Athugasemd
Aðgangur að þessari síðu krefst heimildar. Þú getur prófað aðskrá þig inn eða breyta skráasöfnum.
Aðgangur að þessari síðu krefst heimildar. Þú getur prófað að breyta skráasöfnum.
Across Dynamics 365, you're likely to find content that is intended for people with a specific type of job but might be accessed by people with other jobs. You'll also find content that is intended for people across their organization, regardless of their job or role. This article intends to describe the different roles as Microsoft perceives them.
Roles
The table in this section lists the types of jobs that we at Microsoft consider our key audiences for content on Microsoft Learn.
Tip
If you can't find a definition that fits you, don't despair! It just means that we've merged different jobs into a role for simplicity. For example, an article targets a functional consultant, but it includes content that's relevant for an accountant or a purchasing manager. Or an article targets a developer, but a low-code app maker can also consume and understand it.
Role | Description |
---|---|
Customer | This role covers two definitions: In guidance and admin content, it's the organization that buys a license for a Microsoft product. In Dynamics 365 business functionality content, it's more often that organization's client or consumer. |
Partner | This role covers two definitions: In guidance and admin content, it's the organization that sells licenses for Microsoft products. In developer or maker content, it's more often an independent software development company, or app provider. |
Functional consultant | This role covers people that are employed by a Microsoft reselling partner and who helps implement Dynamics 365 for a customer. The role covers many different names and job titles. Learn more at Functional consultants in Dynamics 365 implementations. |
Solution architect | This role is employed by Microsoft or any other company and use their technical expertise to integrate and optimize technologies across an organization, tailoring solutions to meet business needs. Learn more at Solution architects in Dynamics 365. |
Business owner | This role covers the person or people with the final say in which Microsoft services their organization will purchase. |
Business analyst | This role typically applies to a person who is employed by the customer. The role covers many different names and job titles. |
Project manager | This role is a key resource for working with other project roles and stakeholders to define and control the implementation strategy, monitor and report on performance, and coordinate activities. |
Developer | Typically a software engineer, but other profiles can also consume and understand the content. Their employer can be either a partner or the customer. |
Internal admin | This role covers people that are employed by the organization that uses Dynamics 365 as system administrators or similar jobs. They must approve partner access to their organization's environments, for example. |
Delegated admin | This role covers people that are employed by a Microsoft reselling partner and are assigned granular delegated admin privileges to their customer's tenants. |
Stakeholders
You'll also find articles, such as our library of business processes, that are intended for a specific group of stakeholders, meaning people with different titles and jobs but a professional interest in certain departments or business areas. The stakeholders also impact how Dynamics 365 is configured in those areas. The following table lists the terms we use for these people.
Term | Examples |
---|---|
Accounts payable stakeholders | Accounts payable manager |
Accounts receivable stakeholders | Accounts receivable manager, Credit and collections manager, Revenue recognition manager |
Treasury stakeholders | Treasurer, Cash manager, Controller |
Finance stakeholders | CFO, Controller, Accounting manager |
Sales stakeholders | VP of sales, Sales Directors, General Managers |
Purchasing stakeholders | Director of Procurement, Purchasing Manager, Buyers |
Production stakeholders | Production executive, Production planner, Production manager, Manufacturing manager, Research and development manager |
Operations stakeholders | COO, Risk managers, Fraud managers |
Retail store operations stakeholders | Store manager, General manager, District manager |
Merchandising stakeholders | Merchandising manager |
Marketing stakeholders | CMO, Marketing executive, Marketing manager |
Warehouse stakeholders | Warehouse manager, Shift manager |
Human resource stakeholders | CPO, HR executive, Director or human resources, Learning manager, Compensation manager, Benefits manager |
Project/Service stakeholders | Project directors, Project managers, Engagement managers, Delivery managers |
Customer service stakeholders | Call center manager, Customer service manager, Case managers |
Field service stakeholders | Field supervisors, Fleet managers |
IT stakeholders | CIO, Director IT, ERP Manager, Technology managers |
Administrative stakeholders | System admin, Microsoft 365 admin |
Related content
Find more information in the following articles.