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Dynamics 365 - Team Members License Enforcement

  • 1.  Dynamics 365 - Team Members License Enforcement

    TOP CONTRIBUTOR
    Posted 7 days ago
    Hi All,

    Any one know the granular detail about "Team Members License Enforcement". MS says new team app will be available around 1st April, 2020.
    users assigned Team member license will not be able to access "Customer service hub, sales hub and project service automation or any other custom apps.

    we are using users with team member license inside our organization we are not using any of the 3 things mentioned above.

    Any insight on any of the changes for Team member license enforcement will be highly appreciated.

    Thanks

    Regards

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    Jeebo Mathews
    Agricorp
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    Conference-CRMUG_200x200


  • 2.  RE: Dynamics 365 - Team Members License Enforcement

    TOP CONTRIBUTOR
    Posted 7 days ago
    @Jeebo Mathews are you on the Unified Interface? If not (but then you will be soon), then you will not be affected by this until you transition to Unified Interface.

    @Jukka Niiranen has written a blog post about the subject which you can find here​.

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    BR,
    Niels
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    Conference-CRMUG_200x200


  • 3.  RE: Dynamics 365 - Team Members License Enforcement

    Posted 5 days ago
    My company is in a similar bind with this new enforcement. There is a Power Apps for App license $10/mo/user if those users only need to access one model driven app. There is also the Power Apps for user license $40/user/mo if they need to access more than one model driven app. I am hoping we only have to upgrade our users to the Power Apps for App license.

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    Hope Collins
    Friedman Real Estate
    Farmington Hills MI
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    Conference-CRMUG_200x200


  • 4.  RE: Dynamics 365 - Team Members License Enforcement

    MICROSOFT MVP
    Posted 5 days ago
    @Hope Collins Without knowing the details of your environment, the Power Apps per App and Power App per User licenses might not be suitable for you. Those two plans provide access to model-driven apps but not to the features of the Sales, Service and other first-party apps from Microsoft.  ​Model-driven apps created using the PowerApps plans can read data from entities in Dynamics 365 apps (such as orders, opportunities) but not write to them.

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    Feridun Kadir
    Principal Consultant, MVP
    Expert CRM Services Ltd
    Stansted
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    Conference-CRMUG_200x200


  • 5.  RE: Dynamics 365 - Team Members License Enforcement

    TOP CONTRIBUTOR
    Posted 5 days ago
    @Feridun Kadir ​The opportunity entity isn't listed on the restricted entities list (at least not yet). However, that list is out-of-date and has been it for 4½ months so it will be interesting to see where Microsoft goes with this. It would actually be nice to know, a lot of organizations will be affected by this change from April.

    @Steve Mordue has written a good blog post about the topic of restricted entities.



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    BR,
    Niels
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    Conference-CRMUG_200x200


  • 6.  RE: Dynamics 365 - Team Members License Enforcement

    MICROSOFT MVP
    Posted 5 days ago
    Indeed it isn't and Microsoft still hasn't stated what is going to happen. But my main point was that a PowerApps per user or per app plan should not be considered as a direct replacement for a Team member license.

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    Feridun Kadir
    Principal Consultant, MVP
    Expert CRM Services Ltd
    Stansted
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    Conference-CRMUG_200x200


  • 7.  RE: Dynamics 365 - Team Members License Enforcement

    MICROSOFT MVP
    Posted 5 days ago
    It is indeed quite a complex scenario we're dealing with here. What's good to keep in mind here is that the coming licensing enforcement doesn't actually reduce the rights that users with Team Member already have today when it comes to the operations they're allowed to do. Also, it will only affect licenses acquired after October 2018, which is when the new restricted version of TM licenses came into effect (no CUD rights to accounts etc.).

    The one thing that we know is going to change is what App Module a specific user license grants access to. I've blogged about it in more detail, but in short, Power Apps licenses won't give you access to first-party App Modules like Sales Hub, and similarly, Team Member license won't unlock access to any custom App Modules. At least that's my understanding, based on the data we see in those hidden entities explored in the blog post.

    Now, there will be the possibility to customize the Sales Team Member and Customer Service Team Member App Modules, as stated in MS documentation. So, if you need more entities in those modules (custom, standard, whatever TM grants you access to) then adding those will be allowed, as well as removing entities not relevant to you. So, there shouldn't be a technical limitation that blocks you from turning the out-of-the-box modules into something that suits your organization's processes.

    What you cannot do with Team Members after April 2020 is grant them access to custom App Modules. If you have a need for more tailored experiences, then the Power Apps Per App license will give you the possibility have an "infinite" number of different Apps for different target groups, as long as a single TM user is only assigned to max 2 apps (+1 portal) at any given time (within the same environment). Power Apps licenses do grant you similar read rights to any entities within the environment as Team Member does, so the restrictions revolve more around the restricted entities, which unfortunately have remained in an undefined status for many months now.

    For any use cases that are more customer specific rather than standard Dynamics 365 App functionality, Power Apps will likely be the more flexible option going forward. For example, whereas Team Members cannot access any Canvas apps built on Dynamics 365 / CDS data, Power Apps users could be given a very tailored experience to perform lightweight data management via mobile optimized Canvas apps that leverage several data sources (in addition to CDS), Power Automate and other advanced features of Power Platform.

    I believe Team Members will increasingly be positioned as "Dynamics 365 read only" type of license. Back in the days when TM license was introduced, there was no proper platform license to do XRM without buying the full Dynamics 365 Enterprise App licenses, so Team Members often ended up being used for that purpose. After Dynamics merged with Power Apps, now the roles of platform licenses (Power Apps) vs. app licenses (Dynamics 365) are more clearly separated - in theory. it's the transition to this new world that will still take some time from MS unfortunately and require many customers and partners to evaluate what's the practical way forward in each specific implementation.

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    Jukka Niiranen
    Dynamics 365 Tech Lead, Microsoft Dynamics CRM MVP
    Elisa
    @jukkan
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    Conference-CRMUG_200x200


  • 8.  RE: Dynamics 365 - Team Members License Enforcement

    TOP CONTRIBUTOR
    Posted 5 days ago

    @Jukka Niiranen

    "Now, there will be the possibility to customize the Sales Team Member and Customer Service Team Member App Modules, as stated in MS documentation. So, if you need more entities in those modules (custom, standard, whatever TM grants you access to) then adding those will be allowed, as well as removing entities not relevant to you. So, there shouldn't be a technical limitation that blocks you from turning the out-of-the-box modules into something that suits your organization's processes."

    However, in the documentation, it is stated:

    "While customizing the app, you can add 15 additional entities. These additional entities can be any Common Data Service core entities, or you can create custom entities."

    I find this a bit confusing. So even though team members have read access across all entities, they are not allowed to access more than the entities already in the team member app from the start + and additional 15 entities? So when modifying the app using the model-driven app designer we can't add more than 15 additional entities.



    ------------------------------
    BR,
    Niels
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    Conference-CRMUG_200x200


  • 9.  RE: Dynamics 365 - Team Members License Enforcement

    MICROSOFT MVP
    Posted 4 days ago
    Edited by Jukka Niiranen 4 days ago
    There definitely is a challenge with the way Microsoft has defined A) unlimited read rights to Dynamics 365 app data, B) 15 custom entities allowed per App, and C) the documented limitation of 15 additional entities per App Module. I'm pretty sure not many people event at MSFT understand the nuances of this.

    When it comes to the App Modules, one thing to keep in mind is that the entities included in it are not the same as the entities you can access via the UI. Yes, you can't add an entity to the main navigation if there is a technical enforcement on the number of entities per App Module (which there is, already in early access version). However, you can view any related entity that's not included in the App Module, if one of the entity forms references it. In a demo environment, when I open the Sales Team Member app and go to the account entity form's Related menu, I can see ~30 different entities. Also, Advanced Find doesn't respect the App Module entity list either, so I can see hundreds of entities there - as long as my security role gives me access to it. You could also read entity data via reports.

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    Jukka Niiranen
    Microsoft MVP, Business Applications
    @jukkan
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    Conference-CRMUG_200x200


  • 10.  RE: Dynamics 365 - Team Members License Enforcement

    TOP CONTRIBUTOR
    Posted 2 days ago
    That's a good point @Jukka Niiranen

    I think one of the places you can run into issues if an entity (and view) is not included in an app, is on dashboards if you click on ​'View records' on a chart to see the records behind the chart. However, it's not something I have tested.

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    BR,
    Niels
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    Conference-CRMUG_200x200


  • 11.  RE: Dynamics 365 - Team Members License Enforcement

    SILVER CONTRIBUTOR
    Posted 2 days ago
    We have the same upcoming challenges. The Team Member Sales & Customer service apps are actually in the W1 2020 release so you can get early access to them to begin testing if you install the wave update now into a sandbox.

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    Doug Apicella
    Solution Architect
    Hitachi Solutions America, Ltd.
    SC
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    Conference-CRMUG_200x200


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