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Dynamics App for Outlook + Team Member License

  • 1.  Dynamics App for Outlook + Team Member License

    GOLD CONTRIBUTOR
    Posted Jun 11, 2019 04:01 PM
    Does anyone know if the team member license structure supports the Dynamics App for Outlook? Technically the team member wouldn't be editing the record in CRM but having the app would allow them to track an email to the timeline of a record in CRM. Would this be a supported use case for a team member?

    #CustomerEngagement
    #Admin

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    Rosemarie Cordell
    Business Analyst
    NEWBERG OR
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    Conference-CRMUG_200x200


  • 2.  RE: Dynamics App for Outlook + Team Member License

    TOP CONTRIBUTOR
    Posted Jun 12, 2019 02:27 AM
    @Rosemarie Cordell,

    The answer I have received from Microsoft is that it does.

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    BR,
    Niels
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    Conference-CRMUG_200x200


  • 3.  RE: Dynamics App for Outlook + Team Member License

    TOP CONTRIBUTOR
    Posted Jun 12, 2019 07:09 AM
    Hi @Rosemarie Cordell, we have users that have a Team Members licence and are using the App for Outlook.  We're on CRM Online v9x Customer Engagement.

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    Mark Aston
    Data Analyst
    Ordnance Survey
    Southampton, UK
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    Conference-CRMUG_200x200


  • 4.  RE: Dynamics App for Outlook + Team Member License

    GOLD CONTRIBUTOR
    Posted Jun 26, 2019 07:29 PM
    Thanks, @Mark Aston and @Niels Lønberg! Are your team members able to send emails within a record? If so, is there a specific permission you can point me to in the security role which enables this?​​​

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    Rosemarie Cordell
    Business Analyst
    NEWBERG OR
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    Conference-CRMUG_200x200


  • 5.  RE: Dynamics App for Outlook + Team Member License

    TOP CONTRIBUTOR
    Posted Jun 27, 2019 10:55 AM
    @Rosemarie Cordell - If you are using the D365 App for Outlook within Outlook, the users would send emails from Outlook like normal. The only extra steps would be to select the record to track the email against.



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    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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    Conference-CRMUG_200x200


  • 6.  RE: Dynamics App for Outlook + Team Member License

    GOLD CONTRIBUTOR
    Posted Jun 27, 2019 11:33 AM
    Thanks @Aaron Back, MCSE. They are enabled for app use but I was hoping to give these users access to send emails within a case record as well.​

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    Rosemarie Cordell
    Business Analyst
    NEWBERG OR
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    Conference-CRMUG_200x200


  • 7.  RE: Dynamics App for Outlook + Team Member License

    TOP CONTRIBUTOR
    Posted Jun 28, 2019 11:26 AM
    Hi @Rosemarie Cordell, ​I'd suggest the following permissions although not necessarily at the levels in my screenshot.  The permissions would need to be consistent which your existing security structure.


    Let me know if you require any further details.

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    Mark Aston
    Data Analyst
    Ordnance Survey
    Southampton, UK
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    Conference-CRMUG_200x200


  • 8.  RE: Dynamics App for Outlook + Team Member License

    GOLD CONTRIBUTOR
    Posted Jul 08, 2019 07:48 PM
    This was incredibly helpful. Thanks @Mark Aston!​

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    Rosemarie Cordell
    Business Analyst
    NEWBERG OR
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    Conference-CRMUG_200x200


  • 9.  RE: Dynamics App for Outlook + Team Member License

    TOP CONTRIBUTOR
    Posted Jul 09, 2019 05:27 AM
    No problem @Rosemarie Cordell, happy to help.​

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    Mark Aston
    Data Analyst
    Ordnance Survey
    Southampton, UK
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    Conference-CRMUG_200x200


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