Monday, 24 June 2019

Dynamics 365 Team Member Unable to make connections between entities

Hi Everyone,

Today i am going to share my experience with the Team Member User in Dynamics 365.

Scenario:
Team Member unable to make connections between contacts and accounts primary contact.

How to resolve this issue:

Lets gets started..

Microsoft Dynamics 365 Team Member License will have restricted access according to the Dynamics 365 Licensing Guide.

Here is the links for reference:
https://mbs.microsoft.com/Files/public/365/Dynamics365LicensingGuide.pdf

In order to resolve this problem..



System Administrator need to look at the security role of the team member.

The Relationship role needs to have organisation level access to the team member..


Make sure the Team Member can have Read and Assign access to the Account entity also the same level of access to the contact entity.

Finally the Team Member can create "Connection" between the records on Dynamics 365..

I hope this helps.
For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing/Web Hosting/Websites
Email: info@gmrit-solutions.com


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