Work 365

Work 365 Security Roles are additive roles based on existing Dynamics CRM roles. They are not standalone Work 365 roles.

Pre-requisites

• In order to assign Work 365 roles, an individual must already have the necessary CRM role.
• Only CRM System Admins can assign security roles.

Here is the recommended role mapping

• Work 365 Sales ➤ Sales Person
  • Can create Billing Contracts, subscriptions
  • Provision Customer Accounts in the Partner Center
  • Update Changes to License Change Logs on subscriptions (cannot create license changelogs)
  • Can only read templates, and can read their own incentives plans
  • Cannot charge customer Credit Cards, or create Payment Profiles
  • Can generate invoices

• Work 365 Customer Service ➤ Customer Service Representative
  • Can sync subscriptions
  • Provision Accounts in Partner Center
  • Update Changes to License Change Logs on subscriptions (cannot create license changelogs)
  • Cannot charge customer Credit Cards, or create Payment Profiles

• Work 365 Admin ➤ Sales Manager + CSR Manager (finance and admin)
  • Can modify Work 365 Configuration Settings
  • Cannot Set up a new Work 365 provider (only a System Admin can do that)
  • Time billing: has access to create/update/delete any time logs along with related time entities. Can also approve time logs.

• Work 365 Service ➤ Consent Account between Partners and Work 365
  • Have the same rights as the Work 365 Admin account. It is recommended this security role only be used for the Work 365 service account.