i sign up with 30 days free trial of "dynamic 365 customer engagement plan enterprise edition trial"
i have a problem in this CRM, Sales Module is not displaying on the Screen of CRM Please find the attachment of sample image as "1.png" i am attaching another image which is my own trial dashboard image "3.png" which has not sales option. kindly help me to resolve this problem.
*This post is locked for comments
Hi,
As per the image posted by you, it seems that you do not have proper privileges to view the charts.
So just to confirm, please ensure that you are having sufficient roles to view the entity.
Please try to login using the System Administrator security role and verify that you still don't see the Sales Module. If the Sales module shows up using the System Administrator then change your roles to any one of the Sales Person OR Sales Manager and check if it resolves the issue.
Hope it helps!
Many thanks,
Nitin Verma
Go to your office 365 Portal, and click on Admin Centers, Dynamics 365.
In the new Dynamics 365 Administration Center click on Instances Tab, select your instance, and click on Solutions.
Make sure that the Dynamics 365 Sales Application solution is installed.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,240 Super User 2024 Season 2
Martin Dráb 230,149 Most Valuable Professional
nmaenpaa 101,156