team Member Users

 

If you want to save money, it is important to understand the license types available in the new Microsoft Dynamics 365.

The primary licensing model is a subscription by named user. (There are also device licenses, which is the topic for another post). The two license types we will discuss in Microsoft Dynamics 365 are “Full User” and “Team Member User”.

Full users are people who want to use a full range of functionality. For example, sales people, customer service reps, finance professionals, supply chain managers etc… Perhaps you have referred to these people as “Power Users” or “Pro Users”. In Microsoft Dynamics 365 they can be licensed for an individual application (aka module) such as Sales, Field Service, Project Service Automation, Customer Service. Or they can be licensed on a Plan, which gives them full access to ALL of these applications.

Team Member Users are “light users”. These are people who consume data or reports (read only), and complete light tasks like time/expense entry or updates to HR records.

Of course, Team user licenses are much less expensive. By using them strategically you can allow more people within your organization to use and benefit from your data.

It’s important to ask, what can full users and team member users do in Microsoft Dynamics 365?

So let’s dig into a little more detail on each license type.

UPDATE:

Note: As of May 1, 2017 Team Members tiers are being consolidated to a new single price point in Microsoft Dynamics 365. This means ALL Team Member licenses are $8 regardless of the quantity.

Team Users vs Full users in the Sales App – Microsoft Dynamics 365

SALES APP Team Members
Per User
Full User
Per User
AccessAccess Anywhere: Web App, Mobile App, Tablet App, via Outlook
ReadFull Read across all Dynamics 365 Applications
Team MembersTeam Members Funtionality: Accounts, Contacts, Activities, Knowledge, etc.
 Custom Entities*
EditSales Lead ManagementSee Details**
 Sales Opportunity Management
 Competitor Tracking, Sales Product Management, Sales Price Lists
 Sales Quote, Sales Order, Sales Invoice
 Marketing Lists, Marketing & Quick Campaigns
 Unified Service Desk
 Sales Goals, Sales Territory Management, Business Units, Teams
 Voice of Customer, Social Engagement, Mobile Offline
(online only)
PlatformPowerApps for Sales
(online only)
 $8 user/month$95 user/month
 *Actions can be performed only against records corresponding to entities included in the use rights.

**Create and Update opportunities via Portal only for non-employee or non-dedicated contractor users.

 

Online only means there is no equilvalent on-premises functionality for dual-use rights.

Team Users vs Full users in the Customer Service App – Microsoft Dynamics 365

CUSTOMER SERVICE APPTeam Members
Per User
Full User
Per User
AccessAccess Anywhere: Web App, Mobile App, Tablet App, via Outlook
ReadFull Read across all Dynamics 365 Applications
Team MembersTeam Members Funtionality: Accounts, Contacts, Activities, Knowledge, etc.
 Custom Entities*
EditEnterprise Case ManagementSee Details**
 Unified Service Desk
 Customer Service Agent Queues & Scripts
 Customer Service SLAs & Entitlements
 Contracts & Contract Templates
 Facilities & Equipment
 Services, Resources, & Work Hours
 Voice of Customer, Social Engagement Enterprise, Mobile Offline
(online only)
PlatformPowerApps for Customer Service
(online only)
 $8 user/month$95 user/month
 *Actions can be performed only against records corresponding to entities included in the use rights.

**Include Self Service rights to create own personal tickets via Portal only as ‘supportee’ , not as agent.
Online only means there is no equilvalent on-premises functionality for dual-use rights.

Team Users vs Full users in the Field Service App – Microsoft Dynamics 365

FIELD SERVICE APPTeam Members
Per User
Full User
Per User
AccessAccess Anywhere: Web App, Mobile App, Tablet App, via Outlook
ReadFull Read across all Dynamics 365 Applications
Team MembersTeam Members Funtionality: Accounts, Contacts, Activities, Knowledge, etc.
 Custom Entities*
EditWork Order ManagementSee Details**
 Schedule & Dispatch engine-Scheduling Assistant, Drag & Drop, Resource Bookings & Schedule Board Management
 Repair & Return (RMA/RTV) Management, Inventory Management, Customer Assets, Field Service Invoices
 Field Service Customer Agreements
 Territories, Resources, & Work Hours
 Field Service Mobile Application
 Field Service Mobile Application
 Voice of Customer, Social Engagement Enterprise, Mobile Offline
(online only)
PlatformPowerApps for Field Service
(online only)
 $8 user/month$95 user/month
 *Actions can be performed only against records corresponding to entities included in the use rights.
**Update Work Orders and view Schedule via Portal only for non-employee or non-dedicated contractor users
Online only means there is no equilvalent on-premises functionality for dual-use rights.

Team Users vs Full users in the Project Service Automation App – Microsoft Dynamics 365

PROJECT SERVICE AUTOMATION APPTeam Members
Per User
Full User
Per User
AccessAccess Anywhere: Web App, Mobile App, Tablet App, via Outlook
ReadFull Read across all Dynamics 365 Applications
EditTeam Members Funtionality: Accounts, Contacts, Activities, Knowledge, T&E
 Custom Entities*
EditProject ManagementSee Details**
 Project Estimates & Project Expenses
 Resource Availability View and Resource Schedule Management
 Project Contracts, Project Price List, Project Invoice Management
 Approve Project Transactions
 Manage Services Resources, Competencies & Work Hours
 Voice of Customer, Social Engagement Enterprise, Mobile Offline
(online only)
PlatformPowerApps for Project Service Automation
(online only)
 $8 user/month$95 user/month
 *Actions can be performed only against records corresponding to entities included in the use rights.
Online only means there is no equivalent on-premises functionality for dual-use rights.

Common Capabilities For Full User Licenses – Microsoft Dynamics 365

Common Capabilities For Full User Licenses
Sales, Customer Service, Field Service, and Project Service Automation
  • Full Workflow Automation
  • Administration Privileges
  • Import Bulk data
  • Full define/configure privileges
    • Audit, duplicate-detection
    • Workflows, relationships, connections
    • Forms, entities, & fields, queues
    • System charts & dashboards
  • Team Members use rights
  • PowerApps for each App
  • Embedded view of PowerBi (free account required)
  • Social Engagement
  • Mobile Offline
  • Voice of Customer

What can Team Member users do for Plan 1 Apps in Microsoft Dynamics 365?

TEAM MEMBERS OVERVIEW FOR PLAN 1 APPS 
AccessAccess Anywhere: Web App, Mobile App, Tablet App, via Outlook
General System UseUse Relationship and Connections between records
 Run 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
Edit/ActionsAccounts & 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*
 Custom Entities
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
OperationsLight Dynamics 365 Operations Functionality
PlatformPowerApps for Team Members

Next Steps?

A good Microsoft Dynamics 365 (Dynamics CRM) partner will be able to help you evaluate the people and roles within your organization so you can purchase the right mix of Full users vs Team Member Users.

We are ready to help. Contact us at 877-600-2253 or [email protected]

By Crowe Horwath, Microsoft Dynamics CRM Gold Partner.

www.crowecrm.com

Follow us on Twitter: @CroweCRM

7 thoughts on “Comparison of Microsoft Dynamics 365 Full Users vs Team Member Users”

  1. This may sound like a silly question, but can a Team License user create a record for a custom entity, or only edit existing records?

  2. Hello, our parent company will be introducing Dynamics 365 later this year but a couple of the Southern California salespeople would like to get started with the Team Member version so we can input contacts, update the accounts with meetings, calls etc. and assign tasks (for ourselves and to others). Is this possible with the Team version? Ideally, we would like to integrate our data to the company version of Dynamics when they launch it. The parent company has over 50,000 employees.

    Thank you!
    Dave Warren

    1. You can certainly use the Team Member license to perform the actions you mentioned. There is a new May internal use rights document that outlines the team member license in more detail. Feel free to send me an email ([email protected]) and I’ll be happy to send it and answer any questions you may have.

  3. Formerly known as Axapta, Microsoft Dynamics 365 is a powerful purpose-built business solution for global enterprises that renders support to industry-specific and other business processes, and also provides a comprehensive, core ERP functionality for financial, Supply chain, production, procurement and sourcing, sales and marketing, project management and accounting, services management, BI and reporting and human resources management

  4. I'm going insane trying to figure out how much it would cost to purchase Operations and Project Service Automation only. There are dozens of blog posts about demystifying the licensing structure & costs, but not one answers this question. A bunch of the images show operations as its own a la carte app when describing the purchase options, but not one shows a price for this app. Can it only be purchased as part of a Plan (in this case, Plan 2)? Many thanks!

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