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Answered

Users cannot access Customer Service Workspace

Posted on by 71

As System Administrator I can acces Customer Service Workspace but our users who have a Dynamics 365 Customer Service Professional license cannot.

We use AAD security groups which then go to Dynamics Teams for Dynamics access.
I added the 'App Profile User' security role to the Team
They already have the 'Customer service app access' security role and also 'Customer Service Representative' 

Am I missing something, do thy need another security role? 

  • Verified answer
    cmoreno8 Profile Picture
    cmoreno8 25 on at
    RE: Users cannot access Customer Service Workspace

    Hi,

    To check which roles are related to an app, as admin, you should go to app menu and click in the 3 dots of the Customer Service Workspace box.

    You will find to admin roles and you can manage and check roles permitted to use the app. If the rol assigned to your team is not selected, you can add.

  • RachelColes Profile Picture
    RachelColes 71 on at
    RE: Users cannot access Customer Service Workspace

    Hi Daniel,

    Not working but I fell it's becuase we're using AAD security groups which use Power Platform Teams which have the security roles. I'm doing some testing and will let you know the outcome. We don't assign users individual security roles via Power Platform

    Regards

    Rachel

  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar on at
    RE: Users cannot access Customer Service Workspace

    Hey!

    Please try testing with the "Customer Service Representative" or "CSR" security role.  Once you add this to the team, they should be able to see the app.

    Regards,

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