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Team Member License - Experience and Use Cases?

  • 1.  Team Member License - Experience and Use Cases?

    GOLD CONTRIBUTOR
    Posted 28 days ago

    I'm curious if anyone has used the Team Member license? What use cases have you found for this license?

    Almost all of our sales team need access to update accounts and create opportunities. I'm curious how others have found a way to make this limited license work within your organization. We currently have many team member license ourselves and are looking at how to minimize the cost of upgrading these users before Microsoft begins enforcing the restrictions of this license type with the scaled-back Sales Team Member App.

    For reference, here are links to Microsoft documentation on this topic: 

    Dynamics 365 Team Members license
    Sales Team Member app for users with Team Member license



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    Chad Althaus
    Bray International, Inc.
    Houston TX
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Team Member License - Experience and Use Cases?

    TOP CONTRIBUTOR
    Posted 27 days ago
    @Chad Althaus

    We are going to ditch the Team Member license from the start of 2021 (which is also what I think Microsoft wants all of us to do with upcoming restrictions). Currently we only use the Team Member license for 'read-only' users. They will get an Power Apps per App license instead at $10 per user/month. The good thing with that is, that we can easily grant them more privileges (e.g. to work with opportunities and accounts) without having to change their license going forward.

    We also have a good bunch of users on the Power Apps per User license at $40 per user/month. We will move those users to the Power Apps per App license as well. They only use one app, and are working with Accounts and Opportunities, so that will work fine for us. And if they need more, we can always add an additional App Pass and still keep the cost lower than the $40.

    It might be a slightly higher license fee for the current Team Member users. However, we can save $30 per user/month on the Power Apps per User license, so overall it's fine move for us. Moreover, we don not want to be using the Sales Team Member App, so there is really not much to do other than switch license.

    There are some limitations to the Power Apps per App license that needs to be considered. E.g. the number of API requests / 24 hours is 1.000 for the Per App license compared to 5.000 for Power Apps per User and Team Member (20.000 for Dynamics 365 Sales etc.). Looking at, the somewhat limited, telemetry from the Power Platform Admin Center, I do not foresee that the limit of 1.000 API request / 24 hours is going to be an issue for our users with this license. However, it is something to consider if plan to have power users on the license.

    Moreover, the App Pass is for one environment only. So if you need your users to access more environments, they need more than one App Pass.

    ------------------------------
    Niels Lønberg
    Semco Maritime
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Team Member License - Experience and Use Cases?

    GOLD CONTRIBUTOR
    Posted 27 days ago
    @Niels Lønberg,

    Thank you so much for the input! It's very helpful to hear your plan. We're thinking the Team Member license is not worth much ourselves but thought we might be missing something.

    A Power App per app plan is a great idea for this scenario. We only have one app everyone uses anyway. I noticed these users would only get access to a specific environment, which is one consideration. ​Have you found any restrictions with this option?

    As far as access to entities, it seems Cases are the primary entity that is restricted which we would be concerned with. A full list of restricted entities is available here.

    ------------------------------
    Chad Althaus
    Bray International, Inc.
    Houston TX
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Team Member License - Experience and Use Cases?

    SILVER CONTRIBUTOR
    Posted 24 days ago
    That is really useful to know. I've just suggested this to our support partner that there could be some licences we would of used as Sales Enterprise that we can give them a Power Apps licence instead as they do not use Cases. I looked at the list of restrictions and think we could get away with it.

    I would assume custom entities are un-restricted via the Power Apps licence?

    ------------------------------
    Jessica Howes
    Microsoft Dynamics Specialist
    Opus
    Reigate
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Team Member License - Experience and Use Cases?

    TOP CONTRIBUTOR
    Posted 24 days ago
    @Chad Althaus if we were in the implementation phase, it would be an issue that our users would only have access to one environment as they would need access to both our test and production environment. However, at this point in time, out test environment is mainly used by a selected group of users, when we implement new features.

    Off course, a test/training environment is also needed when onboarding new users. However, I believe it should be possible to find a solution, where they can be granted temporary access to the test/train environment during that period.

    ------------------------------
    Niels Lønberg
    Semco Maritime
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Team Member License - Experience and Use Cases?

    TOP CONTRIBUTOR
    Posted 24 days ago
    Edited by Niels Lønberg 24 days ago
    @Jessica Howes yes, that is correct. Take a look at page 49 of the Dynamics 365 Licensing Guide.



    ------------------------------
    Niels Lønberg
    Semco Maritime
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 7.  RE: Team Member License - Experience and Use Cases?

    D365UG/CRMUG ALL STAR
    Posted 24 days ago
    @Niels Lønberg where do i find information about this license that is easy to understand :) We do need additional licenses but the cost for full licenses is somewhat prohibitive. Do you have a link to this info that provides detailed info? You also mentioned new restrictions on team member licenses.  Any info you can share would be greatly appreciated.  Can users use our normal model driven app to access dynamics with the new license? I only have a handful that need multiple environments.  thank you!  Laura​

    ------------------------------
    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 8.  RE: Team Member License - Experience and Use Cases?

    TOP CONTRIBUTOR
    Posted 24 days ago
    @Laura Mortick easy to understand and Microsoft licensing​... that are two things that don't go together 😄

    The best way, in my opinion, to try to understand licensing, is to read @Jukka Niiranen blog. He has written a post on the new Team Member apps for Dynamics 365 as well as many other great posts on licensing. That's my go-to resource for licensing.

    ------------------------------
    Niels Lønberg
    Semco Maritime
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 9.  RE: Team Member License - Experience and Use Cases?

    SILVER CONTRIBUTOR
    Posted 24 days ago
    I agree that the licensing is very complicated and ​@Jukka Niiranen is a great resource. Here are links to resources I gathered when looking at this.

    2020 Wave 1: Understanding Team Member License Enforcement in Dynamics 365 2020 Wave 1 ( Video)

    Sales Team Member app for users with Team Member license (Microsoft Doc)

     

    Get ready for licensing enforcement in Dynamics 365 (Blog Jukka Niiranen )

    Full User vs. Team Members (Blog)

    A Quick Guide to Dynamics 365 Team Member Licenses​ (Blog)

    A selection of create / edit functions not available for Team Member licenses include:

    • Create, edit or delete leads and opportunities
    • Create, edit or delete accounts - since October 2018 
    • Create, edit or delete knowledge posts - since October 2018 
    • Marketing Lists
    • Quick Campaigns
    • Case management
    • Configure system views and system dashboards
    • Microsoft Social Engagement
    • Voice of the Customer surveys
    • Products and price lists
    • Create, edit or delete quotes and orders
    • Contracts
    • Work orders


    ------------------------------
    Jeff Botts
    Sempra Global
    San Diego CA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 10.  RE: Team Member License - Experience and Use Cases?

    SILVER CONTRIBUTOR
    Posted 23 days ago
    @Chad Althaus @Niels Lønberg - We switched from 120 Team licenses to Power App per Apps (I call them PAPAPs) in Feb benefit is users can also CRUD on Accounts and Custom Entities and as far as we can see there is no restriction on Opportunities either.  ​​The other benefit of the PAPAPs is you get an additional 50 MB of database storage per user compared to zero on a Team license.

    I've retained about 54 Sales Enterprise licenses for the key sales teams and reading through the Wave 2 documentation some of the new functionality (Duplicate Detection & Merging, Forecasting) is only available with a Sales Enterprise license so I'm budgeting for a mix of licenses but a smaller pool of sales enterprises and a wider pool of the PAPAPs

    Understatement of the year - the licensing information is contradictory!  Definitely suggest PAPAPs - Sophie

    ------------------------------
    Sophie Marsh
    Campden BRI
    Chipping Campden
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 11.  RE: Team Member License - Experience and Use Cases?

    TOP CONTRIBUTOR
    Posted 23 days ago
    I have looked into Team licenses before 2020 Wave 1 and shied away because the documented restrictions were not enforced by the system.  It was stated that 2020 Wave 1 would have Team license restrictions enforced.  In the small print, the restriction appears to only restrict the holder to a specific Team hub not other restrictions like record creation.

    Can anyone please confirm if this is correct or not?

    Thank you,

    ------------------------------
    Jim Corriveau
    A.W. Chesterton Company
    Groveland MA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 12.  RE: Team Member License - Experience and Use Cases?

    GOLD CONTRIBUTOR
    Posted 23 days ago
    Edited by Chad Althaus 23 days ago
    @Sophie Marsh / @Niels Lønberg,

    Now my interest has definitely shifted to comparing the Power App licenses to the full Sales Enterprise license. From my perspective, I see two things you can lose with the Power Apps license over the Sales Enterprise:
    1. Create/Write access to restricted entities, including Goal and Forecast with Opportunity having no restrictions.
    2. Access to features unique within Dynamics 365, including Merge, Duplicate Detection, Sales Insights. At least, we think this is the case. To me, it's still unclear if these will be unavailable to Power App users if others in the environment using the same app have Sales Enterprise licenses. How would they enforce this?

    I don't see many other things for consideration. The Power Apps licenses seem to be great alternatives to full Dynamics 365 Enterprise licenses for the users who aren't core users.

    I've loved the input from everyone. I think a significant amount of money will be saved as a result of everyone's input. 🤑

    ------------------------------
    Chad Althaus
    Bray International, Inc.
    Houston TX
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 13.  RE: Team Member License - Experience and Use Cases?

    SILVER CONTRIBUTOR
    Posted 22 days ago
    and so continuing with our thinking of PAPAPs licences when I move to the Cloud I will have in essence two applications
    Sales Hub
    Customer Services Hub

    Users can have PAPAP licences and the only functionality at risk is Cases? Therefore those that use Cases need to have the CS Enterprise licences but the rest I can get away with PAPAP licence?

    ------------------------------
    Jessica Howes
    Microsoft Dynamics Specialist
    Opus
    Reigate
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 14.  RE: Team Member License - Experience and Use Cases?

    TOP CONTRIBUTOR
    Posted 15 days ago
    @Jessica Howes I still think there are a lot of grey areas.

    The list of restricted entities is referring to entities, where users need a license for the corresponding Dynamics 365 app if they need to create, update, or delete records within the entities. However, there are still a lot of features that are specific to e.g. Dynamics 365 Sales and Dynamics 365 Customer Service which you cannot disable for Power Apps per App users simply by removing their create, update and delete privileges for the entity.

    ------------------------------
    Niels Lønberg
    Semco Maritime
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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