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Customer experience | Sales, Customer Insights,...
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How do Dynamics 365 Sales partners typically access and manage customer environments?

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In Dynamics 365 Business Central, partners commonly use delegated admin access (GDAP) to access a customer's Business Central environment. In Dynamics 365 Sales, I am trying to understand the standard practice.

Do partners typically:

• Use GDAP to manage customer Sales environments, or

• Ask the customer to create internal users and assign Dataverse roles? If so, which roles are required?

 

Thanks!

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