Sales Team Member app module

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

As announced in this blog post, Microsoft is making some changes to the update schedules in April in response to COVID-19. The April 2020 release wave 1 updates will be generally available as mentioned in the Dynamics 365 and Power Platform release plans. More information is available in the product-specific FAQs. We will continue to release critical updates for Dynamics 365 applications and Power Platform, and are extending the deprecation timelines for some capabilities to give customers and partners additional time to make the transition. Microsoft is committed to supporting to our customers and partners in these uncertain times.

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