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new Team Member Append and Append To rights for Accounts and Contacts

  • 1.  new Team Member Append and Append To rights for Accounts and Contacts

    SILVER CONTRIBUTOR
    Posted Apr 15, 2019 10:16 AM
    Hi all
    Apologies if this has been covered somewhere but I cannot find a definitive answer...

    I need to know if the Team Member license will allow a user to Append to the Contacts, Accounts and Opportunities entities? I get that now MS have decided they cannot have full CRUD rights to Accounts and Contacts but what about the appending of Notes or Activities for example?

    I have reviewed the latest (April 2019 v.2) license guide but its not 100% clear there, it sounds like Team Members CAN append as they have access to Activities and can also post & follow Activity Feeds, but im still not certain.

    any help, even if its just linking me to additional resources would be great thanks!

    what we are looking to do is reduce our license costs as we move to the new license model for our on-prem D365 (v8.2) environment. We have a Security Role for Read Only users to access but currently this allows appending Activities to Contacts and Accounts etc and I want to be able to continue to do this but within the bounds of the Team Member license (as opposed to a Plan or Sales App license)

    #CustomerEngagement, #teammember, #licenses

    ​​​​

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    Robin Marshall
    Dynamics Competency Centre Lead
    Babcock International
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    Conference-CRMUG_200x200


  • 2.  RE: new Team Member Append and Append To rights for Accounts and Contacts

    Posted Apr 18, 2019 08:40 AM
    Hi Robin,

    My understanding from the licensing guide is the same as yours - appending to accounts and opportunities is not explicitly denied for users with team member licenses.
    After speaking with multiple reps in MS and asking if team member licensees could append to accounts and opportunities, I was finally told "We have received confirmation from corp that a team member license does not allow for appending. Unfortunately, I have not yet received proof in terms of official documentation. Please bear with me."

    If anyone else has more information on this, I'd be very happy to hear it.

    Regards,
    Sean

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    Sean O Malley
    AIG
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    Conference-CRMUG_200x200


  • 3.  RE: new Team Member Append and Append To rights for Accounts and Contacts

    TOP CONTRIBUTOR
    Posted Apr 18, 2019 09:00 AM
    ​I'm very curious on this, too. This would be a major change for us.

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    Julie Reynolds
    Enterprise Information Steward II
    Brotherhood Mutual Insurance
    Fort Wayne IN
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    Conference-CRMUG_200x200


  • 4.  RE: new Team Member Append and Append To rights for Accounts and Contacts

    TOP CONTRIBUTOR
    Posted Apr 18, 2019 03:42 PM
    Recently they have started restricting the actions one can take with a TM license. Not clear about append rights though. Need to play out and test.

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    Sunil Raheja
    Aha Apps
    Glen Allen VA
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    Conference-CRMUG_200x200


  • 5.  RE: new Team Member Append and Append To rights for Accounts and Contacts

    GOLD CONTRIBUTOR
    Posted Apr 18, 2019 04:21 PM
    This is in no way official, but since you can't make a note without appending it to something and those users have rights to create notes (as of the April 2019 pricing guide), I really can't imagine them not having append rights. 'Append' rights aren't even mentioned at all in the current pricing guide.

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    Aaron Hirshfield
    Sr. CRM Developer
    Foundation Medicine
    Cambridge MA
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    Conference-CRMUG_200x200


  • 6.  RE: new Team Member Append and Append To rights for Accounts and Contacts

    SILVER CONTRIBUTOR
    Posted Apr 23, 2019 06:05 AM
    I have had it confirmed by our contact in MS, Carl Ogden, that a Team Member CAN append to other entities. I have not been able to test this at all though so if anyone else can then please post the results here!

    this will help in our scenario as these users will still need to add activities to Contacts, Accounts and Opportunities

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    Robin Marshall
    Dynamics Competency Centre Lead
    Babcock International
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    Conference-CRMUG_200x200


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