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Customer experience | Sales, Customer Insights,...
Answered

Where is Sales Settings?!

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Posted on by 169

We are tryig to modify existing word templates in D365Sales and the help in ms docs says "In the site map, select Sales Settings" however we do not seem to have that option and instead have the following :

pastedimage1636023003455v1.png

Is it an access rights issue?

  • Verified answer
    Kenneth Ariel Chaves Herrera Profile Picture
    on at
    RE: Where is Sales Settings?!

    Hi,

    Follow this process:

    pastedimage1636070274563v4.png

    pastedimage1636070023143v1.png

    pastedimage1636070105448v2.png

    pastedimage1636070158232v3.png

    If this was helpful, please check it as verified to help others finding useful information.

    Welcome to this amazing community.

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