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Microsoft Dynamics 365 Business Central Team Member Permissions

Updated: Aug 6, 2021

2020 Updates Below

One would assume that a Microsoft Dynamics 365 Business Central Team Member would have the exact same permissions as a Microsoft Dynamics NAV Limited User but that is not the case.

Business Central Team Member vs Dynamics NAV Limited User

A Microsoft Dynamics NAV Limited User actually has a lot of good capabilities. A Dynamics NAV Limited User has the ability to create Sales Orders or Purchase Orders and can write to three additional tables. Dynamics 365 Business Central does not allow this for their Team Members. According to the Microsoft Licensing Guide these are the capabilities of a Dynamics 365 Business Central Team Member:

  • 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 timesheet for Jobs

  • User PowerApps for Dynamics 365

Update as of 2-24-20

Dynamics 365 Business Central

  1. You can not read all data and run all reports (based on Role/Center and Permission sets like usual).

  2. You are not able to add new Customer, Item, or Vendor records. However you can add some types of new entries against these master data records, while other types of new entries are not allowed. For example, for an item, you can add new Comments or Item Cross-References, but you can not add new Sales Price records.

  3. You can create Purchase/Sales Quote documents. However you cannot create new Purchase/Sales Orders (or invoices/credit memos).

  4. You are able to modify existing order/invoice documents and you are able to add new line records to an existing document. For example, a full user creates a new Purchase Invoice header including assigning the Vendor, Invoice No., and attaching a PDF of the invoice. Then, a Team Member can view the record and build out all of the invoice lines to assign the amounts to different G/L Accounts and amounts by adding new Purchase Invoice line records.

  5. You cannot post anything.

Here's a short segment from our podcast A Shot of Business Central and A Beer that discusses Business Central's Team User's functionality

Microsoft Dynamics 365 Business Central Team Member capabilities.

Want to know more about Microsoft Dynamics 365 Business Central and how it can help your business for as little as $70 a user per month? Schedule a free demo below!

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