Sales Team Member app module

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
End users, automatically - This feature is released. Feb 3, 2020 This feature is released. Apr 1, 2020

Business value

Sales Team Member is a new app module that will be available to users with the Team Member license and is designed for users who are not tied to a particular function, but require basic Dynamics 365 functionality within sales scenarios.

Feature details

The Team Member license provides use rights to a limited set of use cases. The Sales Team Member app module enables those use cases and provides guidance and clarity on the use rights. The new app module will support the following sales use cases:

  • View customer details.
  • View leads and opportunities related to a customer.
  • Create and view activities for a customer or related leads or opportunities.

Admins can configure the app for additional scenarios, but not beyond those listed in the Microsoft Dynamics 365 Licensing Guide.

Note

This feature is available in Unified Interface only.
This capability is available with the Dynamics 365 Team Member license.

See also

Sales Team Member app for users with Team Member license (docs)