If I look into the Security Roles for Dynamics 365 Marketing I see for Marketing Manager a "Marketing Manager" role and a "Marketing Manager - Business" role. The same goes for "Marketing Professional" and "Marketing Professional - Business". Does someone know the main differences between these roles, so between the regular and the add-on Business?
Hi,
To know the differences between security roles, please navigate to Advanced Settings > Settings > System > Security > Security Role.
Find the roles from the list and compare the privileges.
Generally speaking, the differences between the roles you mentioned are not significant, and it is even possible to set them to be identical by modifying the privileges.
Here are some documentations about them which you can refer to:
Manage user accounts, user licenses, and security roles (Dynamics 365 Marketing) | Microsoft Docs
(+) Security Roles in Dynamics 365 Marketing - Microsoft Dynamics CRM Community
To know the add-ons in Marketing, please refer to:
Overview (Dynamics 365 Marketing) | Microsoft Docs
Honestly, that doesn't really answer the question. I have the same issue. Why are there two nearly identical Security Roles if we only need one of them? I couldn't find any explanation of the difference or even an explanation of why "Marketing Professional" exists. This confuses Users, Admins and Consultants. Please, Microsoft, extend your documentation here.
I guess I have the answer on this as I was searching for an explanation for those two roles as well:
If your're using any Dynamics 365 Module (except Marketing), lets say Sales, then you will get the "Marketing Manager" and "Marketing Professional" Roles with all the other standard roles. This will give you privileges on the little Marketing area in Sales.
If on the other hand you have the real Dynamics 365 Marketing you will get all the standard roles as well (e.g. Salesperson as well) BUT you also get "Marketing Manager - Business" and "Marketing Professional - Business" on top and those are to use inside Marketing to have sufficient privileges for the functions.
Microsoft somehow points this out in the documentation but only in a side note that's not very helpful: learn.microsoft.com/.../admin-users-licenses-roles
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