Customer experience | Sales, Customer Insights,...

Basic Privileges required to work in Marketing app

(0) Share

Report

Posted on by Nithya Palanisamy

232

Hi,

We have created a custom security role to access Marketing app. Entities are visible. Have given org level read and append to privileges for the following entities.

Default Marketing Settings
Authenticated Domain
Authentication Settings
Content Settings
Marketing Strategy
Marketing Strategy Attributes
Website

Also configured permissions for Marketing module core entities as per the requirement.

But when we try to create the Segment the designer is loading for a long time. Not able to identify the missing privileges.

Please suggest how to identify the minimum privileges required to create core entities record in marketing.

Regards,

Nithya

I have the same question (0)

All responses (5)

Answers (0)

cloflyMao 25,210 on at

Like (0)

Report

Hi Nithya,

Can you choose segment template in pop up dialog?

You might also assign privileges on following entities for your custom security role:

(All in Custom Entities tab)

* Marketing Data Import

* Custom Control

* Grid

* Segment Template(optional, if you can't select segment template in dialog)

Here are some threads which are similar to your issue, you could take them as reference:(I have sum up required entities from these answers.)

https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/374982/marketing-email-templates-disappeared-when-creating-new-email

https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/375107/segment-templates-not-appearing

https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/375215/marketing-form-designer-issue---can-t-load-custom-fields

Regards,

Clofly

Was this reply helpful? Yes No
Suggested answer

Petit Hibou on at

Like (0)

Report

Hi Nithya

Can you please create an incident with additional details? We will need to know which organization is this happening for, which user and whether it’s the editor itself loading forever or segment metadata. Then we’ll be able to investigate this in more detail.

Br

Elena

Was this reply helpful? Yes No
cloflyMao 25,210 on at

Like (0)

Report

Hi Nithya,

Could it work by assigning necessary privileges to those entities for your security role?

Regards,

Clofly

Was this reply helpful? Yes No
Nithya Palanisamy 232 on at

Like (0)

Report

Hi Clofly,

I gave the privileges as you mentioned. Custom control was not available under custom entities. It was under customizations. But It didn't work.

I found the OOB security role "Marketing Manager- Business" which has only Marketing related permissions. After giving that security role able to create segment.

Thanks!

Was this reply helpful? Yes No
Nithya Palanisamy 232 on at

Like (0)

Report

Hi Elena,

With admin privilege I'm able to create segment. The issue I was facing is with Custom Security role.

I found the OOB security role "Marketing Manager- Business" which has only Marketing related permissions. After giving that security role able to create segment.

Thanks!

Was this reply helpful? Yes No

Join the conversation

Community site session details

Basic Privileges required to work in Marketing app

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates

Community site session details

Basic Privileges required to work in Marketing app

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates