What is a common use case for Team Member licensing in Dynamics 365 Sales?

Team Member licensing in Dynamics 365 Sales is designed for users who need to access specific features without the full capabilities of the Sales Professional or Sales Enterprise licenses. A common use case for Team Member licensing includes the ability to view reports and dashboards.

This licensing option allows users to gain insights into sales performance and key metrics without being involved in the more complex aspects of the sales process, such as managing full sales processes or creating marketing campaigns. Users with Team Member licensing can view existing data and metrics, making it ideal for team members who need to stay informed about sales activities and outcomes but do not require the ability to edit or create detailed processes.

In contrast, the more advanced functionalities, like creating personalized marketing campaigns, managing full sales processes, or customizing lead scoring models, are reserved for higher-tier licenses where comprehensive engagement with the system is necessary. The Team Member license primarily emphasizes visibility and basic interaction with the data on existing reports and dashboards, supporting users in their roles without granting them extensive permissions or functionalities.