Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Marketing Insights Security Roles

  • 1.  Marketing Insights Security Roles

    Posted Feb 24, 2020 10:23 AM
    Wondering if anyone has any input on what securities/permissions Sales users might require to see Marketing Insights?




    ------------------------------
    Bryan Wood
    Cherry Bekaert LLP
    Richmond VA
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Marketing Insights Security Roles

    Posted 22 days ago

    Just came across your post here in a search. Hopefully you have already found this by now but if in case not, it is the Customer Insights Information entity.  If you give read access to that it will allow your users to see the Insights data.  I copied the sales person role and then gave them the following permission and it works.



    ------------------------------
    Corey Hanson
    Microsoft
    Fargo ND
    ------------------------------

    Academy - Online Interactive Learning from Experts


If you've found this thread useful, dive deeper into User Group community content by role