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Customer experience | Sales, Customer Insights,...
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Sales Hub not visible with Salesperson role; only System Administrator works

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Hi everyone,
I'm facing an issue with Dynamics 365 Sales Hub access.

Scenario:

  • Created a custom security role by copying the out-of-the-box Salesperson role.
  • Only modified privileges for:
    • Accounts
    • Contacts
    • Leads
    • Opportunities
    • Activities
    • Quotes
    • Products
  • Assigned the custom role to the user.
  • Also assigned Sales Enterprise app access.
  • Shared the Sales Hub app with the required security roles using Manage Roles.

App Access Checker results:

  • Sales Hub
    • Security = Yes
    • Visible = No
    • License = No

If I assign the System Administrator role to the same user, the Sales Hub app becomes visible and works correctly. As soon as I remove System Administrator, the app is no longer visible.

I've also:

  • Refreshed the user in the environment.
  • Cleared browser cache and tested in InPrivate mode.
  • Republished the app.
  • Verified the app is shared with the required security roles.

Has anyone experienced this issue before? Is there any additional privilege, app configuration, or licensing requirement that I might be missing?

Any suggestions would be appreciated. Thanks!

Screenshot 2026-08-07 123442.png
Screenshot 2026-08-07 123753.png
Screenshot 2026-08-07 123532.png
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