Customer Engagement & Dynamics CRM Forum

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Sales staff versus no sales staff

  • 1.  Sales staff versus no sales staff

    Posted Dec 03, 2019 07:42 AM
    We have 2 types of users in D365.  One set is licensed with the D365 customer engagement plan (sales staff), the other are licensed as D365 team members (sales support staff).  I'd only like the customer engagement plan users to show up in sales reports.  Can this be configured with base D365 roles?  Thanks

    John Mallinger

  • 2.  RE: Sales staff versus no sales staff

    Posted Dec 03, 2019 09:37 AM
        I filter my sales reports using the OOTB Position field on the user record. This gives my sales manager the ability to choose who they want in or out of their reports rather than having to ask the AD administrator to change a license.

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    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
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