Breaking news from around the world
Get the Bing + MSN extension
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2019 release wave 2 Discover the latest updates and new features to Dynamics 365 planned through March 2020
Release overview guides and videos Release Plan | View virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Talent TechTalks | Upcoming TechTalks
I have a customer for who we have configured security but despite being having configured Goals to be visible for the business unit, the Goals menu option is not visible.
It is available if system administrator role is assigned.
However, if roles that have Goal entities set to 'Business Unit' and 'User' are set removes the menu option and users are not able to see the Goals menu option or their Goal records.
User with Goals set to 'Business Unit' are also not able to see goals (either their own or for their business unit).
Dynamics 365 Cloud v 9.0
OK, it might be difficult to use the System Admin as your base line to debug this security issue. Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager security roles are all capable of doing that. Compare your custom role to one of these roles and it should be easy to find the missing permission. From looking at it, make sure that you have access to Goal Metrics as well.
Business Applications communities