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Microsoft Dynamics CRM (Archived)

Dynamics CRM Online Navigation pane shows only Settings and Service

Posted on by Microsoft Employee

In Dynamics CRM Online, my account has System Admin role. I would like to customize our solution for Sales and Marketing teams.

When I login, however, psiphon I only see 'Settings' and 'Services' in the navigation panes and don't see 'Sales' and 'Marketing' panes.

I have privileges to customize the entities (lead, account etc), but I would like to be able to see these in my Navigation. These used to show by default. Any ideas on how to show those? Thanks.

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  • Suggested answer
    Priyesh Profile Picture
    Priyesh 7,392 User Group Leader on at
    RE: Dynamics CRM Online Navigation pane shows only Settings and Service

    Hi,

    If you've recently created the environment and you're the System Administrator, you'll need to go to Settings > Users > select the user and click on Promote To Admin

    promote.png

     

    The, refresh the page, the rest of the SiteMap will appear

  • Suggested answer
    MRVIX Profile Picture
    MRVIX 1,258 on at
    RE: Dynamics CRM Online Navigation pane shows only Settings and Service

    Hi Kethrin, you can check your sitemap settings. Those Areas might be set to hidden.

    You can use XrmToolbox to check.

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