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Dynamics 365 team member license for improved profitability

If you are migrating or upgrading from Sage 50 Manufacturing and Accounts to an alternative solution to answer your accounting, operational and CRM needs it is likely because you not only wish to provide your business and its staff with more comprehensive information but that this information is accessible appropriately from across your operation.

The increased efficiencies from providing staff with immediate access to the data they need to fulfil their roles are tangible.

  • Working time is more productive
  • Decisions are made based on fact not on guesswork
  • Customer service improves
  • Accountability and audit trails are crystal clear

Software with single level access can limit efficiencies

Sage 50 Manufacturing and Accounts is an example of a solution that offers only one level of access: full.

Some full users therefore have their user rights locked down to limit what can be seen or updated. The cost of a full user in these scenarios often means that providing access to those who need to read some and update some areas of a system is prohibitive and thus access to central systems remains open to only management and key users.

The management team and key users therefore will always serve as the ‘go to’ points of information.  Staff have to ‘Go To’ these users for information which takes valuable time out of the working day for those asking for information and those providing it.

Dynamics 365 Business Central offers the Team licence option which reduces licensing costs on SaaS dramatically to just under 10% of the cost of a full user.

What is the Dynamics 365 Business Central Team Member licence?

The Dynamics 365 Business Central Team Members subscription is a named user subscription designed for users who are not tied to a particular function, but who require basic Dynamics 365 Business Central functionality. This license includes read access as well as some write access for select light tasks across Dynamics 365 Business Central functionality for a given tenant. The Dynamics 365 Business Central Team Members subscription grants a user full read access to Dynamics 365 Business Central Essentials and Dynamics 365 Business Central Premium for a given tenant.

In addition, the Dynamics 365 Business Central Team Members subscription includes some limited use write access to Dynamics 365 Business Central Essentials and Premium. Dynamics 365 Business Central Team Members also includes the “PowerApps for Dynamics 365 Applications” license. Dynamics 365 Business Central Team Members users can use PowerApps to access Dynamics 365 Business Centre within the bounds of their Team Members license. Dynamics 365 Business Central Team Members requires that at least one other user be licensed with Dynamics 365 Business Central Essentials or Dynamics 365 Business Central Premium.

Who in my organisation would qualify for a Dynamic 365 team member licence?

Dynamics 365 Business Central Team Members users can do the following:

  • Read anything within Dynamics 365 Business Central
  • Update existing data and entries in Dynamics 365 Business Central – existing data are records like customer, vendor or item records which are already created. Entries means entries on which it is specifically allowed from an accounting perspective to update specific information. (e.g. due date on customer ledger entries)
  • Approve or reject tasks in all workflows assigned to a user
  • Create, edit, delete a quote
  • Create, edit, delete personal information
  • Enter a time sheet for Jobs
  • Use PowerApps for Dynamics 365 within the bounds of the Team Member Subscription

How can I access Dynamics 365 Business Central?

The Dynamics 365 Business Central application can be licensed in two ways:

Dynamics 365 Business Central Essentials:

  • Financial Management
  • Customer Relationship Management
  • Project Management
  • Supply Chain Management
  • Human Resources Management
  • Warehouse Management

Dynamics 365 Business Central Premium:

  • Everything in Essentials
  • Service Management
  • Manufacturing

Note, you may not mix and match Essentials and Premium users. You must license Essentials or Premium users but not both. Dynamics 365 Business Central (per user license) – This license provides users with unrestricted access to the functionality included in Dynamics 365 Business Central Team Members and Business Central. Dynamics 365 Business Central Applications include the “PowerApps for Dynamics 365 Applications” license. Dynamics 365 Business Central users can use PowerApps to access Dynamics 365 within the bounds of their Dynamics 365 Business Central Essentials or Premium license.

Customers who have external accountants who wish to connect to the Dynamics 365 Business Central application can purchase one per tenant at no additional cost. External Accountant Licenses contain all the same use rights as Dynamics 365 Business Central license except for the following: Access to user set up or admin tasks and any other Dynamics 365 Business Central application.

 

Thought for the Day

Just get in touch with Qi Ltd for further information.  We can give you an initial tour of Dynamics 365 Business Central (no pressure) and discuss how you can deploy Team licences in your project. Remember if you start off with Team licences and job roles change there is an upgrade path to full users when you need them.

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